Smart Wealth LLC Purchases in Q2 2025

Smart Wealth LLC

  • $319 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ssga Active Tr
174K
New
N/A
174K $4.54B
First Tr Exchange Traded Fd
220K
New
N/A
220K $4.47B
First Tr Exchange Traded Fd
211K
New
N/A
211K $4.45B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
90.5K
New
$41.76 - $49.03 $3.78M - $4.44M
90.5K $4.44B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
73.9K
New
$39.94 - $44.64 $2.95M - $3.3M
73.9K $3.3B
First Tr Exchng Traded Fd Vi
83.9K
New
N/A
83.9K $3.27B
Innovator Etfs Trust
87.2K
New
N/A
87.2K $2.69B
XLV
Select Sector Spdr Fund Health

ETFs
19.3K
+ 114.07%
$128.77 - $144.3 $2.48M - $2.78M
36.2K $4.88B
VGIT
Vanguard Intermediate Term Tre

ETFs
39.1K
+ 56.63%
$58.63 - $59.9 $2.3M - $2.35M
108K $6.48B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
43.9K
New
$41.45 - $54.46 $1.82M - $2.39M
43.9K $2.29B
First Tr Exchng Traded Fd Vi
88.9K
New
N/A
88.9K $2.13B
VNQ
Vanguard Specialized Funds Van

ETFs
20K
+ 149.4%
$79.79 - $91.42 $1.6M - $1.83M
33.4K $2.97B
VMI
Valmont Industries Inc

Industrials
5.09K
+ 291.74%
$263.86 - $333.86 $1.34M - $1.7M
6.83K $2.23B
Listed Fds Tr
43K
New
N/A
43K $1.71B
RBLX
Roblox Corp

Communication Services
16K
New
$51.22 - $105.59 $821K - $1.69M
16K $1.69B
MMM
3 M CO

Industrials
10.4K
New
$126.09 - $154.15 $1.32M - $1.61M
10.4K $1.59B
IBM
International Business Machines Corp

Technology
4.81K
+ 142.47%
$221.03 - $294.78 $1.06M - $1.42M
8.18K $2.41B
Pimco ETF Tr
15K
New
N/A
15K $1.52B
RDVY
First Trust Rising Dividend Ac

ETFs
16.7K
+ 15.89%
$51.6 - $62.74 $863K - $1.05M
122K $7.65B
PM
Philip Morris International Inc.

Consumer Defensive
7.95K
New
$149.23 - $184.95 $1.19M - $1.47M
7.95K $1.45B
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.5K
+ 19.63%
$51.14 - $57.0 $1.25M - $1.4M
149K $8.49B
PLTR
Palantir Technologies Inc.

Technology
5.38K
+ 46.37%
$74.01 - $144.25 $398K - $776K
17K $2.32B
TMUS
T Mobile Us, Inc.

Communication Services
5.41K
New
$220.99 - $268.54 $1.2M - $1.45M
5.41K $1.29B
VGSH
Vanguard

ETFs
20.7K
+ 16.43%
$58.32 - $58.95 $1.21M - $1.22M
147K $8.62B
T
At&T Inc.

Communication Services
41.6K
New
$26.33 - $28.94 $1.1M - $1.2M
41.6K $1.2B
RTX
Raytheon Technologies Corp

Industrials
7.77K
New
$113.75 - $148.48 $884K - $1.15M
7.77K $1.13B
Tidal Tr Ii
63.1K
+ 15.61%
N/A
467K $8.53B
URA
Global X Uranium ETF

ETFs
10.5K
+ 25.85%
$20.26 - $38.81 $212K - $407K
51K $1.98B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.08K
+ 17.46%
$66.89 - $111.18 $206K - $343K
20.8K $2.31B
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
14.6K
+ 8.61%
$23.95 - $29.34 $350K - $428K
184K $5.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.15K
+ 25.5%
$483.48 - $539.8 $1.52M - $1.7M
15.5K $7.53B
SPTL
Spdr Portfolio Long Term Treas

ETFs
38.2K
+ 30.41%
$25.48 - $27.78 $973K - $1.06M
164K $4.35B
QJUN
First Tr ETF
13K
+ 7.74%
$24.35 - $29.57 $317K - $385K
182K $5.37B
Fidelity Ethereum Fd
28.6K
+ 114.24%
N/A
53.6K $1.35B
DASH
Door Dash, Inc.

Communication Services
3.24K
New
$163.16 - $246.51 $528K - $798K
3.24K $798M
MSFT
Microsoft Corp

Technology
748
+ 23.62%
$354.56 - $497.45 $265K - $372K
3.92K $1.95B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
14K
+ 12.83%
$21.8 - $27.71 $305K - $388K
123K $3.39B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.07K
+ 3.16%
$43.86 - $51.74 $178K - $210K
133K $6.88B
XLP
Consumer Staples Sector Spdr

ETFs
9.52K
+ 16.72%
N/A
66.4K $5.38B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.43K
New
$321.63 - $509.31 $460K - $728K
1.43K $728M
GLD
Spdr Gold Trust

ETFs
1.84K
+ 21.01%
$273.71 - $316.29 $503K - $582K
10.6K $3.23B
PSLV
Sprott Physical Silver Trust

Financial Services
45.9K
+ 21.85%
$9.98 - $12.51 $458K - $574K
256K $3.13B
Elevation Series Trust
28.2K
+ 47.49%
N/A
87.6K $2.16B
APH
Amphenol Corp

Technology
6.33K
New
$59.09 - $98.75 $374K - $625K
6.33K $625M
FJAN
First Exc Trd Viii Cboe Vest U
3.76K
+ 2.7%
N/A
143K $6.81B
GE
General Electric CO

Industrials
1.46K
+ 34.62%
$166.81 - $257.39 $244K - $376K
5.68K $1.46B
KGC
Kinross Gold Corp

Basic Materials
37.9K
New
$11.79 - $15.85 $446K - $600K
37.9K $592M
TSLA
Tesla, Inc.

Consumer Cyclical
1.55K
+ 136.57%
$221.86 - $362.89 $343K - $561K
2.68K $851M
INTU
Intuit Inc

Technology
693
New
$544.07 - $787.63 $377K - $546K
693 $546M
Activity Summary
Buys All Purchases 118 New Holdings 44 Increased Positions 74 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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