SMART Wealth LLC Portfolio Holdings
Q3 2025•137 long positions•$250.6M portfolio value
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Holding186 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $12.2M 4.85% | +$856.0K Bought | 0.0% 65.2K shares | 60.6K → 65.2K +$856.0K | +7.57% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $10.3M 4.11% | +$1.9M Bought | — 570.5K shares | 467.5K → 570.5K +$1.9M | +22.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.0M 3.58% | +$762.3K Bought | — 133.3K shares | 122.0K → 133.3K +$762.3K | +9.29% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.3M 2.91% | -$964.8K Sold | — 211.2K shares | 239.1K → 211.2K −$964.8K | -11.68% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.9M 2.77% | +$2.2M Bought | — 11.3K shares | 7.8K → 11.3K +$2.2M | +46.15% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $6.8M 2.7% | -$941.4K Sold | — 235.8K shares | 268.6K → 235.8K −$941.4K | -12.21% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.3M 2.52% | -$976.1K Sold | — 115.2K shares | 133.0K → 115.2K −$976.1K | -13.41% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.3M 2.49% | -$929.1K Sold | — 124.6K shares | 143.1K → 124.6K −$929.1K | -12.94% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.1M 2.45% | -$2.4M Sold | — 107.3K shares | 149.4K → 107.3K −$2.4M | -28.17% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $6.0M 2.4% | -$1.8M Sold | 0.001% 12.0K shares | 15.5K → 12.0K −$1.8M | -22.82% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.7M 2.29% | -$894.6K Sold | — 136.1K shares | 157.3K → 136.1K −$894.6K | -13.49% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.6M 2.22% | +$1.8M Bought | — 9.3K shares | 6.2K → 9.3K +$1.8M | +49.65% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.8M 1.91% | -$930.5K Sold | — 154.1K shares | 184.0K → 154.1K −$930.5K | -16.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.8M 1.91% | -$869.5K Sold | — 153.6K shares | 181.5K → 153.6K −$869.5K | -15.4% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.9M 1.57% | -$766.6K Sold | — 75.7K shares | 90.5K → 75.7K −$766.6K | -16.32% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $3.9M 1.57% | -$91.7K Sold | — 250.0K shares | 255.8K → 250.0K −$91.7K | -2.28% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.8M 1.53% | +$198.4K Bought | — 67.2K shares | 63.7K → 67.2K +$198.4K | +5.48% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.8M 1.51% | +$732.9K Bought | — 41.4K shares | 33.4K → 41.4K +$732.9K | +24.0% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $3.8M 1.51% | +$18.8K Bought | — 10.6K shares | 10.6K → 10.6K +$18.8K | +0.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.8M 1.51% | +$231.3K Bought | — 131.2K shares | 123.1K → 131.2K +$231.3K | +6.53% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.5M 1.41% | -$3.0M Sold | — 59.0K shares | 108.3K → 59.0K −$3.0M | -45.51% | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $3.5M 1.4% | +$17.6K Bought | — 79.0K shares | 78.6K → 79.0K +$17.6K | +0.5% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.4M 1.37% | +$3.4M New | — 156.1K shares | 0 → 156.1K +$3.4M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $3.4M 1.36% | +$1.3M Bought | — 138.8K shares | 87.6K → 138.8K +$1.3M | +58.44% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $3.4M 1.34% | +$474.2K Bought | — 190.1K shares | 163.3K → 190.1K +$474.2K | +16.42% | — — | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $3.3M 1.31% | +$309.6K Bought | 0.0% 12.9K shares | 11.7K → 12.9K +$309.6K | +10.38% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 1.23% | +$2.7M Bought | — 16.3K shares | 2.1K → 16.3K +$2.7M | +671.25% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $3.0M 1.21% | -$59.3K Sold | 0.001% 16.7K shares | 17.0K → 16.7K −$59.3K | -1.91% | $432.76B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.0M 1.21% | -$327.7K Sold | — 39.6K shares | 43.9K → 39.6K −$327.7K | -9.76% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 1.15% | -$548.4K Sold | — 62.1K shares | 73.9K → 62.1K −$548.4K | -15.95% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 1.15% | -$527.0K Sold | — 70.9K shares | 83.9K → 70.9K −$527.0K | -15.49% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.8M 1.13% | +$24.8K Bought | — 20.9K shares | 20.8K → 20.9K +$24.8K | +0.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.13% | +$83.1K Bought | — 28.4K shares | 27.5K → 28.4K +$83.1K | +3.03% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.7M 1.06% | -$6.0M Sold | — 45.1K shares | 146.6K → 45.1K −$6.0M | -69.25% | — — | Q1 2024 Held for 1y 8m | |
Conglomerates Industrials | $2.6M 1.05% | -$21.7K Sold | 0.034% 6.8K shares | 6.8K → 6.8K −$21.7K | -0.82% | $7.7B Mid Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $2.5M 1.01% | +$513.3K Bought | 0.0% 4.9K shares | 3.9K → 4.9K +$513.3K | +25.31% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.4M 0.944% | -$415.4K Sold | — 74.2K shares | 87.2K → 74.2K −$415.4K | -14.94% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.3M 0.933% | +$821.3K Bought | — 23.1K shares | 15.0K → 23.1K +$821.3K | +54.17% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.3M 0.911% | -$150.4K Sold | — 47.9K shares | 51.0K → 47.9K −$150.4K | -6.18% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 0.896% | +$145.9K Bought | — 28.7K shares | 26.8K → 28.7K +$145.9K | +6.95% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.2M 0.895% | +$1.4M Bought | 0.002% 8.2K shares | 3.2K → 8.2K +$1.4M | +154.52% | $116.19B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.0M 0.793% | +$164.4K Bought | — 46.9K shares | 43.0K → 46.9K +$164.4K | +9.02% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 0.775% | +$119.3K Bought | — 18.2K shares | 17.1K → 18.2K +$119.3K | +6.54% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.766% | -$332.4K Sold | — 75.8K shares | 88.9K → 75.8K −$332.4K | -14.76% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.9M 0.76% | -$323.0K Sold | — 45.8K shares | 53.6K → 45.8K −$323.0K | -14.5% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.752% | -$124.6K Sold | — 60.6K shares | 64.7K → 60.6K −$124.6K | -6.21% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.733% | -$89.1K Sold | — 38.7K shares | 40.6K → 38.7K −$89.1K | -4.62% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.716% | -$94.4K Sold | — 55.8K shares | 58.7K → 55.8K −$94.4K | -5.0% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.707% | +$455.8K Bought | — 2.6K shares | 2.0K → 2.6K +$455.8K | +34.66% | — — | Q3 2023 Held for 2y 2m | |
Medical - Devices Healthcare | $1.8M 0.705% | +$1.0M Bought | 0.001% 18.1K shares | 7.8K → 18.1K +$1.0M | +132.07% | $144.66B Large Cap | Q4 2024 Held for 11 months |
