Smart Wealth LLC Purchases in Q3 2024

Smart Wealth LLC

  • $255 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
1.36K
+ 82.19%
$194.66 - $225.97 $264K - $307K
3.01K $662M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.64K
+ 12.26%
$44.66 - $49.15 $341K - $376K
70K $3.3B
PGR
Progressive Corp

Financial Services
1.16K
New
$209.46 - $259.24 $244K - $302K
1.16K $295M
XLC
Select Sector Spdr Tr Communic

ETFs
2.11K
+ 9.98%
$82.16 - $90.4 $174K - $191K
23.3K $2.1B
JANZ
Listed Fds Tr Trueshares Struc

ETFs
8.36K
New
$31.91 - $34.68 $267K - $290K
8.36K $290M
ISRG
Intuitive Surgical Inc

Healthcare
590
New
$416.14 - $494.01 $246K - $291K
590 $290M
CAT
Caterpillar Inc

Industrials
612
+ 75.93%
$316.8 - $391.12 $194K - $239K
1.42K $555M
Listed Fd Tr
7.54K
New
N/A
7.54K $261M
EXR
Extra Space Storage Inc.

Real Estate
871
+ 21.38%
$151.92 - $183.06 $132K - $159K
4.95K $891M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.19K
New
$98.71 - $117.61 $216K - $258K
2.19K $258M
SPY
Spdr S&P 500 ETF Trust

ETFs
413
+ 69.41%
$517.38 - $573.86 $214K - $237K
1.01K $578M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
7.92K
+ 33.83%
$26.36 - $28.69 $209K - $227K
31.3K $897M
UBER
Uber Technologies, Inc

Technology
3.14K
New
$58.48 - $77.47 $184K - $244K
3.14K $236M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.31K
New
$63.46 - $71.43 $210K - $236K
3.31K $234M
TJX
Tjx Companies Inc

Consumer Cyclical
1.95K
New
$107.93 - $120.23 $210K - $234K
1.95K $229M
EFG
Msci Eafe Growth ETF

ETFs
2.12K
New
$96.84 - $108.77 $205K - $230K
2.12K $228M
PSLV
Sprott Physical Silver Trust

Financial Services
15.7K
+ 13.55%
$9.17 - $10.84 $144K - $170K
132K $1.38B
CARR
Carrier Global Corp

Industrials
2.71K
New
$61.9 - $80.88 $168K - $219K
2.71K $218M
BX
Blackstone Inc.

Financial Services
1.4K
New
$120.77 - $159.66 $169K - $224K
1.4K $214M
EFV
Msci Eafe Value ETF

ETFs
3.72K
New
$51.72 - $57.96 $193K - $216K
3.72K $214M
TSLA
Tesla, Inc.

Consumer Cyclical
794
New
$191.76 - $263.26 $152K - $209K
794 $208M
IVV
Ishares Core S&P 500 ETF

ETFs
309
+ 32.42%
$520.18 - $576.82 $161K - $178K
1.26K $728M
MRK
Merck & Co., Inc.

Healthcare
1.78K
New
$111.15 - $128.97 $198K - $230K
1.78K $202M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.2K
+ 33.04%
$38.81 - $41.41 $163K - $174K
16.9K $700M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
4.87K
+ 33.85%
$34.5 - $36.48 $168K - $178K
19.2K $702M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
572
+ 2.04%
$33.89 - $41.64 $19.4K - $23.8K
28.7K $1.14B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
4.57K
+ 35.12%
$37.92 - $39.03 $173K - $178K
17.6K $686M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
6.31K
+ 29.91%
$25.04 - $26.83 $158K - $169K
27.4K $733M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
3.7K
+ 31.66%
$37.82 - $40.43 $140K - $149K
15.4K $622M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
3.45K
+ 31.13%
$40.69 - $42.33 $141K - $146K
14.5K $615M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.78K
+ 10.04%
$60.73 - $63.8 $108K - $113K
19.5K $1.23B
SCHG
Schwab Strategic Tr Us Large C

ETFs
277
+ 5.78%
$92.63 - $105.69 $25.7K - $29.3K
5.07K $529M
WMT
Walmart Inc.

Consumer Defensive
45
+ 1.5%
$66.91 - $81.4 $3.01K - $3.66K
3.04K $245M
KO
Coca Cola CO

Consumer Defensive
12
+ 0.37%
$62.69 - $73.01 $752 - $876
3.27K $235M
IVW
Ishares S&P 500 Growth ETF

ETFs
188
+ 8.46%
$84.77 - $97.13 $15.9K - $18.3K
2.41K $231M
Activity Summary
Buys All Purchases 86 New Holdings 41 Increased Positions 45 Sells All Sells 76 Reductions 50 Sold out 26 Options Calls 0 Puts 0
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