Smart Wealth LLC New Holdings in Q2 2025

Smart Wealth LLC

  • $319 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ssga Active Tr
174K
New
N/A
174K $4.54B
First Tr Exchange Traded Fd
220K
New
N/A
220K $4.47B
First Tr Exchange Traded Fd
211K
New
N/A
211K $4.45B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
90.5K
New
$41.76 - $49.03 $3.78M - $4.44M
90.5K $4.44B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
73.9K
New
$39.94 - $44.64 $2.95M - $3.3M
73.9K $3.3B
First Tr Exchng Traded Fd Vi
83.9K
New
N/A
83.9K $3.27B
Innovator Etfs Trust
87.2K
New
N/A
87.2K $2.69B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
43.9K
New
$41.45 - $54.46 $1.82M - $2.39M
43.9K $2.29B
First Tr Exchng Traded Fd Vi
88.9K
New
N/A
88.9K $2.13B
Listed Fds Tr
43K
New
N/A
43K $1.71B
MMM
3 M CO

Industrials
10.4K
New
$126.09 - $154.15 $1.32M - $1.61M
10.4K $1.59B
Pimco ETF Tr
15K
New
N/A
15K $1.52B
PM
Philip Morris International Inc.

Consumer Defensive
7.95K
New
$149.23 - $184.95 $1.19M - $1.47M
7.95K $1.45B
TMUS
T Mobile Us, Inc.

Communication Services
5.41K
New
$220.99 - $268.54 $1.2M - $1.45M
5.41K $1.29B
T
At&T Inc.

Communication Services
41.6K
New
$26.33 - $28.94 $1.1M - $1.2M
41.6K $1.2B
RTX
Raytheon Technologies Corp

Industrials
7.77K
New
$113.75 - $148.48 $884K - $1.15M
7.77K $1.13B
DASH
Door Dash, Inc.

Communication Services
3.24K
New
$163.16 - $246.51 $528K - $798K
3.24K $798M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.43K
New
$321.63 - $509.31 $460K - $728K
1.43K $728M
APH
Amphenol Corp

Technology
6.33K
New
$59.09 - $98.75 $374K - $625K
6.33K $625M
KGC
Kinross Gold Corp

Basic Materials
37.9K
New
$11.79 - $15.85 $446K - $600K
37.9K $592M
INTU
Intuit Inc

Technology
693
New
$544.07 - $787.63 $377K - $546K
693 $546M
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
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
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
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
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
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
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
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
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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