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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.1B
$175 Million 0.02% of portfolio
2,207
Q1 2025 Added 11.07%
$4.41B
$161 Million 0.02% of portfolio
1,375
Q1 2025 Reduced 16.67%
$16.9B
$194 Million 0.02% of portfolio
3,646
Q1 2025 Added 0.05%
$0
$214 Million 0.02% of portfolio
15,928
Q1 2025 Added 30.88%
$0
$233 Million 0.02% of portfolio
3,156
Q1 2025 Added 8.83%
$29.7B
$170 Million 0.02% of portfolio
957
Q1 2025 Added 11.67%
$0
$216 Million 0.02% of portfolio
600
Q1 2025 Added 99.34%
$0
$224 Million 0.02% of portfolio
1,484
Q1 2025 Added 351.06%
$0
$190 Million 0.02% of portfolio
736
Q1 2025 Added 594.34%
$0
$238 Million 0.02% of portfolio
3,695
Q1 2025 Added 814.6%
$0
$166 Million 0.02% of portfolio
2,335
Q1 2025 Added 19.93%
$0
$258 Million 0.02% of portfolio
2,531
Q3 2024 Reduced 10.72%
$0
$198 Million 0.02% of portfolio
1,963
Q1 2025 Added 591.2%
$0
$192 Million 0.02% of portfolio
2,455
Q4 2023 New
$0
$254 Million 0.02% of portfolio
8,174
Q1 2025 Reduced 44.68%
$0
$235 Million 0.02% of portfolio
4,618
Q1 2025 Added 20.86%
$10.1B
$166 Million 0.02% of portfolio
9,489
Q1 2025 Reduced 2.79%
Kenvue Inc
-
$223 Million 0.02% of portfolio
-
Q1 2025 Added 8.13%
$46.7B
$210 Million 0.02% of portfolio
6,232
Q1 2025 Added 16.77%
$29.3B
$175 Million 0.02% of portfolio
1,163
Q1 2025 Added 21.27%
$1.59B
$201 Million 0.02% of portfolio
13,105
Q1 2025 Added 4.73%
Managed Portfolio Series
-
$234 Million 0.02% of portfolio
-
Q1 2025 Added 19.89%
$12.1B
$220 Million 0.02% of portfolio
1,271
Q1 2025 Reduced 10.93%
$60.5B
$158 Million 0.02% of portfolio
5,151
Q1 2025 Reduced 23.42%
$58.7B
$221 Million 0.02% of portfolio
3,568
Q1 2025 Reduced 0.86%
$5.51B
$182 Million 0.02% of portfolio
3,596
Q1 2025 Added 161.34%
$9.28B
$213 Million 0.02% of portfolio
683
Q1 2025 Reduced 9.18%
$531M
$214 Million 0.02% of portfolio
1,792
Q1 2025 Reduced 2.82%
$3.66B
$201 Million 0.02% of portfolio
696
Q1 2025 Reduced 6.2%
$38.4B
$217 Million 0.02% of portfolio
4,465
Q1 2025 Added 1.94%
$17.5B
$169 Million 0.02% of portfolio
1,021
Q1 2025 Added 6.8%
$17.3B
$171 Million 0.02% of portfolio
529
Q1 2025 Added 52.45%
$34.4B
$181 Million 0.02% of portfolio
312
Q1 2025 Added 14.71%
$23.8B
$187 Million 0.02% of portfolio
26
Q1 2025 Added 271.43%
$42.3B
$192 Million 0.02% of portfolio
2,558
Q1 2025 Added 24.9%
$52.1B
$233 Million 0.02% of portfolio
3,548
Q1 2025 Added 31.94%
$22.3B
$184 Million 0.02% of portfolio
2,077
Q1 2025 Added 119.09%
$41.7B
$211 Million 0.02% of portfolio
4,389
Q1 2025 Added 25.58%
$11.3B
$161 Million 0.02% of portfolio
1,036
Q1 2025 Reduced 27.75%
$30B
$204 Million 0.02% of portfolio
39,112
Q1 2025 Added 74.4%
$12.8B
$156 Million 0.02% of portfolio
779
Q1 2025 Reduced 1.27%
$32B
$215 Million 0.02% of portfolio
1,762
Q1 2025 Added 19.46%
$40.9B
$214 Million 0.02% of portfolio
4,378
Q1 2025 Added 14.13%
$18.8B
$230 Million 0.02% of portfolio
1,397
Q1 2025 Added 21.48%
$5.11B
$156 Million 0.02% of portfolio
7,374
Q1 2025 Added 478.81%
$39.7B
$216 Million 0.02% of portfolio
2,115
Q1 2025 Added 4.86%
$13.1B
$169 Million 0.02% of portfolio
1,184
Q1 2025 Added 49.49%
$24.8B
$235 Million 0.02% of portfolio
6,583
Q1 2025 Added 29.56%
$3.63B
$167 Million 0.02% of portfolio
12,143
Q1 2025 Added 234.15%

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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