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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.67K
+ 582.57%
$49.78 - $53.19 $133K - $142K
3.13K $159M
BMY
Bristol Myers Squibb CO

Healthcare
752
+ 3.43%
$53.9 - $63.11 $40.5K - $47.5K
22.7K $1.36B
ADP
Automatic Data Processing Inc

Industrials
285
+ 4.89%
$286.85 - $318.64 $81.8K - $90.8K
6.12K $1.84B
BA
Boeing CO

Industrials
809
+ 28.87%
$148.15 - $186.25 $120K - $151K
3.61K $626M
DFIV
Dimensional ETF Tr

ETFs
1.53K
+ 9.4%
$35.33 - $40.77 $54.2K - $62.5K
17.8K $708M
BCS
Barclays PLC

Financial Services
4.09K
+ 12.78%
$12.69 - $16.25 $51.9K - $66.4K
36.1K $555M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.52K
+ 52.36%
$46.15 - $63.53 $70.1K - $96.5K
4.42K $274M
NVR
Nvr Inc

Consumer Cyclical
19
+ 271.43%
$7062.02 - $8382.63 $134K - $159K
26 $187M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
3.39K
+ 4.66%
$29.72 - $31.94 $101K - $108K
76.1K $2.36B
AJG
Arthur J. Gallagher & Co.

Financial Services
42
+ 2.11%
$275.89 - $345.24 $11.6K - $14.5K
2.03K $691M
MTG
Mgic Investment Corp

Financial Services
5.1K
+ 1910.49%
$22.56 - $25.71 $115K - $131K
5.37K $131M
EAT
Brinker International, Inc

Consumer Cyclical
682
+ 48.03%
$133.46 - $189.14 $91K - $129K
2.1K $310M
PH
Parker Hannifin Corp

Industrials
280
+ 21.59%
$591.65 - $707.05 $166K - $198K
1.58K $949M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.08K
+ 4.29%
$73.78 - $76.59 $79.5K - $82.5K
26.2K $2B
RIO
Rio Tinto PLC

Basic Materials
1.77K
+ 30.51%
$58.19 - $64.29 $103K - $114K
7.56K $461M
AON
Aon PLC

Financial Services
172
+ 12.0%
$348.44 - $409.32 $59.9K - $70.4K
1.61K $633M
MPC
Marathon Petroleum Corp

Energy
451
+ 6.93%
$134.72 - $159.03 $60.8K - $71.7K
6.96K $1B
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.21K
New
$36.88 - $49.3 $118K - $158K
3.21K $120M
CSCO
Cisco Systems, Inc.

Technology
736
+ 1.66%
$58.74 - $64.87 $43.2K - $47.7K
45.1K $2.74B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.3K
+ 4.37%
$24.73 - $25.62 $81.6K - $84.6K
78.9K $2.01B
PAYX
Paychex Inc

Industrials
637
+ 33.19%
$136.06 - $154.52 $86.7K - $98.4K
2.56K $386M
PR
Permian Resources Corporation

Energy
8.51K
+ 234.15%
$12.33 - $16.0 $105K - $136K
12.1K $167M
CINF
Cincinnati Financial Corp

Financial Services
761
+ 39.37%
$133.67 - $147.81 $102K - $112K
2.69K $392M
ECL
Ecolab Inc.

Basic Materials
221
+ 5.64%
$229.72 - $269.82 $50.8K - $59.6K
4.14K $1.03B
HUM
Humana Inc

Healthcare
395
+ 52.6%
$249.11 - $303.11 $98.4K - $120K
1.15K $303M
SLB
Schlumberger Limited

Energy
450
+ 1.98%
$38.4 - $43.74 $17.3K - $19.7K
23.2K $973M
ABC
Amerisourcebergen Corp

Healthcare
193
+ 17.42%
N/A
1.3K $358M
ROP
Roper Technologies Inc

Industrials
88
+ 9.66%
$502.71 - $593.81 $44.2K - $52.3K
999 $582M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.63K
+ 8.59%
$14.13 - $16.72 $51.3K - $60.8K
45.9K $724M
Sandisk Corp
2.2K
New
N/A
2.2K $108M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.75K
+ 17.11%
$34.23 - $36.9 $94K - $101K
18.8K $673M
Maplebear Inc
2.69K
+ 9603.57%
N/A
2.72K $108M
MTDR
Matador Resources CO

Energy
2.22K
+ 161.34%
$44.79 - $63.77 $99.4K - $142K
3.6K $182M
EHC
Encompass Health Corp

Healthcare
997
+ 192.47%
$91.05 - $102.2 $90.8K - $102K
1.52K $153M
NOK
Nokia Corp

Technology
16.7K
+ 74.4%
$4.43 - $5.42 $73.9K - $90.4K
39.1K $204M
PSET
Principal Exchange Traded Fund

ETFs
1.84K
+ 69.66%
$65.47 - $75.27 $120K - $138K
4.48K $294M
KMB
Kimberly Clark Corp

Consumer Defensive
457
+ 11.49%
$124.46 - $147.4 $56.9K - $67.4K
4.43K $624M
PG
Procter & Gamble CO

Consumer Defensive
444
+ 1.44%
$158.56 - $176.26 $70.4K - $78.3K
31.3K $5.26B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.12K
New
$91.76 - $103.26 $103K - $116K
1.12K $104M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
621
New
$161.27 - $192.3 $100K - $119K
621 $100M
PFE
Pfizer Inc

Healthcare
5.09K
+ 21.65%
$25.01 - $27.13 $127K - $138K
28.6K $720M
VV
Vanguard Large Cap ETF

ETFs
393
+ 561.43%
$253.32 - $282.66 $99.6K - $111K
463 $118M
BK
Bank Of New York Mellon Corp

Financial Services
833
+ 15.52%
$75.42 - $88.95 $62.8K - $74.1K
6.2K $513M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.52K
+ 18.41%
$68.07 - $78.99 $308K - $357K
29.1K $1.98B
UBS
Ubs Group Ag

Financial Services
2.8K
+ 28.91%
$30.28 - $35.78 $84.7K - $100K
12.5K $393M
KHC
Kraft Heinz CO

Consumer Defensive
3.25K
+ 40.31%
$28.51 - $32.22 $92.6K - $105K
11.3K $342M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.3K
+ 48.46%
$37.07 - $40.63 $85.4K - $93.6K
7.06K $278M
CTAS
Cintas Corp

Industrials
228
+ 9.12%
$182.09 - $208.14 $41.5K - $47.5K
2.73K $555M
IWF
Ishares Russell 1000 Gr ETF

ETFs
299
+ 99.34%
$360.07 - $417.26 $108K - $125K
600 $216M
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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