Smart Wealth LLC Portfolio Holdings

Smart Wealth LLC

$255 Billion
Q3 2024

Smart Wealth LLC has filed its 13F form on December 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $255 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $17.5B, Vanguard with a value of $16.2B, Innovator 20+ Year Treasury Bo with a value of $15.1B, Tidal Tr Ii with a value of $8.46B, and First Exc Trd Viii Cboe Vest U with a value of $7.66B.

Examining the 13F form we can see an increase of $7.92B in the current position value, from $247B to 255B. Also it can be appreciated an additional of 41 stocks purchases and 26 closed positions.

Smart Wealth LLC is based out at Omaha, NE

Below you can find more details about Smart Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $255 Billion

ETFs: $126 Billion

Technology: $10.9 Billion

Financial Services: $8.28 Billion

Real Estate: $4.19 Billion

Consumer Cyclical: $3.29 Billion

Healthcare: $2.85 Billion

Industrials: $2.66 Billion

Communication Services: $1.88 Billion

Other: $2.1 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
OZ Belpointe Prep, LLC Real Estate	$273M	$411 Million 0.16% of portfolio	5,960	Q4 2023 Added 51.46%

Summary

Portfolio
No. of Stocks 140
Current Value $255 Billion
Prior Value $247 Billion
Filing
Period Q3 2024
Filing Date December 13, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 41 stocks
Additional Purchases 45 stocks
Sold out of 26 stocks
Reduced holdings in 50 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Account