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CIK: 0002010393
Total reported value
$3.1B
$3.1B
2917 檔
4.9%
According to the latest 13F quarterly dataset, Smartleaf Asset Management LLC managed an equity portfolio of $3.1B at the end of Q4 2024, spanning 2917 distinct U.S. exchange-listed positions.
During Q4 2024, Smartleaf Asset Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2917 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.07% | +20.92% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.11% | +22.83% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.36% | +0.13% | +22.21% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.64% | +0.03% | +0.07% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.08% | +26.87% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.04% | +21.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.15% | +24.70% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | +0.02% | +38.29% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.10% | +19.22% | |
| 10 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.02% | +0.08% | +0.84% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.02% | +27.38% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.11% | +22.31% | |
| 13 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.92% | -0.03% | +7.71% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.07% | -18.21% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.83% | — | +3.27% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.82% | +0.03% | +8.32% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.80% | +0.11% | +6.80% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.18% | +2.07% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.01% | +18.77% | |
| 20 | CGBL | Cap Group Core Balanced | ETF-Other | 0.74% | +0.01% | +10.16% | |
| 21 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.73% | +0.02% | -3.65% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.11% | +16.04% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.66% | -0.03% | +36.64% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | +33.74% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.62% | -0.03% | +14.58% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | +0.01% | +4.86% | |
| 27 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.57% | -0.02% | +16.20% | |
| 28 | CGGR | Cap Group Growth Equity | ETF-Other | 0.56% | +0.03% | +11.90% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.05% | +17.84% | |
| 30 | MTGP | Wisdomtree Mtge Plus Bond | ETF-Other | 0.53% | — | +3.18% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.02% | +30.56% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.52% | +0.02% | +4.74% | |
| 33 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.52% | -0.03% | +22.07% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.02% | +6.14% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.01% | +18.99% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.06% | +32.55% | |
| 37 | CGUS | Cap Group Core Equity | ETF-Other | 0.46% | +0.02% | +12.47% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.01% | +19.45% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.02% | -15.14% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.19% | +2.09% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.07% | +20.78% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.03% | -8.22% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.02% | +18.14% | |
| 44 | CGCB | Cap Group Core Bond | ETF-Other | 0.41% | -0.03% | +20.64% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.05% | +26.30% | |
| 46 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 0.38% | — | -1.16% | |
| 47 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.37% | -0.02% | -6.76% | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.37% | — | +8.56% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.37% | — | +4.03% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | — | +6.08% |
According to official SEC Form 13F filings, Smartleaf Asset Management LLC reported a total U.S. public equity portfolio value of $3.1B across 2917 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 4.9% of total reported equity market value during Q4 2024.
During Q4 2024, Smartleaf Asset Management LLC's top holdings by market value included AAPL (4.1%)、MSFT (3.4%)、NVDA (3.4%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q4 2024, Smartleaf Asset Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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