Smartleaf Asset Management
Latest statistics and disclosures from Smartleaf Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MGV, AAPL, MSFT, AGGY, VEA, and represent 14.16% of Smartleaf Asset Management's stock portfolio.
- Added to shares of these 10 stocks: QGRW, VT, AAPL, AGG, MSFT, SCHD, IVV, GSY, WMT, AGGY.
- Started 542 new stock positions in SPR, SFNC, TPHD, ICUI, FLO, MNRO, B, ACLS, UI, REXR.
- Reduced shares in these 10 stocks: EPS, SCHG, SHAG, HYZD, SFIG, BILS, SHY, USFR, JEPI, XLE.
- Sold out of its positions in Aurora Cannabis, AVNS, BLFS, FOF, DGICA, DV, DRSK, Etf Managers Tr purefunds ise cy, FXG, FleetCor Technologies.
- Smartleaf Asset Management was a net buyer of stock by $72M.
- Smartleaf Asset Management has $416M in assets under management (AUM), dropping by 11.16%.
- Central Index Key (CIK): 0002010393
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Portfolio Holdings for Smartleaf Asset Management
Smartleaf Asset Management holds 1759 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Smartleaf Asset Management has 1759 total positions. Only the first 250 positions are shown.
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- Download the Smartleaf Asset Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Cap Val Etf (MGV) | 5.4 | $23M | 203k | 111.50 |
|
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| Apple (AAPL) | 2.9 | $12M | +39% | 79k | 150.45 |
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| Microsoft Corporation (MSFT) | 2.5 | $10M | +44% | 35k | 291.99 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 2.0 | $8.4M | +27% | 190k | 44.05 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.4 | $5.7M | -2% | 122k | 46.61 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.3 | $5.5M | +18% | 189k | 29.35 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.3 | $5.5M | 119k | 46.45 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $5.5M | 13k | 430.26 |
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| Wisdomtree Tr Mortgage Plus Bd (MTGP) | 1.3 | $5.3M | +9% | 122k | 43.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $5.3M | +67% | 11k | 468.36 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.2 | $5.0M | +574% | 49k | 103.10 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.1 | $4.6M | +39% | 42k | 108.93 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.1 | $4.5M | 58k | 78.43 |
|
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 1.1 | $4.5M | NEW | 121k | 36.76 |
|
| Amazon (AMZN) | 1.0 | $4.3M | +57% | 38k | 115.74 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.0 | $4.2M | +19% | 86k | 49.62 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.0 | $4.2M | +8% | 124k | 34.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $4.1M | +349% | 41k | 99.81 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.9 | $3.9M | +2% | 53k | 72.89 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $3.8M | +55% | 10k | 364.91 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.9 | $3.6M | -11% | 90k | 40.31 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $3.6M | -14% | 65k | 54.97 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.9 | $3.5M | -9% | 54k | 65.28 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.8 | $3.3M | +8% | 48k | 70.31 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.8 | $3.3M | +16% | 130k | 25.53 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.8 | $3.3M | 64k | 52.10 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $3.2M | +9% | 42k | 77.20 |
|
| Johnson & Johnson (JNJ) | 0.8 | $3.2M | +27% | 24k | 134.42 |
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.7 | $3.0M | +17% | 72k | 42.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.8M | +48% | 28k | 101.02 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.7 | $2.7M | -5% | 44k | 62.30 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.7 | $2.7M | -6% | 36k | 76.72 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $2.7M | +16040% | 35k | 76.31 |
|
| Visa Com Cl A (V) | 0.6 | $2.7M | +34% | 13k | 212.11 |
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| Meta Platforms Cl A (META) | 0.6 | $2.5M | +71% | 9.5k | 262.82 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.5M | +363% | 22k | 113.01 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.2M | +4% | 9.4k | 238.51 |
|
| Merck & Co (MRK) | 0.5 | $2.2M | +26% | 25k | 91.67 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.2M | +31% | 17k | 131.30 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.5 | $2.2M | +18% | 81k | 27.06 |
|
| ConocoPhillips (COP) | 0.5 | $2.2M | +12% | 21k | 105.70 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.5 | $2.1M | +112% | 62k | 34.24 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $2.1M | -22% | 42k | 50.27 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $2.1M | +87% | 18k | 111.90 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $2.1M | +32% | 4.7k | 441.78 |
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| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.5 | $2.1M | NEW | 41k | 49.85 |
|
| Wisdomtree Tr Us Sht Trm Corp (SFIG) | 0.5 | $2.0M | -36% | 43k | 47.94 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $2.0M | +25% | 34k | 60.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.0M | +53% | 21k | 97.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.0M | +7% | 14k | 142.93 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.0M | +3% | 53k | 37.99 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $2.0M | +21% | 26k | 75.43 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.0M | -27% | 24k | 82.00 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.5 | $1.9M | +32% | 42k | 46.00 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $1.9M | +63% | 12k | 157.52 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $1.9M | +62% | 9.8k | 190.44 |
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| Tesla Motors (TSLA) | 0.4 | $1.8M | +43% | 9.6k | 192.83 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $1.8M | +16% | 27k | 66.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.8M | 4.3k | 411.90 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.4 | $1.8M | -13% | 68k | 25.69 |
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| Broadcom (AVGO) | 0.4 | $1.7M | +48% | 2.0k | 866.92 |
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| Ishares Tr Us Consm Staples (IYK) | 0.4 | $1.7M | +104% | 8.8k | 191.21 |
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| Abbvie (ABBV) | 0.4 | $1.6M | +23% | 12k | 129.82 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $1.5M | 14k | 111.07 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.4 | $1.5M | +12% | 30k | 51.69 |
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| McDonald's Corporation (MCD) | 0.4 | $1.5M | +64% | 6.3k | 238.18 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.5M | +4051% | 15k | 96.62 |
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| Chevron Corporation (CVX) | 0.4 | $1.5M | +37% | 12k | 120.41 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | +53% | 3.0k | 481.46 |
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| Listed Fd Tr Shares Lag Cap (OVL) | 0.3 | $1.4M | +8% | 38k | 37.77 |
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| Procter & Gamble Company (PG) | 0.3 | $1.4M | +37% | 13k | 106.73 |
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| Wisdomtree Tr Us Hgh Yld Corp (WFHY) | 0.3 | $1.4M | -26% | 31k | 45.54 |
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| Valero Energy Corporation (VLO) | 0.3 | $1.4M | -10% | 12k | 122.08 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.4M | +55% | 4.2k | 335.72 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.3 | $1.4M | -43% | 14k | 99.10 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.3 | $1.3M | NEW | 81k | 16.66 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.3 | $1.3M | NEW | 68k | 19.73 |
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| Home Depot (HD) | 0.3 | $1.3M | +61% | 5.1k | 254.43 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.3 | $1.3M | -12% | 45k | 28.82 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.3 | $1.3M | +15% | 52k | 24.92 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.3 | $1.3M | -10% | 20k | 63.81 |
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| Ishares Tr Us Consum Discre (IYC) | 0.3 | $1.3M | NEW | 17k | 76.25 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $1.3M | +16% | 16k | 79.17 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.3 | $1.2M | +27% | 9.4k | 132.42 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.3 | $1.2M | -21% | 29k | 42.52 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.2M | +551% | 4.3k | 279.51 |
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| Pepsi (PEP) | 0.3 | $1.2M | +40% | 9.3k | 129.48 |
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| Servicenow (NOW) | 0.3 | $1.2M | +14% | 1.9k | 620.63 |
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| Wisdomtree Tr Intk Mltifactr (DWMF) | 0.3 | $1.2M | +11% | 47k | 25.24 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $1.2M | +6% | 22k | 52.08 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.3 | $1.1M | +17% | 25k | 44.10 |
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| Spdr Index Shs Fds Msci Acwi Clmte (NZAC) | 0.3 | $1.1M | 35k | 31.75 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.3 | $1.1M | 6.6k | 165.77 |
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| Abbott Laboratories (ABT) | 0.3 | $1.1M | +35% | 12k | 90.10 |
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| Ishares Tr Us Industrials (IYJ) | 0.3 | $1.1M | -27% | 9.4k | 114.65 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $1.1M | -26% | 12k | 85.67 |
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| UnitedHealth (UNH) | 0.3 | $1.1M | +41% | 3.3k | 320.04 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.2 | $1.0M | +6% | 21k | 50.35 |
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| Analog Devices (ADI) | 0.2 | $1.0M | -3% | 5.7k | 179.79 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.0M | +52% | 2.3k | 439.15 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $1.0M | -8% | 20k | 49.71 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.0M | +61% | 2.4k | 413.40 |
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| Intuit (INTU) | 0.2 | $996k | +41% | 2.0k | 492.59 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $990k | +70% | 4.4k | 226.14 |
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| Union Pacific Corporation (UNP) | 0.2 | $987k | +57% | 4.9k | 202.82 |
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| salesforce (CRM) | 0.2 | $972k | +43% | 4.4k | 222.40 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $959k | -12% | 13k | 73.75 |
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| Illinois Tool Works (ITW) | 0.2 | $956k | +7% | 4.1k | 235.00 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $954k | +3783% | 4.1k | 233.95 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $915k | +221% | 14k | 68.02 |
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| Coca-Cola Company (KO) | 0.2 | $893k | +33% | 18k | 48.67 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $870k | -9% | 12k | 70.33 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $861k | +45% | 25k | 34.42 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $849k | +11% | 9.0k | 94.18 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $847k | +5% | 16k | 53.02 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $847k | +12% | 6.2k | 136.21 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $841k | +9959% | 4.9k | 170.59 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $837k | +6% | 22k | 37.42 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $807k | +28% | 13k | 60.84 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $805k | +49% | 6.2k | 129.86 |
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| Verizon Communications (VZ) | 0.2 | $801k | +51% | 27k | 29.24 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $798k | 16k | 51.25 |
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| TJX Companies (TJX) | 0.2 | $792k | +34% | 10k | 76.94 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $781k | 10k | 77.89 |
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| Booking Holdings (BKNG) | 0.2 | $770k | +30% | 259.00 | 2974.46 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $770k | -34% | 2.0k | 386.11 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $750k | -4% | 2.7k | 274.94 |
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| Pioneer Natural Resources (PXD) | 0.2 | $746k | +28% | 3.9k | 192.49 |
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| Emerson Electric (EMR) | 0.2 | $742k | +80% | 9.8k | 75.55 |
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| PNC Financial Services (PNC) | 0.2 | $740k | +20% | 5.3k | 138.75 |
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| Cisco Systems (CSCO) | 0.2 | $733k | +64% | 20k | 36.94 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $727k | +62% | 13k | 58.29 |
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| Netflix (NFLX) | 0.2 | $724k | +38% | 2.0k | 364.00 |
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| Bank of America Corporation (BAC) | 0.2 | $701k | +69% | 27k | 26.30 |
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| BlackRock (BLK) | 0.2 | $700k | +31% | 1.1k | 610.35 |
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| General Mills (GIS) | 0.2 | $697k | -3% | 11k | 60.93 |
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| Chubb (CB) | 0.2 | $693k | +19% | 3.5k | 200.46 |
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| S&p Global (SPGI) | 0.2 | $693k | +40% | 1.9k | 371.75 |
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| Southern Company (SO) | 0.2 | $676k | +35% | 12k | 54.74 |
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| Nextera Energy (NEE) | 0.2 | $676k | +6% | 12k | 54.92 |
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| Synopsys (SNPS) | 0.2 | $673k | +28% | 1.5k | 463.17 |
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| Goldman Sachs (GS) | 0.2 | $671k | +54% | 2.3k | 297.59 |
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| Advanced Micro Devices (AMD) | 0.2 | $671k | +84% | 6.7k | 99.41 |
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| Univest Corp. of PA (UVSP) | 0.2 | $666k | +10% | 30k | 22.30 |
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| Prologis (PLD) | 0.2 | $660k | +40% | 5.8k | 114.08 |
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| At&t (T) | 0.2 | $660k | +44% | 51k | 13.05 |
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| Oracle Corporation (ORCL) | 0.2 | $649k | +100% | 8.3k | 78.11 |
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| Loews Corporation (L) | 0.2 | $648k | +10% | 9.4k | 68.74 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $647k | 3.7k | 174.21 |
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| Automatic Data Processing (ADP) | 0.2 | $643k | +34% | 3.3k | 193.72 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $641k | +18% | 6.3k | 101.52 |
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| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.2 | $641k | +15% | 7.5k | 84.91 |
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| Walt Disney Company (DIS) | 0.2 | $632k | +41% | 8.9k | 70.62 |
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| Intel Corporation (INTC) | 0.2 | $628k | +74% | 19k | 33.91 |
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| Danaher Corporation (DHR) | 0.2 | $626k | +27% | 3.6k | 172.90 |
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| Starbucks Corporation (SBUX) | 0.1 | $620k | +43% | 8.0k | 77.80 |
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| Deere & Company (DE) | 0.1 | $608k | +41% | 2.0k | 303.39 |
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| Schlumberger Com Stk (SLB) | 0.1 | $590k | +27% | 13k | 44.26 |
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| CSX Corporation (CSX) | 0.1 | $582k | +21% | 20k | 29.89 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $570k | 15k | 38.63 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $570k | 5.3k | 108.50 |
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| Ametek (AME) | 0.1 | $568k | +20% | 3.7k | 154.07 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $567k | +4% | 17k | 34.42 |
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| Applied Materials (AMAT) | 0.1 | $564k | +11% | 4.3k | 130.90 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $564k | +82950% | 10k | 56.60 |
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| CVS Caremark Corporation (CVS) | 0.1 | $563k | +23% | 8.4k | 66.82 |
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| United Parcel Service CL B (UPS) | 0.1 | $563k | +16% | 4.3k | 130.11 |
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| Stryker Corporation (SYK) | 0.1 | $558k | +6% | 2.5k | 220.17 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $557k | +81% | 9.4k | 59.51 |
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| Amgen (AMGN) | 0.1 | $551k | +14% | 2.6k | 209.16 |
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| Colgate-Palmolive Company (CL) | 0.1 | $550k | +43% | 8.7k | 63.49 |
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| Lakeland Financial Corporation (LKFN) | 0.1 | $550k | 8.3k | 66.32 |
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| Lam Research Corporation (LRCX) | 0.1 | $548k | +69% | 912.00 | 600.82 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $545k | -11% | 45k | 12.25 |
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| Republic Services (RSG) | 0.1 | $543k | +25% | 3.8k | 143.09 |
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| Intercontinental Exchange (ICE) | 0.1 | $533k | +46% | 5.4k | 98.11 |
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| Wisdomtree Tr Yield Enhanced (SHAG) | 0.1 | $530k | -80% | 11k | 47.30 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $530k | +33% | 6.2k | 85.99 |
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| FedEx Corporation (FDX) | 0.1 | $525k | +18% | 2.4k | 214.48 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $522k | +43% | 2.0k | 265.22 |
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| Caterpillar (CAT) | 0.1 | $519k | +38% | 2.3k | 227.33 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $517k | +35% | 3.2k | 159.29 |
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| Lowe's Companies (LOW) | 0.1 | $508k | +17% | 3.1k | 161.82 |
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| Honeywell International (HON) | 0.1 | $508k | +44% | 3.4k | 151.22 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $507k | -15% | 29k | 17.37 |
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| Micron Technology (MU) | 0.1 | $505k | +67% | 7.4k | 68.19 |
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| Global X Fds Russell 2000 (RYLD) | 0.1 | $490k | +23% | 29k | 16.80 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $481k | -15% | 2.2k | 221.18 |
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| Nike CL B (NKE) | 0.1 | $476k | +68% | 6.3k | 75.10 |
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| Fiserv (FI) | 0.1 | $472k | +33% | 4.4k | 106.59 |
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| Lennar Corp Cl A (LEN) | 0.1 | $466k | +115% | 3.5k | 133.49 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $464k | +8% | 5.6k | 83.27 |
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| Boston Scientific Corporation (BSX) | 0.1 | $454k | +37% | 9.7k | 46.90 |
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| Waste Management (WM) | 0.1 | $453k | +35% | 2.9k | 155.20 |
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| PPG Industries (PPG) | 0.1 | $449k | -6% | 3.1k | 145.44 |
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| American Tower Reit (AMT) | 0.1 | $448k | -2% | 2.5k | 180.91 |
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| Farmers & Merchants State Bank Com Stk (FMAO) | 0.1 | $445k | -41% | 17k | 26.62 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $441k | +2% | 4.3k | 103.53 |
|
| CMS Energy Corporation (CMS) | 0.1 | $438k | +25% | 8.8k | 49.96 |
|
| American Express Company (AXP) | 0.1 | $437k | +33% | 2.9k | 151.14 |
|
| Medtronic SHS (MDT) | 0.1 | $436k | +44% | 6.2k | 70.96 |
|
| Becton, Dickinson and (BDX) | 0.1 | $433k | +12% | 2.0k | 220.72 |
|
| Anthem (ELV) | 0.1 | $433k | +57% | 1.2k | 374.12 |
|
| Howmet Aerospace (HWM) | 0.1 | $430k | +20% | 8.1k | 53.05 |
|
| Target Corporation (TGT) | 0.1 | $427k | +37% | 3.9k | 108.34 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.1 | $426k | +30% | 13k | 32.31 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $411k | +49% | 8.9k | 46.15 |
|
| Qualcomm (QCOM) | 0.1 | $408k | +33% | 3.9k | 104.33 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $404k | +49% | 1.3k | 308.93 |
|
| Citigroup Com New (C) | 0.1 | $396k | +82% | 9.8k | 40.23 |
|
| Norfolk Southern (NSC) | 0.1 | $390k | +101% | 2.3k | 166.32 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $388k | +4% | 12k | 32.61 |
|
| IDEX Corporation (IEX) | 0.1 | $386k | +24% | 1.8k | 210.98 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $386k | +2% | 7.7k | 49.86 |
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.1 | $385k | +18% | 22k | 17.50 |
|
| Metropcs Communications (TMUS) | 0.1 | $373k | +36% | 2.9k | 130.42 |
|
| International Business Machines (IBM) | 0.1 | $370k | +29% | 3.3k | 113.65 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $369k | -10% | 13k | 29.39 |
|
| Wabtec Corporation (WAB) | 0.1 | $368k | +85% | 3.0k | 122.80 |
|
| Xcel Energy (XEL) | 0.1 | $364k | 6.1k | 59.55 |
|
|
| Msc Indl Direct Cl A (MSM) | 0.1 | $363k | -14% | 3.6k | 101.33 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $361k | +31% | 6.1k | 59.36 |
|
| Dow (DOW) | 0.1 | $360k | +65% | 7.3k | 49.32 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $358k | +2% | 13k | 28.63 |
|
| AvalonBay Communities (AVB) | 0.1 | $357k | +13% | 2.0k | 176.27 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $355k | +7% | 1.1k | 334.20 |
|
| Pulte (PHM) | 0.1 | $352k | +95% | 3.6k | 96.55 |
|
| Globe Life (GL) | 0.1 | $350k | +7% | 2.9k | 120.96 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $350k | +64% | 2.0k | 175.97 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $347k | +38% | 9.8k | 35.61 |
|
| MetLife (MET) | 0.1 | $347k | +38% | 6.5k | 53.41 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $342k | +29% | 9.4k | 36.41 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $341k | +62% | 4.8k | 71.81 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $339k | +57% | 6.3k | 53.77 |
|
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.1 | $338k | +414% | 7.2k | 46.95 |
|
| Ishares Msci World Etf (URTH) | 0.1 | $335k | -6% | 2.5k | 133.27 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $328k | +21% | 5.0k | 66.06 |
|
| Cme (CME) | 0.1 | $327k | +40% | 1.9k | 168.78 |
|
| Morgan Stanley Com New (MS) | 0.1 | $324k | +65% | 4.6k | 70.02 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $324k | +57% | 3.9k | 84.03 |
|
| Ecolab (ECL) | 0.1 | $318k | +21% | 1.9k | 165.44 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $317k | +49% | 1.4k | 226.23 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $313k | +12% | 1.1k | 281.67 |
|
| Moody's Corporation (MCO) | 0.1 | $311k | +40% | 974.00 | 319.15 |
|
| Wells Fargo & Company (WFC) | 0.1 | $307k | +108% | 10k | 29.84 |
|
| Capital One Financial (COF) | 0.1 | $303k | +53% | 3.0k | 99.85 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $296k | +17% | 11k | 26.21 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $289k | +3% | 1.8k | 160.78 |
|
| M&T Bank Corporation (MTB) | 0.1 | $288k | +17% | 2.3k | 125.22 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $285k | +35% | 2.3k | 124.94 |
|
Past Filings by Smartleaf Asset Management
SEC 13F filings are viewable for Smartleaf Asset Management going back to 2023
- Smartleaf Asset Management 2024 Q1 filed May 3, 2024
- Smartleaf Asset Management 2023 Q4 filed Feb. 12, 2024