Smart Portfolios, LLC Sells in Q4 2024

Smart Portfolios, LLC

  • $86.2 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
-3.05K
- 2.62%
$90.42 - $94.5 $276K - $288K
113K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-911
- 44.5%
$570.51 - $610.59 $520K - $556K
1.14K $668K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.25K
- 13.98%
$44.04 - $49.49 $231K - $260K
32.3K $1.42M
UNH
Unitedhealth Group Inc

Healthcare
-20
- 1.07%
$485.52 - $625.25 $9.71K - $12.5K
1.86K $939K
URA
Global X Uranium ETF

ETFs
-2.05K
- 3.76%
$26.78 - $33.46 $54.8K - $68.5K
52.4K $1.4M
AMT
American Tower Corp

Real Estate
-300
- 15.19%
$179.4 - $232.01 $53.8K - $69.6K
1.68K $307K
FDNI
First Tr ETF Ii Dow Jones

ETFs
-1.71K
- 2.5%
$25.89 - $31.25 $44.2K - $53.4K
66.8K $1.82M
AMGN
Amgen Inc

Healthcare
-40
- 1.97%
$258.78 - $328.31 $10.4K - $13.1K
1.99K $518K
NKE
Nike, Inc.

Consumer Cyclical
-455
- 6.77%
$73.36 - $89.13 $33.4K - $40.6K
6.27K $474K
JNJ
Johnson & Johnson

Healthcare
-313
- 11.67%
$143.34 - $165.86 $44.9K - $51.9K
2.37K $342K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-20
- 2.67%
$501.29 - $612.85 $10K - $12.3K
730 $379K
ORCL
Oracle Corp

Technology
-270
- 3.01%
$165.41 - $192.43 $44.7K - $52K
8.71K $1.45M
CL
Colgate Palmolive CO

Consumer Defensive
-75
- 1.43%
$90.22 - $102.31 $6.77K - $7.67K
5.19K $471K
PEP
Pepsico Inc

Consumer Defensive
-95
- 2.94%
$151.29 - $176.1 $14.4K - $16.7K
3.14K $477K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-901
- 7.55%
$39.3 - $41.34 $35.4K - $37.2K
11K $434K
CAT
Caterpillar Inc

Industrials
-15
- 1.01%
$360.37 - $416.88 $5.41K - $6.25K
1.47K $531K
SBUX
Starbucks Corp

Consumer Cyclical
-35
- 0.63%
$87.44 - $102.5 $3.06K - $3.59K
5.56K $506K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.19K
- 7.52%
$89.66 - $102.16 $196K - $224K
26.9K $2.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
-25
- 1.31%
$285.5 - $335.62 $7.14K - $8.39K
1.88K $545K
GLD
Spdr Gold Trust

ETFs
-64
- 1.33%
$236.59 - $257.5 $15.1K - $16.5K
4.77K $1.15M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-105
- 1.2%
$94.79 - $95.69 $9.95K - $10K
8.62K $818K
SYK
Stryker Corp

Healthcare
-42
- 1.65%
$345.14 - $392.15 $14.5K - $16.5K
2.51K $904K
TXN
Texas Instruments Inc

Technology
-80
- 1.92%
N/A
4.09K $794K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-1.4K
- 12.09%
$151.89 - $190.48 $212K - $266K
10.1K $1.77M
PRU
Prudential Financial Inc

Financial Services
-60
- 1.98%
$114.59 - $129.52 $6.88K - $7.77K
2.97K $351K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-204
- 2.98%
$41.74 - $46.2 $8.51K - $9.42K
6.65K $278K
IBM
International Business Machines Corp

Technology
-35
- 1.01%
$204.9 - $238.04 $7.17K - $8.33K
3.45K $757K
ROBO
Robo Global Robotics And Autom

ETFs
-86
- 2.28%
$55.06 - $58.6 $4.74K - $5.04K
3.68K $207K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-209
- 1.52%
$45.61 - $50.53 $9.53K - $10.6K
13.6K $628K
VONG
Vanguard Russell 1000 Growth E

ETFs
-209
- 6.81%
$95.27 - $107.82 $19.9K - $22.5K
2.86K $295K
Bondbloxx ETF Trust
-253
- 0.32%
N/A
78K $0
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-68
- 0.93%
$118.0 - $127.04 $8.02K - $8.64K
7.21K $876K
Canadian Pacific Kansas City
-50
- 1.13%
N/A
4.37K $0
PKW
Invesco Exchange Traded Fd Tr

ETFs
-53
- 0.27%
$114.02 - $125.22 $6.04K - $6.64K
19.4K $2.23M
FDX
Fedex Corp

Industrials
-15
- 0.95%
$260.5 - $305.15 $3.91K - $4.58K
1.57K $441K
USB
Us Bancorp \De\

Financial Services
-185
- 1.67%
$43.98 - $53.66 $8.14K - $9.93K
10.9K $521K
FDN
First Tr Fd Dow Jones

ETFs
-401
- 11.25%
$210.5 - $257.24 $84.4K - $103K
3.16K $769K
GOOGL
Alphabet Inc.

Communication Services
-452
- 10.37%
$161.86 - $196.66 $73.2K - $88.9K
3.91K $739K
HON
Honeywell International Inc

Industrials
-50
- 2.93%
$202.84 - $236.0 $10.1K - $11.8K
1.66K $373K
NVDA
Nvidia Corp

Technology
-85
- 3.03%
$117.0 - $148.88 $9.95K - $12.7K
2.72K $365K
OKE
Oneok Inc

Energy
-205
- 3.93%
$92.28 - $117.05 $18.9K - $24K
5.01K $503K
TMUS
T Mobile Us, Inc.

Communication Services
-89
- 2.59%
$206.1 - $246.94 $18.3K - $22K
3.35K $739K
CSCO
Cisco Systems, Inc.

Technology
-437
- 4.36%
$52.45 - $60.02 $22.9K - $26.2K
9.58K $567K
BA
Boeing CO

Industrials
-205
- 6.99%
$138.14 - $180.72 $28.3K - $37K
2.73K $483K
BX
Blackstone Inc.

Financial Services
-5
- 0.19%
$148.45 - $199.05 $742 - $995
2.59K $445K
AAPL
Apple Inc.

Technology
-281
- 2.7%
$221.69 - $259.02 $62.3K - $72.8K
10.1K $2.54M
JPM
Jpmorgan Chase & CO

Financial Services
-90
- 1.77%
$205.18 - $250.29 $18.5K - $22.5K
4.98K $1.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-91
- 2.0%
$180.88 - $232.93 $16.5K - $21.2K
4.46K $978K
V
Visa Inc.

Financial Services
-110
- 2.73%
$273.87 - $320.91 $30.1K - $35.3K
3.92K $1.24M
Activity Summary
Buys All Purchases 39 New Holdings 4 Increased Positions 35 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Smart Portfolios, LLC Portfolio

Follow Smart Portfolios, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Portfolios, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Portfolios, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email