Smart Wealth LLC Reduced Holdings in Q1 2025

Smart Wealth LLC

  • $279 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFJL
Innovator 20+ Year Treasury Bo
-577K
- 97.21%
N/A
16.5K $343M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.84K
- 51.51%
$468.34 - $539.52 $3.67M - $4.23M
7.38K $3.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.68K
- 41.02%
$507.05 - $563.67 $3.39M - $3.77M
9.61K $4.94B
VGSH
Vanguard

ETFs
-57.9K
- 31.5%
$58.07 - $58.69 $3.36M - $3.4M
126K $7.39B
TSLA
Tesla, Inc.

Consumer Cyclical
-4.91K
- 81.26%
$222.15 - $428.22 $1.09M - $2.1M
1.13K $293M
AAPL
Apple Inc.

Technology
-4.26K
- 25.61%
$209.68 - $247.1 $894K - $1.05M
12.4K $2.75B
XLK
Technology Sector Spdr

ETFs
-4.06K
- 25.39%
$206.38 - $242.18 $837K - $982K
11.9K $2.46B
AVGO
Broadcom Inc.

Technology
-2.04K
- 17.13%
$167.43 - $244.7 $342K - $499K
9.88K $1.65B
Innovator Etfs Trust
-14.1K
- 3.27%
N/A
416K $12.8B
GOOGL
Alphabet Inc.

Communication Services
-5.17K
- 67.11%
$154.33 - $206.19 $798K - $1.07M
2.53K $392M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.83K
- 13.4%
$190.26 - $242.06 $349K - $443K
11.8K $2.25B
QJUN
First Tr ETF
-12.2K
- 6.73%
$26.45 - $29.15 $322K - $355K
169K $4.46B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-16.5K
- 21.52%
$27.95 - $30.87 $461K - $509K
60.1K $1.7B
META
Meta Platforms, Inc.

Communication Services
-858
- 24.09%
$576.36 - $736.67 $495K - $632K
2.7K $1.56B
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-10.4K
- 5.77%
$26.06 - $28.54 $270K - $296K
169K $4.43B
VGIT
Vanguard Intermediate Term Tre

ETFs
-10.3K
- 12.95%
$57.44 - $59.4 $591K - $611K
69.1K $4.11B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-16.2K
- 50.97%
$28.92 - $29.24 $468K - $474K
15.6K $455M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-16.4K
- 52.55%
$27.64 - $28.58 $455K - $470K
14.8K $424M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-8.35K
- 20.15%
$40.44 - $43.17 $338K - $360K
33.1K $1.35B
FJAN
First Exc Trd Viii Cboe Vest U
-3.51K
- 2.45%
N/A
139K $6.18B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-8.45K
- 19.28%
$38.06 - $40.36 $321K - $341K
35.4K $1.36B
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-9.74K
- 20.73%
$36.57 - $37.91 $356K - $369K
37.2K $1.39B
BX
Blackstone Inc.

Financial Services
-949
- 22.09%
$136.53 - $186.74 $130K - $177K
3.35K $468M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-7.69K
- 51.82%
$29.82 - $30.1 $229K - $232K
7.15K $215M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.03K
- 0.79%
$47.09 - $50.46 $48.4K - $51.8K
129K $6.14B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-5.82K
- 9.76%
N/A
53.8K $1.79B
UNP
Union Pacific Corp

Industrials
-985
- 31.85%
$225.21 - $254.42 $222K - $251K
2.11K $498M
MCD
Mcdonalds Corp

Consumer Cyclical
-777
- 43.65%
$279.74 - $321.29 $217K - $250K
1K $313M
MSFT
Microsoft Corp

Technology
-100
- 3.06%
$375.39 - $447.2 $37.5K - $44.7K
3.17K $1.19B
Aim ETF Products Trust
-5.09K
- 8.79%
N/A
52.8K $1.58B
COST
Costco Wholesale Corp

Consumer Defensive
-198
- 27.01%
$890.62 - $1076.86 $176K - $213K
535 $506M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.66K
- 4.77%
$50.39 - $50.66 $185K - $186K
73.1K $3.7B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-268
- 9.7%
$211.47 - $267.17 $56.7K - $71.6K
2.5K $528M
Tidal Tr Ii
-2.41K
- 8.34%
N/A
26.5K $434M
APP
App Lovin Corp

Technology
-119
- 9.58%
$238.08 - $510.13 $28.3K - $60.7K
1.12K $298M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.93K
- 12.02%
$24.91 - $29.02 $48.1K - $56K
14.1K $354M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.34K
- 15.93%
$442.66 - $534.52 $1.04M - $1.25M
12.3K $6.57B
PG
Procter & Gamble CO

Consumer Defensive
-510
- 23.82%
$158.56 - $176.26 $80.9K - $89.9K
1.63K $278M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-1.88K
- 6.19%
N/A
28.5K $1B
OZ
Belpointe Prep, LLC

Real Estate
-2
- 0.03%
$60.5 - $78.04 $121 - $156
5.96K $384M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-29
- 0.04%
$26.45 - $28.62 $767 - $830
66.7K $1.77B
WMT
Walmart Inc.

Consumer Defensive
-202
- 0.91%
$84.5 - $105.05 $17.1K - $21.2K
22K $1.93B
JPM
Jpmorgan Chase & CO

Financial Services
-395
- 4.61%
$225.19 - $279.95 $89K - $111K
8.17K $2B
TXN
Texas Instruments Inc

Technology
-176
- 9.87%
N/A
1.61K $289M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-310
- 7.92%
$57.21 - $65.8 $17.7K - $20.4K
3.61K $210M
BEAT
Heart Beam, Inc.

Healthcare
-13K
- 51.97%
$1.94 - $2.48 $25.2K - $32.2K
12K $24.1M
LMT
Lockheed Martin Corp

Industrials
-5
- 0.97%
$423.19 - $506.29 $2.12K - $2.53K
510 $228M
PALL
Abrdn Palladium ETF Trust

ETFs
-483
- 14.33%
$83.55 - $92.52 $40.4K - $44.7K
2.89K $262M
PEP
Pepsico Inc

Consumer Defensive
-106
- 5.86%
$142.64 - $156.42 $15.1K - $16.6K
1.7K $255M
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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