Smart Wealth LLC Incresed Positions in Q3 2025

Smart Wealth LLC

  • $265 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
14.2K
+ 671.25%
$181.56 - $190.33 $2.57M - $2.69M
16.3K $3.08B
NVDA
Nvidia Corp

Technology
4.59K
+ 7.57%
$153.3 - $186.58 $703K - $856K
65.2K $12.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.58K
+ 46.15%
$567.77 - $614.76 $2.03M - $2.2M
11.3K $6.94B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.08K
+ 49.65%
$546.99 - $602.2 $1.68M - $1.85M
9.28K $5.57B
Tidal Trust Ii
103K
+ 22.05%
N/A
571K $10.3B
DASH
Door Dash, Inc.

Communication Services
5.01K
+ 154.52%
$234.5 - $272.5 $1.17M - $1.36M
8.24K $2.24B
RDVY
First Trust Rising Dividend Ac

ETFs
11.3K
+ 9.29%
$62.38 - $67.29 $707K - $763K
133K $8.97B
Elevation Series Trust
51.2K
+ 58.44%
N/A
139K $3.42B
Elevation Series Trust
40.7K
+ 57.92%
N/A
111K $2.94B
AMZN
Amazon Com Inc

Consumer Cyclical
4.59K
+ 171.03%
$211.65 - $238.24 $972K - $1.09M
7.28K $1.6B
AAPL
Apple Inc.

Technology
1.22K
+ 10.38%
$202.38 - $256.87 $246K - $312K
12.9K $3.29B
SCHW
Schwab Charles Corp

Financial Services
9.02K
+ 294.16%
$91.03 - $98.69 $821K - $890K
12.1K $1.15B
Pimco ETF Tr
8.12K
+ 54.17%
N/A
23.1K $2.34B
VNQ
Vanguard Specialized Funds Van

ETFs
8.02K
+ 24.0%
$88.47 - $93.24 $709K - $748K
41.4K $3.79B
SIVR
Abrdn Silver ETF Trust

ETFs
395
+ 0.5%
$34.34 - $44.62 $13.6K - $17.6K
79K $3.51B
APH
Amphenol Corp

Technology
5.12K
+ 80.83%
$97.39 - $125.4 $498K - $641K
11.4K $1.42B
MSFT
Microsoft Corp

Technology
991
+ 25.31%
$491.09 - $535.64 $487K - $531K
4.91K $2.54B
GLD
Spdr Gold Trust

ETFs
53
+ 0.5%
$300.96 - $355.47 $16K - $18.8K
10.6K $3.78B
IVV
Ishares Core S&P 500 ETF

ETFs
681
+ 34.66%
$620.67 - $670.08 $423K - $456K
2.65K $1.77B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
183
+ 0.88%
$105.16 - $140.03 $19.2K - $25.6K
20.9K $2.84B
DIV
Global X Superdividend Us ETF

ETFs
26.8K
+ 16.42%
N/A
190K $3.36B
IEMG
Ishares Inc

ETFs
5.41K
+ 76.35%
N/A
12.5K $823M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
8.04K
+ 6.53%
$27.49 - $29.67 $221K - $239K
131K $3.77B
FTLS
First Tr Long/Short Equity ETF

ETFs
3.7K
+ 18.15%
$65.78 - $69.95 $243K - $259K
24.1K $1.68B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.86K
+ 6.95%
$72.65 - $78.68 $135K - $147K
28.7K $2.25B
IWY
Ishares Tr Russell 200 Growth

ETFs
637
+ 14.94%
$243.93 - $275.62 $155K - $176K
4.9K $1.34B
VGLT
Vanguard Long Term Treasury Et

ETFs
3.49K
+ 5.48%
$54.21 - $57.41 $189K - $200K
67.2K $3.82B
Fidelity Wise Origin Bitcoin
833
+ 3.03%
N/A
28.4K $2.83B
TUA
Simpl Exch Traded Fds Sht Term
7.69K
+ 28.32%
N/A
34.8K $762M
IWX
Ishares Tr Russell 200 Value E

ETFs
1.57K
+ 23.3%
$83.04 - $87.88 $130K - $138K
8.3K $729M
SPY
Spdr S&P 500 ETF Trust

ETFs
126
+ 8.65%
$617.65 - $666.84 $77.8K - $84K
1.58K $1.05B
MUB
Ishares National Muni Bond ETF

ETFs
1.12K
+ 6.54%
$103.24 - $106.68 $116K - $119K
18.2K $1.94B
EFV
Msci Eafe Value ETF

ETFs
1.58K
+ 21.35%
$62.79 - $68.42 $98.9K - $108K
8.95K $607M
ORCL
Oracle Corp

Technology
155
+ 14.17%
$218.96 - $328.33 $33.9K - $50.9K
1.25K $351M
JNJ
Johnson & Johnson

Healthcare
300
+ 18.45%
$155.17 - $185.42 $46.6K - $55.6K
1.93K $357M
SPYG
Spdr Portfolio

ETFs
833
+ 39.03%
$94.33 - $105.31 $78.6K - $87.7K
2.97K $310M
EFG
Msci Eafe Growth ETF

ETFs
848
+ 20.86%
$106.99 - $114.46 $90.7K - $97.1K
4.91K $559M
IWS
Ishares Russell Midcap Value E

ETFs
470
+ 19.92%
$132.83 - $140.61 $62.4K - $66.1K
2.83K $395M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.21K
+ 8.43%
$28.92 - $32.19 $34.9K - $38.9K
15.5K $496M
IVW
Ishares S&P 500 Growth ETF

ETFs
333
+ 10.15%
$108.97 - $121.65 $36.3K - $40.5K
3.62K $436M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
944
+ 17.27%
$52.12 - $55.33 $49.2K - $52.2K
6.41K $355M
AXP
American Express CO

Financial Services
140
+ 21.88%
$294.27 - $342.31 $41.2K - $47.9K
780 $259M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
278
+ 11.78%
$110.74 - $122.12 $30.8K - $33.9K
2.64K $319M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
523
+ 12.05%
$53.81 - $57.52 $28.1K - $30.1K
4.86K $280M
TFJL
Innovator 20+ Year Treasury Bo
1.44K
+ 10.24%
N/A
15.5K $314M
IVE
Ishares S&P 500 Value ETF

ETFs
44
+ 3.58%
$194.44 - $206.51 $8.56K - $9.09K
1.27K $263M
TXN
Texas Instruments Inc

Technology
286
+ 17.4%
N/A
1.93K $355M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
34
+ 1.13%
$78.96 - $80.04 $2.68K - $2.72K
3.05K $244M
PG
Procter & Gamble CO

Consumer Defensive
20
+ 1.4%
$150.47 - $161.22 $3.01K - $3.22K
1.45K $223M
Activity Summary
Buys All Purchases 77 New Holdings 26 Increased Positions 51 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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