Smart Portfolios, LLC Top Holdings and 13F Report (2025) About Smart Portfolios, LLCInvestment ActivitySmart Portfolios, LLC has $91.98 million in total holdings as of March 31, 2025.Smart Portfolios, LLC owns shares of 94 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 0.59% of the portfolio was purchased this quarter.About 2.13% of the portfolio was sold this quarter.This quarter, Smart Portfolios, LLC has purchased 96 new stocks and bought additional shares in 24 stocks.Smart Portfolios, LLC sold shares of 52 stocks and completely divested from 2 stocks this quarter.Largest Holdings PIMCO ETF TR $10,259,332BondBloxx Bloomberg One Year Target Duration US Treasury ETF $3,994,232BondBloxx Bloomberg Three Year Target Duration US Treasury ETF $3,760,917Pacer US Cash Cows 100 ETF $2,634,560Communication Services Select Sector SPDR Fund $2,538,059 Largest Purchases this Quarter Apple 499 shares (about $110.84K)VanEck India Growth Leaders ETF 1,319 shares (about $56.54K)Caterpillar 137 shares (about $45.18K)iShares MSCI USA ESG Select ETF 301 shares (about $34.58K)TCW Transform Systems ETF 474 shares (about $33.06K) Largest Sales this Quarter Alphabet 2,245 shares (about $347.17K)PIMCO ETF TR 2,089 shares (about $193.17K)JPMorgan Ultra-Short Income ETF 3,330 shares (about $168.60K)BondBloxx Bloomberg Three Year Target Duration US Treasury ETF 2,021 shares (about $100.10K)SPDR Doubleline Total Return Tactical ETF 1,459 shares (about $58.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSmart Portfolios, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPIMCO ETF TR$10,259,332$193,169 ▼-1.8%110,94811.2%ACTIVE BD ETFXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$3,994,232$30,180 ▲0.8%80,3354.3%ETFXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$3,760,917$100,100 ▼-2.6%75,9324.1%ETFCOWZPacer US Cash Cows 100 ETF$2,634,560$29,625 ▼-1.1%48,1112.9%ETFXLCCommunication Services Select Sector SPDR Fund$2,538,059$57,194 ▼-2.2%26,3152.8%ETFAAPLApple$2,363,241$110,843 ▲4.9%10,6392.6%Computer and TechnologyPKWInvesco BuyBack Achievers ETF$2,154,673$28,166 ▼-1.3%19,1252.3%ETFFDNIFirst Trust Dow Jones International Internet ETF$2,027,711$40,044 ▼-1.9%65,4732.2%ManufacturingCALFPacer US Small Cap Cash Cows ETF$1,925,280$15,375 ▲0.8%51,3412.1%ETFNETZTCW Transform Systems ETF$1,819,769$33,060 ▲1.9%26,0912.0%ETFQQQInvesco QQQ$1,782,600$3,282 ▲0.2%3,8021.9%FinanceMSFTMicrosoft$1,729,797$1,877 ▼-0.1%4,6081.9%Computer and TechnologyXITKSPDR FactSet Innovative Technology ETF$1,635,829$12,002 ▲0.7%10,2221.8%ETFAVGOBroadcom$1,602,640$23,440 ▼-1.4%9,5721.7%Computer and TechnologyGLINVanEck India Growth Leaders ETF$1,528,383$56,539 ▲3.8%35,6561.7%ETFAMLPAlerian MLP ETF$1,491,385$8,466 ▼-0.6%28,7141.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,488,7250.0%64,2801.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,436,527$24,893 ▼-1.7%31,7391.6%ETFVVisa$1,366,444$8,762 ▼-0.6%3,8991.5%Business ServicesTTACFCF US Quality ETF$1,345,342$36,300 ▼-2.6%21,0511.5%ETFGLDSPDR Gold Shares$1,328,521$44,659 ▼-3.3%4,6111.4%FinanceURAGlobal X Uranium ETF$1,231,362$29,269 ▲2.4%53,7241.3%ETFORCLOracle$1,214,250$2,796 ▼-0.2%8,6851.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,212,763$9,812 ▼-0.8%4,9441.3%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$1,212,565$53,166 ▼-4.2%72,9141.3%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$1,039,586$168,598 ▼-14.0%20,5331.1%ETFUNHUnitedHealth Group$972,6040.0%1,8571.1%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$948,5300.0%38,9701.0%ETFECOWPacer Emerging Markets Cash Cows 100 ETF$938,371$11,558 ▼-1.2%45,9541.0%ETFSYKStryker$922,436$12,284 ▼-1.3%2,4781.0%MedicalRTXRTX$913,709$7,418 ▲0.8%6,8981.0%AerospaceSUSAiShares MSCI USA ESG Select ETF$863,018$34,576 ▲4.2%7,5130.9%ETFTMUST-Mobile US$846,538$46,408 ▼-5.2%3,1740.9%Computer and TechnologyAMZNAmazon.com$842,091$6,659 ▼-0.8%4,4260.9%Retail/WholesaleIBMInternational Business Machines$824,557$32,326 ▼-3.8%3,3160.9%Computer and TechnologyLDURPIMCO Low Duration Exchange-Traded Fund$792,580$34,456 ▼-4.2%8,2580.9%ETFBLACKROCK INC$786,5250.0%8310.9%COMHDHome Depot$776,592$733 ▼-0.1%2,1190.8%Retail/WholesaleMCDMcDonald's$762,183$937 ▼-0.1%2,4400.8%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$740,683$250 ▼0.0%29,5800.8%ETFTXNTexas Instruments$733,176$899 ▼-0.1%4,0800.8%Computer and TechnologySCHDSchwab US Dividend Equity ETF$717,314$839 ▼-0.1%25,6550.8%ETFFDNFirst Trust Dow Jones Internet Index Fund$705,470$2,888 ▲0.4%3,1760.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$687,625$797 ▼-0.1%25,8700.7%ETFGRNBVanEck Green Bond ETF$686,306$22,064 ▲3.3%28,5230.7%ETFCOPXGlobal X Copper Miners ETF$666,718$9,455 ▲1.4%17,0650.7%ETFUSSGXtrackers MSCI USA ESG Leaders Equity ETF$659,343$29,668 ▲4.7%13,0900.7%ETFDBMFiMGP DBi Managed Futures Strategy ETF$629,328$6,820 ▲1.1%24,9140.7%ETFIVViShares Core S&P 500 ETF$623,470$14,604 ▼-2.3%1,1100.7%ETFAMGNAmgen$619,6730.0%1,9890.7%MedicalBULPacer US Cash Cows Growth ETF$607,251$11,293 ▲1.9%13,8200.7%ETFCSCOCisco Systems$589,886$1,543 ▼-0.3%9,5590.6%Computer and TechnologyKRMAGlobal X Conscious Companies ETF$573,138$13,976 ▲2.5%15,3780.6%ManufacturingESGEiShares ESG Aware MSCI EM ETF$572,726$18,558 ▲3.3%16,3870.6%ManufacturingAPDAir Products and Chemicals$553,565$1,475 ▼-0.3%1,8770.6%Basic MaterialsSBUXStarbucks$541,457$3,629 ▼-0.7%5,5200.6%Retail/WholesaleCATCaterpillar$528,669$45,183 ▲9.3%1,6030.6%IndustrialsSLYGSPDR S&P 600 Small Cap Growth ETF$521,2400.0%6,2800.6%ETFPSXPhillips 66$501,946$617 ▼-0.1%4,0650.5%EnergyPEPPepsiCo$498,251$27,739 ▲5.9%3,3230.5%Consumer StaplesOKEONEOK$495,604$1,488 ▼-0.3%4,9950.5%EnergyCLColgate-Palmolive$482,836$3,279 ▼-0.7%5,1530.5%Consumer StaplesDISWalt Disney$476,5240.0%4,8280.5%Consumer DiscretionarySCHMSchwab U.S. Mid-Cap ETF$475,792$524 ▼-0.1%18,1600.5%ETFBABoeing$465,4310.0%2,7290.5%AerospaceUSBU.S. Bancorp$459,269$1,055 ▼-0.2%10,8780.5%FinanceUSMViShares MSCI USA Min Vol Factor ETF$439,921$50,389 ▼-10.3%4,6970.5%ETFSLYVSPDR S&P 600 Small Cap Value ETF$436,8450.0%5,5720.5%ETFABTAbbott Laboratories$432,7040.0%3,2620.5%MedicalNKENIKE$392,941$5,078 ▼-1.3%6,1900.4%Consumer DiscretionaryJNJJohnson & Johnson$389,558$3,317 ▼-0.8%2,3490.4%MedicalTOTLSPDR Doubleline Total Return Tactical ETF$385,502$58,784 ▼-13.2%9,5680.4%ETFFDXFedEx$382,9780.0%1,5710.4%TransportationSCHESchwab Emerging Markets Equity ETF$374,4010.0%13,5800.4%ETFAMTAmerican Tower$362,304$2,176 ▼-0.6%1,6650.4%FinanceTMOThermo Fisher Scientific$362,253$995 ▼-0.3%7280.4%MedicalBXBlackstone$359,235$2,097 ▼-0.6%2,5700.4%FinanceCVXChevron$356,495$6,524 ▲1.9%2,1310.4%EnergyHONHoneywell International$346,211$4,235 ▼-1.2%1,6350.4%Multi-Sector ConglomeratesPRUPrudential Financial$329,456$1,675 ▼-0.5%2,9500.4%FinanceIJSiShares S&P Small-Cap 600 Value ETF$327,463$16,963 ▼-4.9%3,3590.4%ETFTURiShares MSCI Turkey ETF$313,365$2,461 ▲0.8%9,5480.3%ETFSCHFSchwab International Equity ETF$312,9200.0%15,8200.3%ETFCPCanadian Pacific Kansas City$306,4670.0%4,3650.3%TransportationADPAutomatic Data Processing$281,088$4,583 ▼-1.6%9200.3%Business ServicesUNPUnion Pacific$278,7630.0%1,1800.3%TransportationNUSCNuveen ESG Small-Cap ETF$269,952$14,914 ▲5.8%7,0410.3%ETFNVDANVIDIA$265,965$28,829 ▼-9.8%2,4540.3%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$265,4720.0%2,8610.3%ETFGOOGLAlphabet$256,702$347,166 ▼-57.5%1,6600.3%Computer and TechnologyFPXFirst Trust US Equity Opportunities ETF$238,565$3,352 ▼-1.4%2,1350.3%ETFASGIAbrdn Global Infrastructure Income Fund$198,6670.0%10,8030.2%LITMAN GREGORY FDS TR$151,325$1,848 ▲1.2%16,4580.2%POLEN CAP INTL GUUUUEnergy Fuels$37,3000.0%10,0000.0%Basic MaterialsBLCNSiren Nasdaq NexGen Economy ETF$0$214,530 ▼-100.0%00.0%ManufacturingROBOROBO Global Robotics & Automation ETF$0$207,037 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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