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Smartleaf Asset Management LLC

CIK
2010393
City
BOSTON
State / Country
MA

Top Portfolio Positions

2,647 positions · $1,077,114,083 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

10 quarters · across all stocks

Holdings in UVSP

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Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,301,880 38,000
2025-12-31 $1,245,724 38,049
2025-09-30 $1,119,175 37,281
2025-06-30 $1,112,951 37,049
2025-03-31 $1,110,747 39,166
2024-12-31 $866,266 29,355
2024-09-30 $833,957 29,636
2024-06-30 $690,630 30,251
2024-03-31 $622,080 29,879
2023-12-31 $595,250 27,020