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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88.1 Million 0.01% of portfolio
4,376
Q2 2024 Added 0.02%
$0
$61.5 Million 0.01% of portfolio
3,007
Q4 2024 Reduced 76.65%
$0
$2.57 Million 0.0% of portfolio
117
Q2 2024 New
$0
$18.3 Million 0.0% of portfolio
2,200
Q4 2023 New
$0
$44.6 Million 0.0% of portfolio
2,511
Q1 2024 Reduced 33.85%
$0
$192,000 0.0% of portfolio
29
Q1 2024 Added 37.93%
$0
$8.43 Million 0.0% of portfolio
353
Q1 2024 Added 558.64%
$0
$2.2 Million 0.0% of portfolio
-
Q3 2024 Added 512.9%
$0
$0 0.0% of portfolio
0
Q4 2024 New
$0
$29.7 Million 0.0% of portfolio
1,407
Q1 2024 New
$0
$3.51 Million 0.0% of portfolio
234
Q1 2024 Added 1,285.04%
$0
$818,000 0.0% of portfolio
100
Q2 2024 New
$0
$11.9 Million 0.0% of portfolio
1,283
Q1 2024 Added 1.48%
$0
$18.2 Million 0.0% of portfolio
838
Q4 2024 Added 6.21%
$0
$102,000 0.0% of portfolio
6
Q1 2024 Reduced 97.46%
$41.1M
$2.63 Million 0.0% of portfolio
434
Q3 2024 New
$0
$6.63 Million 0.0% of portfolio
1,077
Q4 2024 Added 165.93%
$0
$2.3 Million 0.0% of portfolio
401
Q1 2024 New
$0
$8.61 Million 0.0% of portfolio
602
Q3 2024 New
$0
$37.5 Million 0.0% of portfolio
2,044
Q3 2024 New
$0
$30.1 Million 0.0% of portfolio
1,248
Q4 2024 Added 228.42%
$0
$235,000 0.0% of portfolio
15
Q2 2024 Added 7.14%
$0
$40.1 Million 0.0% of portfolio
2,000
Q4 2024 New

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
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