Smart Wealth LLC Incresed Positions in Q1 2025

Smart Wealth LLC

  • $279 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
67.5K
+ 995.68%
$39.18 - $43.52 $2.65M - $2.94M
74.3K $3.11B
XLP
Consumer Staples Sector Spdr

ETFs
33.5K
+ 143.01%
N/A
56.9K $4.65B
XLE
Energy Sector Spdr

ETFs
20K
+ 75.73%
$85.7 - $93.96 $1.72M - $1.88M
46.5K $4.34B
XLU
Utilities Sector Spdr

ETFs
25.1K
+ 178.86%
$74.7 - $80.27 $1.88M - $2.02M
39.2K $3.09B
VGLT
Vanguard Long Term Treasury Et

ETFs
14.6K
+ 35.51%
$53.99 - $58.43 $790K - $855K
55.9K $3.22B
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.4K
+ 15.15%
$56.17 - $59.71 $923K - $981K
125K $7.13B
XLV
Select Sector Spdr Fund Health

ETFs
4.63K
+ 37.74%
$137.61 - $149.68 $637K - $693K
16.9K $2.47B
Aim ETF Products Trust
26.7K
+ 20.53%
N/A
156K $4.1B
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
21.1K
+ 20.79%
N/A
122K $4.3B
AZAO
Aim ETF Prods Trallianzim U S

ETFs
19.8K
+ 20.69%
N/A
116K $4.3B
XLC
Select Sector Spdr Tr Communic

ETFs
5.11K
+ 21.11%
$94.84 - $105.31 $485K - $538K
29.3K $2.83B
SPTL
Spdr Portfolio Long Term Treas

ETFs
13K
+ 11.56%
$25.54 - $27.64 $332K - $360K
126K $3.42B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.86K
+ 3.65%
$48.65 - $53.06 $139K - $152K
81.3K $4.22B
PSLV
Sprott Physical Silver Trust

Financial Services
1.19K
+ 0.57%
$9.86 - $11.68 $11.7K - $13.9K
210K $2.44B
SIVR
Abrdn Silver ETF Trust

ETFs
1.76K
+ 2.45%
$28.07 - $32.82 $49.4K - $57.8K
73.6K $2.39B
NFLX
Netflix Inc

Communication Services
312
+ 32.03%
$828.4 - $1058.6 $258K - $330K
1.29K $1.2B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
5.05K
+ 4.85%
$21.95 - $24.74 $111K - $125K
109K $2.64B
First Tr Exchng Traded Fd Vi
11.5K
+ 11.35%
N/A
113K $3.74B
PGR
Progressive Corp

Financial Services
641
+ 26.16%
$235.61 - $291.22 $151K - $187K
3.09K $875M
GE
General Electric CO

Industrials
871
+ 26.03%
$168.59 - $212.13 $147K - $185K
4.22K $844M
XLB
Select Sector Spdr Fd Material

ETFs
2.95K
+ 22.66%
$83.19 - $90.99 $245K - $268K
15.9K $1.37B
XLI
Industrial Sector Spdr

ETFs
1.77K
+ 20.09%
$128.78 - $141.67 $228K - $251K
10.6K $1.39B
RDVY
First Trust Rising Dividend Ac

ETFs
4.8K
+ 4.78%
$57.22 - $63.39 $275K - $304K
105K $6.16B
TUA
Simpl Exch Traded Fds Sht Term
9.38K
+ 51.7%
N/A
27.5K $604M
DIV
Global X Superdividend Us ETF

ETFs
5.9K
+ 4.45%
N/A
139K $2.61B
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
MUB
Ishares National Muni Bond ETF

ETFs
1.48K
+ 10.14%
$104.71 - $107.69 $155K - $159K
16.1K $1.69B
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
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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