Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of Dec. 31, 2023

Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 159 positions in its portfolio as reported in the December 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) 50.4 $1.6B 13M 118.92
Ishares Tr Esg Awr Msci Usa (ESGU) 3.9 $122M 1.2M 104.92
Cme (CME) 3.1 $99M 472k 210.60
Ishares Tr Ishares Semicdtr (SOXX) 2.5 $78M 135k 576.10
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.3 $73M 656k 110.66
Block Cl A (SQ) 2.2 $70M 908k 77.35
Select Sector Spdr Tr Technology (XLK) 2.2 $69M 360k 192.48
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $63M 630k 99.25
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.8 $58M 602k 96.39
Select Sector Spdr Tr Indl (XLI) 1.6 $52M 453k 113.99
Spdr Gold Tr Gold Shs (GLD) 1.6 $52M 270k 191.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.5 $48M 616k 77.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $41M 87k 475.31
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $39M 760k 51.27
Amazon (AMZN) 1.1 $36M 234k 153.38
Ishares Tr Mbs Etf (MBB) 1.0 $33M 347k 94.08
NVIDIA Corporation (NVDA) 1.0 $32M 65k 495.22
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.9 $29M 407k 72.03
Microsoft Corporation (MSFT) 0.8 $26M 70k 375.28
Broadcom (AVGO) 0.8 $26M 23k 1116.25
Alphabet Cap Stk Cl C (GOOG) 0.8 $25M 174k 140.93
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $24M 783k 31.19
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $24M 241k 98.88
Arista Networks (ANET) 0.7 $21M 91k 235.51
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.7 $21M 769k 26.91
Meta Platforms Cl A (META) 0.6 $20M 56k 358.32
UnitedHealth (UNH) 0.6 $18M 34k 526.47
Intuit (INTU) 0.5 $16M 26k 625.03
D.R. Horton (DHI) 0.5 $16M 106k 151.98
Select Sector Spdr Tr Sbi Materials (XLB) 0.5 $16M 184k 85.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $14M 35k 409.52
JPMorgan Chase & Co. (JPM) 0.4 $14M 82k 170.10
Amgen (AMGN) 0.4 $12M 42k 288.02
W.W. Grainger (GWW) 0.4 $12M 15k 828.69
BlackRock (BLK) 0.4 $12M 15k 811.80
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $12M 519k 23.04
Air Products & Chemicals (APD) 0.3 $11M 40k 273.80
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.3 $9.9M 392k 25.14
First Solar (FSLR) 0.3 $9.6M 56k 172.28
J.B. Hunt Transport Services (JBHT) 0.3 $9.6M 48k 199.74
Bristol Myers Squibb (BMY) 0.3 $9.1M 178k 51.31
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $9.0M 19k 484.00
Coca-Cola Company (KO) 0.3 $8.9M 152k 58.93
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $8.0M 97k 82.04
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $7.6M 83k 91.41
Archer Daniels Midland Company (ADM) 0.2 $7.6M 105k 72.22
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $7.2M 89k 80.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $6.4M 15k 436.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.1M 79k 77.37
Qualcomm (QCOM) 0.2 $6.0M 42k 144.63
Costco Wholesale Corporation (COST) 0.2 $5.9M 9.0k 660.08
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $5.7M 90k 63.33
Advanced Micro Devices (AMD) 0.2 $5.7M 38k 148.76
Ishares Tr U.s. Energy Etf (IYE) 0.2 $4.9M 111k 44.12
Ishares Tr Short Treas Bd (SHV) 0.1 $4.6M 41k 110.13
Ishares Tr Expanded Tech (IGV) 0.1 $4.4M 11k 406.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $4.1M 51k 81.28
Pepsi (PEP) 0.1 $4.0M 24k 169.84
Home Depot (HD) 0.1 $4.0M 12k 346.55
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $3.9M 73k 53.84
Procter & Gamble Company (PG) 0.1 $3.4M 23k 145.73
Zscaler Incorporated (ZS) 0.1 $3.2M 14k 224.44
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $3.2M 26k 124.97
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.2M 30k 107.49
Texas Instruments Incorporated (TXN) 0.1 $3.2M 19k 170.46
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $2.9M 82k 34.95
Pfizer (PFE) 0.1 $2.9M 99k 28.79
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $2.8M 31k 87.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.7M 36k 76.13
Shopify Cl A (SHOP) 0.1 $2.5M 31k 79.11
Cisco Systems (CSCO) 0.1 $2.2M 44k 50.52
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.1M 8.6k 250.70
At&t (T) 0.1 $2.0M 119k 16.78
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.8M 20k 92.45
Ishares Tr Global Reit Etf (REET) 0.1 $1.8M 73k 24.18
H&R Block (HRB) 0.1 $1.6M 21k 79.51
Bank of New York Mellon Corporation (BK) 0.0 $1.5M 30k 52.05
Mondelez Intl Cl A (MDLZ) 0.0 $1.5M 20k 72.43
Micron Technology (MU) 0.0 $1.4M 16k 86.00
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $1.4M 2.8k 489.99
Spdr Ser Tr S&p Biotech (XBI) 0.0 $1.4M 15k 89.27
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $1.4M 32k 42.17
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.3M 15k 89.06
General Mills (GIS) 0.0 $1.3M 20k 65.14
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.3M 24k 53.97
Alphabet Cap Stk Cl A (GOOGL) 0.0 $1.3M 9.1k 140.23
Ishares Tr Ishares Biotech (IBB) 0.0 $1.3M 9.3k 135.85
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.3M 31k 40.21
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.2M 36k 34.52
Okta Cl A (OKTA) 0.0 $1.2M 13k 91.33
Ishares Tr Msci India Etf (INDA) 0.0 $1.2M 24k 48.81
Select Sector Spdr Tr Communication (XLC) 0.0 $1.1M 15k 72.66
SYSCO Corporation (SYY) 0.0 $1.1M 14k 73.13
Illinois Tool Works (ITW) 0.0 $1.0M 3.9k 261.94
Whirlpool Corporation (WHR) 0.0 $1.0M 8.3k 121.77
Ishares Tr Select Divid Etf (DVY) 0.0 $990k 8.4k 117.22
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $864k 2.8k 304.55
Verizon Communications (VZ) 0.0 $822k 22k 37.70
Omni (OMC) 0.0 $800k 9.2k 86.51
Kimberly-Clark Corporation (KMB) 0.0 $789k 6.5k 121.51
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $762k 8.6k 88.36
Docusign (DOCU) 0.0 $715k 12k 60.20
Ishares Core Msci Emkt (IEMG) 0.0 $705k 14k 50.58
Teladoc (TDOC) 0.0 $676k 31k 22.10
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $669k 22k 31.01
Proshares Tr Short S&p 500 Ne (SH) 0.0 $624k 48k 12.99
Advanced Micro Devices Call Call Option 0.0 $446k 17k 26.84
Snap Cl A (SNAP) 0.0 $397k 23k 17.05
Pixie Dust Technologies Inc Sponsored (PXDT) 0.0 $394k 56k 6.98
Paypal Holdings (PYPL) 0.0 $358k 5.7k 63.08
Salesforce Call Call Option 0.0 $312k 14k 22.26
Snowflake Cl A (SNOW) 0.0 $291k 1.4k 201.23
Twilio Cl A (TWLO) 0.0 $265k 3.4k 77.17
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $239k 2.3k 102.88
Mastercard Incorporated Cl A (MA) 0.0 $235k 550.00 426.32
Walt Disney Company (DIS) 0.0 $229k 2.5k 90.40
Boeing Call Call Option 0.0 $224k 6.0k 37.34
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $221k 2.4k 93.28
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $211k 12k 17.60
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $204k 5.4k 37.91
Ishares Msci Jpn Etf New (EWJ) 0.0 $204k 3.2k 64.14
Johnson & Johnson (JNJ) 0.0 $186k 1.2k 156.74
Zoom Video Communications In Cl A (ZM) 0.0 $175k 2.4k 73.09
Netflix (NFLX) 0.0 $174k 354.00 490.51
Zscaler Call Call Option 0.0 $157k 3.8k 41.35
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $154k 1.8k 85.07
Nvidia Corporation Call Call Option 0.0 $152k 4.6k 33.31
United Sts Oil Units (USO) 0.0 $148k 2.2k 66.65
Ishares Tr Mortge Rel Etf (REM) 0.0 $110k 4.6k 23.60
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $105k 2.2k 47.74
Visa Call Call Option 0.0 $100k 7.0k 14.22
Crowdstrike Hldgs Cl A (CRWD) 0.0 $82k 319.00 256.13
Meta Platforms Call Call Option 0.0 $75k 3.8k 19.53
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $73k 622.00 117.13
Paypal Hldgs Call Call Option 0.0 $71k 14k 5.25
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $71k 903.00 78.03
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $68k 2.4k 28.88
Arm Holdings Call Call Option 0.0 $62k 3.5k 17.76
Zoom Video Communications In Put Put Option 0.0 $62k 10k 6.17
Alphabet Call Call Option 0.0 $60k 7.1k 8.40
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $54k 854.00 62.66
Amazon Call Call Option 0.0 $44k 6.8k 6.48
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $38k 1.1k 33.30
Netflix Call Call Option 0.0 $34k 961.00 35.49
Costco Whsl Corp Call Call Option 0.0 $34k 500.00 68.01
Apple Call Call Option 0.0 $32k 4.9k 6.54
Microsoft Corp Call Call Option 0.0 $29k 2.0k 14.50
Apple (AAPL) 0.0 $24k 122.00 193.58
Ishares Msci Brazil Etf (EWZ) 0.0 $15k 440.00 34.96
Block Put Put Option 0.0 $10k 40k 0.26
Apple Put Put Option 0.0 $7.7k 13k 0.59
Select Sector Spdr Tr Financial (XLF) 0.0 $7.5k 199.00 37.60
International Business Machines (IBM) 0.0 $6.6k 40.00 163.75
Intel Corporation (INTC) 0.0 $6.3k 125.00 50.39
Delta Air Lines Inc Del Com New (DAL) 0.0 $6.1k 150.00 40.63
Freeport-mcmoran CL B (FCX) 0.0 $4.6k 106.00 43.02
Ishares Tr Russell 2000 Etf (IWM) 0.0 $3.4k 17.00 200.76
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $430.999800 14.00 30.79
Shopify Put Put Option 0.0 $355.500000 15k 0.02