Smart Wealth LLC Purchases in Q3 2025

Smart Wealth LLC

  • $265 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Tidal Trust I
155K
New
N/A
155K $3.65B
Tidal Trust I
156K
New
N/A
156K $3.42B
RSP
Invesco S&P 500 Equal Weight E

ETFs
14.2K
+ 671.25%
$181.56 - $190.33 $2.57M - $2.69M
16.3K $3.08B
NVDA
Nvidia Corp

Technology
4.59K
+ 7.57%
$153.3 - $186.58 $703K - $856K
65.2K $12.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.58K
+ 46.15%
$567.77 - $614.76 $2.03M - $2.2M
11.3K $6.94B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.08K
+ 49.65%
$546.99 - $602.2 $1.68M - $1.85M
9.28K $5.57B
Elevation Series Trust
46.9K
New
N/A
46.9K $1.99B
Tidal Trust Ii
103K
+ 22.05%
N/A
571K $10.3B
First Tr Exchng Traded Fd Vi
41.1K
New
N/A
41.1K $1.67B
VTWO
Vanguard Russell 2000 ETF

ETFs
16.8K
New
$86.92 - $99.32 $1.46M - $1.66M
16.8K $1.64B
RDVY
First Trust Rising Dividend Ac

ETFs
11.3K
+ 9.29%
$62.38 - $67.29 $707K - $763K
133K $8.97B
Elevation Series Trust
51.2K
+ 58.44%
N/A
139K $3.42B
AMD
Advanced Micro Devices Inc

Technology
7.59K
New
$134.8 - $184.42 $1.02M - $1.4M
7.59K $1.23B
Lam Research Corp
8.94K
New
N/A
8.94K $1.2B
Elevation Series Trust
40.7K
+ 57.92%
N/A
111K $2.94B
META
Meta Platforms, Inc.

Communication Services
1.51K
New
$695.21 - $791.73 $1.05M - $1.2M
1.51K $1.11B
GS
Goldman Sachs Group Inc

Financial Services
1.36K
New
$696.56 - $806.32 $947K - $1.1M
1.36K $1.08B
AMZN
Amazon Com Inc

Consumer Cyclical
4.59K
+ 171.03%
$211.65 - $238.24 $972K - $1.09M
7.28K $1.6B
BSX
Boston Scientific Corp

Healthcare
10.3K
+ 132.07%
$97.03 - $108.14 $999K - $1.11M
18.1K $1.77B
NFLX
Netflix Inc

Communication Services
773
New
$1147.87 - $1297.18 $887K - $1M
773 $927M
AAPL
Apple Inc.

Technology
1.22K
+ 10.38%
$202.38 - $256.87 $246K - $312K
12.9K $3.29B
SCHW
Schwab Charles Corp

Financial Services
9.02K
+ 294.16%
$91.03 - $98.69 $821K - $890K
12.1K $1.15B
Pimco ETF Tr
8.12K
+ 54.17%
N/A
23.1K $2.34B
VNQ
Vanguard Specialized Funds Van

ETFs
8.02K
+ 24.0%
$88.47 - $93.24 $709K - $748K
41.4K $3.79B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
16.3K
New
$49.05 - $49.99 $798K - $813K
16.3K $810M
SIVR
Abrdn Silver ETF Trust

ETFs
395
+ 0.5%
$34.34 - $44.62 $13.6K - $17.6K
79K $3.51B
APH
Amphenol Corp

Technology
5.12K
+ 80.83%
$97.39 - $125.4 $498K - $641K
11.4K $1.42B
NEM
Newmont Corp

Basic Materials
7.6K
New
$57.35 - $85.25 $436K - $648K
7.6K $641M
MSFT
Microsoft Corp

Technology
991
+ 25.31%
$491.09 - $535.64 $487K - $531K
4.91K $2.54B
Elevation Series Trust
13.7K
New
N/A
13.7K $559M
GLD
Spdr Gold Trust

ETFs
53
+ 0.5%
$300.96 - $355.47 $16K - $18.8K
10.6K $3.78B
IVV
Ishares Core S&P 500 ETF

ETFs
681
+ 34.66%
$620.67 - $670.08 $423K - $456K
2.65K $1.77B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
183
+ 0.88%
$105.16 - $140.03 $19.2K - $25.6K
20.9K $2.84B
UI
Ubiquiti Inc.

Technology
784
New
$388.83 - $660.58 $305K - $518K
784 $518M
DIV
Global X Superdividend Us ETF

ETFs
26.8K
+ 16.42%
N/A
190K $3.36B
Arista Networks Inc
3.29K
New
N/A
3.29K $479M
IEMG
Ishares Inc

ETFs
5.41K
+ 76.35%
N/A
12.5K $823M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
8.04K
+ 6.53%
$27.49 - $29.67 $221K - $239K
131K $3.77B
HOOD
Robinhood Markets, Inc.

Technology
2.59K
New
$91.27 - $143.18 $237K - $371K
2.59K $371M
CVNA
Carvana Co.

Consumer Cyclical
936
New
$326.09 - $392.66 $305K - $368K
936 $353M
EQT
Eqt Corp

Energy
6.46K
New
$49.19 - $59.19 $318K - $382K
6.46K $352M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.7K
+ 18.15%
$65.78 - $69.95 $243K - $259K
24.1K $1.68B
VRT
Vertiv Holdings CO

Industrials
2.1K
New
N/A
2.1K $316M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.86K
+ 6.95%
$72.65 - $78.68 $135K - $147K
28.7K $2.25B
IWY
Ishares Tr Russell 200 Growth

ETFs
637
+ 14.94%
$243.93 - $275.62 $155K - $176K
4.9K $1.34B
VEA
Vanguard Ftse Developed Market

ETFs
4.12K
New
$56.02 - $60.3 $231K - $248K
4.12K $247M
VGLT
Vanguard Long Term Treasury Et

ETFs
3.49K
+ 5.48%
$54.21 - $57.41 $189K - $200K
67.2K $3.82B
Fidelity Wise Origin Bitcoin
833
+ 3.03%
N/A
28.4K $2.83B
TOST
Toast, Inc.

Technology
6.52K
New
$36.51 - $49.3 $238K - $321K
6.52K $238M
Activity Summary
Buys All Purchases 77 New Holdings 26 Increased Positions 51 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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