Smart Wealth LLC Incresed Positions in Q4 2024

Smart Wealth LLC

  • $281 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
53.7K
+ 289.52%
$117.0 - $148.88 $6.29M - $8M
72.3K $9.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.46K
+ 96.1%
$481.22 - $538.17 $3.59M - $4.01M
15.2K $7.78B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7K
+ 75.25%
$521.84 - $558.82 $3.65M - $3.91M
16.3K $8.78B
TSLA
Tesla, Inc.

Consumer Cyclical
5.25K
+ 660.96%
$213.65 - $479.86 $1.12M - $2.52M
6.04K $2.44B
AVGO
Broadcom Inc.

Technology
8.08K
+ 210.36%
$159.67 - $250.0 $1.29M - $2.02M
11.9K $2.76B
WMT
Walmart Inc.

Consumer Defensive
19.1K
+ 629.71%
$79.1 - $95.7 $1.51M - $1.83M
22.2K $2B
AMZN
Amazon Com Inc

Consumer Cyclical
6.36K
+ 86.91%
$180.88 - $232.93 $1.15M - $1.48M
13.7K $3B
Fidelity Wise Origin Bitcoin
9.67K
+ 41.18%
N/A
33.2K $2.71B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.8K
+ 56.88%
$50.37 - $50.6 $1.4M - $1.41M
76.8K $3.87B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
45.3K
+ 144.45%
$28.37 - $30.25 $1.28M - $1.37M
76.6K $2.28B
META
Meta Platforms, Inc.

Communication Services
2.19K
+ 159.17%
$554.08 - $632.68 $1.21M - $1.38M
3.56K $2.09B
XLE
Energy Sector Spdr

ETFs
15.2K
+ 135.28%
$83.32 - $97.27 $1.27M - $1.48M
26.4K $2.26B
XLK
Technology Sector Spdr

ETFs
4.99K
+ 45.49%
$220.26 - $241.44 $1.1M - $1.21M
16K $3.71B
JPM
Jpmorgan Chase & CO

Financial Services
4.63K
+ 117.52%
$205.18 - $250.29 $950K - $1.16M
8.57K $2.05B
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.7K
+ 26.42%
$57.53 - $60.83 $1.3M - $1.38M
108K $6.24B
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
39.3K
+ 143.5%
$26.5 - $28.18 $1.04M - $1.11M
66.7K $1.84B
DAPR
First Ex Tr Fd Ft Cboe Vest Us
27.7K
+ 144.06%
$36.3 - $37.43 $1.01M - $1.04M
47K $1.75B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
26.2K
+ 149.3%
$38.63 - $39.95 $1.01M - $1.05M
43.8K $1.72B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
24.5K
+ 144.95%
$41.08 - $42.6 $1.01M - $1.04M
41.4K $1.74B
GOOGL
Alphabet Inc.

Communication Services
4.93K
+ 178.05%
$161.86 - $196.66 $798K - $970K
7.7K $1.46B
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
23.1K
+ 150.5%
$40.18 - $41.59 $930K - $962K
38.5K $1.59B
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
22.3K
+ 153.42%
$41.66 - $43.47 $930K - $970K
36.9K $1.57B
SPTL
Spdr Portfolio Long Term Treas

ETFs
42.6K
+ 60.92%
$26.05 - $29.17 $1.11M - $1.24M
113K $2.95B
LLY
Eli Lilly & CO

Healthcare
1.15K
+ 223.64%
$727.2 - $932.06 $839K - $1.08M
1.67K $1.29B
AAPL
Apple Inc.

Technology
2.07K
+ 14.18%
$221.69 - $259.02 $458K - $535K
16.6K $4.17B
ORCL
Oracle Corp

Technology
4.16K
+ 90.28%
$165.41 - $192.43 $689K - $801K
8.77K $1.46B
PSLV
Sprott Physical Silver Trust

Financial Services
77.1K
+ 58.5%
$9.65 - $11.76 $744K - $906K
209K $2.01B
XLY
Select Sector Spdr Consumer Di

ETFs
2.19K
+ 41.44%
$194.8 - $239.43 $426K - $524K
7.47K $1.68B
BX
Blackstone Inc.

Financial Services
2.9K
+ 206.86%
$148.45 - $199.05 $430K - $576K
4.3K $741M
XLF
Financial Sector Spdr

ETFs
7.62K
+ 15.83%
$44.89 - $51.34 $342K - $391K
55.8K $2.7B
FISV
Fiserv Inc

Technology
2.27K
+ 186.68%
N/A
3.49K $716M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.4K
+ 12.0%
$46.48 - $51.32 $390K - $431K
78.4K $3.78B
NFLX
Netflix Inc

Communication Services
391
+ 67.07%
$687.65 - $936.56 $269K - $366K
974 $868M
MUB
Ishares National Muni Bond ETF

ETFs
4.3K
+ 41.73%
$105.78 - $108.7 $455K - $467K
14.6K $1.55B
XLI
Industrial Sector Spdr

ETFs
2.86K
+ 47.89%
$131.76 - $143.99 $376K - $411K
8.82K $1.16B
XLB
Select Sector Spdr Fd Material

ETFs
4.74K
+ 57.47%
$83.8 - $97.58 $398K - $463K
13K $1.09B
RDVY
First Trust Rising Dividend Ac

ETFs
5.12K
+ 5.37%
$58.65 - $64.37 $300K - $330K
100K $5.94B
PGR
Progressive Corp

Financial Services
1.29K
+ 110.48%
$239.6 - $268.88 $308K - $346K
2.45K $587M
TJX
Tjx Companies Inc

Consumer Cyclical
2.29K
+ 117.34%
$112.15 - $127.2 $256K - $291K
4.24K $512M
CAT
Caterpillar Inc

Industrials
856
+ 60.37%
$360.37 - $416.88 $308K - $357K
2.27K $825M
Elevation Series Trust
10.9K
+ 25.99%
N/A
52.9K $1.31B
IWY
Ishares Tr Russell 200 Growth

ETFs
870
+ 28.92%
$216.72 - $244.71 $189K - $213K
3.88K $912M
XLC
Select Sector Spdr Tr Communic

ETFs
933
+ 4.01%
$89.66 - $102.16 $83.7K - $95.3K
24.2K $2.34B
SPY
Spdr S&P 500 ETF Trust

ETFs
362
+ 35.91%
$567.81 - $607.81 $206K - $220K
1.37K $803M
URA
Global X Uranium ETF

ETFs
10.2K
+ 37.82%
$26.78 - $33.46 $274K - $342K
37.3K $999M
UBER
Uber Technologies, Inc

Technology
4.25K
+ 135.24%
$59.93 - $86.34 $255K - $367K
7.4K $446M
GE
General Electric CO

Industrials
1.47K
+ 78.45%
$159.95 - $194.23 $235K - $286K
3.35K $558M
VNQ
Vanguard Specialized Funds Van

ETFs
2.78K
+ 28.52%
$87.85 - $98.6 $244K - $274K
12.5K $1.12B
IWX
Ishares Tr Russell 200 Value E

ETFs
2.07K
+ 46.66%
$78.25 - $85.17 $162K - $176K
6.49K $513M
Activity Summary
Buys All Purchases 102 New Holdings 30 Increased Positions 72 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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