Smart Wealth LLC Reduced Holdings in Q3 2025

Smart Wealth LLC

  • $265 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-102K
- 69.25%
$58.43 - $58.88 $5.93M - $5.98M
45.1K $2.65B
XLU
Utilities Sector Spdr

ETFs
-59.6K
- 91.26%
$81.14 - $87.32 $4.83M - $5.2M
5.71K $498M
XLP
Consumer Staples Sector Spdr

ETFs
-59.1K
- 88.87%
N/A
7.39K $579M
XLV
Select Sector Spdr Fund Health

ETFs
-32.8K
- 90.78%
$129.01 - $139.72 $4.24M - $4.59M
3.34K $464M
VGIT
Vanguard Intermediate Term Tre

ETFs
-49.3K
- 45.51%
$58.97 - $60.36 $2.91M - $2.97M
59K $3.54B
XLF
Financial Sector Spdr

ETFs
-52.3K
- 84.4%
$51.37 - $54.25 $2.69M - $2.84M
9.67K $521M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-42.1K
- 28.17%
$55.61 - $57.37 $2.34M - $2.41M
107K $6.13B
Ssga Active Tr
-95.7K
- 54.96%
N/A
78.4K $2.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.54K
- 22.82%
$459.11 - $506.91 $1.62M - $1.79M
12K $6.01B
JPM
Jpmorgan Chase & CO

Financial Services
-5.39K
- 66.0%
$282.78 - $316.06 $1.53M - $1.7M
2.78K $877M
IBM
International Business Machines Corp

Technology
-3.79K
- 46.36%
$234.77 - $292.47 $890K - $1.11M
4.39K $1.24B
PM
Philip Morris International Inc.

Consumer Defensive
-5.98K
- 75.26%
$157.77 - $183.27 $944K - $1.1M
1.97K $319M
RTX
Raytheon Technologies Corp

Industrials
-5.21K
- 67.04%
$144.19 - $167.33 $751K - $872K
2.56K $428M
Innovator Etfs Trust
-32.8K
- 12.21%
N/A
236K $6.77B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-21.2K
- 13.49%
$40.28 - $42.14 $855K - $894K
136K $5.74B
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-29.9K
- 16.25%
$29.18 - $31.13 $873K - $931K
154K $4.8B
QJUN
First Tr ETF
-27.9K
- 15.4%
$29.51 - $31.11 $825K - $869K
154K $4.78B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-17.8K
- 13.41%
$51.7 - $54.73 $922K - $976K
115K $6.3B
FJAN
First Exc Trd Viii Cboe Vest U
-18.5K
- 12.94%
N/A
125K $6.25B
First Tr Exchng Traded Fd Vi
-22.7K
- 11.46%
N/A
175K $5.78B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-14.8K
- 16.32%
$49.0 - $51.91 $724K - $767K
75.7K $3.93B
Innovator Etfs Trust
-27.9K
- 11.68%
N/A
211K $7.3B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-11.8K
- 15.95%
$44.57 - $46.53 $525K - $548K
62.1K $2.89B
First Tr Exchng Traded Fd Vi
-13K
- 15.49%
N/A
70.9K $2.88B
Innovator Etfs Trust
-13K
- 14.94%
N/A
74.2K $2.36B
MCK
Mckesson Corp

Healthcare
-385
- 51.54%
$659.01 - $772.54 $254K - $297K
362 $280M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.17K
- 43.76%
$275.84 - $326.36 $324K - $383K
1.51K $492M
Tidal Trust Ii
-11.8K
- 39.77%
N/A
17.8K $311M
First Tr Exchng Traded Fd Vi
-13.1K
- 14.76%
N/A
75.8K $1.92B
PALL
Abrdn Palladium ETF Trust

ETFs
-2.33K
- 42.92%
$99.79 - $117.24 $233K - $273K
3.1K $354M
XLE
Energy Sector Spdr

ETFs
-2.38K
- 40.65%
$84.25 - $91.99 $201K - $219K
3.48K $311M
INTU
Intuit Inc

Technology
-165
- 23.81%
$646.03 - $807.39 $107K - $133K
528 $361M
UNP
Union Pacific Corp

Industrials
-834
- 26.53%
$214.91 - $237.16 $179K - $198K
2.31K $546M
TYA
Simplify Exchange Traded Fds S

ETFs
-12.9K
- 55.49%
N/A
10.3K $141M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-5.37K
- 39.29%
$29.12 - $29.34 $156K - $157K
8.29K $243M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-5.48K
- 42.65%
$28.38 - $29.05 $155K - $159K
7.36K $213M
MU
Micron Technology Inc

Technology
-1.44K
- 48.34%
$104.88 - $168.89 $151K - $244K
1.54K $258M
HWM
Howmet Aerospace Inc.

Industrials
-548
- 30.82%
$171.0 - $196.23 $93.7K - $108K
1.23K $241M
GE
General Electric CO

Industrials
-1.1K
- 19.39%
$244.75 - $305.63 $269K - $336K
4.58K $1.38B
ADI
Analog Devices Inc

Technology
-347
- 25.2%
$220.68 - $255.63 $76.6K - $88.7K
1.03K $253M
IDEV
Ishares Core Msci Intl Develop

ETFs
-970
- 27.13%
$74.68 - $80.26 $72.4K - $77.9K
2.61K $209M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-1.95K
- 5.4%
$37.65 - $38.64 $73.5K - $75.5K
34.2K $1.32B
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-4.01K
- 6.21%
$29.46 - $31.08 $118K - $125K
60.6K $1.88B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-2.15K
- 6.73%
$44.4 - $46.72 $95.6K - $101K
29.8K $1.39B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-2.93K
- 5.0%
$30.87 - $32.18 $90.6K - $94.4K
55.8K $1.79B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.15K
- 6.31%
$41.02 - $43.2 $88.3K - $93K
31.9K $1.38B
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-1.62K
- 3.84%
$42.16 - $43.5 $68.4K - $70.6K
40.6K $1.77B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-379
- 10.09%
$62.09 - $66.51 $23.5K - $25.2K
3.38K $220M
VUG
Vanguard Growth ETF

ETFs
-69
- 10.8%
$433.97 - $484.08 $29.9K - $33.4K
570 $274M
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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