SA

Smartleaf Asset Management LLC

13F
Smartleaf Asset Management LLC
Last update 2025-05-14 2861 Stocks (135 new)
Value $1.04 Bil Turnover 12 %
Countries:
Top Holdings: AAPL(3.50%)MSFT(2.88%)NVDA(2.66%)MGV(2.53%)AMZN(1.72%)
Summary Stock Picks Current Portfolio
Smartleaf Asset Management 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
AAPL
Apple Inc
166,472
36,274.3
+3.40%
3.500
+0.11%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
78,813
29,854.7
+1.55%
2.880
+0.04%
0.000
+38.94%
+21.47%
3,790,969.0
Software
NVDA
NVIDIA Corp
251,385
27,569.4
+5.01%
2.660
+0.13%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
MGV
Vanguard Mega Cap Value ETF
205,727
26,187.1
-0.95%
2.530
-0.02%
0.290
+9.86%
+6.42%
9,028.3
 
AMZN
Amazon.com Inc
92,443
17,815.6
+4.00%
1.720
+0.07%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
META
Meta Platforms Inc
22,604
13,036.9
+4.45%
1.260
+0.05%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
CGDG
Capital Group Dividend Growers ETF
365,401
11,309.2
+93.89%
1.090
+0.53%
0.570
+12.69%
+15.24%
2,613.0
 
QGRW
WisdomTree U.S. Quality Growth Fund
246,654
10,847.8
+22.40%
1.050
+0.19%
0.940
+28.33%
+8.42%
1,559.6
 
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
393,161
10,733.3
+112.10%
1.040
+0.55%
0.530
+4.48%
+3.82%
0
 
VT
Vanguard Total World Stock ETF
90,357
10,465.1
+31.98%
1.010
+0.24%
0.030
+17.37%
+11.44%
45,977.1
 

Smartleaf Asset Management LLC's Historical Top Holdings Breakdowns

Smartleaf Asset Management 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
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
2025-03-31
Add
Add
+0.55%
●
27.1 ($27.45) 27.71
$27.56
0.40%
Add 112.1%
393,161
207,798
MBB
iShares MBS ETF
2025-03-31
Add
Add
+0.54%
●
90.37 ($92.49) 94.08
$92.80
0.34%
Add 804.62%
67,177
59,751
CGDG
Capital Group Dividend Growers ETF
2025-03-31
Add
Add
+0.53%
●
29.24 ($30.77) 31.45
$33.78
9.78%
Add 93.89%
365,401
176,945
MTGP
WisdomTree Mortgage Plus Bond Fund
2025-03-31
Reduce
Reduce
-0.47%
●
42.64 ($43.46) 44.05
$43.72
0.59%
Reduce -88.81%
13,534
-107,439
USMF
WisdomTree U.S. Multifactor Fund
2025-03-31
Reduce
Reduce
-0.38%
●
48.29 ($50.53) 51.95
$50.79
0.51%
Reduce -98.83%
870
-73,307
QSY
WISDOMTREE U.S. VALUE FUND
2025-03-31
New Buy
New Buy
+0.36%
●
79.96 ($84.71) 87.71
$63.37
-25.19%
New holding
46,257
46,257
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.30%
●
71.17 ($72.57) 73.66
$72.85
0.39%
Add 129.38%
76,130
42,940
CGCB
Capital Group Core Bond ETF
2025-03-31
Add
Add
+0.26%
●
25.45 ($26.02) 26.41
$26.10
0.31%
Add 66.03%
256,461
101,997
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.26%
●
369.1 ($404.54) 427.61
$448.39
10.84%
Add 86.54%
15,591
7,233
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.24%
●
95.85 ($97.76) 99.25
$98.11
0.36%
Add 57.01%
67,990
24,687

Smartleaf Asset Management LLC Total Holding History ($B)

To

Smartleaf Asset Management LLC's Asset Allocation

To

Smartleaf Asset Management LLC Past Portfolios

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

Top Ranked Articles

  • 1

Smartleaf Asset Management LLC's Hypothetical Growth since 2025-03-31

Smartleaf Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Smartleaf Asset Management LLC's Holdings Heat Map

Size field:

Smartleaf Asset Management LLC's Holdings Bubble Chart

Smartleaf Asset Management LLC News

  • 1

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