Smart Wealth LLC Purchases in Q2 2025

Smart Wealth LLC

  • $319 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Elevation Series Trust
17.3K
+ 32.58%
N/A
70.2K $1.77B
XLF
Financial Sector Spdr

ETFs
6.78K
+ 12.28%
$43.92 - $52.37 $298K - $355K
62K $3.25B
V
Visa Inc.

Financial Services
1.26K
New
$308.27 - $373.31 $390K - $472K
1.26K $449M
IAU
Ishares Gold Trust

ETFs
6.8K
New
$56.1 - $64.74 $382K - $440K
6.8K $424M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
1.09K
+ 0.7%
$36.05 - $40.34 $39.2K - $43.9K
157K $6.35B
FTNT
Fortinet, Inc.

Technology
3.91K
New
$84.71 - $108.69 $331K - $425K
3.91K $413M
Aim ETF Products Trust
12.9K
New
N/A
12.9K $377M
RSG
Republic Services, Inc.

Industrials
1.53K
New
$227.2 - $258.07 $347K - $394K
1.53K $376M
MU
Micron Technology Inc

Technology
2.98K
New
$64.72 - $127.91 $193K - $382K
2.98K $368M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.02%
$210.28 - $289.91 $421 - $580
8.17K $2.37B
Aim ETF Products Trust
13.1K
New
N/A
13.1K $344M
Aim ETF Products Trust
12.9K
New
N/A
12.9K $344M
ADI
Analog Devices Inc

Technology
1.38K
New
$164.6 - $238.02 $227K - $328K
1.38K $328M
IVV
Ishares Core S&P 500 ETF

ETFs
353
+ 21.9%
$498.8 - $620.9 $176K - $219K
1.97K $1.22B
MCK
Mckesson Corp

Healthcare
396
+ 112.82%
$652.83 - $732.78 $259K - $290K
747 $547M
SIVR
Abrdn Silver ETF Trust

ETFs
4.98K
+ 6.77%
$28.36 - $35.37 $141K - $176K
78.6K $2.7B
ALL
Allstate Corp

Financial Services
1.54K
New
$180.53 - $212.64 $278K - $327K
1.54K $310M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.59K
New
$50.08 - $63.14 $230K - $290K
4.59K $290M
PALL
Abrdn Palladium ETF Trust

ETFs
2.54K
+ 88.05%
$82.97 - $103.91 $211K - $264K
5.43K $546M
VUG
Vanguard Growth ETF

ETFs
639
New
$329.49 - $438.4 $211K - $280K
639 $280M
TME
Tencent Music Entertainment Group

Communication Services
14.3K
New
$11.97 - $19.49 $171K - $279K
14.3K $279M
DIV
Global X Superdividend Us ETF

ETFs
24.7K
+ 17.84%
N/A
163K $2.87B
IVE
Ishares S&P 500 Value ETF

ETFs
1.23K
New
$168.34 - $195.42 $207K - $240K
1.23K $240M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.02K
New
$77.94 - $79.5 $235K - $240K
3.02K $240M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
755
+ 2.9%
$58.41 - $72.69 $44.1K - $54.9K
26.8K $1.95B
WM
Waste Management Inc

Industrials
1.01K
New
$216.47 - $242.1 $219K - $245K
1.01K $231M
XOM
Exxon Mobil Corp

Energy
2.13K
New
$99.93 - $119.04 $213K - $254K
2.13K $230M
UNP
Union Pacific Corp

Industrials
1.04K
+ 49.15%
$208.27 - $238.46 $216K - $247K
3.14K $723M
BSX
Boston Scientific Corp

Healthcare
1.68K
+ 27.51%
$89.7 - $107.41 $151K - $181K
7.8K $837M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
187
+ 7.49%
$179.95 - $278.88 $33.7K - $52.2K
2.68K $748M
IWY
Ishares Tr Russell 200 Growth

ETFs
326
+ 8.28%
$187.5 - $246.51 $61.1K - $80.4K
4.27K $1.05B
KO
Coca Cola CO

Consumer Defensive
3.08K
New
$68.37 - $73.9 $211K - $228K
3.08K $218M
CSCO
Cisco Systems, Inc.

Technology
3.11K
New
$53.19 - $69.38 $165K - $216K
3.11K $216M
HES
Hess Corp

Energy
1.47K
New
$126.32 - $161.29 $186K - $237K
1.47K $204M
SPYG
Spdr Portfolio

ETFs
2.13K
New
$71.83 - $95.32 $153K - $203K
2.13K $203M
Aim ETF Products Trust
7.31K
New
N/A
7.31K $201M
APP
App Lovin Corp

Technology
255
+ 22.71%
$219.37 - $417.89 $55.9K - $107K
1.38K $482M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
2.48K
+ 4.62%
N/A
56.3K $1.97B
FTLS
First Tr Long/Short Equity ETF

ETFs
1.46K
+ 7.71%
$60.06 - $66.28 $87.6K - $96.6K
20.4K $1.35B
Aim ETF Products Trust
1.52K
+ 2.87%
N/A
54.4K $1.72B
EFG
Msci Eafe Growth ETF

ETFs
762
+ 23.07%
$89.8 - $112.0 $68.4K - $85.3K
4.07K $455M
IVW
Ishares S&P 500 Growth ETF

ETFs
710
+ 27.6%
$82.96 - $110.1 $58.9K - $78.2K
3.28K $361M
SPY
Spdr S&P 500 ETF Trust

ETFs
46
+ 3.26%
$496.48 - $617.85 $22.8K - $28.4K
1.46K $900M
WELL
Welltower Inc.

Real Estate
706
+ 26.32%
$136.49 - $155.22 $96.4K - $110K
3.39K $521M
IEMG
Ishares Inc

ETFs
1.05K
+ 17.42%
N/A
7.08K $425M
MUB
Ishares National Muni Bond ETF

ETFs
1.04K
+ 6.5%
$102.31 - $105.8 $107K - $110K
17.1K $1.79B
Tidal Tr Ii
3.14K
+ 11.88%
N/A
29.6K $524M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
820
+ 2.87%
N/A
29.3K $1.09B
TJX
Tjx Companies Inc

Consumer Cyclical
596
+ 11.67%
$119.13 - $135.03 $71K - $80.5K
5.71K $704M
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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