Smart Portfolios, LLC
CIK
1513227
City
LAKE FOREST PARK
State / Country
WA
Top Portfolio Positions
48 positions ·
$34,517,208 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
8,432 | $2,609,788 | 7.56% | |
| AAPL |
Apple Inc.
Technology
|
10,190 | $2,586,120 | 7.49% | |
| MSFT |
Microsoft Corp
Technology
|
5,316 | $1,967,823 | 5.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,074 | $1,774,251 | 5.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,730 | $1,391,376 | 4.03% | |
| GLD |
Spdr Gold Trust
|
3,071 | $1,321,420 | 3.83% | |
| RTX |
RTX Corp
Industrials
|
6,275 | $1,210,447 | 3.51% | |
| V |
Visa Inc.
Financial Services
|
3,645 | $1,101,664 | 3.19% | |
| ORCL |
Oracle Corp
Technology
|
7,445 | $1,095,233 | 3.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,911 | $1,022,813 | 2.96% |
Portfolio Trend
24 quarters · across all stocks
Holdings in ASGI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,648 | 9,063 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $205,175 | 9,176 | Shares | Sole | 2026-01-30 | |
| 2025-06-30 | $220,165 | 10,803 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $198,667 | 10,803 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $189,376 | 10,803 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $218,328 | 10,803 | Shares | Sole | 2024-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||