SMART Wealth LLC's portfolio and holdings - May 2025

As per corporate shareholdings filed for Apr-2025, people matching SMART Wealth LLC publicly holds 59 stocks with a net worth of over US$ 60.1 M.

These are shares held by SMART Wealth LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Arcadium Lithium PLC Smart Wealth Llc 5.85 24,507 0.00% 0.00 143.4 K
Apple Inc Smart Wealth Llc 199.67 12,384 0.00% 0.00 2.5 M
Abbvie Inc Smart Wealth Llc 184.87 1,138 0.00% 0.00 210.4 K
Aflac Inc. Smart Wealth Llc 103.01 2,579 0.00% NEW 265.7 K
Arthur J. Gallagher & Co. Smart Wealth Llc 319.76 1,851 0.00% 0.00 591.9 K
Amazon.com Inc. Smart Wealth Llc 208.87 11,844 0.00% 0.00 2.5 M
Applovin Corp - Ordinary Shares - Class A Smart Wealth Llc 325.75 1,123 0.00% 0.00 365.8 K
Broadcom Inc Smart Wealth Llc 248.08 9,877 0.00% 0.00 2.5 M
American Express Co. Smart Wealth Llc 297.41 4,025 0.00% NEW 1.2 M
HeartBeam Inc Smart Wealth Llc 1.49 12,000 0.04% -0.04 17.9 K
Bank Of New York Mellon Corp Smart Wealth Llc 91.59 3,431 0.00% NEW 314.2 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Smart Wealth Llc 485.08 12,343 0.00% 0.00 6.0 M
Boston Scientific Corp. Smart Wealth Llc 101.45 6,114 0.00% 0.00 620.3 K
Blackstone Inc Smart Wealth Llc 137.19 3,347 0.00% 0.00 459.2 K
Caterpillar Inc. Smart Wealth Llc 359.65 2,531 0.00% 0.00 910.3 K
Constellation Energy Corporation Smart Wealth Llc 305.98 2,192 0.00% NEW 670.7 K
Costco Wholesale Corp Smart Wealth Llc 977.00 535 0.00% 0.00 522.7 K
Canadian Pacific Railway Ltd Smart Wealth Llc 80.18 2,904 0.00% 0.00 232.8 K
Camden Property Trust Smart Wealth Llc 115.88 6,341 0.01% 0.00 734.8 K
Extra Space Storage Inc. Smart Wealth Llc 146.37 2,438 0.00% 0.00 356.9 K
Fiserv, Inc. Smart Wealth Llc 163.68 3,789 0.00% 0.00 620.2 K
General Electric Co. Smart Wealth Llc 238.23 4,217 0.00% 0.00 1.0 M
Alphabet Inc - Ordinary Shares - Class C Smart Wealth Llc 169.24 1,484 0.00% NEW 251.2 K
Alphabet Inc - Ordinary Shares - Class A Smart Wealth Llc 168.25 2,533 0.00% 0.00 426.2 K
Goldman Sachs Group, Inc. Smart Wealth Llc 639.03 1,482 0.00% NEW 947.0 K
Howmet Aerospace Inc Smart Wealth Llc 171.88 2,008 0.00% NEW 345.1 K
International Business Machines Corp. Smart Wealth Llc 280.40 3,374 0.00% 0.00 946.1 K
Independence Realty Trust Inc Smart Wealth Llc 17.77 38,505 0.02% 0.00 684.2 K
Intuitive Surgical Inc Smart Wealth Llc 509.85 954 0.00% 0.00 486.4 K
Jefferies Financial Group Inc Smart Wealth Llc 52.99 3,779 0.00% NEW 200.2 K
Johnson & Johnson Smart Wealth Llc 149.51 1,667 0.00% 0.00 249.2 K
JPMorgan Chase & Co. Smart Wealth Llc 274.11 8,171 0.00% 0.00 2.2 M
KKR & Co. Inc Smart Wealth Llc 122.71 5,748 0.00% 0.00 705.3 K
Lockheed Martin Corp. Smart Wealth Llc 469.14 510 0.00% 0.00 239.3 K
McDonald`s Corp Smart Wealth Llc 286.24 1,003 0.00% 0.00 287.1 K
Mckesson Corporation Smart Wealth Llc 719.40 351 0.00% NEW 252.5 K
Moody`s Corp. Smart Wealth Llc 467.73 823 0.00% NEW 384.9 K
Meta Platforms Inc - Ordinary Shares - Class A Smart Wealth Llc 682.42 2,703 0.00% 0.00 1.8 M
Morgan Stanley Smart Wealth Llc 132.04 2,062 0.00% NEW 272.3 K
Microsoft Corporation Smart Wealth Llc 477.48 3,167 0.00% 0.00 1.5 M
Netflix Inc. Smart Wealth Llc 1228.56 1,286 0.00% 0.00 1.6 M
ServiceNow Inc Smart Wealth Llc 966.88 562 0.00% NEW 543.4 K
NVIDIA Corp Smart Wealth Llc 143.65 78,824 0.00% 0.00 11.3 M
Realty Income Corp. Smart Wealth Llc 57.41 14,408 0.00% 0.00 827.2 K
Oneok Inc. Smart Wealth Llc 82.11 2,766 0.00% NEW 227.1 K
Oracle Corp. Smart Wealth Llc 206.64 11,490 0.00% 0.00 2.4 M
PepsiCo Inc Smart Wealth Llc 130.10 1,702 0.00% 0.00 221.4 K
Procter & Gamble Co. Smart Wealth Llc 158.89 1,631 0.00% 0.00 259.2 K
Progressive Corp. Smart Wealth Llc 260.47 3,091 0.00% 0.00 805.1 K
Palantir Technologies Inc - Ordinary Shares - Class A Smart Wealth Llc 137.62 11,606 0.00% NEW 1.6 M
Charles Schwab Corp. Smart Wealth Llc 89.47 2,587 0.00% NEW 231.5 K
Spotify Technology S.A. Smart Wealth Llc 709.77 535 0.00% NEW 379.7 K
TJX Companies, Inc. Smart Wealth Llc 123.05 5,109 0.00% 0.00 628.7 K
Tesla Inc Smart Wealth Llc 322.04 1,132 0.00% 0.00 364.5 K
Texas Instruments Inc. Smart Wealth Llc 198.09 1,608 0.00% 0.00 318.5 K
Union Pacific Corp. Smart Wealth Llc 221.61 2,108 0.00% 0.00 467.2 K
Valmont Industries, Inc. Smart Wealth Llc 318.67 1,743 0.01% NEW 555.4 K
Welltower Inc. Smart Wealth Llc 152.71 2,682 0.00% NEW 409.6 K
Walmart Inc Smart Wealth Llc 95.98 21,952 0.00% 0.00 2.1 M
Uber Technologies Inc 84.27 - Investor holds below 1%
Berkshire Hathaway Inc. - Ordinary Shares - Class A 727300.00 - Investor holds below 1%
Cisco Systems, Inc. 65.98 - Investor holds below 1%
Ingersoll-Rand Inc 80.27 - Investor holds below 1%
Adma Biologics Inc 17.72 - Investor holds below 1%
Grupo Financiero Galicia - ADR 52.43 - Investor holds below 1%
Lilly(Eli) & Co 765.38 - Investor holds below 1%
Unitedhealth Group Inc 303.68 - Investor holds below 1%
Coca-Cola Co 69.22 - Investor holds below 1%
D.R. Horton Inc. 123.24 - Investor holds below 1%
Home Depot, Inc. 350.04 - Investor holds below 1%
Oscar Health Inc - Ordinary Shares - Class A 21.31 - Investor holds below 1%
Quanta Services, Inc. 359.20 - Investor holds below 1%
Hartford Financial Services Group Inc. 125.57 - Investor holds below 1%
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