Smart Wealth LLC Portfolio Holdings

Smart Wealth LLC

  • $281 Billion
  • Q4 2024

Smart Wealth LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $281 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $13.9B, Innovator 20+ Year Treasury Bo with a value of $11.8B, Vanguard with a value of $10.7B, Nvidia Corp with a value of $9.71B, and Vanguard Index Fds S&P 500 ETF with a value of $8.78B.

Examining the 13F form we can see an increase of $25.9B in the current position value, from $255B to 281B.

Smart Wealth LLC is based out at Omaha, NE

Below you can find more details about Smart Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $281 Billion
ETFs: $137 Billion
Technology: $22.4 Billion
Financial Services: $15.7 Billion
Consumer Cyclical: $7.53 Billion
Communication Services: $4.41 Billion
Healthcare: $4.01 Billion
Consumer Defensive: $3.51 Billion
Industrials: $3.3 Billion
Other: $2.98 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$11.8 Billion 4.22% of portfolio
-
Q4 2024 Reduced 17.1%
$276B
$9.71 Billion 3.46% of portfolio
72,311
Q4 2024 Added 289.52%
$687B
$6.66 Billion 2.37% of portfolio
14,682
Q4 2024 Added 27.4%
-
$6.56 Billion 2.33% of portfolio
-
Q4 2024 Reduced 13.9%
$3.25T
$4.17 Billion 1.48% of portfolio
16,647
Q4 2024 Added 14.18%
$1.86T
$3 Billion 1.07% of portfolio
13,676
Q4 2024 Added 86.91%
$72.2B
$2.76 Billion 0.98% of portfolio
11,918
Q4 2024 Added 210.36%
$797B
$2.44 Billion 0.87% of portfolio
6,042
Q4 2024 Added 660.96%
$1.17T
$2.09 Billion 0.74% of portfolio
3,561
Q4 2024 Added 159.17%
$688B
$2.05 Billion 0.73% of portfolio
8,566
Q4 2024 Added 117.52%
$476B
$2.04 Billion 0.73% of portfolio
3
Q4 2024 New
$0
$2.01 Billion 0.72% of portfolio
208,759
Q4 2024 Added 58.5%
-
$2 Billion 0.71% of portfolio
-
Q4 2024 Reduced 6.07%
$257B
$2 Billion 0.71% of portfolio
22,154
Q4 2024 Added 629.71%
$363B
$1.46 Billion 0.52% of portfolio
8,774
Q4 2024 Added 90.28%
$931B
$1.46 Billion 0.52% of portfolio
7,702
Q4 2024 Added 178.05%
$717B
$1.29 Billion 0.46% of portfolio
1,670
Q4 2024 Added 223.64%
$549B
$961 Million 0.34% of portfolio
1,900
Q4 2024 Reduced 8.7%
$414B
$868 Million 0.31% of portfolio
974
Q4 2024 Added 67.07%
$366B
$817 Million 0.29% of portfolio
2,099
Q4 2024 Added 1.55%
$157B
$825 Million 0.29% of portfolio
2,274
Q4 2024 Added 60.37%
$214B
$787 Million 0.28% of portfolio
3,578
Q4 2024 Reduced 6.9%
$92.5B
$741 Million 0.26% of portfolio
4,296
Q4 2024 Added 206.86%
$34.8B
$736 Million 0.26% of portfolio
13,774
Q4 2024 Reduced 26.55%
$4.2B
$728 Million 0.26% of portfolio
36,714
Q4 2024 Reduced 13.8%
$137B
$705 Million 0.25% of portfolio
3,093
Q4 2024 Reduced 16.56%
$79.5B
$716 Million 0.25% of portfolio
3,486
Q4 2024 Added 186.68%
$11.8B
$703 Million 0.25% of portfolio
6,062
Q4 2024 Reduced 9.62%
$433B
$672 Million 0.24% of portfolio
733
Q4 2024 Added 16.16%
$163B
$587 Million 0.21% of portfolio
2,450
Q4 2024 Added 110.48%
$203B
$558 Million 0.2% of portfolio
3,346
Q4 2024 Added 78.45%
$88.7B
$555 Million 0.2% of portfolio
3,752
Q4 2024 New
$135B
$515 Million 0.18% of portfolio
5,762
Q4 2024 New
$233B
$516 Million 0.18% of portfolio
1,780
Q4 2024 Reduced 17.48%
$152B
$512 Million 0.18% of portfolio
4,236
Q4 2024 Added 117.34%
$39.2B
$494 Million 0.18% of portfolio
1,564
Q4 2024 New
$29.6B
$471 Million 0.17% of portfolio
5,208
Q4 2024 New
$72.1B
$484 Million 0.17% of portfolio
1,705
Q4 2024 New
$145B
$446 Million 0.16% of portfolio
7,396
Q4 2024 Added 135.24%
$212M
$461 Million 0.16% of portfolio
5,960
Q4 2023 Added 51.46%
$68.9B
$402 Million 0.14% of portfolio
1,242
Q4 2024 New
-
$385 Million 0.14% of portfolio
-
Q4 2024 Added 15.57%
$401B
$359 Million 0.13% of portfolio
2,141
Q4 2024 Reduced 16.07%
$173B
$349 Million 0.12% of portfolio
669
Q4 2024 Added 13.39%
$177B
$335 Million 0.12% of portfolio
1,784
Q4 2024 Added 1.94%
$18.4B
$348 Million 0.12% of portfolio
2,325
Q4 2024 Reduced 52.98%
$9.06B
$295 Million 0.11% of portfolio
4,739
Q4 2024 New
$202B
$275 Million 0.1% of portfolio
1,808
Q4 2024 Reduced 19.86%
$37.4B
$240 Million 0.09% of portfolio
2,191
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $281 Billion
  • Prior Value $255 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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