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
$2.61B
$9.34 Million 0.0% of portfolio
397
Q1 2025 Added 4.47%
$2.02B
$13.2 Million 0.0% of portfolio
328
Q1 2025 Reduced 6.29%
$13.2B
$49.2 Million 0.0% of portfolio
1,104
Q1 2025 Reduced 8.46%
$931M
$1.29 Million 0.0% of portfolio
69
Q1 2025 Reduced 68.06%
$975M
$2.45 Million 0.0% of portfolio
34
Q1 2025 Reduced 84.62%
$27B
$27.3 Million 0.0% of portfolio
88
Q1 2025 Added 15.79%
$5.76B
$19.6 Million 0.0% of portfolio
1,837
Q1 2025 Reduced 25.14%
$1.18B
$6.58 Million 0.0% of portfolio
299
Q1 2025 Reduced 69.4%
$142M
$1.64 Million 0.0% of portfolio
300
Q3 2024 New
$1.92B
$27.5 Million 0.0% of portfolio
727
Q1 2025 Added 6.44%
$1.29B
$6.31 Million 0.0% of portfolio
1,001
Q1 2025 Reduced 28.81%
$1.6B
$3.7 Million 0.0% of portfolio
616
Q1 2025 Reduced 61.88%
$5.04B
$13.2 Million 0.0% of portfolio
385
Q1 2025 Reduced 3.99%
$693M
$3.5 Million 0.0% of portfolio
118
Q3 2024 Added 73.53%
$1.6B
$48.6 Million 0.0% of portfolio
1,822
Q1 2025 Reduced 23.8%
$3.61B
$19.1 Million 0.0% of portfolio
275
Q2 2024 New
$1.16B
$15.5 Million 0.0% of portfolio
3,153
Q1 2025 Added 3.44%
$11B
$29.5 Million 0.0% of portfolio
1,437
Q1 2025 Reduced 9.05%
$1.36B
$12.1 Million 0.0% of portfolio
216
Q1 2025 Reduced 9.24%
$7.15B
$21.3 Million 0.0% of portfolio
147
Q1 2025 Added 7.3%
$562M
$4.57 Million 0.0% of portfolio
112
Q1 2025 Reduced 55.56%
$772M
$4.48 Million 0.0% of portfolio
192
Q1 2025 Added 23.87%
$6.31B
$7.09 Million 0.0% of portfolio
150
Q1 2025 Added 50.0%
$1.76B
$211,000 0.0% of portfolio
16
Q1 2025 New
$2.98B
$5.26 Million 0.0% of portfolio
1,058
Q1 2025 Added 147.78%
$2.26B
$38.1 Million 0.0% of portfolio
2,014
Q1 2025 Reduced 14.91%
$1.14B
$507,000 0.0% of portfolio
36
Q1 2025 New
$430M
$3.27 Million 0.0% of portfolio
581
Q4 2024 Added 396.58%
$6.37B
$34.9 Million 0.0% of portfolio
216
Q1 2025 Reduced 0.92%
$4.79B
$30.4 Million 0.0% of portfolio
3,461
Q1 2025 Added 23.78%
$7.18B
$31 Million 0.0% of portfolio
107
Q1 2025 Added 87.72%
$6.41B
$5.76 Million 0.0% of portfolio
164
Q1 2025 Reduced 8.89%
$275M
$558,000 0.0% of portfolio
119
Q3 2024 Added 77.61%
$313M
$2.56 Million 0.0% of portfolio
222
Q4 2024 Added 164.29%
$5.56B
$25.7 Million 0.0% of portfolio
618
Q1 2025 Reduced 7.62%
$1.11B
$27.5 Million 0.0% of portfolio
1,347
Q1 2025 Added 5.56%
$1.45B
$891,000 0.0% of portfolio
18
Q4 2024 New
$2.22B
$18.1 Million 0.0% of portfolio
260
Q1 2025 Reduced 34.67%
$1.73B
$6.45 Million 0.0% of portfolio
214
Q1 2025 Reduced 47.93%
$2.13B
$5.46 Million 0.0% of portfolio
306
Q1 2025 Added 6.25%
$1.77B
$16.9 Million 0.0% of portfolio
692
Q1 2025 Reduced 2.26%
$1.71B
$51.8 Million 0.0% of portfolio
1,164
Q1 2025 Reduced 7.98%
$3.81B
$47 Million 0.0% of portfolio
2,327
Q1 2025 Added 0.78%
$656M
$610,000 0.0% of portfolio
117
Q4 2024 New
$845M
$15.2 Million 0.0% of portfolio
433
Q1 2025 Added 9.9%
$19.2B
$656,000 0.0% of portfolio
29
Q1 2025 Reduced 60.81%
$7.85B
$11,000 0.0% of portfolio
1
Q1 2025 Reduced 99.43%
$11.2B
$28.7 Million 0.0% of portfolio
3,310
Q1 2025 Reduced 35.84%
$1.56B
$8.18 Million 0.0% of portfolio
169
Q1 2025 Added 94.25%

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
Track This Portfolio

Track Smartleaf Asset Management LLC Portfolio

Follow Smartleaf Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smartleaf Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email