Smart Portfolios, LLC Reduced Holdings in Q1 2025

Smart Portfolios, LLC

  • $83.2 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-140
- 1.44%
$167.43 - $244.7 $23.4K - $34.3K
9.57K $1.6M
GOOGL
Alphabet Inc.

Communication Services
-2.25K
- 57.49%
$154.33 - $206.19 $346K - $463K
1.66K $256K
ORCL
Oracle Corp

Technology
-20
- 0.23%
$139.81 - $186.47 $2.8K - $3.73K
8.69K $1.21M
MSFT
Microsoft Corp

Technology
-5
- 0.11%
$375.39 - $447.2 $1.88K - $2.24K
4.61K $1.73M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.2K
- 4.2%
$16.57 - $18.85 $53K - $60.3K
72.9K $1.21M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.33K
- 13.95%
$50.39 - $50.66 $168K - $169K
20.5K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-35
- 0.78%
$190.26 - $242.06 $6.66K - $8.47K
4.43K $842K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-541
- 1.11%
$53.6 - $58.97 $29K - $31.9K
48.1K $2.63M
NVDA
Nvidia Corp

Technology
-266
- 9.78%
$106.98 - $149.43 $28.5K - $39.7K
2.45K $265K
BX
Blackstone Inc.

Financial Services
-15
- 0.58%
$136.53 - $186.74 $2.05K - $2.8K
2.57K $359K
NKE
Nike, Inc.

Consumer Cyclical
-80
- 1.28%
$63.29 - $81.72 $5.06K - $6.54K
6.19K $392K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-250
- 1.29%
$109.15 - $120.99 $27.3K - $30.2K
19.1K $2.15M
XLC
Select Sector Spdr Tr Communic

ETFs
-593
- 2.2%
$94.84 - $105.31 $56.2K - $62.4K
26.3K $2.54M
USB
Us Bancorp \De\

Financial Services
-25
- 0.23%
$40.92 - $50.9 $1.02K - $1.27K
10.9K $459K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-174
- 4.92%
$96.3 - $112.23 $16.8K - $19.5K
3.36K $327K
TTAC
Fcf Us Quality ETF

ETFs
-568
- 2.63%
$65.72 - $67.39 $37.3K - $38.3K
21.1K $1.38M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.09%
$347.25 - $424.87 $695 - $850
2.12K $776K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.46K
- 13.23%
$38.99 - $40.37 $56.9K - $58.9K
9.57K $385K
IVV
Ishares Core S&P 500 ETF

ETFs
-26
- 2.29%
$554.06 - $615.85 $14.4K - $16K
1.11K $623K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-20
- 0.11%
$25.58 - $29.24 $512 - $585
18.2K $475K
HON
Honeywell International Inc

Industrials
-20
- 1.21%
$202.75 - $226.52 $4.06K - $4.53K
1.64K $346K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-359
- 4.17%
$94.87 - $96.11 $34.1K - $34.5K
8.26K $792K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-538
- 10.28%
$87.68 - $94.52 $47.2K - $50.9K
4.7K $439K
PRU
Prudential Financial Inc

Financial Services
-15
- 0.51%
$105.04 - $122.33 $1.58K - $1.83K
2.95K $329K
FPX
First Trust Us Equity Opportun

ETFs
-30
- 1.39%
$106.21 - $143.53 $3.19K - $4.31K
2.14K $238K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 0.27%
$497.6 - $606.74 $995 - $1.21K
728 $362K
OKE
Oneok Inc

Energy
-15
- 0.3%
$89.57 - $109.85 $1.34K - $1.65K
5K $495K
TXN
Texas Instruments Inc

Technology
-5
- 0.12%
N/A
4.08K $793K
Bondbloxx ETF Trust
-2.02K
- 2.59%
N/A
75.9K $0
ADP
Automatic Data Processing Inc

Industrials
-15
- 1.6%
$286.85 - $318.64 $4.3K - $4.78K
920 $281K
APD
Air Products & Chemicals, Inc.

Basic Materials
-5
- 0.27%
$283.24 - $338.07 $1.42K - $1.69K
1.88K $553K
CL
Colgate Palmolive CO

Consumer Defensive
-35
- 0.67%
$85.68 - $97.5 $3K - $3.41K
5.15K $482K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-30
- 0.12%
$25.77 - $27.6 $773 - $828
25.9K $687K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-550
- 1.7%
$42.5 - $46.71 $23.4K - $25.7K
31.7K $1.44M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-30
- 0.12%
$27.01 - $28.54 $810 - $856
25.7K $717K
SYK
Stryker Corp

Healthcare
-33
- 1.31%
$355.18 - $399.9 $11.7K - $13.2K
2.48K $922K
JPM
Jpmorgan Chase & CO

Financial Services
-40
- 0.8%
$225.19 - $279.95 $9.01K - $11.2K
4.94K $1.21M
CSCO
Cisco Systems, Inc.

Technology
-25
- 0.26%
$58.74 - $64.87 $1.47K - $1.62K
9.56K $589K
SBUX
Starbucks Corp

Consumer Cyclical
-37
- 0.67%
$91.75 - $115.81 $3.39K - $4.28K
5.52K $541K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
-566
- 1.22%
$19.03 - $20.94 $10.8K - $11.9K
46K $938K
PSX
Phillips 66

Energy
-5
- 0.12%
$113.93 - $131.55 $570 - $658
4.07K $501K
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.09K
- 1.85%
$89.27 - $92.9 $186K - $194K
111K $10.3M
JNJ
Johnson & Johnson

Healthcare
-20
- 0.84%
$142.06 - $167.7 $2.84K - $3.35K
2.35K $389K
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.12%
$279.74 - $321.29 $839 - $964
2.44K $762K
AMT
American Tower Corp

Real Estate
-10
- 0.6%
$173.46 - $217.6 $1.73K - $2.18K
1.67K $362K
IBM
International Business Machines Corp

Technology
-130
- 3.77%
$217.4 - $264.74 $28.3K - $34.4K
3.32K $824K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-163
- 0.56%
$48.65 - $53.06 $7.93K - $8.65K
28.7K $1.49M
TMUS
T Mobile Us, Inc.

Communication Services
-174
- 5.2%
$211.3 - $272.83 $36.8K - $47.5K
3.17K $846K
V
Visa Inc.

Financial Services
-25
- 0.64%
$306.92 - $362.71 $7.67K - $9.07K
3.9K $1.37M
Activity Summary
Buys All Purchases 24 New Holdings 0 Increased Positions 24 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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