Smart Wealth LLC Purchases in Q1 2025

Smart Wealth LLC

  • $279 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIV
Global X Superdividend Us ETF

ETFs
5.9K
+ 4.45%
N/A
139K $2.61B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.1K
New
$51.45 - $58.51 $211K - $240K
4.1K $212M
SCHW
Schwab Charles Corp

Financial Services
2.59K
New
$71.24 - $83.64 $184K - $216K
2.59K $203M
JEF
Jefferies Financial Group Inc.

Financial Services
3.78K
New
$52.22 - $81.31 $197K - $307K
3.78K $202M
Elevation Series Trust
6.52K
+ 12.33%
N/A
59.4K $1.47B
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
4.44K
+ 11.54%
$40.29 - $42.24 $179K - $188K
43K $1.76B
Listed Fd Tr
5.33K
+ 19.53%
N/A
32.6K $1.17B
AJG
Arthur J. Gallagher & Co.

Financial Services
146
+ 8.56%
$275.89 - $345.24 $40.3K - $50.4K
1.85K $639M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
4.54K
+ 12.3%
$41.06 - $44.04 $186K - $200K
41.4K $1.72B
ORCL
Oracle Corp

Technology
2.72K
+ 30.96%
$139.81 - $186.47 $380K - $506K
11.5K $1.61B
ISRG
Intuitive Surgical Inc

Healthcare
285
+ 42.6%
$476.63 - $610.45 $136K - $174K
954 $472M
FISV
Fiserv Inc

Technology
303
+ 8.69%
N/A
3.79K $837M
IVV
Ishares Core S&P 500 ETF

ETFs
271
+ 20.21%
$554.06 - $615.85 $150K - $167K
1.61K $906M
EFV
Msci Eafe Value ETF

ETFs
1.3K
+ 24.33%
$51.88 - $60.73 $67.4K - $78.9K
6.64K $391M
TJX
Tjx Companies Inc

Consumer Cyclical
873
+ 20.61%
$112.81 - $126.16 $98.5K - $110K
5.11K $622M
KKR
Kkr & Co. Inc.

Financial Services
2K
+ 53.2%
$108.17 - $167.07 $216K - $333K
5.75K $665M
TYA
Simplify Exchange Traded Fds S

ETFs
6.73K
+ 45.63%
N/A
21.5K $284M
BSX
Boston Scientific Corp

Healthcare
352
+ 6.11%
$89.38 - $106.18 $31.5K - $37.4K
6.11K $617M
O
Realty Income Corp

Real Estate
634
+ 4.6%
$51.67 - $58.49 $32.8K - $37.1K
14.4K $836M
VNQ
Vanguard Specialized Funds Van

ETFs
851
+ 6.79%
$85.55 - $94.34 $72.8K - $80.3K
13.4K $1.21B
IRT
Independence Realty Trust, Inc.

Real Estate
1.79K
+ 4.88%
$18.23 - $21.8 $32.6K - $39K
38.5K $817M
Elevation Series Trust
3.3K
+ 11.5%
N/A
32K $795M
CPT
Camden Property Trust

Real Estate
279
+ 4.6%
$109.16 - $125.53 $30.5K - $35K
6.34K $776M
EFG
Msci Eafe Growth ETF

ETFs
425
+ 14.77%
$96.1 - $106.37 $40.8K - $45.2K
3.3K $330M
IWX
Ishares Tr Russell 200 Value E

ETFs
273
+ 4.21%
$78.54 - $84.86 $21.4K - $23.2K
6.76K $556M
IEMG
Ishares Inc

ETFs
554
+ 10.12%
N/A
6.03K $325M
Listed Fd Tr
1.52K
+ 17.77%
N/A
10K $331M
JULZ
Listed Fds Tr Trueshares Struc

Technology
1.23K
+ 17.76%
N/A
8.13K $326M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
1.95K
+ 6.5%
$31.51 - $33.34 $61.6K - $65.1K
32K $1.01B
JANZ
Listed Fds Tr Trueshares Struc

ETFs
1.26K
+ 12.87%
$32.81 - $35.43 $41.4K - $44.7K
11.1K $368M
IDEV
Ishares Core Msci Intl Develop

ETFs
240
+ 7.18%
$63.77 - $71.36 $15.3K - $17.1K
3.58K $247M
IVW
Ishares S&P 500 Growth ETF

ETFs
403
+ 18.58%
$92.45 - $106.69 $37.3K - $43K
2.57K $239M
EXR
Extra Space Storage Inc.

Real Estate
113
+ 4.86%
$143.8 - $161.28 $16.2K - $18.2K
2.44K $362M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
261
+ 5.76%
$49.78 - $53.19 $13K - $13.9K
4.8K $245M
CAT
Caterpillar Inc

Industrials
257
+ 11.3%
$326.75 - $407.63 $84K - $105K
2.53K $835M
IWS
Ishares Russell Midcap Value E

ETFs
118
+ 6.8%
$122.59 - $135.24 $14.5K - $16K
1.85K $234M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.23K
+ 4.96%
$64.88 - $72.1 $79.8K - $88.7K
26.1K $1.71B
Canadian Pacific Kansas City
20
+ 0.69%
N/A
2.9K $204M
FTLS
First Tr Long/Short Equity ETF

ETFs
285
+ 1.53%
$63.42 - $68.17 $18.1K - $19.4K
18.9K $1.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 2.92%
$551.42 - $612.93 $22.1K - $24.5K
1.41K $789M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.34K
+ 8.17%
$73.27 - $96.21 $97.8K - $128K
17.7K $1.29B
Tidal Tr Ii
9.13K
+ 2.31%
N/A
404K $7.46B
Fidelity Wise Origin Bitcoin
3.59K
+ 10.82%
N/A
36.8K $2.65B
URA
Global X Uranium ETF

ETFs
3.26K
+ 8.75%
$22.92 - $30.98 $74.8K - $101K
40.6K $929M
IWY
Ishares Tr Russell 200 Growth

ETFs
61
+ 1.57%
$210.19 - $243.33 $12.8K - $14.8K
3.94K $831M
Fidelity Ethereum Fd
3.34K
+ 15.4%
N/A
25K $457M
NVDA
Nvidia Corp

Technology
6.51K
+ 9.01%
$106.98 - $149.43 $697K - $973K
78.8K $8.54B
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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