Sumitomo Mitsui Financial

Latest statistics and disclosures from Sumitomo Mitsui Financial Group's latest quarterly 13F-HR filing:

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Positions held by Sumitomo Mitsui Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 174 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ares Management Corporation Cl A Com Stk (ARES) 41.0 $1.3B 13M 96.35
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Ishares Tr Core Us Aggbd Et (AGG) 9.5 $299M +512% 3.1M 97.95
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Ishares Tr Iboxx Inv Cp Etf (LQD) 7.0 $220M -42% 2.0M 108.14
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Ishares Tr Expanded Tech (IGV) 3.3 $104M +3005% 302k 345.94
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Select Sector Spdr Tr Technology (XLK) 3.3 $104M +38% 601k 173.86
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Cme (CME) 2.8 $87M 472k 185.29
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United Sts Oil Units (USO) 2.0 $62M 967k 63.55
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Block Cl A (SQ) 1.9 $60M 908k 66.57
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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.6 $49M +4% 978k 50.17
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.5 $49M +13% 504k 96.60
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Spdr Gold Tr Gold Shs (GLD) 1.5 $46M +5% 260k 178.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $44M -2% 98k 443.28
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Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $42M 560k 75.07
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Amazon (AMZN) 1.1 $34M -41% 267k 127.90
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Ishares Tr Mbs Etf (MBB) 1.0 $31M 329k 93.27
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Meta Platforms Cl A (META) 0.9 $29M -40% 101k 281.53
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Ishares Tr Pfd And Incm Sec (PFF) 0.9 $28M -4% 891k 30.93
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NVIDIA Corporation (NVDA) 0.9 $27M -14% 66k 408.22
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Microsoft Corporation (MSFT) 0.7 $21M -2% 64k 335.05
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Ishares Tr Us Home Cons Etf (ITB) 0.7 $21M NEW 241k 85.44
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.6 $20M 748k 26.55
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Broadcom (AVGO) 0.6 $20M -4% 23k 867.43
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Alphabet Cap Stk Cl C (GOOG) 0.6 $19M 156k 120.97
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $18M +76% 178k 101.74
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Apple (AAPL) 0.5 $17M -5% 89k 189.59
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Zscaler Incorporated (ZS) 0.5 $16M +90% 110k 144.84
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Advanced Micro Devices (AMD) 0.5 $15M +214% 134k 111.24
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UnitedHealth (UNH) 0.4 $14M 28k 480.64
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $13M +4% 155k 81.08
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $12M -13% 32k 369.42
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Shopify Cl A (SHOP) 0.4 $11M -38% 178k 63.76
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D.R. Horton (DHI) 0.4 $11M 92k 121.69
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Intuit (INTU) 0.3 $11M 24k 458.19
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W.W. Grainger (GWW) 0.3 $11M 14k 788.59
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JPMorgan Chase & Co. (JPM) 0.3 $11M +2% 72k 145.44
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Bristol Myers Squibb (BMY) 0.3 $10M +11% 160k 63.95
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Air Products & Chemicals (APD) 0.3 $9.5M +11% 32k 299.53
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Amgen (AMGN) 0.3 $9.1M +12% 41k 222.02
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J.B. Hunt Transport Services (JBHT) 0.3 $9.0M 50k 181.03
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BlackRock (BLK) 0.3 $8.9M 13k 691.14
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $8.8M 117k 75.66
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Vanguard World Fds Inf Tech Etf (VGT) 0.3 $8.8M -9% 20k 442.16
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $8.2M -70% 110k 74.17
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Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $8.0M +18% 347k 22.90
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Coca-Cola Company (KO) 0.2 $7.8M 129k 60.22
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First Solar (FSLR) 0.2 $7.6M +54% 40k 190.09
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H&R Block (HRB) 0.2 $7.0M 108k 64.39
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.2 $6.8M 274k 24.70
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $6.8M 86k 78.49
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Archer Daniels Midland Company (ADM) 0.2 $6.7M +14% 90k 74.62
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Netflix (NFLX) 0.2 $6.6M +10% 16k 428.24
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Qualcomm (QCOM) 0.2 $6.4M -11% 54k 119.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $5.9M +7% 15k 407.28
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $5.4M +10% 82k 65.44
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Ishares Tr U.s. Real Es Etf (IYR) 0.2 $5.3M -8% 61k 86.55
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Ishares Tr U.s. Energy Etf (IYE) 0.2 $4.9M -11% 114k 42.84
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $4.5M -10% 9.0k 507.26
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Pfizer (PFE) 0.1 $4.5M +3% 122k 36.68
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $4.3M -7% 35k 122.58
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Costco Wholesale Corporation (COST) 0.1 $4.3M 7.9k 538.38
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Home Depot (HD) 0.1 $4.0M -2% 13k 310.64
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.9M -4% 49k 79.03
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Texas Instruments Incorporated (TXN) 0.1 $3.5M +2% 20k 180.02
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Johnson & Johnson (JNJ) 0.1 $3.4M 21k 165.52
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Pepsi (PEP) 0.1 $3.4M -5% 19k 185.22
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Ishares Tr Tips Bd Etf (TIP) 0.1 $3.3M 31k 107.62
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Okta Cl A (OKTA) 0.1 $3.3M -35% 48k 69.17
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Paypal Holdings (PYPL) 0.1 $3.3M -15% 50k 65.86
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Cisco Systems (CSCO) 0.1 $3.2M +38% 62k 51.74
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Procter & Gamble Company (PG) 0.1 $3.0M -15% 20k 149.38
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $2.8M -52% 19k 143.99
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Vitesse Energy (VTS) 0.1 $2.6M -90% 116k 22.40
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Wisdomtree Tr Cloud Computng (WCLD) 0.1 $2.5M -11% 79k 31.70
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Vanguard World Fds Health Car Etf (VHT) 0.1 $2.4M 9.9k 244.82
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At&t (T) 0.1 $2.1M 133k 15.95
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First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $2.1M -17% 28k 75.94
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $2.1M +16% 40k 51.16
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $2.0M -2% 21k 91.62
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Ishares Tr Ishares Biotech (IBB) 0.1 $1.9M -4% 15k 126.96
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Docusign (DOCU) 0.1 $1.8M -6% 35k 51.22
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.8M -4% 21k 83.21
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.7M 44k 39.56
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Snap Cl A (SNAP) 0.1 $1.7M -44% 145k 11.68
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.7M +25% 23k 72.62
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Whirlpool Corporation (WHR) 0.0 $1.6M 11k 148.79
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $1.6M -3% 34k 45.41
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Bank of New York Mellon Corporation (BK) 0.0 $1.5M +11% 35k 44.52
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Nvidia Corporation Call Call Option 0.0 $1.5M +85% 14k 106.89
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General Mills (GIS) 0.0 $1.5M +7% 19k 76.70
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Ishares Tr Short Treas Bd (SHV) 0.0 $1.4M NEW 13k 110.45
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Snowflake Cl A (SNOW) 0.0 $1.4M -28% 8.0k 175.77
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Ishares Tr Global Reit Etf (REET) 0.0 $1.4M +9% 61k 22.97
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $1.4M -57% 12k 119.10
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Illinois Tool Works (ITW) 0.0 $1.3M +5% 5.4k 250.16
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Mondelez Intl Cl A (MDLZ) 0.0 $1.3M -24% 18k 72.94
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Teladoc (TDOC) 0.0 $1.3M -49% 52k 25.25
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SYSCO Corporation (SYY) 0.0 $1.3M NEW 17k 74.20
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.3M -8% 40k 31.43
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Zoom Video Communications In Cl A (ZM) 0.0 $1.2M +49% 18k 67.60
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Verizon Communications (VZ) 0.0 $1.2M +3% 32k 37.19
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Proshares Tr Short S&p 500 Ne (SH) 0.0 $1.1M 81k 13.88
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Omni (OMC) 0.0 $1.1M +8% 12k 95.15
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Amazon Call Call Option 0.0 $1.1M -60% 65k 16.38
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Kimberly-Clark Corporation (KMB) 0.0 $1.1M -27% 7.7k 138.06
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Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.0M 19k 56.45
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Walt Disney Company (DIS) 0.0 $1.0M +293% 11k 88.95
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Ishares Tr Select Divid Etf (DVY) 0.0 $979k -2% 8.6k 113.30
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Ishares Tr Msci India Etf (INDA) 0.0 $962k 22k 43.70
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Select Sector Spdr Tr Communication (XLC) 0.0 $954k -23% 15k 65.08
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $935k -30% 11k 86.54
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salesforce (CRM) 0.0 $790k +34% 3.8k 210.43
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Vanguard World Fds Consum Dis Etf (VCR) 0.0 $760k -17% 2.7k 283.20
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $697k -6% 8.3k 83.52
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Carnival Corp Common Stock (CCL) 0.0 $681k -61% 40k 17.16
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Ishares Core Msci Emkt (IEMG) 0.0 $520k +32% 11k 49.29
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Shopify Call Call Option 0.0 $501k -72% 32k 15.83
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $488k -11% 16k 30.11
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Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $485k -6% 5.7k 85.14
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Twilio Cl A (TWLO) 0.0 $430k -40% 6.8k 63.24
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Advanced Micro Devices Call Call Option 0.0 $262k -64% 43k 6.09
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $239k -17% 6.7k 35.66
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Mastercard Incorporated Cl A (MA) 0.0 $231k +8% 595.00 387.67
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $226k 2.3k 96.98
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Global X Fds Msci China Cnsmr (CHIQ) 0.0 $217k +36% 12k 18.04
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Block Put Put Option 0.0 $198k NEW 28k 7.08
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Ishares Msci Jpn Etf New (EWJ) 0.0 $197k 3.2k 61.90
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Nvidia Corporation Put Put Option 0.0 $191k NEW 7.0k 27.22
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Docusign Call Call Option 0.0 $179k +90% 19k 9.43
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Micron Technology (MU) 0.0 $168k -74% 2.6k 64.33
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Microsoft Corp Call Call Option 0.0 $161k +915% 13k 12.19
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Zscaler Put Put Option 0.0 $158k NEW 20k 7.88
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Ford Motor Company (F) 0.0 $145k -72% 9.7k 14.95
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $142k -2% 1.8k 78.47
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Delta Air Lines Inc Del Com New (DAL) 0.0 $132k NEW 2.9k 46.31
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $104k 2.2k 47.17
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Snowflake Put Put Option 0.0 $101k NEW 10k 10.08
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Snowflake Call Call Option 0.0 $95k NEW 15k 6.40
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $93k -11% 1.1k 82.87
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Rh (RH) 0.0 $92k 285.00 322.24
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Okta Put Put Option 0.0 $88k NEW 10k 8.80
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Intuitive Surgical Com New (ISRG) 0.0 $81k NEW 239.00 338.49
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $72k -6% 966.00 74.33
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $72k 622.00 115.26
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Ishares Tr Mortge Rel Etf (REM) 0.0 $71k -10% 3.0k 23.57
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $68k -39% 1.1k 62.81
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $66k -8% 2.4k 27.95
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Fedex Corp Call Call Option 0.0 $60k NEW 4.1k 14.41
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Block Call Call Option 0.0 $57k -68% 22k 2.56
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Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $37k 1.1k 32.71
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Tesla Call Call Option 0.0 $31k 810.00 37.70
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Palo Alto Networks Call Call Option 0.0 $30k NEW 1.2k 24.93
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Alphabet Call Call Option 0.0 $30k +20% 4.6k 6.50
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Zscaler Call Call Option 0.0 $29k -95% 6.4k 4.56
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Ishares Tr China Lg-cap Etf (FXI) 0.0 $27k 1.0k 27.19
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FedEx Corporation (FDX) 0.0 $27k NEW 106.00 249.98
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Capri Holdings SHS (CPRI) 0.0 $24k 678.00 35.93
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Okta Call Call Option 0.0 $24k -65% 15k 1.59
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Netflix Call Call Option 0.0 $22k NEW 2.5k 8.71
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Applied Materials (AMAT) 0.0 $19k NEW 130.00 144.23
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Ishares Msci Brazil Etf (EWZ) 0.0 $18k 563.00 32.43
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Mcdonalds Corp Call Call Option 0.0 $16k 581.00 27.73
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Select Sector Spdr Tr Energy (XLE) 0.0 $14k NEW 170.00 80.65
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Exxon Mobil Corporation (XOM) 0.0 $9.9k -89% 93.00 106.70
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Apple Call Call Option 0.0 $9.2k 920.00 10.05
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Select Sector Spdr Tr Financial (XLF) 0.0 $9.2k -53% 272.00 33.71
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Zoetis Cl A (ZTS) 0.0 $8.6k NEW 50.00 171.88
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $7.1k 38.00 187.18
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Costco Whsl Corp Call Call Option 0.0 $4.8k 500.00 9.66
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Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $4.8k -88% 164.00 29.36
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Freeport-mcmoran CL B (FCX) 0.0 $4.2k 106.00 39.35
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Visa Call Call Option 0.0 $2.6k 5.0k 0.52
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Teladoc Health Call Call Option 0.0 $2.1k NEW 4.2k 0.51
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Coca Cola Call Call Option 0.0 $1.7k 2.2k 0.77
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stock (SPLK) 0.0 $315.999900 -99% 3.00 105.33
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Past Filings by Sumitomo Mitsui Financial Group

SEC 13F filings are viewable for Sumitomo Mitsui Financial Group going back to 2016

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