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
$1.31B
$768,000 0.0% of portfolio
58
Q1 2025 Reduced 58.57%
$11.9B
$563,000 0.0% of portfolio
3
Q4 2024 Reduced 50.0%
$5.06B
$20.8 Million 0.0% of portfolio
483
Q1 2025 Added 20.15%
$598M
$3.22 Million 0.0% of portfolio
291
Q1 2025 Reduced 13.13%
$0
$105,000 0.0% of portfolio
6
Q1 2024 Reduced 97.46%
$3.71B
$14.3 Million 0.0% of portfolio
78
Q4 2024 Added 254.55%
$7.72B
$30.1 Million 0.0% of portfolio
911
Q1 2025 Reduced 7.7%
$3.44B
$9.07 Million 0.0% of portfolio
95
Q1 2025 Added 295.83%
$1.52B
$13.4 Million 0.0% of portfolio
89
Q1 2025 Reduced 5.32%
$201M
$423,000 0.0% of portfolio
97
Q1 2025 Reduced 81.52%
$1.98B
$23 Million 0.0% of portfolio
515
Q1 2025 Reduced 8.2%
$778M
$5.92 Million 0.0% of portfolio
203
Q1 2025 Added 12.78%
$3.68B
$16.3 Million 0.0% of portfolio
258
Q1 2025 Added 92.54%
$169M
$131,000 0.0% of portfolio
32
Q1 2025 Reduced 98.57%
$5.66B
$18.8 Million 0.0% of portfolio
128
Q1 2025 Added 24.27%
$4.71B
$18.7 Million 0.0% of portfolio
361
Q1 2025 Reduced 33.27%
$693M
$17.9 Million 0.0% of portfolio
792
Q1 2025 Reduced 26.39%
$6.19B
$42.1 Million 0.0% of portfolio
244
Q1 2025 Reduced 2.4%
$3.65B
$11.9 Million 0.0% of portfolio
473
Q1 2025 Reduced 38.81%
$979M
$10.7 Million 0.0% of portfolio
1,103
Q1 2025 Reduced 34.35%
$2.1B
$18.4 Million 0.0% of portfolio
553
Q1 2025 Reduced 4.16%
$573M
$1.58 Million 0.0% of portfolio
237
Q1 2025 Reduced 81.59%
$9.51B
$36.2 Million 0.0% of portfolio
598
Q1 2025 Reduced 77.88%
$1.14B
$4.49 Million 0.0% of portfolio
404
Q1 2025 Reduced 11.6%
$2.85B
$46.9 Million 0.0% of portfolio
442
Q4 2024 Added 262.3%
$3.07B
$8 Million 0.0% of portfolio
582
Q1 2025 Reduced 30.96%
$1.05B
$496,000 0.0% of portfolio
48
Q1 2025 Reduced 85.05%
$865M
$8.94 Million 0.0% of portfolio
279
Q4 2024 Added 272.0%
$210M
$1.93 Million 0.0% of portfolio
424
Q1 2025 Reduced 9.98%
$9.4B
$34 Million 0.0% of portfolio
391
Q1 2025 Added 1.82%
Healthcare Rlty Tr
-
$23.1 Million 0.0% of portfolio
-
Q1 2025 Reduced 16.61%
$681M
$176,000 0.0% of portfolio
19
Q1 2025 Reduced 92.4%
$3.7B
$25.8 Million 0.0% of portfolio
4,559
Q1 2025 Added 20.7%
$867M
$10.5 Million 0.0% of portfolio
241
Q1 2025 Reduced 15.14%
$1.07B
$2.65 Million 0.0% of portfolio
82
Q1 2025 Reduced 30.51%
$1.4B
$606,000 0.0% of portfolio
96
Q2 2024 New
$561M
$23.3 Million 0.0% of portfolio
2,439
Q1 2025 Reduced 3.06%
$3.55B
$8.2 Million 0.0% of portfolio
59
Q1 2025 Reduced 24.36%
$801M
$19.9 Million 0.0% of portfolio
823
Q4 2024 Added 597.46%
$2.06B
$3.71 Million 0.0% of portfolio
891
Q1 2025 Added 113.67%
$4.82B
$3.66 Million 0.0% of portfolio
65
Q1 2025 Reduced 37.5%
$1.49B
$44.8 Million 0.0% of portfolio
1,793
Q1 2025 Reduced 2.66%
$1.45B
$1.65 Million 0.0% of portfolio
190
Q1 2025 Reduced 42.07%
$1.95B
$31.9 Million 0.0% of portfolio
1,047
Q1 2025 Added 41.49%
$4.71B
$5.72 Million 0.0% of portfolio
153
Q1 2025 Reduced 28.5%
$10.5B
$48.7 Million 0.0% of portfolio
1,672
Q1 2025 Added 15.71%
Hippo Hldgs Inc
-
$1.48 Million 0.0% of portfolio
-
Q1 2025 Reduced 27.85%
$16.3B
$21 Million 0.0% of portfolio
343
Q1 2025 Reduced 41.86%
$417M
$724,000 0.0% of portfolio
16
Q1 2025 Reduced 48.39%

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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