Smart Portfolios, LLC Reduced Holdings in Q3 2025

Smart Portfolios, LLC

  • $94 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-169
- 4.36%
$332.09 - $358.86 $56.1K - $60.6K
3.71K $1.27M
IBM
International Business Machines Corp

Technology
-205
- 6.31%
$234.77 - $292.47 $48.1K - $60K
3.05K $859K
SYK
Stryker Corp

Healthcare
-93
- 3.78%
$368.57 - $403.53 $34.3K - $37.5K
2.37K $876K
AMT
American Tower Corp

Real Estate
-160
- 9.7%
$192.32 - $232.35 $30.8K - $37.2K
1.49K $286K
SBUX
Starbucks Corp

Consumer Cyclical
-410
- 7.14%
$81.9 - $96.86 $33.6K - $39.7K
5.33K $450K
CL
Colgate Palmolive CO

Consumer Defensive
-185
- 3.59%
$79.36 - $93.33 $14.7K - $17.3K
4.97K $397K
AMZN
Amazon Com Inc

Consumer Cyclical
-295
- 6.54%
$211.65 - $238.24 $62.4K - $70.3K
4.22K $925K
OKE
Oneok Inc

Energy
-265
- 5.14%
$71.36 - $83.47 $18.9K - $22.1K
4.9K $357K
CSCO
Cisco Systems, Inc.

Technology
-750
- 7.94%
$66.2 - $71.79 $49.7K - $53.8K
8.69K $594K
HON
Honeywell International Inc

Industrials
-95
- 5.88%
$207.7 - $240.4 $19.7K - $22.8K
1.52K $319K
DIS
Walt Disney CO

Communication Services
-82
- 1.71%
$112.25 - $124.0 $9.2K - $10.2K
4.71K $538K
APD
Air Products & Chemicals, Inc.

Basic Materials
-98
- 5.26%
$265.78 - $299.3 $26K - $29.3K
1.76K $481K
TXN
Texas Instruments Inc

Technology
-180
- 4.44%
N/A
3.88K $754K
TTAC
Fcf Us Quality ETF

ETFs
-206
- 1.01%
$69.96 - $71.12 $14.4K - $14.7K
20.3K $1.42M
ADP
Automatic Data Processing Inc

Industrials
-55
- 5.98%
$288.69 - $310.94 $15.9K - $17.1K
865 $253K
NVDA
Nvidia Corp

Technology
-511
- 21.06%
$153.3 - $186.58 $78.3K - $95.3K
1.92K $357K
NKE
Nike, Inc.

Consumer Cyclical
-235
- 3.64%
$69.24 - $79.24 $16.3K - $18.6K
6.23K $434K
FPX
First Trust Us Equity Opportun

ETFs
-395
- 18.63%
$141.57 - $166.21 $55.9K - $65.7K
1.73K $286K
AMGN
Amgen Inc

Healthcare
-85
- 4.32%
$271.18 - $309.22 $23.1K - $26.3K
1.88K $531K
ROBO
Robo Global Robotics And Autom

ETFs
-605
- 16.44%
$59.49 - $67.23 $36K - $40.7K
3.08K $201K
ABT
Abbott Laboratories

Healthcare
-77
- 2.36%
$120.51 - $136.62 $9.28K - $10.5K
3.19K $426K
SCHO
Schwab Short Term Us Treasury

ETFs
-540
- 1.39%
$24.23 - $24.42 $13.1K - $13.2K
38.4K $937K
TMUS
T Mobile Us, Inc.

Communication Services
-60
- 1.94%
$226.02 - $259.01 $13.6K - $15.5K
3.03K $724K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-131
- 2.85%
$92.18 - $95.14 $12.1K - $12.5K
4.46K $424K
BX
Blackstone Inc.

Financial Services
-355
- 13.84%
$152.77 - $188.68 $54.2K - $67K
2.21K $377K
Litman Gregory Fds Tr
-2.11K
- 13.6%
N/A
13.4K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-95
- 3.92%
$291.67 - $316.99 $27.7K - $30.1K
2.33K $708K
Canadian Pacific Kansas City
-315
- 7.27%
N/A
4.02K $0
Blackrock Inc
-50
- 5.83%
N/A
807 $0
CVX
Chevron Corp

Energy
-142
- 6.66%
$145.57 - $161.83 $20.7K - $23K
1.99K $308K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-25
- 0.25%
$175.49 - $196.6 $4.39K - $4.92K
9.92K $1.89M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-480
- 1.86%
$26.38 - $27.95 $12.7K - $13.4K
25.3K $691K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-280
- 0.44%
$22.9 - $23.58 $6.41K - $6.6K
64K $1.5M
BA
Boeing CO

Industrials
-35
- 1.29%
$209.79 - $237.38 $7.34K - $8.31K
2.68K $577K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-493
- 0.69%
$16.46 - $17.1 $8.11K - $8.43K
70.7K $1.2M
PEP
Pepsico Inc

Consumer Defensive
-95
- 2.72%
$133.81 - $152.16 $12.7K - $14.5K
3.4K $477K
USB
Us Bancorp \De\

Financial Services
-320
- 2.95%
$43.94 - $50.41 $14.1K - $16.1K
10.5K $509K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-610
- 2.35%
$27.61 - $29.15 $16.8K - $17.8K
25.3K $737K
FDN
First Tr Fd Dow Jones

ETFs
-38
- 1.26%
$264.06 - $287.34 $10K - $10.9K
2.98K $834K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-103
- 3.31%
$98.99 - $112.2 $10.2K - $11.6K
3.01K $333K
IVV
Ishares Core S&P 500 ETF

ETFs
-93
- 5.12%
$620.67 - $670.08 $57.7K - $62.3K
1.72K $1.15M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-90
- 0.48%
$28.15 - $30.13 $2.53K - $2.71K
18.8K $558K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-65
- 8.33%
$404.94 - $499.99 $26.3K - $32.5K
715 $346K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-55
- 0.84%
$87.69 - $96.0 $4.82K - $5.28K
6.46K $608K
JPM
Jpmorgan Chase & CO

Financial Services
-299
- 6.08%
$282.78 - $316.06 $84.6K - $94.5K
4.62K $1.46M
JNJ
Johnson & Johnson

Healthcare
-199
- 8.7%
$155.17 - $185.42 $30.9K - $36.9K
2.09K $387K
KRMA
Global X Fds Global X Consciou

ETFs
-71
- 0.46%
$40.51 - $43.22 $2.88K - $3.07K
15.3K $660K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-208
- 1.59%
$56.67 - $61.35 $11.8K - $12.8K
12.9K $790K
PSX
Phillips 66

Energy
-165
- 4.06%
$118.37 - $139.46 $19.5K - $23K
3.9K $530K
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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