Instuitional Investor - Smart Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Smart Wealth Llc |
| Portfolio Value | $328,031,508 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | NVDA | 65,616 | $12,237,315 | 3.73% | |
| 2. | Tidal Trust Ii | 574,141 | $10,316,804 | 3.15% | |
| 3. | First Tr Exchange Traded Fd | 125,539 | $8,721,209 | 2.66% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 13,399 | $8,403,048 | 2.56% | |
| 5. | Aim Etf Products Trust | 202,887 | $7,046,266 | 2.15% |