Smartleaf Asset Management LLC Purchases in Q3 2025

Smartleaf Asset Management LLC

  • $1.62 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
5.89K
+ 21.94%
$77.6 - $87.37 $457K - $515K
32.8K $2.57B
DUK
Duke Energy Corp

Utilities
2.94K
+ 20.96%
$116.31 - $125.93 $342K - $370K
17K $2.08B
PGR
Progressive Corp

Financial Services
2.08K
+ 60.78%
$238.61 - $264.3 $496K - $550K
5.5K $1.34B
AON
Aon PLC

Financial Services
1.23K
+ 110.2%
$350.91 - $375.27 $432K - $462K
2.35K $834M
CCL
Carnival Corp

Consumer Cyclical
13.7K
+ 100.52%
$28.37 - $32.49 $388K - $445K
27.3K $803M
AZO
Autozone Inc

Consumer Cyclical
79
+ 58.09%
$3649.42 - $4354.54 $288K - $344K
215 $919M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
17.6K
+ 24.35%
$13.29 - $16.05 $234K - $283K
90.1K $1.43B
BSX
Boston Scientific Corp

Healthcare
6.05K
+ 34.51%
$97.03 - $108.14 $587K - $654K
23.6K $2.29B
BA
Boeing CO

Industrials
1.88K
+ 57.29%
$209.79 - $237.38 $394K - $446K
5.16K $1.12B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.88K
+ 3.93%
$85.93 - $92.12 $162K - $173K
49.8K $4.54B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.18K
+ 75.84%
$301.44 - $365.84 $355K - $431K
2.73K $892M
DAL
Delta Air Lines, Inc.

Industrials
5.55K
+ 50.16%
$49.0 - $61.97 $272K - $344K
16.6K $958M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
12.4K
+ 27.14%
$14.73 - $19.31 $183K - $240K
58.1K $1.11B
Ishares Bitcoin Trust ETF
5.92K
+ 146.18%
N/A
9.97K $648M
OVL
Listed Fds Tr Overlay Shs Larg
5.38K
+ 17.87%
N/A
35.5K $1.85B
UAL
United Airlines Holdings, Inc.

Industrials
3.76K
+ 259.09%
$80.05 - $109.36 $301K - $411K
5.21K $514M
NSC
Norfolk Southern Corp

Industrials
772
+ 20.46%
$259.49 - $300.41 $200K - $232K
4.55K $1.36B
SAN
Banco Santander, S.A.

Financial Services
15.2K
+ 13.04%
$8.27 - $10.48 $126K - $159K
132K $1.35B
MLM
Martin Marietta Materials Inc

Basic Materials
490
+ 40.1%
$546.36 - $631.12 $268K - $309K
1.71K $1.06B
MMM
3 M CO

Industrials
2.47K
+ 103.87%
$144.41 - $160.2 $357K - $396K
4.85K $747M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.89K
+ 60.95%
$87.29 - $93.61 $339K - $364K
10.3K $955M
ECL
Ecolab Inc.

Basic Materials
1.3K
+ 27.07%
$259.39 - $285.47 $338K - $372K
6.12K $1.67B
NVS
Novartis Ag

Healthcare
2.69K
+ 23.12%
$113.5 - $129.73 $305K - $349K
14.3K $1.78B
DE
Deere & CO

Industrials
1.14K
+ 35.87%
$457.26 - $524.37 $519K - $596K
4.3K $2B
SPG
Simon Property Group Inc

Real Estate
1.69K
+ 69.83%
$159.93 - $187.67 $271K - $318K
4.12K $766M
ARCC
Ares Capital Corp

Financial Services
18.4K
+ 13349.28%
$20.41 - $23.25 $376K - $428K
18.6K $379M
IGF
Ishares Global Infrastructure

ETFs
6.15K
+ 5041.8%
$58.29 - $61.43 $359K - $378K
6.27K $382M
BX
Blackstone Inc.

Financial Services
1.8K
+ 83.4%
$152.77 - $188.68 $275K - $340K
3.97K $699M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.4K
+ 93.29%
$42.26 - $47.16 $313K - $349K
15.3K $708M
HSBC
Hsbc Holdings PLC

Financial Services
2.77K
+ 15.4%
$60.27 - $70.98 $167K - $196K
20.7K $1.46B
DHI
Horton D R Inc

Consumer Cyclical
1.54K
+ 59.7%
$129.82 - $184.04 $200K - $284K
4.13K $701M
SONY
Sony Group Corp

Technology
8.54K
+ 20.11%
$23.92 - $30.07 $204K - $257K
51K $1.48B
XEL
Xcel Energy Inc

Utilities
3.61K
+ 57.76%
$67.56 - $80.65 $244K - $291K
9.86K $789M
DHR
Danaher Corp

Healthcare
2.4K
+ 37.71%
$181.46 - $212.2 $435K - $509K
8.75K $1.63B
SNPS
Synopsys Inc

Technology
852
+ 38.55%
$387.78 - $645.35 $330K - $550K
3.06K $1.48B
BKR
Baker Hughes CO

Energy
2.51K
+ 13.24%
$38.68 - $50.55 $97.1K - $127K
21.5K $1.09B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.58K
+ 5.96%
$54.35 - $59.32 $140K - $153K
45.9K $2.71B
SPGI
S&P Global Inc.

Financial Services
949
+ 23.29%
$484.94 - $564.15 $460K - $535K
5.02K $2.47B
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.17K
+ 3.22%
$30.76 - $33.01 $128K - $138K
134K $4.37B
TRV
Travelers Companies, Inc.

Financial Services
1.14K
+ 39.07%
$250.62 - $279.43 $286K - $319K
4.06K $1.12B
TT
Trane Technologies PLC

Industrials
903
+ 75.76%
$398.96 - $472.54 $360K - $427K
2.1K $868M
CRWD
Crowd Strike Holdings, Inc.

Technology
756
+ 49.9%
$412.46 - $514.1 $312K - $389K
2.27K $1.11B
PWR
Quanta Services, Inc.

Industrials
747
+ 45.8%
$372.29 - $421.68 $278K - $315K
2.38K $973M
CI
Cigna Corp

Healthcare
1.72K
+ 48.07%
$262.23 - $334.39 $451K - $574K
5.29K $1.52B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.06K
+ 2.65%
$34.31 - $38.09 $70.7K - $78.5K
79.8K $3.02B
CGCP
Capital Group Core Plus Income

ETFs
12.1K
+ 4.92%
$22.27 - $22.95 $270K - $278K
259K $5.88B
Principal Exchange Traded Fd
8.12K
+ 22.34%
N/A
44.5K $1.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.42K
+ 3.83%
$26.38 - $27.95 $196K - $207K
201K $5.45B
INTU
Intuit Inc

Technology
942
+ 24.39%
$646.03 - $807.39 $609K - $761K
4.8K $3.34B
Activity Summary
Buys All Purchases 2417 New Holdings 374 Increased Positions 2043 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 0 Puts 0
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