Smart Wealth LLC Purchases in Q1 2025

Smart Wealth LLC

  • $279 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
450K
New
N/A
450K $11.9B
First Tr Exchng Traded Fd Vi
388K
New
N/A
388K $11.7B
XLRE
Select Sector Spdr Tr Real Est

ETFs
67.5K
+ 995.68%
$39.18 - $43.52 $2.65M - $2.94M
74.3K $3.11B
XLP
Consumer Staples Sector Spdr

ETFs
33.5K
+ 143.01%
N/A
56.9K $4.65B
XLE
Energy Sector Spdr

ETFs
20K
+ 75.73%
$85.7 - $93.96 $1.72M - $1.88M
46.5K $4.34B
XLU
Utilities Sector Spdr

ETFs
25.1K
+ 178.86%
$74.7 - $80.27 $1.88M - $2.02M
39.2K $3.09B
Elevation Series Trust
53K
New
N/A
53K $1.26B
AXP
American Express CO

Financial Services
4.03K
New
$255.39 - $325.87 $1.03M - $1.31M
4.03K $1.08B
Aim ETF Products Trust
36.5K
New
N/A
36.5K $1.02B
PLTR
Palantir Technologies Inc.

Technology
11.6K
New
$64.98 - $124.62 $754K - $1.45M
11.6K $980M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.4K
+ 15.15%
$56.17 - $59.71 $923K - $981K
125K $7.13B
GS
Goldman Sachs Group Inc

Financial Services
1.48K
New
$524.81 - $672.19 $778K - $996K
1.48K $810M
XLV
Select Sector Spdr Fund Health

ETFs
4.63K
+ 37.74%
$137.61 - $149.68 $637K - $693K
16.9K $2.47B
AUGZ
Listed Fds Tr Trueshares Struc

Technology
19.9K
New
$36.95 - $40.02 $735K - $796K
19.9K $743M
Aim ETF Products Trust
26.7K
+ 20.53%
N/A
156K $4.1B
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
21.1K
+ 20.79%
N/A
122K $4.3B
AZAO
Aim ETF Prods Trallianzim U S

ETFs
19.8K
+ 20.69%
N/A
116K $4.3B
VMI
Valmont Industries Inc

Industrials
1.74K
New
$285.37 - $376.98 $497K - $657K
1.74K $497M
Aim ETF Products Trust
18.4K
+ 21.11%
N/A
106K $3.28B
XLC
Select Sector Spdr Tr Communic

ETFs
5.11K
+ 21.11%
$94.84 - $105.31 $485K - $538K
29.3K $2.83B
SPTL
Spdr Portfolio Long Term Treas

ETFs
13K
+ 11.56%
$25.54 - $27.64 $332K - $360K
126K $3.42B
NOW
Service Now, Inc.

Technology
562
New
$783.83 - $1170.39 $441K - $658K
562 $447M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.86K
+ 3.65%
$48.65 - $53.06 $139K - $152K
81.3K $4.22B
CEG
Constellation Energy Corp

Utilities
2.19K
New
$201.63 - $347.44 $442K - $762K
2.19K $442M
PSLV
Sprott Physical Silver Trust

Financial Services
1.19K
+ 0.57%
$9.86 - $11.68 $11.7K - $13.9K
210K $2.44B
SIVR
Abrdn Silver ETF Trust

ETFs
1.76K
+ 2.45%
$28.07 - $32.82 $49.4K - $57.8K
73.6K $2.39B
WELL
Welltower Inc.

Real Estate
2.68K
New
$124.05 - $156.86 $333K - $421K
2.68K $411M
MCO
Moodys Corp

Financial Services
823
New
$437.8 - $527.48 $360K - $434K
823 $383M
Listed Fd Tr
9.49K
New
N/A
9.49K $360M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.05K
New
$169.43 - $182.84 $347K - $375K
2.05K $355M
NFLX
Netflix Inc

Communication Services
312
+ 32.03%
$828.4 - $1058.6 $258K - $330K
1.29K $1.2B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
5.05K
+ 4.85%
$21.95 - $24.74 $111K - $125K
109K $2.64B
First Tr Exchng Traded Fd Vi
11.5K
+ 11.35%
N/A
113K $3.74B
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.4K
New
$21.75 - $24.28 $313K - $349K
14.4K $317M
SPOT
Spotify Technology S.A.

Communication Services
535
New
$457.79 - $648.32 $245K - $347K
535 $294M
PGR
Progressive Corp

Financial Services
641
+ 26.16%
$235.61 - $291.22 $151K - $187K
3.09K $875M
BK
Bank Of New York Mellon Corp

Financial Services
3.43K
New
$75.42 - $88.95 $259K - $305K
3.43K $288M
AFL
Aflac Inc

Financial Services
2.58K
New
$100.99 - $111.19 $260K - $287K
2.58K $287M
GE
General Electric CO

Industrials
871
+ 26.03%
$168.59 - $212.13 $147K - $185K
4.22K $844M
XLB
Select Sector Spdr Fd Material

ETFs
2.95K
+ 22.66%
$83.19 - $90.99 $245K - $268K
15.9K $1.37B
OKE
Oneok Inc

Energy
2.77K
New
$89.57 - $109.85 $248K - $304K
2.77K $274M
HWM
Howmet Aerospace Inc.

Industrials
2.01K
New
$110.79 - $139.39 $222K - $280K
2.01K $260M
MS
Morgan Stanley

Financial Services
2.06K
New
$111.68 - $141.08 $230K - $291K
2.06K $241M
MCK
Mckesson Corp

Healthcare
351
New
$566.21 - $672.99 $199K - $236K
351 $236M
GOOG
Alphabet Inc.

Communication Services
1.48K
New
$156.06 - $207.71 $232K - $308K
1.48K $232M
XLI
Industrial Sector Spdr

ETFs
1.77K
+ 20.09%
$128.78 - $141.67 $228K - $251K
10.6K $1.39B
RDVY
First Trust Rising Dividend Ac

ETFs
4.8K
+ 4.78%
$57.22 - $63.39 $275K - $304K
105K $6.16B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.38K
New
$91.76 - $103.26 $218K - $245K
2.38K $220M
TUA
Simpl Exch Traded Fds Sht Term
9.38K
+ 51.7%
N/A
27.5K $604M
Activity Summary
Buys All Purchases 98 New Holdings 28 Increased Positions 70 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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