Smartleaf Asset Management LLC Portfolio Holdings

Smartleaf Asset Management LLC

  • $981 Billion
  • Q4 2024

Smartleaf Asset Management LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $981 Billion distributed in 2917 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.6B, Microsoft Corp with a value of $33B, Nvidia Corp with a value of $32.9B, Vanguard Mega Cap Value with a value of $25.9B, and Amazon Com Inc with a value of $19.7B.

Examining the 13F form we can see an increase of $157B in the current position value, from $824B to 981B.

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 $981 Billion
ETFs: $303 Billion
Technology: $185 Billion
Financial Services: $89.1 Billion
Consumer Cyclical: $69.2 Billion
Healthcare: $65 Billion
Industrials: $52.5 Billion
Communication Services: $51.9 Billion
Consumer Defensive: $35.2 Billion
Other: $61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$40.6 Billion 4.14% of portfolio
161,005
Q4 2024 Added 20.92%
$3.04T
$33 Billion 3.36% of portfolio
77,610
Q4 2024 Added 22.83%
$335B
$32.9 Billion 3.36% of portfolio
239,396
Q4 2024 Added 22.21%
$0
$25.9 Billion 2.64% of portfolio
207,693
Q4 2024 Added 0.07%
$2.21T
$19.7 Billion 2.01% of portfolio
88,891
Q4 2024 Added 26.87%
$1.54T
$12.8 Billion 1.3% of portfolio
21,642
Q4 2024 Added 21.52%
$1.07T
$12.4 Billion 1.26% of portfolio
64,618
Q4 2024 Added 24.7%
$1.07T
$10.4 Billion 1.06% of portfolio
24,957
Q4 2024 Added 38.29%
$88.6B
$10.1 Billion 1.03% of portfolio
42,864
Q4 2024 Added 19.22%
Wisdomtree Tr
-
$10 Billion 1.02% of portfolio
-
Q4 2024 Added 0.84%
$775B
$9.27 Billion 0.95% of portfolio
38,737
Q4 2024 Added 27.38%
$1.11T
$9.24 Billion 0.94% of portfolio
47,931
Q4 2024 Added 22.31%
$0
$9.06 Billion 0.92% of portfolio
210,955
Q4 2024 Added 7.71%
$0
$8.44 Billion 0.86% of portfolio
15,600
Q4 2024 Reduced 18.21%
$0
$8.15 Billion 0.83% of portfolio
100,683
Q4 2024 Added 3.27%
$0
$8.06 Billion 0.82% of portfolio
68,462
Q4 2024 Added 8.32%
$0
$7.54 Billion 0.77% of portfolio
12,761
Q4 2024 Added 2.07%
$570B
$7.51 Billion 0.77% of portfolio
23,804
Q4 2024 Added 18.77%
Capital Group Core Balanced
-
$7.3 Billion 0.74% of portfolio
-
Q4 2024 Added 10.16%
Dimensional ETF Trust
-
$7.2 Billion 0.73% of portfolio
-
Q4 2024 Reduced 3.65%
$830B
$6.88 Billion 0.7% of portfolio
8,896
Q4 2024 Added 16.04%
$0
$6.42 Billion 0.66% of portfolio
130,926
Q4 2024 Added 36.64%
$623B
$6.22 Billion 0.63% of portfolio
13,748
Q4 2024 Added 33.74%
$0
$6.08 Billion 0.62% of portfolio
133,900
Q4 2024 Added 14.58%
$0
$5.84 Billion 0.6% of portfolio
122,174
Q4 2024 Added 4.86%
Capital Group Dividend Growe
-
$5.56 Billion 0.57% of portfolio
-
Q4 2024 Added 16.2%
$0
$5.48 Billion 0.56% of portfolio
146,384
Q4 2024 Added 11.9%
$458B
$5.42 Billion 0.55% of portfolio
5,880
Q4 2024 Added 17.84%
$403B
$5.16 Billion 0.53% of portfolio
30,852
Q4 2024 Added 30.56%
$0
$5.22 Billion 0.53% of portfolio
120,973
Q4 2024 Added 3.18%
-
$5.06 Billion 0.52% of portfolio
-
Q4 2024 Added 22.07%
$0
$5.12 Billion 0.52% of portfolio
49,133
Q4 2024 Added 4.74%
$424B
$4.81 Billion 0.49% of portfolio
33,570
Q4 2024 Added 6.14%
$532B
$4.79 Billion 0.49% of portfolio
9,112
Q4 2024 Added 18.99%
$257B
$4.7 Billion 0.48% of portfolio
51,870
Q4 2024 Added 32.55%
$0
$4.55 Billion 0.46% of portfolio
129,588
Q4 2024 Added 12.47%
$394B
$4.41 Billion 0.45% of portfolio
11,313
Q4 2024 Added 19.45%
$0
$4.33 Billion 0.44% of portfolio
74,621
Q4 2024 Reduced 15.14%
$0
$4.2 Billion 0.43% of portfolio
43,303
Q4 2024 Added 2.09%
$446B
$4.16 Billion 0.42% of portfolio
4,620
Q4 2024 Added 20.78%
$357B
$4 Billion 0.41% of portfolio
22,718
Q4 2024 Added 18.14%
Capital Grp Fixed Incm ETF T
-
$3.99 Billion 0.41% of portfolio
-
Q4 2024 Added 20.64%
$0
$4.06 Billion 0.41% of portfolio
45,774
Q4 2024 Reduced 8.22%
$436B
$3.89 Billion 0.4% of portfolio
7,664
Q4 2024 Added 26.3%
$0
$3.69 Billion 0.38% of portfolio
74,177
Q4 2024 Reduced 1.16%
$0
$3.65 Billion 0.37% of portfolio
141,356
Q4 2024 Added 8.56%
$0
$3.61 Billion 0.37% of portfolio
105,611
Q4 2024 Added 4.03%
$0
$3.65 Billion 0.37% of portfolio
92,673
Q4 2024 Reduced 6.76%
$227B
$3.53 Billion 0.36% of portfolio
35,925
Q4 2024 Added 6.08%

Summary

  • Portfolio
  • No. of Stocks 2,917
  • Current Value $981 Billion
  • Prior Value $824 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 160 stocks
  • Additional Purchases 1,931 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 525 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