Smart Wealth LLC Portfolio Holdings

Smart Wealth LLC

  • $279 Billion
  • Q1 2025

Smart Wealth LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $12.8B, Innovator Etfs Trust with a value of $11.9B, First Tr Exchng Traded Fd Vi with a value of $11.7B, Nvidia Corp with a value of $8.54B, and Tidal Tr Ii with a value of $7.46B.

Examining the 13F form we can see an decrease of $1.91B in the current position value, from $281B to 279B.

Smart Wealth LLC is based out at Omaha, NE

Below you can find more details about Smart Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $279 Billion
ETFs: $133 Billion
Technology: $19.4 Billion
Financial Services: $17.2 Billion
Communication Services: $3.67 Billion
Real Estate: $3.59 Billion
Consumer Cyclical: $3.48 Billion
Industrials: $3.16 Billion
Consumer Defensive: $2.97 Billion
Other: $2.58 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.3B
$1.65 Billion 0.59% of portfolio
9,877
Q1 2025 Reduced 17.13%
$165B
$875 Million 0.31% of portfolio
3,091
Q1 2025 Added 26.16%
$79.5B
$837 Million 0.3% of portfolio
3,789
Q1 2025 Added 8.69%
$171B
$835 Million 0.3% of portfolio
2,531
Q1 2025 Added 11.3%
$35.2B
$836 Million 0.3% of portfolio
14,408
Q1 2025 Added 4.6%
$191B
$810 Million 0.29% of portfolio
1,482
Q1 2025 New
$12.7B
$776 Million 0.28% of portfolio
6,341
Q1 2025 Added 4.6%
$98.7B
$665 Million 0.24% of portfolio
5,748
Q1 2025 Added 53.2%
$70.4B
$639 Million 0.23% of portfolio
1,851
Q1 2025 Added 8.56%
$149B
$617 Million 0.22% of portfolio
6,114
Q1 2025 Added 6.11%
$150B
$622 Million 0.22% of portfolio
5,109
Q1 2025 Added 20.61%
$133B
$498 Million 0.18% of portfolio
2,108
Q1 2025 Reduced 31.85%
$96.5B
$468 Million 0.17% of portfolio
3,347
Q1 2025 Reduced 22.09%
$188B
$472 Million 0.17% of portfolio
954
Q1 2025 Added 42.6%
$198B
$447 Million 0.16% of portfolio
562
Q1 2025 New
$74B
$442 Million 0.16% of portfolio
2,192
Q1 2025 New
$85.1B
$383 Million 0.14% of portfolio
823
Q1 2025 New
$20B
$362 Million 0.13% of portfolio
2,438
Q1 2025 Added 4.86%
$123B
$294 Million 0.11% of portfolio
535
Q1 2025 New
$88.1B
$298 Million 0.11% of portfolio
1,123
Q1 2025 Reduced 9.58%
$66.8B
$287 Million 0.1% of portfolio
2,579
Q1 2025 New
$66.4B
$288 Million 0.1% of portfolio
3,431
Q1 2025 New
$177B
$289 Million 0.1% of portfolio
1,608
Q1 2025 Reduced 9.87%
$35.8B
$274 Million 0.1% of portfolio
2,766
Q1 2025 New
$64.1B
$260 Million 0.09% of portfolio
2,008
Q1 2025 New
$182B
$255 Million 0.09% of portfolio
1,702
Q1 2025 Reduced 5.86%
$102B
$236 Million 0.08% of portfolio
351
Q1 2025 New
$124B
$228 Million 0.08% of portfolio
510
Q1 2025 Reduced 0.97%
$11.2B
$202 Million 0.07% of portfolio
3,779
Q1 2025 New
$152B
$203 Million 0.07% of portfolio
2,587
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $279 Billion
  • Prior Value $281 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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