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
$295B
$2.18 Billion 0.21% of portfolio
8,212
Q1 2025 Added 8.54%
$0
$2.17 Billion 0.21% of portfolio
31,031
Q1 2025 Added 1.45%
$193B
$2.1 Billion 0.2% of portfolio
5,435
Q1 2025 Added 8.81%
$0
$2.06 Billion 0.2% of portfolio
41,202
Q1 2024 New
$187B
$2.09 Billion 0.2% of portfolio
4,246
Q1 2025 Added 5.31%
$0
$2.06 Billion 0.2% of portfolio
44,718
Q1 2025 Added 134.85%
$0
$2.1 Billion 0.2% of portfolio
40,558
Q1 2025 Added 23.55%
$167B
$2.09 Billion 0.2% of portfolio
4,166
Q1 2025 Added 13.51%
$177B
$2.09 Billion 0.2% of portfolio
11,878
Q1 2025 Added 19.41%
$139B
$2.03 Billion 0.2% of portfolio
8,728
Q1 2025 Added 8.23%
$50.9B
$2.04 Billion 0.2% of portfolio
15,532
Q1 2025 Reduced 3.26%
$224B
$1.97 Billion 0.19% of portfolio
7,402
Q1 2025 Added 3.44%
$142B
$1.98 Billion 0.19% of portfolio
19,895
Q1 2025 Added 6.2%
$0
$1.98 Billion 0.19% of portfolio
29,064
Q1 2025 Added 18.41%
$79.5B
$1.96 Billion 0.19% of portfolio
9,082
Q1 2025 Reduced 0.32%
$98B
$1.99 Billion 0.19% of portfolio
11,382
Q1 2025 Added 12.66%
$0
$2.01 Billion 0.19% of portfolio
78,906
Q1 2025 Added 4.37%
$99.4B
$1.98 Billion 0.19% of portfolio
20,294
Q1 2025 Added 8.14%
$0
$2 Billion 0.19% of portfolio
26,166
Q1 2025 Added 4.29%
$286B
$1.99 Billion 0.19% of portfolio
28,162
Q1 2025 Added 17.69%
$120B
$1.87 Billion 0.18% of portfolio
9,281
Q1 2025 Added 3.64%
$131B
$1.84 Billion 0.18% of portfolio
6,115
Q1 2025 Added 4.89%
$0
$1.85 Billion 0.18% of portfolio
111,436
Q1 2025 Added 0.39%
$0
$1.89 Billion 0.18% of portfolio
30,919
Q1 2025 Added 78.92%
J P Morgan Exchange Traded F
-
$1.85 Billion 0.18% of portfolio
-
Q1 2025 Added 1.44%
$140B
$1.89 Billion 0.18% of portfolio
8,274
Q1 2025 Added 6.12%
$143B
$1.91 Billion 0.18% of portfolio
27,101
Q1 2025 Added 2.31%
$356B
$1.81 Billion 0.18% of portfolio
6,770
Q1 2025 Added 6.21%
$185B
$1.9 Billion 0.18% of portfolio
42,263
Q1 2025 Reduced 3.0%
$129B
$1.9 Billion 0.18% of portfolio
6,926
Q1 2025 Reduced 8.3%
$89.6B
$1.76 Billion 0.17% of portfolio
14,718
Q1 2025 Added 22.06%
$75.1B
$1.77 Billion 0.17% of portfolio
16,310
Q1 2025 Added 3.77%
$179B
$1.74 Billion 0.17% of portfolio
11,407
Q1 2025 Added 16.59%
$204B
$1.77 Billion 0.17% of portfolio
13,432
Q1 2025 Added 26.36%
$0
$1.73 Billion 0.17% of portfolio
35,772
Q1 2025 Added 1.31%
$0
$1.75 Billion 0.17% of portfolio
34,768
Q1 2025 Reduced 24.88%
$119B
$1.75 Billion 0.17% of portfolio
5,909
Q1 2025 Added 2.41%
$157B
$1.7 Billion 0.16% of portfolio
5,523
Q1 2025 Added 12.46%
$149B
$1.69 Billion 0.16% of portfolio
11,657
Q1 2025 Added 8.06%
$189B
$1.69 Billion 0.16% of portfolio
5,139
Q1 2025 Added 6.02%
$147B
$1.68 Billion 0.16% of portfolio
8,144
Q1 2025 Added 4.54%
$156B
$1.63 Billion 0.16% of portfolio
3,502
Q1 2025 Added 0.98%
$216B
$1.64 Billion 0.16% of portfolio
16,708
Q1 2025 Added 2.11%
$264B
$1.65 Billion 0.16% of portfolio
8,241
Q1 2025 Added 17.06%
$76.5B
$1.69 Billion 0.16% of portfolio
6,863
Q1 2025 Reduced 0.52%
$0
$1.68 Billion 0.16% of portfolio
85,795
Q1 2025 Added 0.42%
Lam Research Corp
-
$1.63 Billion 0.16% of portfolio
-
Q1 2025 Added 24.23%
$108B
$1.69 Billion 0.16% of portfolio
6,975
Q1 2025 Added 7.41%
$278B
$1.63 Billion 0.16% of portfolio
10,517
Q1 2025 Reduced 4.41%

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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