Smartleaf Asset Management LLC Incresed Positions in Q1 2025

Smartleaf Asset Management LLC

  • $1.04 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group Dividend Growe
177K
+ 93.89%
N/A
365K $11.3B
CGMS
Capital Grp Core Plus Income E
208K
+ 112.1%
N/A
393K $10.7B
MBB
Ishares Tr

ETFs
59.8K
+ 804.62%
$90.37 - $94.08 $5.4M - $5.62M
67.2K $6.29B
BND
Vanguard Bd Index Fd Inc Total

ETFs
42.9K
+ 129.38%
$71.17 - $73.66 $3.06M - $3.16M
76.1K $5.58B
Capital Grp Fixed Incm ETF T
102K
+ 66.03%
N/A
256K $6.73B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.7K
+ 57.01%
$95.85 - $99.25 $2.37M - $2.45M
68K $6.71B
VT
Vanguard Total World Stk Index

ETFs
21.9K
+ 31.98%
$115.08 - $123.97 $2.52M - $2.71M
90.4K $10.5B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
49.1K
+ 36.64%
$44.68 - $46.49 $2.19M - $2.28M
183K $8.47B
VUG
Vanguard Growth ETF

ETFs
7.23K
+ 86.54%
$369.1 - $427.61 $2.67M - $3.09M
15.6K $5.78B
CGCP
Capital Group Core Plus Income

ETFs
102K
+ 82.46%
$21.94 - $22.64 $2.24M - $2.31M
226K $5.06B
CGDV
Capital Group Divid Value ETF

ETFs
50.8K
+ 65.18%
$34.95 - $37.36 $1.78M - $1.9M
129K $4.57B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
50K
+ 38.81%
$27.01 - $28.54 $1.35M - $1.43M
179K $4.93B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.14K
+ 108.86%
$196.12 - $229.48 $1.4M - $1.64M
13.7K $2.75B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.7K
+ 100.29%
$126.11 - $135.06 $1.35M - $1.44M
21.4K $2.72B
JNJ
Johnson & Johnson

Healthcare
3.5K
+ 10.41%
$142.06 - $167.7 $497K - $586K
37.1K $6.07B
IEFA
Ishares Tr

ETFs
14.4K
+ 69.94%
$69.57 - $78.65 $999K - $1.13M
34.9K $2.67B
IYF
Ishares Tr

ETFs
10.9K
+ 6922.93%
$107.69 - $119.37 $1.17M - $1.3M
11K $1.23B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
25.7K
+ 134.85%
$44.72 - $46.25 $1.15M - $1.19M
44.7K $2.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
310
+ 2.25%
$442.66 - $534.52 $137K - $166K
14.1K $7.4B
IQLT
Ishares Msci Intl Quality Fact

ETFs
29.5K
+ 147585.0%
$36.91 - $41.03 $1.09M - $1.21M
29.5K $1.18B
ABBV
Abb Vie Inc.

Healthcare
2.38K
+ 10.47%
$169.2 - $216.66 $402K - $515K
25.1K $5.15B
ENB
Enbridge Inc

Energy
24.8K
+ 656.54%
$41.54 - $45.45 $1.03M - $1.13M
28.6K $1.27B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
19.7K
+ 41.76%
$50.82 - $52.7 $1M - $1.04M
66.9K $3.51B
V
Visa Inc.

Financial Services
974
+ 4.09%
$306.92 - $362.71 $299K - $353K
24.8K $8.5B
XOM
Exxon Mobil Corp

Energy
4.76K
+ 14.83%
$105.44 - $118.93 $502K - $566K
36.9K $4.34B
XLC
Select Sector Spdr Tr Communic

ETFs
9.12K
+ 1478.77%
$94.84 - $105.31 $865K - $961K
9.74K $933M
LLY
Eli Lilly & CO

Healthcare
514
+ 5.78%
$725.72 - $929.72 $373K - $478K
9.41K $7.74B
DGRO
Ishares Core Dividend Growth E

ETFs
13.6K
+ 78.92%
$60.46 - $64.42 $825K - $879K
30.9K $1.89B
Wisdomtree Tr
45.1K
+ 22.4%
N/A
247K $10.8B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.72K
+ 781.9%
$302.31 - $337.54 $823K - $918K
3.07K $936M
VTV
Vanguard Value ETF

ETFs
4.63K
+ 26.73%
$167.73 - $179.21 $776K - $830K
21.9K $3.75B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.7K
+ 12.61%
$78.0 - $84.37 $990K - $1.07M
113K $8.97B
VEA
Vanguard Ftse Developed Market

ETFs
6.96K
+ 5.7%
$47.4 - $52.99 $330K - $369K
129K $6.62B
BNDX
Vanguard Total International B

ETFs
15.1K
+ 11.5%
$48.33 - $49.5 $728K - $745K
146K $7.13B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.71K
+ 17.41%
$97.25 - $104.79 $555K - $598K
38.5K $3.97B
CVX
Chevron Corp

Energy
1.03K
+ 4.65%
$146.71 - $167.97 $151K - $173K
23.2K $3.86B
COP
Conocophillips

Energy
5.12K
+ 18.13%
$88.6 - $105.85 $453K - $542K
33.4K $3.41B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.58K
+ 32910.0%
$100.32 - $100.76 $660K - $663K
6.6K $664M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
26.8K
+ 152.56%
$22.25 - $23.0 $597K - $617K
44.4K $1.02B
IBM
International Business Machines Corp

Technology
1.58K
+ 15.82%
$217.4 - $264.74 $343K - $417K
11.5K $2.82B
T
At&T Inc.

Communication Services
3.73K
+ 4.08%
$21.56 - $28.28 $80.5K - $106K
95.2K $2.68B
VIG
Vanguard Dividend Appreciation

ETFs
3.28K
+ 59.47%
N/A
8.78K $1.69B
KO
Coca Cola CO

Consumer Defensive
4.08K
+ 10.62%
$60.81 - $72.32 $248K - $295K
42.5K $2.99B
IVW
Ishares S&P 500 Growth ETF

ETFs
6.43K
+ 2004.05%
$92.45 - $106.69 $595K - $686K
6.75K $625M
NFLX
Netflix Inc

Communication Services
446
+ 9.65%
$828.4 - $1058.6 $369K - $472K
5.07K $4.73B
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
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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