Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of Sept. 30, 2023

Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 172 positions in its portfolio as reported in the September 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) 44.3 $1.4B 13M 102.87
Ishares Tr Core Us Aggbd Et (AGG) 9.4 $292M 3.1M 94.04
Ishares Tr Iboxx Inv Cp Etf (LQD) 6.7 $209M 2.0M 102.02
Ishares Tr Esg Awr Msci Usa (ESGU) 3.2 $100M 1.1M 93.91
Cme (CME) 3.0 $95M 472k 200.22
Ishares Tr Ishares Semicdtr (SOXX) 2.1 $64M 135k 473.65
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $50M 547k 91.59
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.6 $49M 982k 49.83
Spdr Gold Tr Gold Shs (GLD) 1.5 $46M 271k 171.45
Select Sector Spdr Tr Indl (XLI) 1.5 $46M 453k 101.38
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $45M 605k 73.72
Block Cl A (SQ) 1.3 $40M 908k 44.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $40M 92k 427.40
Amazon (AMZN) 1.2 $37M 290k 125.98
Ishares Tr Mbs Etf (MBB) 0.9 $29M 326k 88.80
NVIDIA Corporation (NVDA) 0.9 $28M 65k 430.89
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.9 $27M 389k 68.81
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $24M 796k 30.15
Alphabet Cap Stk Cl C (GOOG) 0.7 $22M 168k 133.13
Microsoft Corporation (MSFT) 0.7 $21M 68k 313.64
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.6 $19M 755k 25.29
Broadcom (AVGO) 0.6 $19M 23k 830.58
Meta Platforms Cl A (META) 0.6 $18M 61k 303.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $17M 190k 88.69
Advanced Micro Devices (AMD) 0.5 $17M 163k 102.76
Apple (AAPL) 0.5 $17M 97k 170.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $15M 43k 358.27
UnitedHealth (UNH) 0.5 $15M 30k 504.19
Select Sector Spdr Tr Sbi Materials (XLB) 0.5 $15M 184k 78.55
Intuit (INTU) 0.4 $12M 24k 510.94
Amgen (AMGN) 0.4 $11M 42k 268.76
D.R. Horton (DHI) 0.4 $11M 103k 107.47
JPMorgan Chase & Co. (JPM) 0.4 $11M 76k 145.02
Air Products & Chemicals (APD) 0.3 $10M 37k 283.40
Bristol Myers Squibb (BMY) 0.3 $9.9M 171k 58.04
W.W. Grainger (GWW) 0.3 $9.8M 14k 691.84
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $9.2M 418k 22.05
BlackRock (BLK) 0.3 $9.2M 14k 646.49
J.B. Hunt Transport Services (JBHT) 0.3 $9.1M 49k 188.52
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.3 $8.3M 337k 24.46
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $8.0M 19k 414.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $7.9M 98k 80.97
Coca-Cola Company (KO) 0.3 $7.8M 140k 55.98
First Solar (FSLR) 0.2 $7.7M 48k 161.59
Archer Daniels Midland Company (ADM) 0.2 $7.4M 99k 75.42
Zscaler Incorporated (ZS) 0.2 $7.1M 47k 150.92
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.6M 87k 75.15
Shopify Cl A (SHOP) 0.2 $6.4M 120k 53.20
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $6.3M 88k 71.62
Qualcomm (QCOM) 0.2 $5.9M 53k 111.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $5.7M 15k 392.70
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $5.7M 73k 78.17
Ishares Tr U.s. Energy Etf (IYE) 0.2 $5.2M 109k 47.43
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $4.9M 84k 58.93
Netflix (NFLX) 0.2 $4.7M 13k 376.36
Costco Wholesale Corporation (COST) 0.1 $4.6M 8.1k 568.63
Pfizer (PFE) 0.1 $4.1M 123k 33.17
Home Depot (HD) 0.1 $4.0M 13k 302.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.9M 51k 75.98
Ishares Tr Expanded Tech (IGV) 0.1 $3.5M 10k 341.82
Texas Instruments Incorporated (TXN) 0.1 $3.5M 22k 159.01
Pepsi (PEP) 0.1 $3.5M 20k 169.44
Okta Cl A (OKTA) 0.1 $3.3M 40k 81.46
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.2M 31k 103.72
Cisco Systems (CSCO) 0.1 $3.2M 59k 53.76
Procter & Gamble Company (PG) 0.1 $3.2M 22k 146.34
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $3.0M 26k 115.01
Johnson & Johnson (JNJ) 0.1 $2.9M 19k 155.75
Paypal Holdings (PYPL) 0.1 $2.8M 48k 58.18
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $2.6M 87k 29.63
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $2.4M 31k 75.91
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $2.4M 52k 45.43
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $2.3M 53k 42.63
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.2M 9.5k 235.10
At&t (T) 0.1 $2.0M 130k 15.02
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.9M 21k 87.90
Ishares Tr Ishares Biotech (IBB) 0.1 $1.8M 15k 122.29
Ishares Tr Short Treas Bd (SHV) 0.1 $1.8M 16k 110.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.8M 25k 70.76
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.7M 24k 73.02
SYSCO Corporation (SYY) 0.1 $1.7M 25k 66.05
Bank of New York Mellon Corporation (BK) 0.1 $1.6M 37k 42.65
Ishares Tr Global Reit Etf (REET) 0.0 $1.4M 64k 21.17
Alphabet Cap Stk Cl A (GOOGL) 0.0 $1.4M 10k 132.31
Mondelez Intl Cl A (MDLZ) 0.0 $1.3M 19k 69.40
General Mills (GIS) 0.0 $1.3M 21k 63.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.3M 35k 37.95
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.3M 7.6k 165.25
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.2M 38k 30.45
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.1M 14k 82.52
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.1M 23k 48.50
Illinois Tool Works (ITW) 0.0 $1.1M 4.8k 230.31
salesforce (CRM) 0.0 $1.1M 5.3k 203.20
Whirlpool Corporation (WHR) 0.0 $1.0M 7.8k 133.70
Kimberly-Clark Corporation (KMB) 0.0 $1.0M 8.4k 120.85
Snap Cl A (SNAP) 0.0 $999k 117k 8.56
Select Sector Spdr Tr Communication (XLC) 0.0 $964k 15k 65.57
Verizon Communications (VZ) 0.0 $952k 29k 32.41
Ishares Tr Select Divid Etf (DVY) 0.0 $945k 8.8k 107.64
Omni (OMC) 0.0 $940k 13k 74.48
Ishares Tr Msci India Etf (INDA) 0.0 $898k 20k 44.22
Proshares Tr Short S&p 500 Ne (SH) 0.0 $862k 60k 14.47
Snowflake Cl A (SNOW) 0.0 $807k 5.3k 151.12
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $743k 2.8k 269.37
Teladoc (TDOC) 0.0 $698k 38k 18.53
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $659k 8.7k 75.68
Carnival Corp Common Stock (CCL) 0.0 $637k 44k 14.44
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $621k 23k 26.91
Ishares Core Msci Emkt (IEMG) 0.0 $589k 12k 47.59
Docusign (DOCU) 0.0 $527k 13k 42.01
Pixie Dust Technologies Inc Sponsored (PXDT) 0.0 $494k 56k 8.76
H&R Block (HRB) 0.0 $488k 11k 44.35
Walt Disney Company (DIS) 0.0 $440k 5.5k 80.13
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $373k 3.8k 97.53
Zscaler Call Call Option 0.0 $373k 70k 5.34
Nvidia Corporation Call Call Option 0.0 $254k 3.2k 79.77
Mastercard Incorporated Cl A (MA) 0.0 $240k 600.00 399.44
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $221k 12k 18.40
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $218k 6.7k 32.23
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $217k 2.3k 93.18
Ishares Msci Jpn Etf New (EWJ) 0.0 $192k 3.2k 60.29
Delta Air Lines Inc Del Com New (DAL) 0.0 $190k 5.1k 36.95
Advanced Micro Devices Call Call Option 0.0 $189k 48k 3.94
Twilio Cl A (TWLO) 0.0 $174k 3.0k 57.93
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $136k 1.8k 75.48
Rh (RH) 0.0 $126k 485.00 259.13
Exxon Mobil Corporation (XOM) 0.0 $106k 885.00 119.47
Ishares Tr Mortge Rel Etf (REM) 0.0 $104k 4.6k 22.42
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $100k 2.2k 45.30
Salesforce Put Put Option 0.0 $85k 5.0k 16.96
Alphabet Call Call Option 0.0 $76k 12k 6.47
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $70k 622.00 113.16
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $69k 949.00 72.40
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $63k 2.4k 26.67
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $62k 1.1k 58.79
Shopify Put Put Option 0.0 $61k 15k 4.05
Microsoft Corp Put Put Option 0.0 $55k 2.5k 21.85
Crowdstrike Hldgs Put Put Option 0.0 $45k 13k 3.48
Alphabet Call Call Option 0.0 $42k 18k 2.33
Capri Holdings SHS (CPRI) 0.0 $36k 678.00 52.72
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $35k 1.1k 30.74
Micron Technology (MU) 0.0 $31k 475.00 65.20
Ishares Tr China Lg-cap Etf (FXI) 0.0 $27k 1.0k 26.53
Amazon Call Call Option 0.0 $24k 8.2k 2.99
Apple Put Put Option 0.0 $24k 4.0k 5.99
Adobe Systems Incorporated (ADBE) 0.0 $23k 45.00 504.67
Boeing Call Call Option 0.0 $19k 4.5k 4.17
Amazon Put Put Option 0.0 $18k 3.0k 5.94
Ishares Msci Brazil Etf (EWZ) 0.0 $17k 563.00 30.67
Snowflake Call Call Option 0.0 $17k 3.5k 4.83
Meta Platforms Call Call Option 0.0 $16k 1.2k 12.99
Microsoft Corp Call Call Option 0.0 $14k 6.9k 2.01
Okta Call Call Option 0.0 $13k 15k 0.90
Paypal Hldgs Call Call Option 0.0 $11k 21k 0.51
Zoom Video Communications In Cl A (ZM) 0.0 $11k 158.00 68.33
Select Sector Spdr Tr Financial (XLF) 0.0 $8.3k 250.00 33.17
Intuitive Surgical Com New (ISRG) 0.0 $8.3k 28.00 296.14
Costco Whsl Corp Call Call Option 0.0 $8.0k 500.00 15.98
Crowdstrike Hldgs Call Call Option 0.0 $6.0k 8.0k 0.74
Twilio Call Call Option 0.0 $4.9k 10k 0.49
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $4.8k 164.00 29.38
Freeport-mcmoran CL B (FCX) 0.0 $4.0k 106.00 37.33
Visa Call Call Option 0.0 $3.2k 5.0k 0.64
Ishares Tr Russell 2000 Etf (IWM) 0.0 $3.0k 17.00 176.65
Apple Call Call Option 0.0 $1.8k 920.00 1.98
Docusign Call Call Option 0.0 $1.3k 20k 0.07
Mcdonalds Corp Call Call Option 0.0 $873.010600 581.00 1.50
Shopify Call Call Option 0.0 $832.800000 24k 0.03
Splunk Put Put Option 0.0 $564.000000 15k 0.04
stock 0.0 $440.000100 3.00 146.67
Netflix Call Call Option 0.0 $391.991900 961.00 0.41
Coca Cola Call Call Option 0.0 $12.934000 2.2k 0.01