Smartleaf Asset Management LLC Incresed Positions in Q4 2024

Smartleaf Asset Management LLC

  • $981 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
1.62K
+ 21.63%
$343.9 - $376.86 $558K - $612K
9.13K $3.22B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.3K
+ 6.8%
$33.92 - $36.6 $487K - $525K
225K $7.81B
DIS
Walt Disney CO

Communication Services
3.6K
+ 28.24%
$92.39 - $117.6 $333K - $424K
16.4K $1.81B
MAR
Marriott International Inc

Consumer Cyclical
1.78K
+ 55.72%
$246.06 - $292.59 $438K - $521K
4.98K $1.4B
SBUX
Starbucks Corp

Consumer Cyclical
7.29K
+ 63.55%
$87.44 - $102.5 $638K - $747K
18.8K $1.7B
Capital Group Dividend Growe
26.3K
+ 16.2%
N/A
188K $5.56B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17K
+ 14.58%
$45.17 - $47.23 $770K - $805K
134K $6.08B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.78K
+ 30.81%
$70.54 - $79.61 $408K - $460K
24.5K $1.88B
Capital Grp Fixed Incm ETF T
26.4K
+ 20.64%
N/A
154K $3.99B
TM
Toyota Motor Corp

Consumer Cyclical
2.56K
+ 142.31%
$169.2 - $199.52 $434K - $511K
4.36K $854M
CVX
Chevron Corp

Energy
3.92K
+ 21.43%
$141.15 - $162.53 $553K - $636K
22.2K $3.17B
ISRG
Intuitive Surgical Inc

Healthcare
673
+ 20.04%
$471.27 - $550.62 $317K - $371K
4.03K $2.12B
OKE
Oneok Inc

Energy
4.17K
+ 48.43%
$92.28 - $117.05 $385K - $488K
12.8K $1.29B
EMR
Emerson Electric CO

Industrials
2.45K
+ 18.44%
$108.13 - $134.33 $265K - $329K
15.7K $1.95B
BMY
Bristol Myers Squibb CO

Healthcare
7.63K
+ 53.32%
$51.92 - $59.94 $396K - $457K
21.9K $1.23B
VT
Vanguard Total World Stk Index

ETFs
5.26K
+ 8.32%
$117.09 - $123.07 $615K - $647K
68.5K $8.06B
TJX
Tjx Companies Inc

Consumer Cyclical
3.62K
+ 22.41%
$112.15 - $127.2 $406K - $460K
19.8K $2.39B
EQIX
Equinix Inc

Real Estate
461
+ 55.34%
$865.69 - $985.0 $399K - $454K
1.29K $1.21B
FISV
Fiserv Inc

Technology
1.23K
+ 15.59%
N/A
9.11K $1.88B
Ishares Bitcoin Trust ETF
8.42K
+ 864.0%
N/A
9.4K $503M
UL
Unilever PLC

Consumer Defensive
8.56K
+ 262.62%
$56.7 - $64.64 $486K - $554K
11.8K $671M
C
Citigroup Inc

Financial Services
4.6K
+ 29.2%
$61.31 - $72.5 $282K - $333K
20.3K $1.43B
J P Morgan Exchange Traded F
6.72K
+ 28.12%
N/A
30.6K $1.9B
CGCP
Capital Group Core Plus Income

ETFs
24.2K
+ 24.39%
$22.13 - $23.17 $537K - $562K
124K $2.75B
T
At&T Inc.

Communication Services
17.1K
+ 22.95%
$21.22 - $23.88 $362K - $408K
91.5K $2.07B
BKR
Baker Hughes CO

Energy
9.05K
+ 65.23%
$35.98 - $44.88 $326K - $406K
22.9K $939M
BSX
Boston Scientific Corp

Healthcare
3.71K
+ 24.7%
$83.62 - $91.5 $310K - $339K
18.7K $1.68B
IT
Gartner Inc

Technology
876
+ 255.39%
$481.22 - $551.8 $422K - $483K
1.22K $592M
HSBC
Hsbc Holdings PLC

Financial Services
7.5K
+ 79.94%
$43.83 - $49.51 $329K - $371K
16.9K $835M
CDNS
Cadence Design Systems Inc

Technology
1.15K
+ 54.68%
$249.1 - $324.54 $287K - $374K
3.26K $983M
CBRE
Cbre Group, Inc.

Real Estate
2.8K
+ 48.92%
$119.22 - $140.71 $334K - $394K
8.53K $1.11B
ADP
Automatic Data Processing Inc

Industrials
1.05K
+ 22.07%
$280.08 - $307.97 $295K - $325K
5.83K $1.71B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
30.7K
+ 115.47%
$9.95 - $12.23 $305K - $375K
57.2K $672M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.32K
+ 49.47%
$66.77 - $71.52 $355K - $380K
16.1K $1.11B
ABT
Abbott Laboratories

Healthcare
3.39K
+ 17.48%
$111.93 - $119.39 $379K - $404K
22.8K $2.57B
COF
Capital One Financial Corp

Financial Services
1.42K
+ 30.03%
$145.19 - $192.01 $206K - $272K
6.13K $1.09B
NVO
Novo Nordisk A S

Healthcare
8.35K
+ 88.49%
$85.0 - $120.04 $710K - $1M
17.8K $1.52B
LOW
Lowes Companies Inc

Consumer Cyclical
2.03K
+ 35.29%
$244.52 - $284.07 $497K - $578K
7.8K $1.92B
IBM
International Business Machines Corp

Technology
1.77K
+ 21.53%
$204.9 - $238.04 $362K - $420K
9.96K $2.19B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17.1K
+ 3452.53%
$22.39 - $23.45 $383K - $401K
17.6K $395M
GILD
Gilead Sciences, Inc.

Healthcare
3.57K
+ 56.8%
$83.95 - $97.9 $300K - $350K
9.86K $907M
Spdr Index Shs Fds
11.3K
+ 34.86%
N/A
43.5K $1.59B
CGGO
Capital Group Global Growth Eq

ETFs
16.2K
+ 15.88%
$29.21 - $30.67 $472K - $495K
118K $3.46B
INTU
Intuit Inc

Technology
527
+ 17.5%
$602.01 - $706.25 $317K - $372K
3.54K $2.23B
IVV
Ishares Core S&P 500 ETF

ETFs
259
+ 2.07%
$570.51 - $610.59 $148K - $158K
12.8K $7.54B
UNH
Unitedhealth Group Inc

Healthcare
1.6K
+ 26.3%
$485.52 - $625.25 $775K - $998K
7.66K $3.89B
NVS
Novartis Ag

Healthcare
4.66K
+ 85.5%
$96.78 - $117.18 $451K - $546K
10.1K $985M
SCHW
Schwab Charles Corp

Financial Services
3.23K
+ 28.44%
$63.31 - $82.85 $204K - $267K
14.6K $1.08B
ADSK
Autodesk, Inc.

Technology
944
+ 39.11%
N/A
3.36K $999M
Activity Summary
Buys All Purchases 2091 New Holdings 160 Increased Positions 1931 Sells All Sells 525 Reductions 525 Sold out 0 Options Calls 0 Puts 0
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