SMART Wealth LLC

Q4 2022 13F Combination Report, Stock Holdings

Signature - Title
Lou Brooks - CCO
Location
Omaha, NE
Holdings as of
31 Dec 2022
Value $
$132,939,304
Num holdings
84
Filing time
13 Dec 2024, 18:25:27 UTC
Form type
13F-HR
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). Top holdings included SPTS, SPTI, SPSB, DJAN, and FJAN.
Next filing
Q1 2023 - 16 Dec 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share 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 13 Dec 2024

List of Other Managers Reporting for SMART Wealth LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779