SMART Wealth LLC

Q4 2022 13F Combination Report, Stock Holdings

Signature - Title
Lou Brooks - CCO
Location
Omaha, NE
Holdings as of
December 31, 2022
Value $
$133M
Num holdings
84
Date filed
12/13/2024, 06:25 PM
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP code, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.
Next filing
Q1 2023 - Dec 16, 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lou Brooks CCO Warrenton, Virginia 12/13/2024

List of Other Managers Reporting for SMART Wealth LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $11B Topeka, KS 028-17779