Smartleaf Asset Management LLC Purchases in Q1 2025

Smartleaf Asset Management LLC

  • $1.04 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.02K
+ 12.97%
$507.05 - $563.67 $1.03M - $1.14M
17.6K $9B
CI
Cigna Corp

Healthcare
1.36K
+ 59.03%
$274.49 - $329.0 $374K - $448K
3.67K $1.19B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.48K
+ 58.99%
$64.88 - $72.1 $615K - $683K
25.5K $1.67B
VOE
Vanguard Mid Cap Value Index F

ETFs
3.45K
+ 383.76%
$156.61 - $168.02 $540K - $580K
4.35K $692M
RTX
Raytheon Technologies Corp

Industrials
2.8K
+ 26.36%
$114.1 - $135.66 $320K - $380K
13.4K $1.77B
UNH
Unitedhealth Group Inc

Healthcare
928
+ 12.11%
$461.52 - $548.18 $428K - $509K
8.59K $4.43B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.9K
+ 181933.33%
$48.06 - $53.73 $525K - $587K
10.9K $530M
CVS
Cvs Health Corp

Healthcare
4.17K
+ 38.88%
$44.22 - $68.64 $184K - $286K
14.9K $1B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.36K
New
$120.24 - $134.3 $524K - $585K
4.36K $528M
USMC
Principal ETF U S Mega Cap

ETFs
11.4K
+ 34.4%
$55.72 - $63.13 $634K - $719K
44.5K $2.52B
TMUS
T Mobile Us, Inc.

Communication Services
646
+ 8.54%
$211.3 - $272.83 $136K - $176K
8.21K $2.18B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
25.1K
+ 6248.01%
$18.36 - $20.51 $461K - $515K
25.5K $509M
SO
Southern CO

Utilities
3.16K
+ 14.03%
$80.96 - $92.96 $256K - $294K
25.7K $2.34B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.57K
+ 53.4%
$50.39 - $50.66 $482K - $485K
27.5K $1.39B
ICE
Intercontinental Exchange, Inc.

Financial Services
1.28K
+ 12.66%
$142.8 - $176.36 $183K - $226K
11.4K $1.99B
JPM
Jpmorgan Chase & CO

Financial Services
1.39K
+ 3.59%
$225.19 - $279.95 $313K - $390K
40.1K $9.75B
UBER
Uber Technologies, Inc

Technology
4.98K
+ 53.05%
$63.17 - $81.49 $314K - $405K
14.4K $1.04B
SCHP
Schwab Strategic Us Tips ETF

ETFs
17.1K
+ 125.1%
$25.69 - $26.89 $439K - $459K
30.7K $823M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
9.7K
+ 438.69%
$47.59 - $48.35 $461K - $469K
11.9K $575M
SPYG
Spdr Portfolio

ETFs
10.7K
+ 23.33%
$80.05 - $92.39 $855K - $987K
56.5K $4.52B
GE
General Electric CO

Industrials
1.2K
+ 17.06%
$168.59 - $212.13 $202K - $255K
8.24K $1.65B
DUK
Duke Energy Corp

Utilities
2.66K
+ 22.06%
$105.87 - $121.97 $282K - $324K
14.7K $1.76B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
15K
+ 518.12%
$30.75 - $33.98 $461K - $509K
17.9K $555M
CMF
Ishares California Muni Bond E

ETFs
7.74K
+ 51593.33%
$55.93 - $57.47 $433K - $445K
7.75K $435M
SHEL
Shell PLC

Energy
3.94K
+ 29.31%
$62.84 - $73.29 $248K - $289K
17.4K $1.26B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16.3K
+ 544.53%
$25.58 - $29.24 $417K - $477K
19.3K $505M
AMGN
Amgen Inc

Healthcare
612
+ 12.46%
$258.59 - $327.36 $158K - $200K
5.52K $1.7B
COST
Costco Wholesale Corp

Consumer Defensive
379
+ 6.45%
$890.62 - $1076.86 $338K - $408K
6.26K $5.82B
SUB
Ishares Short Term National Mu

ETFs
3.67K
+ 66.58%
$105.3 - $106.24 $386K - $390K
9.18K $969M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.37K
+ 7.01%
$67.08 - $76.14 $159K - $180K
36.2K $2.68B
Linde PLC
380
+ 7.66%
N/A
5.34K $2.45B
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.3K
New
$50.44 - $50.7 $368K - $370K
7.3K $370M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
11.6K
+ 349.88%
$26.71 - $31.58 $310K - $367K
14.9K $456M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
7.21K
New
$50.24 - $50.57 $362K - $365K
7.21K $365M
PY
Principal Exchange Traded Fund

ETFs
7.8K
+ 55.82%
$47.61 - $51.6 $371K - $402K
21.8K $1.06B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
244
+ 9.37%
$402.49 - $513.76 $98.2K - $125K
2.85K $1.4B
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.2K
+ 29.95%
$105.1 - $109.61 $336K - $351K
13.9K $1.51B
WM
Waste Management Inc

Industrials
863
+ 14.06%
$200.54 - $233.78 $173K - $202K
7K $1.6B
EFV
Msci Eafe Value ETF

ETFs
5.41K
+ 142.06%
$51.88 - $60.73 $281K - $329K
9.23K $549M
INTC
Intel Corp

Technology
11.9K
+ 45.63%
$19.1 - $27.39 $228K - $327K
38.1K $865M
PLTR
Palantir Technologies Inc.

Technology
2.74K
+ 21.33%
$64.98 - $124.62 $178K - $341K
15.6K $1.34B
VEU
Vanguard Ftse All World Ex Us

ETFs
5.23K
+ 188.8%
$56.51 - $62.98 $295K - $329K
8K $488M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 142.8%
$24.91 - $29.02 $358K - $417K
24.4K $611M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.68K
+ 18.93%
$168.16 - $186.21 $451K - $499K
16.8K $2.86B
Lam Research Corp
4.38K
+ 24.23%
N/A
22.4K $1.63B
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.84K
+ 37.9%
$178.65 - $194.73 $329K - $358K
6.7K $1.22B
NVS
Novartis Ag

Healthcare
1.42K
+ 14.05%
$97.14 - $115.57 $138K - $164K
11.5K $1.3B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
481
+ 7.41%
$208.48 - $244.03 $100K - $117K
6.98K $1.69B
WFC
Wells Fargo & Company

Financial Services
4.23K
+ 17.69%
$66.78 - $81.42 $283K - $345K
28.2K $1.99B
Activity Summary
Buys All Purchases 1261 New Holdings 137 Increased Positions 1124 Sells All Sells 1276 Reductions 1276 Sold out 0 Options Calls 0 Puts 0
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