Smart Wealth LLC Reduced Holdings in Q4 2025

Smart Wealth LLC

  • $328 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DASH
Door Dash, Inc.

Communication Services
-7.29K
- 88.48%
$195.21 - $281.74 $1.42M - $2.06M
950 $215M
BSX
Boston Scientific Corp

Healthcare
-14.2K
- 78.36%
$94.95 - $104.98 $1.35M - $1.49M
3.92K $373M
GE
General Electric CO

Industrials
-3.41K
- 74.48%
$291.49 - $314.28 $993K - $1.07M
1.17K $360M
Lam Research Corp
-6.56K
- 73.41%
N/A
2.38K $407M
META
Meta Platforms, Inc.

Communication Services
-993
- 65.63%
$609.01 - $751.67 $605K - $746K
520 $343M
MSFT
Microsoft Corp

Technology
-871
- 17.75%
$496.82 - $542.07 $433K - $472K
4.04K $1.95B
Innovator Etfs Trust
-19.3K
- 9.15%
N/A
192K $6.77B
URA
Global X Uranium ETF

ETFs
-6.48K
- 13.53%
$44.75 - $58.11 $290K - $376K
41.4K $1.77B
Innovator Etfs Trust
-21.9K
- 9.31%
N/A
214K $6.27B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-11.2K
- 9.72%
$54.06 - $55.46 $605K - $621K
104K $5.81B
VMI
Valmont Industries Inc

Industrials
-1.43K
- 21.06%
$389.98 - $419.23 $556K - $598K
5.35K $2.15B
FJAN
First Exc Trd Viii Cboe Vest U
-12.1K
- 9.68%
N/A
113K $5.83B
QJUN
First Tr ETF
-16.6K
- 10.78%
$30.71 - $31.58 $508K - $523K
137K $4.36B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-1.29K
- 6.17%
$128.96 - $165.33 $167K - $214K
19.6K $2.44B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-13.1K
- 9.62%
$41.81 - $42.69 $547K - $559K
123K $5.34B
VNQ
Vanguard Specialized Funds Van

ETFs
-2.97K
- 7.17%
$88.13 - $92.69 $262K - $275K
38.4K $3.4B
First Tr Exchng Traded Fd
-16K
- 9.16%
N/A
159K $5.41B
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-17.8K
- 11.54%
$30.79 - $31.82 $548K - $566K
136K $4.44B
GS
Goldman Sachs Group Inc

Financial Services
-521
- 38.31%
$744.6 - $838.97 $388K - $437K
839 $738M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-7.88K
- 10.41%
$51.23 - $52.62 $404K - $415K
67.8K $3.59B
RDVY
First Trust Rising Dividend Ac

ETFs
-7.8K
- 5.85%
$65.02 - $68.31 $507K - $533K
126K $8.72B
Elevation Series Trust
-6.06K
- 4.36%
N/A
133K $3.18B
First Tr Exchng Traded Fd
-6.83K
- 9.64%
N/A
64.1K $2.66B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-6.01K
- 9.68%
$46.1 - $47.01 $277K - $283K
56.1K $2.68B
KGC
Kinross Gold Corp

Basic Materials
-10.6K
- 34.05%
$22.47 - $27.58 $238K - $292K
20.5K $577M
Innovator Etfs Trust
-6.65K
- 8.96%
N/A
67.5K $2.2B
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.65K
- 2.46%
$56.44 - $58.38 $93.2K - $96.4K
65.6K $3.66B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-292
- 2.44%
$475.68 - $513.11 $139K - $150K
11.7K $5.86B
ORCL
Oracle Corp

Technology
-201
- 16.09%
$217.57 - $313.0 $43.7K - $62.9K
1.05K $204M
First Tr Exchng Traded Fd
-6.75K
- 8.9%
N/A
69.1K $1.79B
SPY
Spdr S&P 500 ETF Trust

ETFs
-218
- 13.78%
$653.02 - $687.39 $142K - $150K
1.36K $930M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-5.06K
- 8.35%
$30.62 - $31.9 $155K - $162K
55.6K $1.76B
INTU
Intuit Inc

Technology
-158
- 29.92%
$641.79 - $683.39 $101K - $108K
370 $245M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-3.1K
- 8.01%
$47.0 - $48.8 $146K - $151K
35.6K $1.74B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-2.42K
- 8.1%
$46.32 - $47.23 $112K - $114K
27.4K $1.3B
XLP
Consumer Staples Sector Spdr

ETFs
-1.01K
- 13.7%
N/A
6.38K $496M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.59K
- 8.12%
$43.01 - $44.1 $112K - $114K
29.4K $1.3B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-3.76K
- 6.75%
$31.96 - $32.55 $120K - $122K
52K $1.72B
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-2.44K
- 6.01%
$43.28 - $43.85 $106K - $107K
38.2K $1.69B
XLF
Financial Sector Spdr

ETFs
-1.39K
- 14.36%
$51.76 - $53.77 $71.9K - $74.7K
8.28K $454M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-314
- 20.81%
$325.34 - $368.61 $102K - $116K
1.2K $430M
OZ
Belpointe Prep, LLC

Real Estate
-1.02K
- 17.11%
$60.74 - $67.99 $61.9K - $69.3K
4.94K $321M
Tidal Trust Ii
-2.42K
- 13.58%
N/A
15.4K $253M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-2.04K
- 5.96%
$38.47 - $38.92 $78.3K - $79.2K
32.1K $1.26B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.87K
- 12.29%
$68.28 - $84.44 $333K - $411K
34.8K $2.98B
SCHW
Schwab Charles Corp

Financial Services
-989
- 8.18%
$91.91 - $97.71 $90.9K - $96.6K
11.1K $1.11B
JPM
Jpmorgan Chase & CO

Financial Services
-196
- 7.05%
$294.11 - $320.41 $57.6K - $62.8K
2.58K $832M
CVNA
Carvana Co.

Consumer Cyclical
-188
- 20.09%
$290.14 - $395.41 $54.5K - $74.3K
748 $316M
XLV
Select Sector Spdr Fund Health

ETFs
-516
- 15.47%
$141.95 - $152.82 $73.2K - $78.9K
2.82K $437M
Activity Summary
Buys All Purchases 122 New Holdings 63 Increased Positions 59 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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