SW

SMART Wealth LLC

13F
SMART Wealth LLC
Last update 2025-04-29 153 Stocks (29 new)
Value $279.00 Mil Turnover 22 %
Countries:
Top Holdings: EALT(4.59%)QBUF(4.26%)DHDG(4.19%)NVDA(3.06%)FIAX(2.67%)
Summary Stock Picks Current Portfolio
SMART Wealth LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EALT
Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
416,270
12,797.9
-3.27%
4.590
-0.16%
9.790
+11.53%
+2.64%
125.7
 
QBUF
Innovator Nasdaq-100 10 Buffer ETF Quarterly
Innovator Nasdaq-100 10 Buffer ETF Quarterly
450,074
11,892.4
New Holding
4.260
+4.26%
12.750
+8.05%
+5.59%
140.7
 
DHDG
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
387,934
11,702.1
New Holding
4.190
+4.19%
41.710
+5.94%
+4.76%
34.4
 
NVDA
NVIDIA Corp
78,824
8,543.0
+9.01%
3.060
+0.25%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
FIAX
Nicholas Fixed Income Alternative ETF
Nicholas Fixed Income Alternative ETF
404,346
7,464.2
+2.31%
2.670
+0.06%
4.670
+1.68%
-4.68%
158.7
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
125,906
7,389.4
-31.50%
2.650
-1.20%
0.030
-0.15%
+0.74%
22,524.0
 
JEPI
JPMorgan Equity Premium Income ETF
124,866
7,134.9
+15.15%
2.560
+0.34%
0.020
+6.17%
-0.66%
41,268.0
 
BRK.B
Berkshire Hathaway Inc
12,343
6,573.6
-15.93%
2.360
-0.38%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
FJAN
FT Vest U.S. Equity Buffer ETF - January
FT Vest U.S. Equity Buffer ETF - January
139,387
6,181.8
-2.45%
2.220
-0.06%
0.640
+13.25%
+5.05%
1,091.0
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
105,275
6,162.8
+4.78%
2.210
+0.10%
0.050
+15.88%
+7.85%
15,520.9
 

SMART Wealth LLC's Historical Top Holdings Breakdowns

SMART Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QBUF
Innovator Nasdaq-100 10 Buffer ETF Quarterly
Innovator Nasdaq-100 10 Buffer ETF Quarterly
2025-03-31
New Buy
New Buy
+4.26%
●
25.91 ($26.59) 27.16
$27.89
4.89%
New holding
450,074
450,074
DHDG
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
2025-03-31
New Buy
New Buy
+4.19%
●
30.02 ($30.79) 31.5
$31.97
3.84%
New holding
387,934
387,934
TFJL
Innovator 20+ Year Treasury Bond 5 Floor ETF - July
Innovator 20+ Year Treasury Bond 5 Floor ETF - July
2025-03-31
Reduce
Reduce
-4.10%
●
19.63 ($20.3) 21.07
$19.77
-2.64%
Reduce -97.21%
16,533
-576,984
SIXD
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
2025-03-31
New Buy
New Buy
+1.47%
●
25.98 ($26.71) 27.29
$27.63
3.44%
New holding
156,441
156,441
BGLD
FT Vest Gold Strategy Quarterly Buffer ETF
FT Vest Gold Strategy Quarterly Buffer ETF
2025-03-31
Sold Out
Sold Out
-1.45%
●
18.47 ($19.77) 21.01
$22.12
11.89%
Sold Out
0
-221,264
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-1.43%
●
468.34 ($508.07) 539.52
$561.25
10.47%
Reduce -51.51%
7,378
-7,839
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.28%
●
507.05 ($540.58) 563.67
$577.95
6.91%
Reduce -41.02%
9,609
-6,684
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-1.20%
●
58.07 ($58.36) 58.69
$58.61
0.43%
Reduce -31.5%
125,906
-57,885
XLRE
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
2025-03-31
Add
Add
+1.01%
●
39.18 ($41.66) 43.52
$42.73
2.57%
Add 995.68%
74,331
67,547
XLP
Consumer Staples Select Sector SPDR
2025-03-31
Add
Add
+0.98%
●
76.23 ($79.81) 83.6
$81.62
2.27%
Add 143.01%
56,930
33,503

SMART Wealth LLC Total Holding History ($B)

To

SMART Wealth LLC's Asset Allocation

To

SMART Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SMART Wealth LLC's Hypothetical Growth since 2025-03-31

SMART Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SMART Wealth LLC's Holdings Heat Map

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SMART Wealth LLC's Holdings Bubble Chart

SMART Wealth LLC News

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