Smart Wealth LLC Portfolio Holdings
Smart Wealth LLC
- $281 Billion
- Q4 2024
Smart Wealth LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $281 Billion distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $13.9B, Innovator 20+ Year Treasury Bo with a value of $11.8B, Vanguard with a value of $10.7B, Nvidia Corp with a value of $9.71B, and Vanguard Index Fds S&P 500 ETF with a value of $8.78B.
Examining the 13F form we can see an increase of $25.9B in the current position value, from $255B to 281B.
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
$281 Billion
ETFs: $137 Billion
Technology: $22.4 Billion
Financial Services: $15.7 Billion
Consumer Cyclical: $7.53 Billion
Communication Services: $4.41 Billion
Healthcare: $4.01 Billion
Consumer Defensive: $3.51 Billion
Industrials: $3.3 Billion
Other: $2.98 Billion