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
MU
Micron Technology Inc

Technology
2.96K
+ 22.64%
$86.89 - $109.38 $257K - $323K
16K $1.42B
GILD
Gilead Sciences, Inc.

Healthcare
958
+ 9.72%
$89.14 - $117.41 $85.4K - $112K
10.8K $1.21B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.6K
+ 93.57%
$25.81 - $28.52 $273K - $302K
21.9K $604M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
15.6K
+ 28.35%
$18.55 - $18.81 $290K - $294K
70.7K $1.32B
BSX
Boston Scientific Corp

Healthcare
1.16K
+ 6.2%
$89.38 - $106.18 $104K - $123K
19.9K $1.98B
CGUS
Capital Group Core Equity ETF
15.8K
+ 12.19%
$33.08 - $36.62 $523K - $579K
145K $4.84B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.47K
+ 200.85%
N/A
6.7K $429M
SBUX
Starbucks Corp

Consumer Cyclical
1.53K
+ 8.14%
$91.75 - $115.81 $140K - $177K
20.3K $1.98B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.63K
+ 7.52%
$42.5 - $46.71 $197K - $216K
66.1K $2.99B
YLD
Principal Exchange Traded Fds

ETFs
14.9K
+ 133.88%
$19.03 - $19.51 $283K - $290K
26K $496M
CME
Cme Group Inc.

Financial Services
580
+ 14.86%
$225.82 - $266.54 $131K - $155K
4.48K $1.18B
VTI
Vanguard Total Stock Market Et

ETFs
1.65K
+ 15.9%
$271.18 - $303.12 $447K - $499K
12K $3.28B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10K
+ 17.47%
$11.66 - $14.98 $117K - $150K
67.2K $939M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.09K
+ 40.35%
$49.67 - $51.43 $253K - $262K
17.7K $903M
SPGI
S&P Global Inc.

Financial Services
496
+ 13.51%
$478.26 - $543.77 $237K - $270K
4.17K $2.09B
AZN
Astrazeneca PLC

Healthcare
1.99K
+ 13.87%
$65.37 - $77.96 $130K - $155K
16.3K $1.2B
SNY
Sanofi

Healthcare
3.42K
+ 36.71%
$48.15 - $59.42 $164K - $203K
12.7K $710M
UVSP
Univest Financial Corp

Financial Services
9.81K
+ 33.42%
$27.52 - $31.63 $270K - $310K
39.2K $1.12B
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.37K
+ 65.92%
$25.77 - $27.6 $242K - $259K
23.6K $621M
HCA
Hca Healthcare, Inc.

Healthcare
427
+ 18.61%
$296.7 - $345.55 $127K - $148K
2.72K $931M
MDT
Medtronic PLC

Healthcare
1.43K
+ 9.51%
$79.84 - $94.5 $114K - $135K
16.5K $1.44B
SCHX
Schwab Strategic Tr Us Large C

ETFs
13K
+ 43.35%
$21.75 - $24.28 $282K - $315K
42.9K $941M
META
Meta Platforms, Inc.

Communication Services
962
+ 4.45%
$576.36 - $736.67 $554K - $709K
22.6K $13B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.2K
New
$22.46 - $23.26 $229K - $237K
10.2K $235M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.9K
+ 1728.82%
$21.23 - $23.75 $230K - $258K
11.5K $246M
MCD
Mcdonalds Corp

Consumer Cyclical
193
+ 1.96%
$279.74 - $321.29 $54K - $62K
10K $3.08B
QCOM
Qualcomm Inc

Technology
1.62K
+ 16.59%
$151.94 - $175.86 $247K - $285K
11.4K $1.74B
SAP
Sap Se

Technology
396
+ 6.21%
$241.4 - $293.69 $95.6K - $116K
6.77K $1.81B
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.61K
+ 68.5%
$106.31 - $123.73 $171K - $199K
3.95K $483M
TXN
Texas Instruments Inc

Technology
1.93K
+ 19.41%
N/A
11.9K $2.09B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.73K
+ 23.55%
$51.45 - $58.51 $398K - $452K
40.6K $2.1B
VBK
Vanguard Small Cap Growth ETF

ETFs
982
+ 92.64%
$247.97 - $296.33 $244K - $291K
2.04K $517M
VBR
Vanguard Small Cap Value ETF

ETFs
1.28K
+ 80.9%
$183.02 - $207.75 $235K - $267K
2.87K $533M
SONY
Sony Group Corp

Technology
3.61K
+ 11.02%
$19.88 - $25.64 $71.7K - $92.5K
36.3K $912M
MGC
Vanguard Mega Cap ETF

ETFs
1.14K
+ 130.69%
$199.2 - $222.69 $226K - $253K
2.01K $402M
MNST
Monster Beverage Corp

Consumer Defensive
2.93K
+ 34.35%
$46.16 - $58.58 $135K - $172K
11.5K $663M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.29K
+ 814.6%
$59.28 - $66.1 $195K - $218K
3.7K $238M
VO
Vanguard Mid Cap ETF

ETFs
947
+ 21.79%
$251.87 - $277.95 $239K - $263K
5.29K $1.36B
BHP
Bhp Group LTD

Basic Materials
4.33K
+ 78.67%
$48.18 - $52.11 $209K - $226K
9.84K $481M
IAUM
I Shares Gold Trust Micro

ETFs
6.41K
+ 214.28%
$26.29 - $31.17 $168K - $200K
9.4K $289M
TRV
Travelers Companies, Inc.

Financial Services
621
+ 28.76%
$232.43 - $265.13 $144K - $165K
2.78K $728M
AMT
American Tower Corp

Real Estate
202
+ 4.14%
$173.46 - $217.6 $35K - $44K
5.08K $1.1B
KLAC
Kla Corp

Technology
226
+ 16.57%
$636.62 - $777.63 $144K - $176K
1.59K $1.07B
SPOT
Spotify Technology S.A.

Communication Services
214
+ 27.9%
$457.79 - $648.32 $98K - $139K
981 $550M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.08K
+ 105.57%
$182.82 - $196.21 $197K - $212K
2.1K $392M
VGLT
Vanguard Long Term Treasury Et

ETFs
3.54K
+ 1095.36%
$53.99 - $58.43 $191K - $207K
3.86K $221M
PSC
Principal ETF U.S. Small Cap M

ETFs
4.57K
+ 68.12%
$47.13 - $54.5 $215K - $249K
11.3K $543M
TTE
Total Energies Se

Energy
2.04K
+ 28.46%
N/A
9.21K $591M
DRI
Darden Restaurants Inc

Consumer Cyclical
755
+ 35.58%
$180.02 - $208.56 $136K - $157K
2.88K $590M
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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