The Analysis of SMART Wealth LLC's Holdings & P&L


Currently, SMART Wealth LLC holds 207 types of securities in its portfolio with a total value $341.5M. In the most recent quarter, they have increased their positions in BILZ (+134.1K shares, valued at $13.5M), N/A (+191.3K shares, valued at $4.8M), ADI (+7.3K shares, valued at $2.3M); decreased their positions in FIAX (-434.6K shares, valued at $7.6M), QBER (-88.6K shares, valued at $2.1M), PLTR (-14.1K shares, valued at $2.1M); initiated new positions in N/A (+191.3K shares, valued at $4.8M), ADI (+7.3K shares, valued at $2.3M), BUCK (+86.4K shares, valued at $2.0M).


1M P&L
+5.0M+1.74%
3M P&L
+12.7M+4.51%
HY P&L
+28.5M+10.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A240.6M
80.6%
2Semiconductors18.8M
6.3%
3Consumer Electronics4.2M
1.4%

Top Industries by Stock Count

1N/A123 stocks
66.1%
2Semiconductors6 stocks
3.2%
3Aerospace & Defense5 stocks
2.7%
Stock Holdings
BILZ
PIMCO ETF TR
728.39%
Shares152.6K
Event2026-03-31
Filed2026-04-23
NVDA
NVIDIA CORPORATION
15.92%
Shares76.1K
Event2026-03-31
Filed2026-04-23
VANGUARD INDEX FDS
VANGUARD INDEX FDS
1.63%
Shares13.6K
Event2026-03-31
Filed2026-04-23
RDVY
FIRST TR EXCHANGE TRADED FD
-7.36%
Shares116.3K
Event2026-03-31
Filed2026-04-23
SIXO
AIM ETF PRODUCTS TRUST
-7.64%
Shares187.4K
Event2026-03-31
Filed2026-04-23
EALT
INNOVATOR ETFS TRUST
-2.15%
Shares187.7K
Event2026-03-31
Filed2026-04-23
DECU
AIM ETF PRODUCTS TRUST
-5.84%
Shares234.1K
Event2026-03-31
Filed2026-04-23
JEPI
J P MORGAN EXCHANGE TRADED F
-0.51%
Shares108.3K
Event2026-03-31
Filed2026-04-23
QBUF
INNOVATOR ETFS TRUST
-2.37%
Shares208.8K
Event2026-03-31
Filed2026-04-23
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
5.18%
Shares12.3K
Event2026-03-31
Filed2026-04-23
FJUL
FIRST TR EXCHNG TRADED FD VI
-4.42%
Shares99.4K
Event2026-03-31
Filed2026-04-23
FJAN
FIRST TR EXCHNG TRADED FD VI
-4.41%
Shares107.6K
Event2026-03-31
Filed2026-04-23
DHDG
FIRST TR EXCHNG TRADED FD VI
-1.28%
Shares156.9K
Event2026-03-31
Filed2026-04-23
DJAN
FIRST TR EXCHNG TRADED FD VI
-4.95%
Shares116.9K
Event2026-03-31
Filed2026-04-23
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
33.31%
Shares25.9K
Event2026-03-31
Filed2026-04-23
STERLING CAP FDS
STERLING CAP FDS
New
Shares191.3K
Event2026-03-31
Filed2026-04-23
INVESCO QQQ TR
INVESCO QQQ TR
-22.71%
Shares8.1K
Event2026-03-31
Filed2026-04-23
GLD
SPDR GOLD TR
0.53%
Shares10.8K
Event2026-03-31
Filed2026-04-23
ALPS ETF TR
ALPS ETF TR
-4.64%
Shares81.6K
Event2026-03-31
Filed2026-04-23
AAPL
APPLE INC
19.95%
Shares16.4K
Event2026-03-31
Filed2026-04-23
VGIT
VANGUARD SCOTTSDALE FDS
7.95%
Shares68.0K
Event2026-03-31
Filed2026-04-23
IVV
ISHARES TR
65.06%
Shares6.1K
Event2026-03-31
Filed2026-04-23
QDEC
FIRST TR EXCHNG TRADED FD VI
-9.81%
Shares123.0K
Event2026-03-31
Filed2026-04-23
QJUN
FIRST TR EXCHNG TRADED FD VI
-9.76%
Shares123.7K
Event2026-03-31
Filed2026-04-23
DECT
AIM ETF PRODUCTS TRUST
-11.69%
Shares103.8K
Event2026-03-31
Filed2026-04-23
FGD
FIRST TR EXCHANGE-TRADED FD
-9.51%
Shares112.1K
Event2026-03-31
Filed2026-04-23
VNQ
VANGUARD INDEX FDS
3.94%
Shares40.0K
Event2026-03-31
Filed2026-04-23
PSLV
SPROTT ASSET MANAGEMENT LP
-37.54%
Shares139.8K
Event2026-03-31
Filed2026-04-23
DIV
GLOBAL X FDS
-7.03%
Shares177.2K
Event2026-03-31
Filed2026-04-23
VGLT
VANGUARD SCOTTSDALE FDS
-12.46%
Shares57.4K
Event2026-03-31
Filed2026-04-23
FAUG
FIRST TR EXCHNG TRADED FD VI
-10.08%
Shares61.0K
Event2026-03-31
Filed2026-04-23
SEPT
AIM ETF PRODUCTS TRUST
-11.40%
Shares91.1K
Event2026-03-31
Filed2026-04-23
ALLW
SSGA ACTIVE TR
11.91%
Shares108.4K
Event2026-03-31
Filed2026-04-23
SIVR
ABRDN SILVER ETF TRUST
-36.46%
Shares43.4K
Event2026-03-31
Filed2026-04-23
ONEZ
ELEVATION SERIES TRUST
-5.98%
Shares122.7K
Event2026-03-31
Filed2026-04-23
SGRT
TIDAL TRUST I
-40.36%
Shares112.3K
Event2026-03-31
Filed2026-04-23
STRN
TIDAL TRUST I
-29.34%
Shares143.1K
Event2026-03-31
Filed2026-04-23
VTWO
VANGUARD SCOTTSDALE FDS
39.72%
Shares29.5K
Event2026-03-31
Filed2026-04-23
NLR
VANECK ETF TRUST
10.01%
Shares21.6K
Event2026-03-31
Filed2026-04-23
GDX
VANECK ETF TRUST
-21.19%
Shares27.4K
Event2026-03-31
Filed2026-04-23
LLY
ELI LILLY & CO
229.33%
Shares2.7K
Event2026-03-31
Filed2026-04-23
FTLS
FIRST TR EXCH TRADED FD III
17.93%
Shares34.8K
Event2026-03-31
Filed2026-04-23
FIAX
TIDAL TRUST II
-75.69%
Shares139.6K
Event2026-03-31
Filed2026-04-23
SPYM
SPDR SERIES TRUST
7.57%
Shares31.4K
Event2026-03-31
Filed2026-04-23
DFEB
FIRST TR EXCHNG TRADED FD VI
-10.17%
Shares50.4K
Event2026-03-31
Filed2026-04-23
GFEB
FIRST TR EXCHNG TRADED FD VI
-9.97%
Shares57.7K
Event2026-03-31
Filed2026-04-23
MUB
ISHARES TR
5.88%
Shares22.2K
Event2026-03-31
Filed2026-04-23
ADI
ANALOG DEVICES INC
New
Shares7.3K
Event2026-03-31
Filed2026-04-23
MU
MICRON TECHNOLOGY INC
-41.55%
Shares6.7K
Event2026-03-31
Filed2026-04-23
FBTC
FIDELITY WISE ORIGIN BITCOIN
2.54%
Shares37.5K
Event2026-03-31
Filed2026-04-23
URA
GLOBAL X FDS
7.68%
Shares44.6K
Event2026-03-31
Filed2026-04-23
JULU
AIM ETF PRODUCTS TRUST
-4.98%
Shares75.4K
Event2026-03-31
Filed2026-04-23
VRT
VERTIV HOLDINGS CO
125.39%
Shares8.6K
Event2026-03-31
Filed2026-04-23
VGSH
VANGUARD SCOTTSDALE FDS
-25.29%
Shares36.3K
Event2026-03-31
Filed2026-04-23
BUCK
SIMPLIFY EXCHANGE TRADED FUN
New
Shares86.4K
Event2026-03-31
Filed2026-04-23
VMI
VALMONT INDS INC
-5.54%
Shares5.0K
Event2026-03-31
Filed2026-04-23
GSEP
FIRST TR EXCHNG TRADED FD VI
8.56%
Shares52.8K
Event2026-03-31
Filed2026-04-23
BBCB
J P MORGAN EXCHANGE TRADED F
New
Shares44.3K
Event2026-03-31
Filed2026-04-23
LKOR
FLEXSHARES TR
New
Shares48.0K
Event2026-03-31
Filed2026-04-23
ZALT
INNOVATOR ETFS TRUST
-9.65%
Shares61.0K
Event2026-03-31
Filed2026-04-23
SEPZ
ELEVATION SERIES TRUST
-7.36%
Shares47.6K
Event2026-03-31
Filed2026-04-23
GLW
CORNING INC
89.08%
Shares14.1K
Event2026-03-31
Filed2026-04-23
QMAR
FIRST TR EXCHNG TRADED FD VI
8.53%
Shares56.4K
Event2026-03-31
Filed2026-04-23
FAPR
FIRST TR EXCHNG TRADED FD VI
9.22%
Shares41.7K
Event2026-03-31
Filed2026-04-23
QSPT
FIRST TR EXCHNG TRADED FD VI
8.81%
Shares60.5K
Event2026-03-31
Filed2026-04-23
FOCT
FIRST TR EXCHNG TRADED FD VI
8.77%
Shares38.7K
Event2026-03-31
Filed2026-04-23
OCTW
AIM ETF PRODUCTS TRUST
13.50%
Shares47.9K
Event2026-03-31
Filed2026-04-23
WDC
WESTERN DIGITAL CORP
New
Shares6.8K
Event2026-03-31
Filed2026-04-23
SEPW
AIM ETF PRODUCTS TRUST
12.94%
Shares53.9K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
-15.12%
Shares5.8K
Event2026-03-31
Filed2026-04-23
SMAY
FIRST TR EXCHNG TRADED FD VI
-10.25%
Shares62.0K
Event2026-03-31
Filed2026-04-23
IEMG
ISHARES INC
70.41%
Shares22.4K
Event2026-03-31
Filed2026-04-23
FETH
FIDELITY ETHEREUM FD
27.23%
Shares73.8K
Event2026-03-31
Filed2026-04-23
MSFT
MICROSOFT CORP
1.26%
Shares4.1K
Event2026-03-31
Filed2026-04-23
BRK.A
BERKSHIRE HATHAWAY INC DEL
New
Shares2
Event2026-03-31
Filed2026-04-23
IWY
ISHARES TR
12.68%
Shares5.8K
Event2026-03-31
Filed2026-04-23
DAPR
FIRST TR EXCHNG TRADED FD VI
10.83%
Shares35.6K
Event2026-03-31
Filed2026-04-23
DJUL
FIRST TR EXCHNG TRADED FD VI
9.99%
Shares30.1K
Event2026-03-31
Filed2026-04-23
DOCT
FIRST TR EXCHNG TRADED FD VI
10.31%
Shares32.4K
Event2026-03-31
Filed2026-04-23
EFV
ISHARES TR
53.48%
Shares18.2K
Event2026-03-31
Filed2026-04-23
LMUB
ISHARES TR
New
Shares27.1K
Event2026-03-31
Filed2026-04-23
DYNF
BLACKROCK ETF TRUST
147.17%
Shares23.1K
Event2026-03-31
Filed2026-04-23
AMZN
AMAZON COM INC
-29.09%
Shares6.4K
Event2026-03-31
Filed2026-04-23
BIL
SPDR SERIES TRUST
New
Shares14.4K
Event2026-03-31
Filed2026-04-23
LITE
LUMENTUM HLDGS INC
55.74%
Shares1.9K
Event2026-03-31
Filed2026-04-23
TIDAL TRUST II
TIDAL TRUST II
46.82%
Shares93.0K
Event2026-03-31
Filed2026-04-23
IVW
ISHARES TR
95.88%
Shares10.5K
Event2026-03-31
Filed2026-04-23
TSLA
TESLA INC
-10.60%
Shares3.2K
Event2026-03-31
Filed2026-04-23
LMBS
FIRST TR EXCHANGE-TRADED FD
15.21%
Shares23.1K
Event2026-03-31
Filed2026-04-23
SIXZ
AIM ETF PRODUCTS TRUST
-11.04%
Shares39.3K
Event2026-03-31
Filed2026-04-23
GPIX
GOLDMAN SACHS ETF TR
New
Shares22.0K
Event2026-03-31
Filed2026-04-23
EFG
ISHARES TR
61.02%
Shares9.9K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
-26.10%
Shares3.8K
Event2026-03-31
Filed2026-04-23
QBER
ELEVATION SERIES TRUST
-66.74%
Shares44.1K
Event2026-03-31
Filed2026-04-23
TIP
ISHARES TR
New
Shares9.5K
Event2026-03-31
Filed2026-04-23
APH
AMPHENOL CORP
-44.67%
Shares8.0K
Event2026-03-31
Filed2026-04-23
IBM
INTERNATIONAL BUSINESS MACHS
-3.42%
Shares4.2K
Event2026-03-31
Filed2026-04-23
ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
-2.72%
Shares26.2K
Event2026-03-31
Filed2026-04-23
GE AEROSPACE
GE AEROSPACE
176.80%
Shares3.2K
Event2026-03-31
Filed2026-04-23
CVNA
CARVANA CO
278.07%
Shares2.8K
Event2026-03-31
Filed2026-04-23
JANW
AIM ETF PRODUCTS TRUST
34.91%
Shares24.0K
Event2026-03-31
Filed2026-04-23
AUGZ
ELEVATION SERIES TRUST
New
Shares21.0K
Event2026-03-31
Filed2026-04-23
IVE
ISHARES TR
101.78%
Shares4.0K
Event2026-03-31
Filed2026-04-23
IWX
ISHARES TR
2.55%
Shares9.0K
Event2026-03-31
Filed2026-04-23
SCHW
SCHWAB CHARLES CORP
-21.05%
Shares8.8K
Event2026-03-31
Filed2026-04-23
SPY
STATE STR SPDR S&P 500 ETF T
-7.92%
Shares1.3K
Event2026-03-31
Filed2026-04-23
CPER
UNITED STS COMMODITY INDEX F
New
Shares23.2K
Event2026-03-31
Filed2026-04-23
OCTZ
ELEVATION SERIES TRUST
New
Shares19.5K
Event2026-03-31
Filed2026-04-23
BROADCOM INC
BROADCOM INC
-66.60%
Shares2.5K
Event2026-03-31
Filed2026-04-23
HFGM
TIDAL TRUST I
4.35%
Shares24.3K
Event2026-03-31
Filed2026-04-23
JULW
AIM ETF PRODUCTS TRUST
0.04%
Shares19.7K
Event2026-03-31
Filed2026-04-23
PLTR
PALANTIR TECHNOLOGIES INC
-73.37%
Shares5.1K
Event2026-03-31
Filed2026-04-23
PRIV
SSGA ACTIVE TR
8.25%
Shares29.1K
Event2026-03-31
Filed2026-04-23
JPM
JPMORGAN CHASE & CO
-4.96%
Shares2.5K
Event2026-03-31
Filed2026-04-23
COPX
GLOBAL X FDS
New
Shares9.4K
Event2026-03-31
Filed2026-04-23
TUA
SIMPLIFY EXCHANGE TRADED FUN
1.22%
Shares34.0K
Event2026-03-31
Filed2026-04-23
DECW
AIM ETF PRODUCTS TRUST
33.64%
Shares21.0K
Event2026-03-31
Filed2026-04-23
QUAL
ISHARES TR
88.69%
Shares3.6K
Event2026-03-31
Filed2026-04-23
ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
New
Shares29.5K
Event2026-03-31
Filed2026-04-23
UNP
UNION PAC CORP
4.78%
Shares2.7K
Event2026-03-31
Filed2026-04-23
SCCO
SOUTHERN COPPER CORP
New
Shares3.6K
Event2026-03-31
Filed2026-04-23
EWC
ISHARES INC
New
Shares10.7K
Event2026-03-31
Filed2026-04-23
STERLING CAP FDS
STERLING CAP FDS
New
Shares24.9K
Event2026-03-31
Filed2026-04-23
LAM RESEARCH CORP
LAM RESEARCH CORP
14.65%
Shares2.7K
Event2026-03-31
Filed2026-04-23
DECZ
ELEVATION SERIES TRUST
-2.39%
Shares14.9K
Event2026-03-31
Filed2026-04-23
SCHG
SCHWAB STRATEGIC TR
-0.59%
Shares18.9K
Event2026-03-31
Filed2026-04-23
WMT
WALMART INC
-10.70%
Shares4.4K
Event2026-03-31
Filed2026-04-23
CAT
CATERPILLAR INC
0.00%
Shares739
Event2026-03-31
Filed2026-04-23
MNST
MONSTER BEVERAGE CORP NEW
New
Shares7.1K
Event2026-03-31
Filed2026-04-23
JNJ
JOHNSON & JOHNSON
4.86%
Shares2.1K
Event2026-03-31
Filed2026-04-23
THRO
BLACKROCK ETF TRUST
153.98%
Shares14.1K
Event2026-03-31
Filed2026-04-23
MTZ
MASTEC INC
New
Shares1.5K
Event2026-03-31
Filed2026-04-23
ONEV
SPDR SERIES TRUST
0.44%
Shares3.6K
Event2026-03-31
Filed2026-04-23
KEY
KEYCORP
New
Shares23.8K
Event2026-03-31
Filed2026-04-23
STERLING CAP FDS
STERLING CAP FDS
New
Shares17.9K
Event2026-03-31
Filed2026-04-23
VT
VANGUARD INTL EQUITY INDEX F
New
Shares3.2K
Event2026-03-31
Filed2026-04-23
SPG
SIMON PPTY GROUP INC NEW
New
Shares2.4K
Event2026-03-31
Filed2026-04-23
IWS
ISHARES TR
1.38%
Shares3.0K
Event2026-03-31
Filed2026-04-23
BAI
BLACKROCK ETF TRUST
New
Shares12.8K
Event2026-03-31
Filed2026-04-23
RTX
RTX CORPORATION
-8.83%
Shares2.2K
Event2026-03-31
Filed2026-04-23
PDBC
INVESCO ACTVELY MNGD ETC FD
New
Shares24.1K
Event2026-03-31
Filed2026-04-23
COST
COSTCO WHOLESALE CORPORATION
4.49%
Shares419
Event2026-03-31
Filed2026-04-23
BWXT
BWX TECHNOLOGIES INC
-4.99%
Shares2.0K
Event2026-03-31
Filed2026-04-23
HL
HECLA MINING COMPANY
104.62%
Shares21.8K
Event2026-03-31
Filed2026-04-23
TXN
TEXAS INSTRS INC
4.16%
Shares2.1K
Event2026-03-31
Filed2026-04-23
QQQM
INVESCO EXCH TRADED FD TR II
17.38%
Shares1.7K
Event2026-03-31
Filed2026-04-23
COEUR MNG INC
COEUR MNG INC
49.65%
Shares20.5K
Event2026-03-31
Filed2026-04-23
BLCR
BLACKROCK ETF TRUST
New
Shares9.3K
Event2026-03-31
Filed2026-04-23
SPYG
SPDR SERIES TRUST
0.77%
Shares3.5K
Event2026-03-31
Filed2026-04-23
BTSG
BRIGHTSPRING HEALTH SVCS INC
New
Shares8.1K
Event2026-03-31
Filed2026-04-23
MCD
MCDONALDS CORP
-38.47%
Shares1.1K
Event2026-03-31
Filed2026-04-23
SEPU
AIM ETF PRODUCTS TRUST
New
Shares12.2K
Event2026-03-31
Filed2026-04-23
WMB
WILLIAMS COS INC
New
Shares4.6K
Event2026-03-31
Filed2026-04-23
HEFA
ISHARES TR
New
Shares7.6K
Event2026-03-31
Filed2026-04-23
CSCO
CISCO SYS INC
-0.57%
Shares4.2K
Event2026-03-31
Filed2026-04-23
KTOS
KRATOS DEFENSE & SEC SOLUTIO
New
Shares4.5K
Event2026-03-31
Filed2026-04-23
EIX
EDISON INTL
New
Shares4.4K
Event2026-03-31
Filed2026-04-23
AXP
AMERICAN EXPRESS CO
21.86%
Shares1.0K
Event2026-03-31
Filed2026-04-23
MCK
MCKESSON CORP
3.39%
Shares366
Event2026-03-31
Filed2026-04-23
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
New
Shares14.7K
Event2026-03-31
Filed2026-04-23
ISHARES GOLD TR
ISHARES GOLD TR
10.28%
Shares3.5K
Event2026-03-31
Filed2026-04-23
EWJ
ISHARES INC
New
Shares3.6K
Event2026-03-31
Filed2026-04-23
TFJL
INNOVATOR ETFS TRUST
-0.41%
Shares15.5K
Event2026-03-31
Filed2026-04-23
VYMI
VANGUARD WHITEHALL FDS
New
Shares3.2K
Event2026-03-31
Filed2026-04-23
INTC
INTEL CORP
-8.69%
Shares6.9K
Event2026-03-31
Filed2026-04-23
LMT
LOCKHEED MARTIN CORP
-1.78%
Shares497
Event2026-03-31
Filed2026-04-23
META
META PLATFORMS INC
0.00%
Shares520
Event2026-03-31
Filed2026-04-23
VFLO
VICTORY PORTFOLIOS II
New
Shares7.5K
Event2026-03-31
Filed2026-04-23
EWY
ISHARES INC
New
Shares2.4K
Event2026-03-31
Filed2026-04-23
NVBU
AIM ETF PRODUCTS TRUST
-11.28%
Shares10.1K
Event2026-03-31
Filed2026-04-23
OCTU
AIM ETF PRODUCTS TRUST
-11.20%
Shares10.3K
Event2026-03-31
Filed2026-04-23
IDEV
ISHARES TR
18.56%
Shares3.4K
Event2026-03-31
Filed2026-04-23
ALL
ALLSTATE CORP
15.11%
Shares1.4K
Event2026-03-31
Filed2026-04-23
SPMO
INVESCO EXCH TRADED FD TR II
1.33%
Shares2.5K
Event2026-03-31
Filed2026-04-23
SCHD
SCHWAB STRATEGIC TR
New
Shares9.2K
Event2026-03-31
Filed2026-04-23
TER
TERADYNE INC
New
Shares946
Event2026-03-31
Filed2026-04-23
SPYV
SPDR SERIES TRUST
-29.02%
Shares4.9K
Event2026-03-31
Filed2026-04-23
COHERENT CORP
COHERENT CORP
New
Shares1.2K
Event2026-03-31
Filed2026-04-23
T
AT&T INC
-9.22%
Shares9.5K
Event2026-03-31
Filed2026-04-23
GMED
GLOBUS MED INC
New
Shares3.2K
Event2026-03-31
Filed2026-04-23
IJH
ISHARES TR
17.71%
Shares4.0K
Event2026-03-31
Filed2026-04-23
JEPQ
J P MORGAN EXCHANGE TRADED F
1.30%
Shares4.8K
Event2026-03-31
Filed2026-04-23
OZ
BELPOINTE PREP LLC
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-23
ABBV
ABBVIE INC
-3.87%
Shares1.2K
Event2026-03-31
Filed2026-04-23
SXI
STANDEX INTL CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
GS
GOLDMAN SACHS GROUP INC
-64.36%
Shares299
Event2026-03-31
Filed2026-04-23
XOM
EXXON MOBIL CORP
New
Shares1.5K
Event2026-03-31
Filed2026-04-23
SCHX
SCHWAB STRATEGIC TR
0.52%
Shares9.7K
Event2026-03-31
Filed2026-04-23
VCSH
VANGUARD SCOTTSDALE FDS
0.68%
Shares3.1K
Event2026-03-31
Filed2026-04-23
ILF
ISHARES TR
New
Shares6.8K
Event2026-03-31
Filed2026-04-23
AMD
ADVANCED MICRO DEVICES INC
-87.87%
Shares1.2K
Event2026-03-31
Filed2026-04-23
FAST
FASTENAL CO
-13.92%
Shares5.1K
Event2026-03-31
Filed2026-04-23
IUSB
ISHARES TR
New
Shares5.1K
Event2026-03-31
Filed2026-04-23
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
1.91%
Shares3.0K
Event2026-03-31
Filed2026-04-23
AGEM
ABRDN FDS
New
Shares5.8K
Event2026-03-31
Filed2026-04-23
MPC
MARATHON PETE CORP
New
Shares948
Event2026-03-31
Filed2026-04-23
ALLY
ALLY FINL INC
New
Shares5.8K
Event2026-03-31
Filed2026-04-23
SNDK
SANDISK CORP
New
Shares359
Event2026-03-31
Filed2026-04-23
PEP
PEPSICO INC
-4.03%
Shares1.4K
Event2026-03-31
Filed2026-04-23
AGNC
AGNC INVT CORP
22.92%
Shares22.1K
Event2026-03-31
Filed2026-04-23
PDI
PIMCO DYNAMIC INCOME FD
New
Shares12.5K
Event2026-03-31
Filed2026-04-23
PG
PROCTER & GAMBLE CO
0.14%
Shares1.5K
Event2026-03-31
Filed2026-04-23
PSX
PHILLIPS 66
New
Shares1.1K
Event2026-03-31
Filed2026-04-23
SMH
VANECK ETF TRUST
-54.48%
Shares544
Event2026-03-31
Filed2026-04-23
HWM
HOWMET AEROSPACE INC
-14.01%
Shares896
Event2026-03-31
Filed2026-04-23
SPTS
SPDR SERIES TRUST
-12.01%
Shares6.9K
Event2026-03-31
Filed2026-04-23
EWCZ
EUROPEAN WAX CTR INC
0.00%
Shares13.8K
Event2026-03-31
Filed2026-04-23

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
SMART Wealth LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo