SmartHarvest Portfolios, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP SmartHarvest Portfolios, LLC | Institutional Filer | ▼ 16.69% | $239.7M | 387 |
Current Portfolio Holdings
Showing all 387 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 91K | $15.9M | 6.63% |
| 2 | AAPL | Apple Inc. | Technology | 54K | $13.7M | 5.71% |
| 3 | MSFT | Microsoft Corporation | Technology | 21K | $7.8M | 3.27% |
| 4 | GOOGL | Alphabet Inc. | Technology | 27K | $7.7M | 3.22% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 35K | $7.3M | 3.06% |
| 6 | AVGO | Broadcom Inc. | Technology | 18K | $5.5M | 2.29% |
| 7 | TSLA | Tesla, Inc. | Consumer Cyclical | 14K | $5.1M | 2.13% |
| 8 | META | Meta Platforms, Inc. | Technology | 9K | $5.0M | 2.07% |
| 9 | GOOG | Alphabet Inc. | Technology | 16K | $4.6M | 1.90% |
| 10 | ITOT | ISHARES TR | — | 30K | $4.3M | 1.80% |
| 11 | XOM | Exxon Mobil Corporation | Energy | 22K | $3.7M | 1.53% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 7K | $3.3M | 1.38% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 10K | $2.9M | 1.20% |
| 14 | LLY | Eli Lilly and Company | Healthcare | 3K | $2.6M | 1.09% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 4K | $2.3M | 0.96% |
Showing 1 to 15 of 387 holdings