SA

SMITHBRIDGE ASSET MANAGEMENT INC/DE

13F
SMITHBRIDGE ASSET MANAGEMENT INC/DE
Last update 2025-04-16 126 Stocks (7 new)
Value $540.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(6.69%)MSFT(4.32%)AMZN(2.83%)SPY(2.79%)NVDA(2.79%)
Summary Stock Picks Current Portfolio
SMITHBRIDGE ASSET MANAGEMENT I... 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
162,504
36,096.9
-5.46%
6.690
-0.38%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
MSFT 		Microsoft Corp
62,153
23,331.6
-3.98%
4.320
-0.19%
0.000
+18.73%
+12.03%
3,496,120.0
Software
AMZN 		Amazon.com Inc
80,158
15,250.9
-2.98%
2.830
-0.08%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
SPY 		SPDR S&P 500 ETF Trust
26,939
15,069.4
+0.36%
2.790
+0.01%
0.000
+4.93%
+2.54%
612,819.6
 
NVDA 		NVIDIA Corp
138,807
15,043.9
-7.35%
2.790
-0.23%
0.000
+28.18%
+5.54%
3,456,204.6
Semiconductors
DIA 		SPDR Dow Jones Industrial Average ETF
35,720
14,998.0
+0.10%
2.780
0%
0.040
+0.90%
+1.18%
38,851.0
 
APO 		Apollo Global Management Inc
101,477
13,896.3
-4.18%
2.580
-0.10%
0.020
-0.63%
-18.68%
76,265.9
Asset Management
APP 		AppLovin Corp
51,233
13,575.2
-5.61%
2.520
-0.07%
0.020
+60.96%
+29.05%
141,408.5
Media - Diversified
UNH 		UnitedHealth Group Inc
22,068
11,558.1
-1.61%
2.140
-0.04%
0.000
-37.56%
-39.80%
275,063.1
Healthcare Plans
JPM 		JPMorgan Chase & Co
46,549
11,418.5
-2.99%
2.120
-0.05%
0.000
+8.45%
+12.11%
738,488.8
Banks

SMITHBRIDGE ASSET MANAGEMENT INC/DE's Historical Top Holdings Breakdowns

SMITHBRIDGE ASSET MANAGEMENT INC/DE's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JIRE 		JPMorgan International Research Enhanced Equity ETF2025-03-31New Buy
+1.36%
●
58.04 ($62.65) 65.84
$69.92
11.60%
New holding
114,933
114,933
IEFA 		iShares Core MSCI EAFE ETF2025-03-31New Buy
+1.28%
●
69.57 ($74.78) 78.65
$83.42
11.55%
New holding
91,416
91,416
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Reduce
-0.71%
●
47.4 ($50.6) 52.99
$56.28
11.23%
Reduce -80.18%
19,337
-78,241
OXY 		Occidental Petroleum Corp2025-03-31Sold Out
-0.65%
●
45.45 ($48.82) 52.7
$42.54
-12.86%
Sold Out
0
-73,616
SCHG 		Schwab U.S. Large-Cap Growth ETF2025-03-31Add
+0.55%
●
24.91 ($27.39) 29.02
$28.09
2.56%
Add 38.58%
427,447
118,999
TGT 		Target Corp2025-03-31Sold Out
-0.50%
●
103.65 ($124.98) 142.5
$97.32
-22.13%
Sold Out
0
-18,678
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.48%
●
27.01 ($27.88) 28.54
$26.54
-4.81%
Add 44.26%
301,489
92,494
XCEM 		Columbia EM Core ex-China ETF2025-03-31Reduce
-0.47%
●
29.18 ($30.01) 30.72
$32.67
8.86%
Reduce -92.03%
7,233
-83,574
SPYV 		SPDR Portfolio S&P 500 Value ETF2025-03-31Add
+0.47%
●
49.78 ($51.86) 53.19
$51.39
-0.91%
Add 50.87%
147,878
49,861
OC 		Owens-Corning Inc2025-03-31New Buy
+0.44%
●
137.83 ($165.31) 191.19
$135.34
-18.13%
New holding
16,597
16,597

SMITHBRIDGE ASSET MANAGEMENT INC/DE Total Holding History ($B)

To

SMITHBRIDGE ASSET MANAGEMENT INC/DE's Asset Allocation

To

SMITHBRIDGE ASSET MANAGEMENT INC/DE Past Portfolios

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

Top Ranked Articles

  • 1

SMITHBRIDGE ASSET MANAGEMENT INC/DE's Hypothetical Growth since 2025-03-31

SMITHBRIDGE ASSET MANAGEMENT INC/DE's Yearly Returns

Year Portfolio % % Excess Gain %

SMITHBRIDGE ASSET MANAGEMENT INC/DE's Holdings Heat Map

Size field:

SMITHBRIDGE ASSET MANAGEMENT INC/DE's Holdings Bubble Chart

SMITHBRIDGE ASSET MANAGEMENT INC/DE News

  • 1

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