Fund HoldingsSMART Wealth LLC

Total Portfolio Value
$318.82M
Total Bought
$92.28M
Total Sold
$56.90M
Net Transaction
+$35.38M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SSGA ACTIVE TR
SST BRIDGEWATER
0174,069+174,06904,5381.42%+4,538
FIRST TR EXCHANGE-TRADED FD
VEST INVESTMENT
0219,707+219,70704,4651.40%+4,465
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
0211,298+211,29804,4501.40%+4,450
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
090,469+90,46904,4361.39%+4,436
FIRST TR EXCHNG TRADED FD VI
FT VEST US
073,860+73,86003,2971.03%+3,297
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
083,886+83,88603,2711.03%+3,271
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
087,209+87,20902,6860.84%+2,686
SELECT SECTOR SPDR TR
ST STR CARE ETF
16,90236,182+19,2802,4684,8771.53%+2,409
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0108,282+108,28206,4762.03%+6,476
VANECK ETF TRUST
GOLD MINERS ETF
043,929+43,92902,2870.72%+2,287
SELECT SECTOR SPDR TR
ST STR UTIL ETF
39,19665,271+26,0753,0915,3301.67%+2,239
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
088,937+88,93702,1320.67%+2,132
VANGUARD INDEX FDS13,39333,402+20,0091,2132,9750.93%+1,762
VALMONT INDS INC(VMI)1,7436,828+5,0854972,2300.70%+1,732
LISTED FDS TR043,042+43,04201,7150.54%+1,715
ROBLOX CORP(RBLX)016,032+16,03201,6870.53%+1,687
3M CO(MMM)010,433+10,43301,5880.50%+1,588
INTERNATIONAL BUSINESS MACHS(IBM)3,3748,181+4,8078392,4120.76%+1,573
PIMCO ETF TR
ULTR SH GO AC FD
014,984+14,98401,5160.48%+1,516
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
105,275122,004+16,7296,1637,6552.40%+1,492
PHILIP MORRIS INTL INC(PM)07,950+7,95001,4480.45%+1,448
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
124,866149,371+24,5057,1358,4922.66%+1,357
PALANTIR TECHNOLOGIES INC(PLTR)11,60616,988+5,3829802,3160.73%+1,336
T-MOBILE US INC(TMUS)05,408+5,40801,2890.40%+1,289
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0146,587+146,58708,6162.70%+8,616
AT&T INC(T)041,615+41,61501,2040.38%+1,204
RTX CORPORATION(RTX)07,771+7,77101,1350.36%+1,135
TIDAL TR II
NICHOLAS FIXED
0467,474+467,47408,5312.68%+8,531
GLOBAL X FDS
GLOBAL X URANIUM
051,038+51,03801,9810.62%+1,981
NVIDIA CORPORATION(NVDA)060,573+60,57309,5703.00%+9,570
VANECK ETF TRUST
URANI NUCLE ETF
020,750+20,75002,3070.72%+2,307
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
0184,031+184,03105,3991.69%+5,399
BERKSHIRE HATHAWAY INC DEL015,491+15,49107,5252.36%+7,525
SPDR SERIES TRUST
ST LON TREAS ETF
125,588163,784+38,1963,4244,3531.37%+930
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
0181,545+181,54505,3681.68%+5,368
FIDELITY ETHEREUM FD053,621+53,62101,3500.42%+1,350
DOORDASH INC(DASH)03,239+3,23907980.25%+798
MICROSOFT CORP(MSFT)03,915+3,91501,9470.61%+1,947
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
109,113123,117+14,0042,6413,3911.06%+750
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0132,987+132,98706,8812.16%+6,881
SELECT SECTOR SPDR TR
ST STR STAPL ETF
56,93066,447+9,5174,6495,3801.69%+731
CROWDSTRIKE HLDGS INC(CRWD)01,430+1,43007280.23%+728
SPDR GOLD TR(GLD)8,75510,594+1,8392,5233,2291.01%+707
SPROTT PHYSICAL SILVER TR(PSLV)209,949255,824+45,8752,4353,1310.98%+696
ELEVATION SERIES TRUST59,38587,586+28,2011,4722,1610.68%+689
AMPHENOL CORP NEW06,328+6,32806250.20%+625
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0143,148+143,14806,8072.13%+6,807
GE AEROSPACE(GE)4,2175,677+1,4608441,4610.46%+617
KINROSS GOLD CORP(KGC)037,858+37,85805920.19%+592
TESLA INC(TSLA)02,678+2,67808510.27%+851
INTUIT(INTU)0693+69305460.17%+546
ELEVATION SERIES TRUST52,97670,236+17,2601,2551,7750.56%+520
SELECT SECTOR SPDR TR
ST STR FINL ETF
55,20061,979+6,7792,7503,2461.02%+496
VISA INC(V)01,264+1,26404490.14%+449
ISHARES GOLD TR(IAU)06,802+6,80204240.13%+424
FIRST TR EXCHNG TRADED FD VI
FT VEST US
0157,337+157,33706,3461.99%+6,346
FORTINET INC(FTNT)03,911+3,91104130.13%+413
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
012,874+12,87403770.12%+377
REPUBLIC SVCS INC(RSG)01,527+1,52703760.12%+376
MICRON TECHNOLOGY INC(MU)02,983+2,98303680.12%+368
JPMORGAN CHASE & CO.(JPM)08,173+8,17302,3700.74%+2,370
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
55,86963,726+7,8573,2193,5761.12%+358
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
013,104+13,10403440.11%+344
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQU
012,949+12,94903440.11%+344
ANALOG DEVICES INC(ADI)01,377+1,37703280.10%+328
ISHARES TR1,6121,965+3539061,2200.38%+314
MCKESSON CORP(MCK)351747+3962365470.17%+311
ABRDN SILVER ETF TRUST73,58978,568+4,9792,3922,7040.85%+311
ALLSTATE CORP(ALL)01,539+1,53903100.10%+310
ISHARES INC
MSCI EMRG CHN
04,590+4,59002900.09%+290
ABRDN PALLADIUM ETF TRUST2,8885,431+2,5432625460.17%+285
VANGUARD INDEX FDS0639+63902800.09%+280
TENCENT MUSIC ENTMT GROUP(TME)014,303+14,30302790.09%+279
GLOBAL X FDS138,558163,275+24,7172,6102,8700.90%+260
ISHARES TR01,229+1,22902400.08%+240
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,019+3,01902400.08%+240
SPDR SERIES TRUST
ST STR P500ETF
26,05126,806+7551,7131,9490.61%+235
WASTE MGMT INC DEL(WM)01,011+1,01102310.07%+231
EXXON MOBIL CORP02,133+2,13302300.07%+230
UNION PAC CORP(UNP)03,144+3,14407230.23%+723
BOSTON SCIENTIFIC CORP(BSX)6,1147,796+1,6826178370.26%+221
VANECK ETF TRUST
SEMICONDUCTR ETF
02,683+2,68307480.23%+748
ISHARES TR04,265+4,26501,0510.33%+1,051
COCA COLA CO(KO)03,084+3,08402180.07%+218
CISCO SYS INC(CSCO)03,110+3,11002160.07%+216
HESS CORP01,470+1,47002040.06%+204
SPDR SERIES TRUST
ST STR P500GRW
02,134+2,13402030.06%+203
AIM ETF PRODUCTS TRUST
ALLIANZIM EQ BUF
07,311+7,31102010.06%+201
APPLOVIN CORP(APP)01,378+1,37804820.15%+482
AIM ETF PRODUCTS TRUST
ALLIA US JAN ETF
056,252+56,25201,9650.62%+1,965
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
064,662+64,66201,9130.60%+1,913
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
18,90920,367+1,4581,2121,3500.42%+138
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
054,364+54,36401,7180.54%+1,718
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,242+10,24202,5940.81%+2,594
ISHARES TR3,3034,065+7623304550.14%+125
ISHARES TR2,5723,282+7102393610.11%+123
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
058,688+58,68801,8190.57%+1,819
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
115,598110,046-5,5524,3034,4171.39%+115
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
122,470116,907-5,5634,3044,4171.39%+113
SPDR S&P 500 ETF TR(SPY)1,4101,456+467899000.28%+111
Page 1 of 1