Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of March 31, 2024

Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 168 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ares Management Corporation Cl A Com Stk (ARES) 55.0 $1.8B 13M 132.98
Ishares Tr Esg Awr Msci Usa (ESGU) 4.1 $133M 1.2M 114.96
Cme (CME) 3.1 $102M 472k 215.29
Block Cl A (SQ) 2.4 $77M 908k 84.58
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $73M 746k 97.94
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.2 $70M 640k 108.92
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.8 $60M 629k 94.66
Spdr Gold Tr Gold Shs (GLD) 1.8 $58M 280k 205.72
NVIDIA Corporation (NVDA) 1.6 $51M 57k 903.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $44M 85k 523.07
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $44M 566k 77.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $42M 825k 51.28
Ishares Tr Mbs Etf (MBB) 1.0 $33M 355k 92.42
Microsoft Corporation (MSFT) 1.0 $31M 75k 420.72
Amazon (AMZN) 1.0 $31M 174k 180.38
Broadcom (AVGO) 0.9 $30M 23k 1325.41
Alphabet Cap Stk Cl C (GOOG) 0.9 $28M 185k 152.26
Meta Platforms Cl A (META) 0.8 $27M 55k 485.58
Arista Networks (ANET) 0.8 $27M 92k 289.98
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $23M 721k 32.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $21M 225k 94.62
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.6 $20M 752k 26.55
UnitedHealth (UNH) 0.6 $18M 37k 494.70
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.5 $17M 686k 25.22
Intuit (INTU) 0.5 $17M 26k 650.00
D.R. Horton (DHI) 0.5 $17M 102k 164.55
JPMorgan Chase & Co. (JPM) 0.5 $17M 83k 200.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $16M 35k 444.01
W.W. Grainger (GWW) 0.5 $15M 14k 1017.30
Amgen (AMGN) 0.4 $13M 46k 284.32
BlackRock (BLK) 0.4 $12M 15k 833.70
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $11M 502k 22.77
Air Products & Chemicals (APD) 0.3 $11M 46k 242.27
First Solar (FSLR) 0.3 $11M 63k 168.80
Bristol Myers Squibb (BMY) 0.3 $10M 189k 54.23
Coca-Cola Company (KO) 0.3 $9.9M 162k 61.18
J.B. Hunt Transport Services (JBHT) 0.3 $9.8M 49k 199.25
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $9.6M 126k 76.36
Vanguard World Inf Tech Etf (VGT) 0.3 $9.3M 18k 524.34
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $9.1M 112k 81.78
Archer Daniels Midland Company (ADM) 0.2 $7.6M 122k 62.81
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $7.2M 80k 89.90
Qualcomm (QCOM) 0.2 $7.1M 42k 169.30
Ishares Tr Short Treas Bd (SHV) 0.2 $7.1M 64k 110.54
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $6.8M 87k 78.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $6.7M 14k 480.70
Costco Wholesale Corporation (COST) 0.2 $6.3M 8.6k 732.63
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $6.1M 93k 65.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.1M 79k 77.31
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $5.8M 26k 225.92
Ishares Tr U.s. Energy Etf (IYE) 0.2 $5.1M 104k 49.40
Ishares Tr Expanded Tech (IGV) 0.1 $4.4M 52k 85.29
Pepsi (PEP) 0.1 $4.3M 25k 175.01
Home Depot (HD) 0.1 $4.1M 11k 383.60
Texas Instruments Incorporated (TXN) 0.1 $4.1M 24k 174.21
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $4.1M 72k 56.39
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $3.9M 7.4k 522.88
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.7M 46k 80.51
Procter & Gamble Company (PG) 0.1 $3.6M 22k 162.25
Advanced Micro Devices (AMD) 0.1 $3.4M 19k 180.49
Alphabet Cap Stk Cl A (GOOGL) 0.1 $3.2M 22k 150.93
Pfizer (PFE) 0.1 $3.2M 116k 27.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.2M 40k 80.63
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $3.0M 23k 131.24
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.0M 28k 107.41
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $2.7M 28k 95.60
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $2.7M 77k 34.82
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $2.4M 98k 24.60
Zscaler Incorporated (ZS) 0.1 $2.3M 12k 192.63
Shopify Cl A (SHOP) 0.1 $2.3M 30k 77.17
Vanguard World Health Car Etf (VHT) 0.1 $2.2M 8.3k 270.52
Cisco Systems (CSCO) 0.1 $2.1M 43k 49.91
Crowdstrike Hldgs Cl A (CRWD) 0.1 $2.0M 6.2k 320.59
At&t (T) 0.1 $1.9M 106k 17.60
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.8M 20k 91.86
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.8M 16k 115.81
Ishares Tr Global Reit Etf (REET) 0.1 $1.7M 72k 23.68
Paypal Holdings (PYPL) 0.1 $1.7M 25k 66.99
General Mills (GIS) 0.1 $1.6M 23k 69.97
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $1.6M 16k 100.71
Nvidia Corporation Call Call Option 0.0 $1.6M 4.2k 377.01
Apple (AAPL) 0.0 $1.6M 9.1k 171.48
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.5M 17k 89.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.4M 35k 41.08
Bank of New York Mellon Corporation (BK) 0.0 $1.4M 25k 57.62
Mondelez Intl Cl A (MDLZ) 0.0 $1.4M 20k 70.00
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.4M 34k 39.83
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.3M 23k 58.59
Spdr Ser Tr S&p Biotech (XBI) 0.0 $1.3M 14k 94.93
salesforce (CRM) 0.0 $1.3M 4.4k 301.18
H&R Block (HRB) 0.0 $1.2M 15k 84.58
SYSCO Corporation (SYY) 0.0 $1.2M 15k 81.18
Select Sector Spdr Tr Communication (XLC) 0.0 $1.1M 14k 81.66
Ishares Tr Ishares Biotech (IBB) 0.0 $1.1M 7.9k 137.22
Ishares Tr Msci India Etf (INDA) 0.0 $1.0M 20k 51.59
Ishares Tr Select Divid Etf (DVY) 0.0 $972k 7.9k 123.18
Okta Cl A (OKTA) 0.0 $924k 8.8k 104.62
Illinois Tool Works (ITW) 0.0 $905k 3.4k 268.33
Vanguard World Consum Dis Etf (VCR) 0.0 $788k 2.5k 317.73
Verizon Communications (VZ) 0.0 $787k 19k 41.96
Omni (OMC) 0.0 $785k 8.1k 96.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $728k 8.4k 86.48
Netflix (NFLX) 0.0 $720k 1.2k 607.33
Docusign (DOCU) 0.0 $708k 12k 59.55
Kimberly-Clark Corporation (KMB) 0.0 $702k 5.4k 129.35
Ishares Core Msci Emkt (IEMG) 0.0 $689k 13k 51.60
Arm Holdings Sponsored Adr (ARM) 0.0 $675k 5.4k 124.99
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $660k 21k 31.62
Tesla Motors (TSLA) 0.0 $638k 3.6k 175.79
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $603k 17k 34.68
Salesforce Call Call Option 0.0 $602k 14k 42.96
Proshares Tr Short S&p 500 Ne (SH) 0.0 $569k 48k 11.86
Whirlpool Corporation (WHR) 0.0 $510k 4.3k 119.63
Micron Technology Call Call Option 0.0 $420k 18k 23.34
Nvidia Corporation Put Put Option 0.0 $413k 6.0k 68.75
Teladoc (TDOC) 0.0 $406k 27k 15.10
Zscaler Put Put Option 0.0 $397k 20k 19.83
Micron Technology (MU) 0.0 $280k 2.4k 117.89
Mastercard Incorporated Cl A (MA) 0.0 $265k 550.00 481.57
Snap Cl A (SNAP) 0.0 $262k 23k 11.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $257k 2.3k 110.50
Advanced Micro Devices Put Put Option 0.0 $257k 15k 17.10
Snowflake Cl A (SNOW) 0.0 $250k 1.5k 161.60
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $236k 2.2k 107.09
Ishares Msci Jpn Etf New (EWJ) 0.0 $227k 3.2k 71.35
Zoom Video Communications In Cl A (ZM) 0.0 $216k 3.3k 65.37
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $209k 5.4k 38.74
Meta Platforms Call Call Option 0.0 $204k 1.8k 110.34
Ralph Lauren Corp Cl A (RL) 0.0 $195k 1.0k 187.76
Pixie Dust Technologies Adr (PXDT) 0.0 $195k 56k 3.45
Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $194k 4.6k 42.05
Netflix Put Put Option 0.0 $164k 4.0k 40.88
Visa Call Call Option 0.0 $152k 7.0k 21.65
Alphabet Put Put Option 0.0 $132k 50k 2.65
Twilio Cl A (TWLO) 0.0 $132k 2.2k 61.15
Microsoft Corp Put Put Option 0.0 $126k 6.5k 19.41
Apple Put Put Option 0.0 $124k 35k 3.53
Paypal Hldgs Put Put Option 0.0 $109k 30k 3.63
Ishares Tr Mortge Rel Etf (REM) 0.0 $108k 4.6k 23.24
Netflix Call Call Option 0.0 $108k 1.5k 69.88
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $103k 2.2k 47.06
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $87k 938.00 93.16
Apple Call Call Option 0.0 $87k 19k 4.59
Amazon Put Put Option 0.0 $87k 30k 2.90
Salesforce Put Put Option 0.0 $73k 10k 7.30
Zoom Video Communications In Put Put Option 0.0 $71k 10k 7.12
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $69k 2.4k 29.46
Walt Disney Company (DIS) 0.0 $64k 522.00 122.36
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $64k 763.00 83.58
Microsoft Corp Call Call Option 0.0 $56k 2.0k 27.79
Zscaler Call Call Option 0.0 $53k 3.8k 14.07
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $43k 646.00 65.87
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $42k 1.1k 36.77
Arm Holdings Put Put Option 0.0 $40k 20k 2.01
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $31k 328.00 92.89
Alphabet Call Call Option 0.0 $22k 13k 1.72
Invesco Qqq Tr Call Call Option 0.0 $21k 2.0k 10.63
Meta Platforms Put Put Option 0.0 $18k 5.0k 3.60
Amazon Call Call Option 0.0 $17k 2.2k 7.70
Block Call Call Option 0.0 $9.1k 1.3k 6.75
Select Sector Spdr Tr Financial (XLF) 0.0 $7.5k 179.00 42.12
Paypal Hldgs Call Call Option 0.0 $5.6k 1.4k 3.97
Freeport-mcmoran CL B (FCX) 0.0 $5.0k 106.00 47.02
Invesco Qqq Tr Put Put Option 0.0 $4.0k 5.5k 0.74
Ishares Tr Russell 2000 Etf (IWM) 0.0 $3.6k 17.00 210.35
Micron Technology Put Put Option 0.0 $2.4k 15k 0.16
Exchange Traded Concepts Tru Emqq Em Intern (EMQQ) 0.0 $437.999800 14.00 31.29
Teladoc Health Call Call Option 0.0 $417.900000 4.2k 0.10