Smart Wealth LLC Portfolio Holdings
Smart Wealth LLC
- $279 Billion
- Q1 2025
Smart Wealth LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $12.8B, Innovator Etfs Trust with a value of $11.9B, First Tr Exchng Traded Fd Vi with a value of $11.7B, Nvidia Corp with a value of $8.54B, and Tidal Tr Ii with a value of $7.46B.
Examining the 13F form we can see an decrease of $1.91B in the current position value, from $281B to 279B.
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
$279 Billion
ETFs: $133 Billion
Technology: $19.4 Billion
Financial Services: $17.2 Billion
Communication Services: $3.67 Billion
Real Estate: $3.59 Billion
Consumer Cyclical: $3.48 Billion
Industrials: $3.16 Billion
Consumer Defensive: $2.97 Billion
Other: $2.58 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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