Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of March 31, 2023

Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 165 positions in its portfolio as reported in the March 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) 35.0 $1.1B 13M 83.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 12.2 $390M 3.6M 109.61
Jefferies Finl Group (JEF) 10.4 $333M 11M 31.74
Cme (CME) 2.8 $90M 472k 191.52
Ishares Tr Esg Awr Msci Usa (ESGU) 2.8 $88M 974k 90.45
Select Sector Spdr Tr Technology (XLK) 2.1 $66M 434k 151.01
United Sts Oil Units (USO) 2.0 $64M 967k 66.44
Block Cl A (SQ) 2.0 $62M 908k 68.65
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $50M 499k 99.64
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $48M 939k 50.54
Amazon (AMZN) 1.4 $46M 453k 102.00
Spdr Gold Tr Gold Shs (GLD) 1.4 $45M 246k 183.22
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.4 $44M 443k 99.12
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $42M 554k 75.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $41M 101k 409.39
Meta Platforms Cl A (META) 1.1 $35M 170k 207.84
Ishares Tr Mbs Etf (MBB) 1.0 $31M 325k 94.73
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $29M 931k 31.22
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.9 $28M 376k 74.71
Vitesse Energy (VTS) 0.7 $24M 1.2M 19.03
NVIDIA Corporation (NVDA) 0.7 $21M 76k 273.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $20M 155k 129.46
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.6 $20M 746k 26.88
Microsoft Corporation (MSFT) 0.6 $19M 66k 284.05
Alphabet Cap Stk Cl C (GOOG) 0.5 $16M 156k 101.32
Apple (AAPL) 0.5 $15M 95k 162.36
Broadcom (AVGO) 0.5 $15M 24k 641.54
UnitedHealth (UNH) 0.4 $14M 29k 472.59
Shopify Cl A (SHOP) 0.4 $14M 290k 46.51
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $12M 148k 82.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $12M 37k 320.93
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $11M 101k 106.37
Intuit (INTU) 0.3 $11M 24k 445.83
Bristol Myers Squibb (BMY) 0.3 $10M 144k 69.31
W.W. Grainger (GWW) 0.3 $9.4M 14k 688.81
JPMorgan Chase & Co. (JPM) 0.3 $9.1M 70k 130.31
D.R. Horton (DHI) 0.3 $9.1M 93k 97.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $8.9M 116k 76.23
Amgen (AMGN) 0.3 $8.9M 37k 241.75
J.B. Hunt Transport Services (JBHT) 0.3 $8.7M 50k 175.46
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $8.5M 22k 385.47
BlackRock (BLK) 0.3 $8.4M 13k 669.12
Air Products & Chemicals (APD) 0.3 $8.2M 29k 287.21
Coca-Cola Company (KO) 0.3 $8.0M 129k 62.03
Qualcomm (QCOM) 0.2 $7.8M 61k 127.58
H&R Block (HRB) 0.2 $7.4M 108k 68.49
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.2 $6.9M 277k 24.84
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $6.9M 86k 79.72
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $6.9M 293k 23.38
Zscaler Incorporated (ZS) 0.2 $6.5M 58k 112.22
Okta Cl A (OKTA) 0.2 $6.3M 75k 84.34
Archer Daniels Midland Company (ADM) 0.2 $6.3M 79k 79.66
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $5.7M 68k 84.90
Ishares Tr U.s. Energy Etf (IYE) 0.2 $5.7M 129k 43.75
First Solar (FSLR) 0.2 $5.6M 26k 217.50
Crowdstrike Hldgs Cl A (CRWD) 0.2 $5.4M 41k 131.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $5.1M 14k 376.07
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $5.0M 74k 67.69
Pfizer (PFE) 0.2 $4.8M 118k 40.80
Netflix (NFLX) 0.1 $4.7M 14k 338.43
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $4.7M 38k 123.71
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $4.5M 10k 444.67
Paypal Holdings (PYPL) 0.1 $4.4M 59k 74.39
Advanced Micro Devices Call Call Option 0.1 $4.2M 123k 34.28
Advanced Micro Devices (AMD) 0.1 $4.2M 43k 97.88
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $4.1M 52k 80.22
Costco Wholesale Corporation (COST) 0.1 $3.9M 7.9k 496.87
Home Depot (HD) 0.1 $3.9M 13k 295.12
Pepsi (PEP) 0.1 $3.6M 20k 182.30
Texas Instruments Incorporated (TXN) 0.1 $3.6M 19k 186.01
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.4M 31k 110.25
Procter & Gamble Company (PG) 0.1 $3.4M 23k 147.45
Johnson & Johnson (JNJ) 0.1 $3.2M 21k 155.00
Ishares Tr Expanded Tech (IGV) 0.1 $3.0M 9.7k 304.45
Snap Cl A (SNAP) 0.1 $2.9M 262k 10.91
Alphabet Cap Stk Cl A (GOOGL) 0.1 $2.7M 27k 100.89
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $2.7M 90k 29.70
At&t (T) 0.1 $2.6M 134k 19.25
Teladoc (TDOC) 0.1 $2.5M 103k 24.43
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.4M 10k 238.46
Cisco Systems (CSCO) 0.1 $2.3M 45k 51.43
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $2.2M 34k 66.90
Amazon Call Call Option 0.1 $2.2M 166k 13.01
Docusign (DOCU) 0.1 $2.1M 38k 56.54
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $2.0M 22k 92.75
Ishares Tr Ishares Biotech (IBB) 0.1 $2.0M 16k 129.16
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $1.8M 35k 52.23
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.7M 43k 39.46
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.7M 22k 76.21
Mondelez Intl Cl A (MDLZ) 0.1 $1.7M 24k 69.72
Snowflake Cl A (SNOW) 0.0 $1.6M 11k 142.11
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $1.5M 36k 42.75
General Mills (GIS) 0.0 $1.5M 18k 85.46
Kimberly-Clark Corporation (KMB) 0.0 $1.4M 11k 134.22
Bank of New York Mellon Corporation (BK) 0.0 $1.4M 31k 45.44
Whirlpool Corporation (WHR) 0.0 $1.4M 11k 132.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.3M 18k 73.16
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.3M 16k 86.28
Ishares Tr Global Reit Etf (REET) 0.0 $1.3M 55k 22.93
Illinois Tool Works (ITW) 0.0 $1.2M 5.1k 243.45
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.2M 44k 28.27
Proshares Tr Short S&p 500 Ne (SH) 0.0 $1.2M 81k 15.00
Verizon Communications (VZ) 0.0 $1.2M 31k 38.89
Select Sector Spdr Tr Communication (XLC) 0.0 $1.1M 19k 57.97
Carnival Corp Common Stock (CCL) 0.0 $1.1M 104k 10.16
Ishares Tr Select Divid Etf (DVY) 0.0 $1.0M 8.9k 117.18
Omni (OMC) 0.0 $1.0M 11k 94.34
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1000k 19k 54.02
stock 0.0 $969k 11k 92.26
Ishares Tr Msci India Etf (INDA) 0.0 $881k 22k 39.36
Zoom Video Communications In Cl A (ZM) 0.0 $848k 12k 72.04
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $819k 3.2k 252.55
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $741k 8.9k 83.08
Twilio Cl A (TWLO) 0.0 $720k 11k 63.37
Micron Technology (MU) 0.0 $636k 10k 63.09
Okta Call Call Option 0.0 $603k 44k 13.71
Tyson Foods Cl A (TSN) 0.0 $597k 10k 59.32
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $592k 18k 32.35
salesforce (CRM) 0.0 $549k 2.8k 196.60
Block Call Call Option 0.0 $542k 71k 7.65
Zscaler Call Call Option 0.0 $524k 135k 3.87
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $523k 6.1k 85.80
Shopify Call Call Option 0.0 $480k 114k 4.21
Ford Motor Company (F) 0.0 $427k 35k 12.29
Ishares Core Msci Emkt (IEMG) 0.0 $389k 8.0k 48.79
Nvidia Corporation Call Call Option 0.0 $355k 7.7k 46.13
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $322k 8.2k 39.50
Walt Disney Company (DIS) 0.0 $285k 2.9k 98.10
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $214k 2.3k 92.09
Mastercard Incorporated Cl A (MA) 0.0 $198k 550.00 359.26
Lauder Estee Cos Cl A (EL) 0.0 $190k 770.00 246.72
Ishares Msci Jpn Etf New (EWJ) 0.0 $187k 3.2k 58.69
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $178k 8.8k 20.19
Meta Platforms Call Call Option 0.0 $158k 8.2k 19.38
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $134k 1.9k 71.79
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $111k 1.8k 62.40
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $106k 2.2k 48.06
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $102k 1.3k 80.62
Exxon Mobil Corporation (XOM) 0.0 $97k 885.00 109.49
Alphabet Put Put Option 0.0 $92k 45k 2.04
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $75k 1.0k 72.71
Tesla Motors (TSLA) 0.0 $74k 380.00 195.28
Ishares Tr Mortge Rel Etf (REM) 0.0 $74k 3.4k 21.84
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $73k 622.00 117.65
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $72k 2.6k 27.84
Alphabet Call Call Option 0.0 $69k 37k 1.87
Rh (RH) 0.0 $68k 285.00 237.63
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $47k 1.5k 32.09
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $36k 1.1k 31.55
Capri Holdings SHS (CPRI) 0.0 $31k 678.00 45.83
Ishares Tr China Lg-cap Etf (FXI) 0.0 $30k 1.0k 29.53
Docusign Call Call Option 0.0 $24k 10k 2.42
Microsoft Corp Call Call Option 0.0 $22k 1.3k 17.04
Select Sector Spdr Tr Financial (XLF) 0.0 $19k 582.00 32.15
Alphabet Call Call Option 0.0 $18k 3.8k 4.64
Ishares Msci Brazil Etf (EWZ) 0.0 $15k 563.00 27.38
Tesla Call Call Option 0.0 $13k 810.00 15.88
Mcdonalds Corp Call Call Option 0.0 $12k 581.00 21.35
Ishares Tr Russell 2000 Etf (IWM) 0.0 $6.8k 38.00 178.37
Coca Cola Call Call Option 0.0 $6.2k 2.2k 2.77
Costco Whsl Corp Call Call Option 0.0 $5.3k 500.00 10.57
Freeport-mcmoran CL B (FCX) 0.0 $4.3k 106.00 40.20
Visa Call Call Option 0.0 $3.0k 5.0k 0.59
Apple Call Call Option 0.0 $709.964000 920.00 0.77
Alibaba Group Hldg Call Call Option 0.0 $2.008000 2.0k 0.00