Smartleaf Asset Management LLC Portfolio Holdings

Smartleaf Asset Management LLC

  • $1.04 Trillion
  • Q1 2025

Smartleaf Asset Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.04 Trillion distributed in 2860 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.3B, Microsoft Corp with a value of $29.9B, Nvidia Corp with a value of $27.6B, Vanguard Mega Cap Value with a value of $26.2B, and Amazon Com Inc with a value of $17.8B.

Examining the 13F form we can see an increase of $55.5B in the current position value, from $981B to 1.04T.

Smartleaf Asset Management LLC is based out at Boston, MA

Below you can find more details about Smartleaf Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Trillion
ETFs: $353 Billion
Technology: $167 Billion
Financial Services: $95.4 Billion
Healthcare: $72.2 Billion
Consumer Cyclical: $60.6 Billion
Industrials: $51.1 Billion
Communication Services: $49.8 Billion
Consumer Defensive: $36.2 Billion
Other: $66.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$764M
$12 Million 0.0% of portfolio
820
Q4 2024 Added 525.95%
$5.32B
$5.11 Million 0.0% of portfolio
121
Q1 2025 Reduced 63.77%
$2.31B
$14.6 Million 0.0% of portfolio
310
Q1 2025 Reduced 15.3%
$0
$17.6 Million 0.0% of portfolio
838
Q4 2024 Added 6.21%
$5.72B
$7.29 Million 0.0% of portfolio
45
Q1 2025 Added 73.08%
$618M
$860,000 0.0% of portfolio
77
Q1 2025 Reduced 42.11%
$822M
$577,000 0.0% of portfolio
21
Q4 2024 New
$836M
$1.8 Million 0.0% of portfolio
277
Q4 2024 Reduced 18.77%
$112M
$29,000 0.0% of portfolio
35
Q1 2025 New
$1.63B
$14.1 Million 0.0% of portfolio
75
Q1 2025 Added 17.19%
$4.19B
$25.1 Million 0.0% of portfolio
617
Q1 2025 Added 3.35%
$228M
$715,000 0.0% of portfolio
110
Q4 2024 New
$0
$143,000 0.0% of portfolio
7
Q1 2025 New
$418M
$7.63 Million 0.0% of portfolio
305
Q1 2025 Added 7.02%
$5.82B
$13.8 Million 0.0% of portfolio
210
Q1 2025 Added 20.69%
$1.7B
$9.76 Million 0.0% of portfolio
242
Q1 2025 Reduced 42.79%
$666M
$3.27 Million 0.0% of portfolio
86
Q1 2025 Added 26.47%
$5.25B
$44.9 Million 0.0% of portfolio
1,255
Q1 2025 Added 47.47%
$677M
$16.2 Million 0.0% of portfolio
329
Q1 2025 Reduced 0.3%
$299M
$8.1 Million 0.0% of portfolio
1,636
Q1 2025 Reduced 0.37%
$257M
$1.9 Million 0.0% of portfolio
73
Q3 2024 New
$3.21B
$6.35 Million 0.0% of portfolio
222
Q1 2025 Reduced 37.29%
$271M
$368,000 0.0% of portfolio
30
Q4 2024 New
$2.41B
$16 Million 0.0% of portfolio
395
Q1 2025 Reduced 32.36%
$799M
$350,000 0.0% of portfolio
10
Q1 2025 Reduced 78.72%
$18.5B
$23.6 Million 0.0% of portfolio
185
Q1 2025 Reduced 29.39%
$1.58B
$28.6 Million 0.0% of portfolio
475
Q1 2024 Reduced 15.37%
$1B
$1.18 Million 0.0% of portfolio
70
Q1 2025 Reduced 13.58%
$6.2B
$12.9 Million 0.0% of portfolio
108
Q1 2025 Added 58.82%
$1.88B
$10.3 Million 0.0% of portfolio
372
Q1 2025 Added 1.64%
$7.66B
$16.2 Million 0.0% of portfolio
447
Q1 2025 Reduced 53.19%
$3.29B
$415,000 0.0% of portfolio
22
Q1 2025 Reduced 85.14%
$7.16B
$5.02 Million 0.0% of portfolio
103
Q1 2025 Added 21.18%
$106M
$3.78 Million 0.0% of portfolio
3,315
Q1 2025 Added 1,353.95%
$365M
$1.36 Million 0.0% of portfolio
107
Q4 2024 Added 38.96%
$2.34B
$24.4 Million 0.0% of portfolio
1,675
Q1 2025 Reduced 41.76%
$22.5B
$2.13 Million 0.0% of portfolio
47
Q1 2025 Reduced 60.83%
$8.31B
$40.9 Million 0.0% of portfolio
672
Q1 2025 Reduced 69.91%
$733M
$642,000 0.0% of portfolio
31
Q1 2025 Reduced 83.6%
$12.3B
$23.9 Million 0.0% of portfolio
473
Q1 2025 Reduced 4.83%
$29.6B
$4.35 Million 0.0% of portfolio
28
Q4 2024 Reduced 30.0%
$897M
$7.39 Million 0.0% of portfolio
569
Q1 2025 Added 53.78%
$12.2B
$16.5 Million 0.0% of portfolio
857
Q1 2025 Reduced 47.78%
$15.8B
$29.5 Million 0.0% of portfolio
1,189
Q1 2025 Reduced 2.86%
$3.44B
$12.7 Million 0.0% of portfolio
151
Q1 2025 Reduced 14.2%
$2.06B
$1.9 Million 0.0% of portfolio
131
Q1 2025 Added 40.86%
$9.04B
$42.4 Million 0.0% of portfolio
1,181
Q1 2025 Added 8.75%
$912M
$4.15 Million 0.0% of portfolio
864
Q1 2025 Reduced 6.09%
$649M
$8.21 Million 0.0% of portfolio
2,831
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 2,860
  • Current Value $1.04 Trillion
  • Prior Value $981 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 137 stocks
  • Additional Purchases 1,124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,276 stocks
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