Smartleaf Asset Management LLC Reduced Holdings in Q1 2025

Smartleaf Asset Management LLC

  • $1.04 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRSN
Verisign Inc

Technology
-6
- 1.1%
$205.1 - $254.74 $1.23K - $1.53K
540 $136M
CTRA
Coterra Energy Inc.

Energy
-275
- 2.67%
$25.51 - $29.83 $7.02K - $8.2K
10K $287M
CL
Colgate Palmolive CO

Consumer Defensive
-19
- 0.14%
$85.68 - $97.5 $1.63K - $1.85K
13.3K $1.23B
ROL
Rollins Inc

Consumer Cyclical
-237
- 4.09%
$45.65 - $54.03 $10.8K - $12.8K
5.56K $295M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-10
- 0.8%
$88.0 - $115.5 $880 - $1.16K
1.25K $140M
YUM
Yum Brands Inc

Consumer Cyclical
-23
- 1.43%
$123.25 - $162.53 $2.83K - $3.74K
1.59K $247M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-1.23K
- 12.76%
$8.25 - $14.77 $10.2K - $18.2K
8.43K $119M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-817
- 0.88%
$38.99 - $40.37 $31.9K - $33K
91.9K $3.69B
LYG
Lloyds Banking Group PLC

Financial Services
-11.8K
- 14.57%
$2.58 - $3.9 $30.3K - $45.9K
69K $265M
AZO
Autozone Inc

Consumer Cyclical
-18
- 9.0%
$3193.96 - $3828.11 $57.5K - $68.9K
182 $686M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-624
- 0.3%
$42.36 - $43.8 $26.4K - $27.3K
210K $9.11B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-9.23K
- 6.53%
$25.54 - $28.79 $236K - $266K
132K $3.7B
WRB
Berkley W R Corp

Financial Services
-170
- 3.21%
$56.7 - $71.27 $9.64K - $12.1K
5.12K $365M
CMS
Cms Energy Corp

Utilities
-330
- 2.66%
$64.99 - $75.11 $21.4K - $24.8K
12.1K $897M
FISV
Fiserv Inc

Technology
-29
- 0.32%
N/A
9.08K $1.96B
MO
Altria Group, Inc.

Consumer Defensive
-912
- 3.79%
$50.81 - $60.02 $46.3K - $54.7K
23.2K $1.35B
VLO
Valero Energy Corp

Energy
-524
- 3.26%
$121.76 - $142.99 $63.8K - $74.9K
15.5K $2.04B
WELL
Welltower Inc.

Real Estate
-37
- 0.63%
$124.05 - $156.86 $4.59K - $5.8K
5.81K $891M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-165
- 0.74%
$56.12 - $68.15 $9.26K - $11.2K
22.3K $1.51B
VZ
Verizon Communications Inc

Communication Services
-1.31K
- 3.0%
$37.81 - $46.49 $49.3K - $60.7K
42.3K $1.9B
HWM
Howmet Aerospace Inc.

Industrials
-292
- 2.67%
$110.79 - $139.39 $32.4K - $40.7K
10.6K $1.38B
SAN
Banco Santander, S.A.

Financial Services
-6.43K
- 6.1%
$4.46 - $7.14 $28.7K - $45.9K
99K $672M
PM
Philip Morris International Inc.

Consumer Defensive
-485
- 4.41%
$117.15 - $158.79 $56.8K - $77K
10.5K $1.63B
MGV
Vanguard Mega Cap Value

ETFs
-1.97K
- 0.95%
$123.61 - $133.01 $243K - $261K
206K $26.2B
ABT
Abbott Laboratories

Healthcare
-124
- 0.54%
$111.1 - $140.22 $13.8K - $17.4K
22.6K $2.96B
Activity Summary
Buys All Purchases 1261 New Holdings 137 Increased Positions 1124 Sells All Sells 1276 Reductions 1276 Sold out 0 Options Calls 0 Puts 0
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