Smartleaf Asset Management LLC Purchases in Q4 2024

Smartleaf Asset Management LLC

  • $981 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
1.84K
+ 19.45%
$385.02 - $431.37 $709K - $795K
11.3K $4.41B
BKNG
Booking Holdings Inc.

Consumer Cyclical
66
+ 17.14%
$4100.99 - $5300.34 $271K - $350K
451 $2.25B
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
5.87K
New
$104.5 - $125.64 $613K - $737K
5.87K $613M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.22K
+ 4.74%
$95.27 - $107.82 $212K - $240K
49.1K $5.12B
CGUS
Capital Group Core Equity ETF
14.4K
+ 12.47%
$33.96 - $36.24 $488K - $521K
130K $4.55B
ACN
Accenture PLC

Technology
1.62K
+ 21.63%
$343.9 - $376.86 $558K - $612K
9.13K $3.22B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.3K
+ 6.8%
$33.92 - $36.6 $487K - $525K
225K $7.81B
DIS
Walt Disney CO

Communication Services
3.6K
+ 28.24%
$92.39 - $117.6 $333K - $424K
16.4K $1.81B
MAR
Marriott International Inc

Consumer Cyclical
1.78K
+ 55.72%
$246.06 - $292.59 $438K - $521K
4.98K $1.4B
SBUX
Starbucks Corp

Consumer Cyclical
7.29K
+ 63.55%
$87.44 - $102.5 $638K - $747K
18.8K $1.7B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17K
+ 14.58%
$45.17 - $47.23 $770K - $805K
134K $6.08B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.78K
+ 30.81%
$70.54 - $79.61 $408K - $460K
24.5K $1.88B
Capital Grp Fixed Incm ETF T
26.4K
+ 20.64%
N/A
154K $3.99B
TM
Toyota Motor Corp

Consumer Cyclical
2.56K
+ 142.31%
$169.2 - $199.52 $434K - $511K
4.36K $854M
MS
Morgan Stanley

Financial Services
2.53K
+ 26.43%
$104.42 - $134.99 $264K - $341K
12.1K $1.52B
CVX
Chevron Corp

Energy
3.92K
+ 21.43%
$141.15 - $162.53 $553K - $636K
22.2K $3.17B
ISRG
Intuitive Surgical Inc

Healthcare
673
+ 20.04%
$471.27 - $550.62 $317K - $371K
4.03K $2.12B
OKE
Oneok Inc

Energy
4.17K
+ 48.43%
$92.28 - $117.05 $385K - $488K
12.8K $1.29B
EMR
Emerson Electric CO

Industrials
2.45K
+ 18.44%
$108.13 - $134.33 $265K - $329K
15.7K $1.95B
BMY
Bristol Myers Squibb CO

Healthcare
7.63K
+ 53.32%
$51.92 - $59.94 $396K - $457K
21.9K $1.23B
VT
Vanguard Total World Stk Index

ETFs
5.26K
+ 8.32%
$117.09 - $123.07 $615K - $647K
68.5K $8.06B
TJX
Tjx Companies Inc

Consumer Cyclical
3.62K
+ 22.41%
$112.15 - $127.2 $406K - $460K
19.8K $2.39B
Te Connectivity PLC
3.41K
New
N/A
3.41K $487M
EQIX
Equinix Inc

Real Estate
461
+ 55.34%
$865.69 - $985.0 $399K - $454K
1.29K $1.21B
FISV
Fiserv Inc

Technology
1.23K
+ 15.59%
N/A
9.11K $1.88B
Ishares Bitcoin Trust ETF
8.42K
+ 864.0%
N/A
9.4K $503M
UL
Unilever PLC

Consumer Defensive
8.56K
+ 262.62%
$56.7 - $64.64 $486K - $554K
11.8K $671M
C
Citigroup Inc

Financial Services
4.6K
+ 29.2%
$61.31 - $72.5 $282K - $333K
20.3K $1.43B
J P Morgan Exchange Traded F
6.72K
+ 28.12%
N/A
30.6K $1.9B
CGCP
Capital Group Core Plus Income

ETFs
24.2K
+ 24.39%
$22.13 - $23.17 $537K - $562K
124K $2.75B
T
At&T Inc.

Communication Services
17.1K
+ 22.95%
$21.22 - $23.88 $362K - $408K
91.5K $2.07B
BKR
Baker Hughes CO

Energy
9.05K
+ 65.23%
$35.98 - $44.88 $326K - $406K
22.9K $939M
BSX
Boston Scientific Corp

Healthcare
3.71K
+ 24.7%
$83.62 - $91.5 $310K - $339K
18.7K $1.68B
IT
Gartner Inc

Technology
876
+ 255.39%
$481.22 - $551.8 $422K - $483K
1.22K $592M
HSBC
Hsbc Holdings PLC

Financial Services
7.5K
+ 79.94%
$43.83 - $49.51 $329K - $371K
16.9K $835M
CDNS
Cadence Design Systems Inc

Technology
1.15K
+ 54.68%
$249.1 - $324.54 $287K - $374K
3.26K $983M
CBRE
Cbre Group, Inc.

Real Estate
2.8K
+ 48.92%
$119.22 - $140.71 $334K - $394K
8.53K $1.11B
ADP
Automatic Data Processing Inc

Industrials
1.05K
+ 22.07%
$280.08 - $307.97 $295K - $325K
5.83K $1.71B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
30.7K
+ 115.47%
$9.95 - $12.23 $305K - $375K
57.2K $672M
IYE
Ishares Tr

ETFs
8.82K
New
$43.93 - $51.37 $388K - $453K
8.82K $397M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.32K
+ 49.47%
$66.77 - $71.52 $355K - $380K
16.1K $1.11B
ABT
Abbott Laboratories

Healthcare
3.39K
+ 17.48%
$111.93 - $119.39 $379K - $404K
22.8K $2.57B
COF
Capital One Financial Corp

Financial Services
1.42K
+ 30.03%
$145.19 - $192.01 $206K - $272K
6.13K $1.09B
NVO
Novo Nordisk A S

Healthcare
8.35K
+ 88.49%
$85.0 - $120.04 $710K - $1M
17.8K $1.52B
LOW
Lowes Companies Inc

Consumer Cyclical
2.03K
+ 35.29%
$244.52 - $284.07 $497K - $578K
7.8K $1.92B
IBM
International Business Machines Corp

Technology
1.77K
+ 21.53%
$204.9 - $238.04 $362K - $420K
9.96K $2.19B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17.1K
+ 3452.53%
$22.39 - $23.45 $383K - $401K
17.6K $395M
GILD
Gilead Sciences, Inc.

Healthcare
3.57K
+ 56.8%
$83.95 - $97.9 $300K - $350K
9.86K $907M
Spdr Index Shs Fds
11.3K
+ 34.86%
N/A
43.5K $1.59B
Activity Summary
Buys All Purchases 2091 New Holdings 160 Increased Positions 1931 Sells All Sells 525 Reductions 525 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Smartleaf Asset Management LLC Portfolio

Follow Smartleaf Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email