Smart Wealth LLC Purchases in Q4 2024

Smart Wealth LLC

  • $281 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.4K
+ 12.0%
$46.48 - $51.32 $390K - $431K
78.4K $3.78B
IR
Ingersoll Rand Inc.

Industrials
5.21K
New
$90.46 - $105.35 $471K - $549K
5.21K $471M
NFLX
Netflix Inc

Communication Services
391
+ 67.07%
$687.65 - $936.56 $269K - $366K
974 $868M
MUB
Ishares National Muni Bond ETF

ETFs
4.3K
+ 41.73%
$105.78 - $108.7 $455K - $467K
14.6K $1.55B
APP
App Lovin Corp

Technology
1.24K
New
$130.67 - $401.5 $162K - $499K
1.24K $402M
XLI
Industrial Sector Spdr

ETFs
2.86K
+ 47.89%
$131.76 - $143.99 $376K - $411K
8.82K $1.16B
XLB
Select Sector Spdr Fd Material

ETFs
4.74K
+ 57.47%
$83.8 - $97.58 $398K - $463K
13K $1.09B
RDVY
First Trust Rising Dividend Ac

ETFs
5.12K
+ 5.37%
$58.65 - $64.37 $300K - $330K
100K $5.94B
GGAL
Grupo Financiero Galicia Sa

Financial Services
4.74K
New
$41.94 - $68.72 $199K - $326K
4.74K $295M
PGR
Progressive Corp

Financial Services
1.29K
+ 110.48%
$239.6 - $268.88 $308K - $346K
2.45K $587M
TJX
Tjx Companies Inc

Consumer Cyclical
2.29K
+ 117.34%
$112.15 - $127.2 $256K - $291K
4.24K $512M
PALL
Abrdn Palladium ETF Trust

ETFs
3.37K
New
$82.73 - $112.0 $279K - $378K
3.37K $282M
CAT
Caterpillar Inc

Industrials
856
+ 60.37%
$360.37 - $416.88 $308K - $357K
2.27K $825M
Elevation Series Trust
10.9K
+ 25.99%
N/A
52.9K $1.31B
IWY
Ishares Tr Russell 200 Growth

ETFs
870
+ 28.92%
$216.72 - $244.71 $189K - $213K
3.88K $912M
DHI
Horton D R Inc

Consumer Cyclical
1.77K
New
$137.24 - $194.56 $243K - $344K
1.77K $247M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.92K
New
$61.68 - $67.87 $242K - $266K
3.92K $244M
XLC
Select Sector Spdr Tr Communic

ETFs
933
+ 4.01%
$89.66 - $102.16 $83.7K - $95.3K
24.2K $2.34B
SPY
Spdr S&P 500 ETF Trust

ETFs
362
+ 35.91%
$567.81 - $607.81 $206K - $220K
1.37K $803M
IWS
Ishares Russell Midcap Value E

ETFs
1.74K
New
$128.08 - $140.32 $222K - $244K
1.74K $225M
URA
Global X Uranium ETF

ETFs
10.2K
+ 37.82%
$26.78 - $33.46 $274K - $342K
37.3K $999M
VTI
Vanguard Total Stock Market Et

ETFs
724
New
$280.04 - $302.45 $203K - $219K
724 $210M
UBER
Uber Technologies, Inc

Technology
4.25K
+ 135.24%
$59.93 - $86.34 $255K - $367K
7.4K $446M
ADMA
Adma Biologics, Inc.

Healthcare
12.1K
New
$15.62 - $22.62 $189K - $274K
12.1K $208M
GE
General Electric CO

Industrials
1.47K
+ 78.45%
$159.95 - $194.23 $235K - $286K
3.35K $558M
TYA
Simplify Exchange Traded Fds S

ETFs
14.8K
New
N/A
14.8K $181M
OSCR
Oscar Health, Inc.

Healthcare
13.4K
New
$13.38 - $20.63 $180K - $277K
13.4K $180M
VNQ
Vanguard Specialized Funds Van

ETFs
2.78K
+ 28.52%
$87.85 - $98.6 $244K - $274K
12.5K $1.12B
IWX
Ishares Tr Russell 200 Value E

ETFs
2.07K
+ 46.66%
$78.25 - $85.17 $162K - $176K
6.49K $513M
Aim ETF Products Trust
4.22K
+ 3.36%
N/A
130K $3.45B
Elevation Series Trust
6.26K
+ 27.92%
N/A
28.7K $709M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.41K
+ 6.01%
$66.77 - $71.52 $93.9K - $101K
24.8K $1.71B
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 16.16%
$873.59 - $994.69 $89.1K - $101K
733 $672M
Listed Fd Tr
2.35K
+ 9.43%
N/A
27.3K $1.01B
DIV
Global X Superdividend Us ETF

ETFs
8.83K
+ 7.13%
N/A
133K $2.39B
EFV
Msci Eafe Value ETF

ETFs
1.62K
+ 43.42%
$51.78 - $57.15 $83.7K - $92.4K
5.34K $280M
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 6.26%
$570.51 - $610.59 $45.1K - $48.2K
1.34K $789M
ISRG
Intuitive Surgical Inc

Healthcare
79
+ 13.39%
$471.27 - $550.62 $37.2K - $43.5K
669 $349M
EFG
Msci Eafe Growth ETF

ETFs
760
+ 35.88%
$96.83 - $106.88 $73.6K - $81.2K
2.88K $279M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
1.44K
+ 17.21%
$34.36 - $36.31 $49.4K - $52.3K
9.8K $337M
Listed Fd Tr
994
+ 13.19%
N/A
8.53K $292M
JULZ
Listed Fds Tr Trueshares Struc

Technology
822
+ 13.51%
N/A
6.91K $287M
BEAT
Heart Beam, Inc.

Healthcare
12K
+ 92.43%
$2.13 - $3.22 $25.6K - $38.6K
25K $57.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.58K
+ 4.72%
$57.78 - $60.4 $207K - $216K
79.4K $4.61B
TUA
Simpl Exch Traded Fds Sht Term
2.44K
+ 15.57%
N/A
18.1K $385M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
9.62K
+ 10.18%
$21.96 - $24.21 $211K - $233K
104K $2.31B
IDEV
Ishares Core Msci Intl Develop

ETFs
34
+ 1.03%
$64.18 - $70.42 $2.18K - $2.39K
3.34K $216M
HD
Home Depot, Inc.

Consumer Cyclical
32
+ 1.55%
$385.02 - $431.37 $12.3K - $13.8K
2.1K $817M
TXN
Texas Instruments Inc

Technology
34
+ 1.94%
N/A
1.78K $335M
Activity Summary
Buys All Purchases 102 New Holdings 30 Increased Positions 72 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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