Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of June 30, 2023

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