Smart Wealth LLC Incresed Positions in Q2 2025

Smart Wealth LLC

  • $319 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
XLU
Utilities Sector Spdr

ETFs
26.1K
+ 66.52%
$73.09 - $82.77 $1.91M - $2.16M
65.3K $5.33B
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
IBM
International Business Machines Corp

Technology
4.81K
+ 142.47%
$221.03 - $294.78 $1.06M - $1.42M
8.18K $2.41B
RDVY
First Trust Rising Dividend Ac

ETFs
16.7K
+ 15.89%
$51.6 - $62.74 $863K - $1.05M
122K $7.65B
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
VGSH
Vanguard

ETFs
20.7K
+ 16.43%
$58.32 - $58.95 $1.21M - $1.22M
147K $8.62B
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
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
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
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
TSLA
Tesla, Inc.

Consumer Cyclical
1.55K
+ 136.57%
$221.86 - $362.89 $343K - $561K
2.68K $851M
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
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
1.09K
+ 0.7%
$36.05 - $40.34 $39.2K - $43.9K
157K $6.35B
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.02%
$210.28 - $289.91 $421 - $580
8.17K $2.37B
VGLT
Vanguard Long Term Treasury Et

ETFs
7.86K
+ 14.06%
$53.66 - $58.71 $422K - $461K
63.7K $3.58B
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
PALL
Abrdn Palladium ETF Trust

ETFs
2.54K
+ 88.05%
$82.97 - $103.91 $211K - $264K
5.43K $546M
DIV
Global X Superdividend Us ETF

ETFs
24.7K
+ 17.84%
N/A
163K $2.87B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
755
+ 2.9%
$58.41 - $72.69 $44.1K - $54.9K
26.8K $1.95B
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
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
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
Track This Portfolio

Track Smart Wealth LLC Portfolio

Follow Smart Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email