SMART Wealth LLC

Q1 2024 13F Combination Report, Stock Holdings

Signature - Title
Lou Brooks - CCO
Location
Omaha, NE
Holdings as of
31 Mar 2024
Value $
$221,885,211
Num holdings
118
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 EALT, MARM, JANQ, FJAN, and DJAN.
Previous filing
Q4 2023 - 16 Dec 2024
Next filing
Q2 2024 - 16 Dec 2024
SEC
View on sec.gov

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Quoteable Key Fact

"SMART Wealth LLC reported $221,885,211 across 118 holdings in Q1 2024."

Quick Takeaways

  • SMART Wealth LLC reported 13f combination report, stock holdings for Q1 2024.
  • Reported holdings value: $221,885,211.
  • 118 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q4 2023.
  • Value moved from $183,029,549 to $221,885,211.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 by default. Changes are calculated vs the previous SEC filing.
* 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

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