Smart Wealth LLC Incresed Positions in Q3 2024

Smart Wealth LLC

  • $255 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
211K
+ 333.16%
$57.74 - $59.13 $12.2M - $12.5M
274K $16.2B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
138K
+ 1398.18%
$44.46 - $48.11 $6.15M - $6.66M
148K $7.14B
Innovator Etfs Trust
123K
+ 28.67%
N/A
552K $17.5B
TFJL
Innovator 20+ Year Treasury Bo
81.3K
+ 12.81%
N/A
716K $15.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.7K
+ 535.04%
$60.84 - $67.51 $1.2M - $1.33M
23.4K $1.58B
RDVY
First Trust Rising Dividend Ac

ETFs
16.8K
+ 21.35%
$53.68 - $59.24 $901K - $994K
95.4K $5.65B
XLF
Financial Sector Spdr

ETFs
22.3K
+ 86.19%
$40.84 - $45.74 $910K - $1.02M
48.2K $2.18B
XLU
Utilities Sector Spdr

ETFs
10.5K
+ 55.86%
$67.67 - $80.78 $714K - $852K
29.4K $2.38B
GLD
Spdr Gold Trust

ETFs
2.85K
+ 39.0%
$215.56 - $246.98 $613K - $703K
10.1K $2.46B
XLP
Consumer Staples Sector Spdr

ETFs
9.3K
+ 49.93%
$76.04 - $76.04 $707K - $707K
27.9K $2.32B
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.56K
+ 12.55%
$54.98 - $59.51 $526K - $569K
85.8K $5.1B
MUB
Ishares National Muni Bond ETF

ETFs
6.42K
+ 165.29%
$106.13 - $108.7 $681K - $697K
10.3K $1.12B
Fidelity Wise Origin Bitcoin
10.4K
+ 79.68%
N/A
23.5K $1.3B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
16.8K
+ 21.62%
$22.11 - $24.64 $371K - $414K
94.4K $2.3B
JPM
Jpmorgan Chase & CO

Financial Services
2.49K
+ 171.21%
$194.9 - $224.8 $485K - $559K
3.94K $830M
DIV
Global X Superdividend Us ETF

ETFs
20.7K
+ 20.08%
$17.18 - $17.18 $356K - $356K
124K $2.31B
XLV
Select Sector Spdr Fund Health

ETFs
2.47K
+ 19.91%
$143.3 - $157.24 $353K - $388K
14.8K $2.29B
O
Realty Income Corp

Real Estate
4.81K
+ 34.51%
$52.36 - $63.42 $252K - $305K
18.8K $1.19B
AAPL
Apple Inc.

Technology
507
+ 3.6%
$207.23 - $234.82 $105K - $119K
14.6K $3.4B
NVDA
Nvidia Corp

Technology
3.67K
+ 24.64%
$98.91 - $134.91 $363K - $495K
18.6K $2.25B
AMZN
Amazon Com Inc

Consumer Cyclical
2.13K
+ 41.12%
$161.02 - $200.0 $343K - $426K
7.32K $1.36B
VNQ
Vanguard Specialized Funds Van

ETFs
2.5K
+ 34.44%
$82.97 - $98.97 $207K - $247K
9.76K $951M
META
Meta Platforms, Inc.

Communication Services
480
+ 53.69%
$453.41 - $572.44 $218K - $275K
1.37K $787M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.36K
+ 82.19%
$194.66 - $225.97 $264K - $307K
3.01K $662M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.64K
+ 12.26%
$44.66 - $49.15 $341K - $376K
70K $3.3B
XLC
Select Sector Spdr Tr Communic

ETFs
2.11K
+ 9.98%
$82.16 - $90.4 $174K - $191K
23.3K $2.1B
CAT
Caterpillar Inc

Industrials
612
+ 75.93%
$316.8 - $391.12 $194K - $239K
1.42K $555M
EXR
Extra Space Storage Inc.

Real Estate
871
+ 21.38%
$151.92 - $183.06 $132K - $159K
4.95K $891M
SPY
Spdr S&P 500 ETF Trust

ETFs
413
+ 69.41%
$517.38 - $573.86 $214K - $237K
1.01K $578M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
7.92K
+ 33.83%
$26.36 - $28.69 $209K - $227K
31.3K $897M
PSLV
Sprott Physical Silver Trust

Financial Services
15.7K
+ 13.55%
$9.17 - $10.84 $144K - $170K
132K $1.38B
IVV
Ishares Core S&P 500 ETF

ETFs
309
+ 32.42%
$520.18 - $576.82 $161K - $178K
1.26K $728M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.2K
+ 33.04%
$38.81 - $41.41 $163K - $174K
16.9K $700M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
4.87K
+ 33.85%
$34.5 - $36.48 $168K - $178K
19.2K $702M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
572
+ 2.04%
$33.89 - $41.64 $19.4K - $23.8K
28.7K $1.14B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
4.57K
+ 35.12%
$37.92 - $39.03 $173K - $178K
17.6K $686M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
6.31K
+ 29.91%
$25.04 - $26.83 $158K - $169K
27.4K $733M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
3.7K
+ 31.66%
$37.82 - $40.43 $140K - $149K
15.4K $622M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
3.45K
+ 31.13%
$40.69 - $42.33 $141K - $146K
14.5K $615M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.78K
+ 10.04%
$60.73 - $63.8 $108K - $113K
19.5K $1.23B
SCHG
Schwab Strategic Tr Us Large C

ETFs
277
+ 5.78%
$92.63 - $105.69 $25.7K - $29.3K
5.07K $529M
WMT
Walmart Inc.

Consumer Defensive
45
+ 1.5%
$66.91 - $81.4 $3.01K - $3.66K
3.04K $245M
KO
Coca Cola CO

Consumer Defensive
12
+ 0.37%
$62.69 - $73.01 $752 - $876
3.27K $235M
IVW
Ishares S&P 500 Growth ETF

ETFs
188
+ 8.46%
$84.77 - $97.13 $15.9K - $18.3K
2.41K $231M
Activity Summary
Buys All Purchases 86 New Holdings 41 Increased Positions 45 Sells All Sells 76 Reductions 50 Sold out 26 Options Calls 0 Puts 0
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