Smart Wealth LLC New Holdings in Q1 2025

Smart Wealth LLC

  • $279 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
450K
New
N/A
450K $11.9B
First Tr Exchng Traded Fd Vi
388K
New
N/A
388K $11.7B
Elevation Series Trust
53K
New
N/A
53K $1.26B
AXP
American Express CO

Financial Services
4.03K
New
$255.39 - $325.87 $1.03M - $1.31M
4.03K $1.08B
Aim ETF Products Trust
36.5K
New
N/A
36.5K $1.02B
PLTR
Palantir Technologies Inc.

Technology
11.6K
New
$64.98 - $124.62 $754K - $1.45M
11.6K $980M
GS
Goldman Sachs Group Inc

Financial Services
1.48K
New
$524.81 - $672.19 $778K - $996K
1.48K $810M
AUGZ
Listed Fds Tr Trueshares Struc

Technology
19.9K
New
$36.95 - $40.02 $735K - $796K
19.9K $743M
VMI
Valmont Industries Inc

Industrials
1.74K
New
$285.37 - $376.98 $497K - $657K
1.74K $497M
NOW
Service Now, Inc.

Technology
562
New
$783.83 - $1170.39 $441K - $658K
562 $447M
WELL
Welltower Inc.

Real Estate
2.68K
New
$124.05 - $156.86 $333K - $421K
2.68K $411M
MCO
Moodys Corp

Financial Services
823
New
$437.8 - $527.48 $360K - $434K
823 $383M
Listed Fd Tr
9.49K
New
N/A
9.49K $360M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.05K
New
$169.43 - $182.84 $347K - $375K
2.05K $355M
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.4K
New
$21.75 - $24.28 $313K - $349K
14.4K $317M
SPOT
Spotify Technology S.A.

Communication Services
535
New
$457.79 - $648.32 $245K - $347K
535 $294M
BK
Bank Of New York Mellon Corp

Financial Services
3.43K
New
$75.42 - $88.95 $259K - $305K
3.43K $288M
AFL
Aflac Inc

Financial Services
2.58K
New
$100.99 - $111.19 $260K - $287K
2.58K $287M
OKE
Oneok Inc

Energy
2.77K
New
$89.57 - $109.85 $248K - $304K
2.77K $274M
HWM
Howmet Aerospace Inc.

Industrials
2.01K
New
$110.79 - $139.39 $222K - $280K
2.01K $260M
MS
Morgan Stanley

Financial Services
2.06K
New
$111.68 - $141.08 $230K - $291K
2.06K $241M
MCK
Mckesson Corp

Healthcare
351
New
$566.21 - $672.99 $199K - $236K
351 $236M
GOOG
Alphabet Inc.

Communication Services
1.48K
New
$156.06 - $207.71 $232K - $308K
1.48K $232M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.38K
New
$91.76 - $103.26 $218K - $245K
2.38K $220M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.1K
New
$51.45 - $58.51 $211K - $240K
4.1K $212M
SCHW
Schwab Charles Corp

Financial Services
2.59K
New
$71.24 - $83.64 $184K - $216K
2.59K $203M
JEF
Jefferies Financial Group Inc.

Financial Services
3.78K
New
$52.22 - $81.31 $197K - $307K
3.78K $202M
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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