Smartleaf Asset Management LLC Reduced Holdings in Q2 2025

Smartleaf Asset Management LLC

  • $1.13 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-21.9K
- 13.17%
$172.42 - $223.89 $3.78M - $4.91M
145K $29.1B
UNH
Unitedhealth Group Inc

Healthcare
-2.96K
- 34.44%
$274.35 - $599.47 $812K - $1.77M
5.63K $1.74B
IHDG
Wisdomtree Tr

ETFs
-57.4K
- 99.99%
$38.54 - $46.0 $2.21M - $2.64M
6 $271K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-27.9K
- 36.99%
$51.14 - $57.0 $1.43M - $1.59M
47.6K $2.7B
IEF
Ishares Barclays

ETFs
-16.3K
- 97.37%
$93.15 - $96.56 $1.52M - $1.58M
440 $42M
J P Morgan Exchange Traded F
-25.4K
- 81.68%
N/A
5.69K $356M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.88K
- 13.35%
$483.48 - $539.8 $907K - $1.01M
12.2K $5.92B
ABBV
Abb Vie Inc.

Healthcare
-3.2K
- 12.76%
$170.16 - $206.27 $545K - $660K
21.9K $3.99B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.52K
- 28.4%
$390.26 - $489.06 $594K - $744K
3.84K $1.57B
LLY
Eli Lilly & CO

Healthcare
-763
- 8.11%
$713.71 - $898.95 $545K - $686K
8.65K $6.71B
Spdr Index Shs Fds
-26.3K
- 77.68%
N/A
7.55K $296M
CVX
Chevron Corp

Energy
-1.81K
- 7.81%
$133.73 - $168.51 $243K - $306K
21.4K $3.08B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-5.27K
- 38.44%
$180.84 - $240.32 $952K - $1.27M
8.43K $2B
XOM
Exxon Mobil Corp

Energy
-3.71K
- 10.07%
$99.93 - $119.04 $371K - $442K
33.1K $3.63B
XLC
Select Sector Spdr Tr Communic

ETFs
-7.33K
- 75.24%
$86.13 - $108.53 $631K - $795K
2.41K $260M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.54K
- 99.03%
$100.04 - $100.54 $654K - $657K
64 $6.43M
FISV
Fiserv Inc

Technology
-1.39K
- 15.32%
N/A
7.69K $1.33B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-3.46K
- 56.3%
$170.2 - $211.82 $590K - $734K
2.69K $566M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-13.5K
- 99.91%
$43.06 - $44.41 $582K - $601K
12 $535K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.1K
- 36.64%
$50.36 - $50.68 $507K - $510K
17.4K $882M
ACN
Accenture PLC

Technology
-1.44K
- 16.38%
$279.23 - $323.21 $402K - $465K
7.35K $2.17B
LOW
Lowes Companies Inc

Consumer Cyclical
-2.07K
- 24.99%
$210.83 - $235.28 $436K - $487K
6.21K $1.39B
V
Visa Inc.

Financial Services
-1.83K
- 7.38%
$308.27 - $373.31 $564K - $682K
23K $8B
UNP
Union Pacific Corp

Industrials
-2.11K
- 24.15%
$208.27 - $238.46 $439K - $503K
6.62K $1.53B
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.13K
- 71.88%
$141.87 - $164.49 $443K - $514K
1.22K $201M
PLD
Prologis, Inc.

Real Estate
-4.09K
- 40.68%
$89.76 - $112.34 $367K - $459K
5.96K $629M
PG
Procter & Gamble CO

Consumer Defensive
-1.35K
- 4.31%
$157.66 - $172.39 $213K - $233K
29.9K $4.79B
TMUS
T Mobile Us, Inc.

Communication Services
-935
- 11.39%
$220.99 - $268.54 $207K - $251K
7.28K $1.71B
DHR
Danaher Corp

Healthcare
-1.79K
- 21.94%
$174.64 - $205.16 $312K - $367K
6.36K $1.26B
COP
Conocophillips

Energy
-18
- 0.05%
$82.66 - $106.1 $1.49K - $1.91K
33.3K $3.01B
USMC
Principal ETF U S Mega Cap

ETFs
-10.3K
- 23.21%
$50.94 - $62.56 $526K - $646K
34.2K $2.12B
BMY
Bristol Myers Squibb CO

Healthcare
-1.74K
- 7.68%
$44.12 - $59.6 $76.9K - $104K
20.9K $971M
PEP
Pepsico Inc

Consumer Defensive
-976
- 7.24%
$128.02 - $151.37 $125K - $148K
12.5K $1.64B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-7.3K
- 99.96%
$50.48 - $50.71 $368K - $370K
3 $179K
CRM
Salesforce, Inc.

Technology
-1.43K
- 15.72%
$236.26 - $291.15 $338K - $416K
7.67K $2.1B
ADBE
Adobe Inc.

Technology
-927
- 17.06%
$340.0 - $420.68 $315K - $390K
4.51K $1.74B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-8.17K
- 20.15%
$45.88 - $54.4 $375K - $445K
32.4K $1.76B
SBUX
Starbucks Corp

Consumer Cyclical
-2.36K
- 11.63%
$79.69 - $99.41 $188K - $235K
17.9K $1.65B
PGR
Progressive Corp

Financial Services
-1K
- 22.63%
$255.27 - $288.74 $256K - $289K
3.42K $903M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-385
- 13.52%
$421.16 - $509.5 $162K - $196K
2.46K $1.09B
ITW
Illinois Tool Works Inc

Industrials
-1.31K
- 19.02%
$218.41 - $252.43 $285K - $329K
5.56K $1.38B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.17K
- 5.64%
$97.29 - $105.63 $211K - $229K
36.3K $3.66B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-589
- 8.44%
$212.1 - $244.27 $125K - $144K
6.39K $1.39B
SLB
Schlumberger Limited

Energy
-3.53K
- 15.2%
$31.95 - $42.2 $113K - $149K
19.7K $670M
AMGN
Amgen Inc

Healthcare
-493
- 8.93%
$262.28 - $309.85 $129K - $153K
5.03K $1.39B
MCD
Mcdonalds Corp

Consumer Cyclical
-492
- 4.91%
$285.55 - $321.23 $140K - $158K
9.54K $2.78B
HON
Honeywell International Inc

Industrials
-1.87K
- 25.17%
$182.86 - $232.88 $342K - $435K
5.56K $1.27B
ADI
Analog Devices Inc

Technology
-2.61K
- 28.11%
$164.6 - $238.02 $429K - $621K
6.67K $1.58B
Linde PLC
-666
- 12.46%
N/A
4.68K $2.17B
Activity Summary
Buys All Purchases 950 New Holdings 155 Increased Positions 795 Sells All Sells 1596 Reductions 1591 Sold out 5 Options Calls 0 Puts 0
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