Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of Sept. 30, 2024

Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 168 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ares Management Corporation Cl A Com Stk (ARES) 53.6 $2.1B 13M 155.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.6 $217M 379k 573.76
Cme (CME) 2.7 $104M 472k 220.65
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $97M 956k 101.27
Spdr Gold Tr Gold Shs (GLD) 2.3 $89M 367k 243.06
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.9 $75M 667k 112.98
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.8 $70M 712k 98.12
Select Sector Spdr Tr Technology (XLK) 1.8 $69M 305k 225.76
Block Cl A (SQ) 1.6 $61M 908k 67.13
NVIDIA Corporation (NVDA) 1.6 $60M 496k 121.40
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $49M 614k 80.30
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $44M 843k 52.66
Broadcom (AVGO) 1.1 $43M 250k 172.50
Arista Networks (ANET) 1.0 $39M 102k 383.82
Ishares Tr Mbs Etf (MBB) 1.0 $37M 386k 95.81
Microsoft Corporation (MSFT) 0.9 $36M 85k 428.02
Alphabet Cap Stk Cl C (GOOG) 0.9 $36M 214k 167.19
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.9 $36M 1.4M 25.75
Meta Platforms Cl A (META) 0.9 $35M 62k 567.36
Amazon (AMZN) 0.8 $31M 167k 186.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $28M 57k 488.07
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $27M 279k 98.10
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $25M 744k 33.23
UnitedHealth (UNH) 0.6 $24M 42k 584.68
First Solar (FSLR) 0.6 $22M 88k 249.44
D.R. Horton (DHI) 0.5 $21M 110k 190.77
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.5 $21M 745k 27.57
JPMorgan Chase & Co. (JPM) 0.5 $20M 95k 210.86
Intuit (INTU) 0.5 $20M 32k 621.00
W.W. Grainger (GWW) 0.4 $17M 17k 1038.81
Amgen (AMGN) 0.4 $17M 52k 322.21
Air Products & Chemicals (APD) 0.4 $16M 54k 297.74
BlackRock (BLK) 0.4 $16M 17k 949.51
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $15M 649k 23.45
Coca-Cola Company (KO) 0.4 $14M 196k 71.86
Bristol Myers Squibb (BMY) 0.3 $13M 248k 51.74
Ishares Tr Short Treas Bd (SHV) 0.3 $12M 105k 110.63
J.B. Hunt Transport Services (JBHT) 0.3 $11M 64k 172.33
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $10M 100k 101.87
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $10M 122k 83.00
Archer Daniels Midland Company (ADM) 0.3 $10M 167k 59.74
Qualcomm (QCOM) 0.2 $9.5M 56k 170.05
Vanguard World Inf Tech Etf (VGT) 0.2 $9.3M 16k 586.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $9.2M 77k 119.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $8.5M 16k 527.67
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $8.4M 102k 83.15
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $7.4M 92k 80.78
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $7.2M 89k 81.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $7.1M 90k 79.42
Costco Wholesale Corporation (COST) 0.2 $6.6M 7.5k 885.62
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $5.4M 23k 230.59
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $5.2M 14k 389.12
Texas Instruments Incorporated (TXN) 0.1 $5.0M 24k 206.57
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $5.0M 85k 59.23
Home Depot (HD) 0.1 $4.9M 12k 405.20
Pepsi (PEP) 0.1 $4.5M 27k 170.05
Ishares Tr Expanded Tech (IGV) 0.1 $4.4M 49k 89.35
Ishares Tr U.s. Energy Etf (IYE) 0.1 $4.3M 93k 46.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $4.1M 49k 84.53
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $4.1M 49k 83.75
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.7M 33k 110.47
Pfizer (PFE) 0.1 $3.6M 123k 28.94
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $3.5M 30k 119.61
Procter & Gamble Company (PG) 0.1 $3.4M 20k 173.56
Ishares Tr Msci India Etf (INDA) 0.1 $3.1M 53k 58.53
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $3.0M 29k 102.26
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.9M 20k 142.04
Ishares Tr Global Reit Etf (REET) 0.1 $2.5M 94k 26.69
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $2.5M 25k 100.72
Ralph Lauren Corp Cl A (RL) 0.1 $2.3M 12k 193.87
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $2.2M 69k 31.96
At&t (T) 0.1 $2.2M 98k 22.00
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $2.1M 85k 25.13
Cisco Systems (CSCO) 0.1 $2.1M 39k 53.22
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.0M 44k 45.86
General Mills (GIS) 0.0 $1.8M 24k 73.85
SYSCO Corporation (SYY) 0.0 $1.8M 23k 78.06
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $1.7M 19k 94.61
Micron Technology (MU) 0.0 $1.7M 16k 107.50
Tesla Motors (TSLA) 0.0 $1.7M 6.4k 260.46
Vanguard World Health Car Etf (VHT) 0.0 $1.6M 5.7k 282.20
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.4M 15k 93.58
Mondelez Intl Cl A (MDLZ) 0.0 $1.4M 19k 73.67
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.4M 24k 59.22
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.3M 32k 41.15
Bank of New York Mellon Corporation (BK) 0.0 $1.3M 18k 71.86
Spdr Ser Tr S&p Biotech (XBI) 0.0 $1.2M 12k 98.83
Zoom Video Communications In Cl A (ZM) 0.0 $1.2M 17k 69.55
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.1M 11k 97.42
Ishares Core Msci Emkt (IEMG) 0.0 $1.0M 18k 57.41
Ishares Tr Ishares Biotech (IBB) 0.0 $1.0M 7.0k 145.60
Ishares Tr Select Divid Etf (DVY) 0.0 $1.0M 7.4k 135.07
Select Sector Spdr Tr Communication (XLC) 0.0 $975k 11k 90.40
Verizon Communications (VZ) 0.0 $826k 18k 44.91
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $778k 20k 39.82
Omni (OMC) 0.0 $778k 7.5k 103.39
Vanguard World Consum Dis Etf (VCR) 0.0 $743k 2.2k 340.48
Alphabet Cap Stk Cl A (GOOGL) 0.0 $726k 4.4k 163.95
Illinois Tool Works (ITW) 0.0 $699k 2.7k 262.07
Kimberly-Clark Corporation (KMB) 0.0 $678k 4.8k 142.28
Nvidia Corporation Call Call Option 0.0 $593k 166k 3.57
salesforce (CRM) 0.0 $534k 1.9k 276.64
Proshares Tr Short S&p 500 Ne (SH) 0.0 $521k 48k 10.85
Advanced Micro Devices Call Call Option 0.0 $492k 23k 21.77
Tesla Put Put Option 0.0 $461k 20k 23.04
Shopify Call Call Option 0.0 $389k 49k 7.93
Zscaler Incorporated (ZS) 0.0 $385k 2.2k 171.77
Arm Holdings Sponsored Ads (ARM) 0.0 $381k 2.6k 145.58
Crowdstrike Hldgs Cl A (CRWD) 0.0 $380k 1.3k 285.86
Advanced Micro Devices Put Put Option 0.0 $343k 21k 16.32
Select Sector Spdr Tr Energy (XLE) 0.0 $304k 3.5k 87.80
Tesla Call Call Option 0.0 $289k 5.0k 57.89
Ishares Tr Mortge Rel Etf (REM) 0.0 $286k 12k 23.72
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $273k 5.6k 48.81
Paypal Holdings (PYPL) 0.0 $243k 3.1k 77.88
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $234k 6.5k 35.91
Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $231k 5.6k 41.05
Ishares Msci Jpn Etf New (EWJ) 0.0 $227k 3.2k 71.54
Ishares Tr Russell 2000 Etf (IWM) 0.0 $209k 948.00 220.89
Arm Holdings Call Call Option 0.0 $196k 10k 19.57
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $184k 2.0k 90.88
Broadcom Put Put Option 0.0 $176k 16k 11.03
Crowdstrike Hldgs Put Put Option 0.0 $169k 9.0k 18.73
Arm Holdings Put Put Option 0.0 $166k 30k 5.55
Broadcom Call Call Option 0.0 $165k 8.0k 20.59
Amazon Call Call Option 0.0 $147k 25k 5.93
Micron Technology Put Put Option 0.0 $141k 12k 11.73
Twilio Cl A (TWLO) 0.0 $139k 2.2k 64.66
Paypal Hldgs Call Call Option 0.0 $130k 16k 7.98
Alphabet Put Put Option 0.0 $118k 10k 11.75
Invesco Qqq Tr Put Put Option 0.0 $117k 11k 10.66
Snowflake Cl A (SNOW) 0.0 $114k 1.0k 113.92
Pixie Dust Technologies Adr (PXDT) 0.0 $112k 56k 1.98
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $107k 2.2k 48.59
Invesco Qqq Tr Call Call Option 0.0 $104k 4.5k 23.01
Freeport-mcmoran CL B (FCX) 0.0 $98k 1.9k 51.34
Nvidia Corporation Put Put Option 0.0 $95k 10k 9.50
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $95k 938.00 101.11
Freeport-mcmoran Put Put Option 0.0 $93k 45k 2.06
Crowdstrike Hldgs Call Call Option 0.0 $84k 3.0k 27.88
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $78k 2.4k 33.05
Freeport-mcmoran Call Call Option 0.0 $76k 15k 5.06
Fidelity Covington Trust Stock For Infl (FCPI) 0.0 $76k 1.8k 43.30
Salesforce Put Put Option 0.0 $62k 3.5k 17.83
Block Call Call Option 0.0 $60k 20k 3.00
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $57k 593.00 96.38
Docusign (DOCU) 0.0 $46k 753.00 61.67
Snap Cl A (SNAP) 0.0 $45k 4.1k 10.87
Teladoc (TDOC) 0.0 $42k 5.0k 8.46
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $42k 1.1k 36.76
Barrick Gold Corp Call Call Option 0.0 $40k 48k 0.83
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $39k 424.00 91.34
Zscaler Call Call Option 0.0 $37k 3.8k 9.73
Amazon Put Put Option 0.0 $33k 10k 3.30
Alphabet Call Call Option 0.0 $24k 2.7k 9.16
Shopify Put Put Option 0.0 $22k 20k 1.08
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $16k 228.00 71.73
Albemarle Corp Call Call Option 0.0 $15k 1.8k 7.99
Johnson & Johnson (JNJ) 0.0 $10k 64.00 161.41
Qualcomm Call Call Option 0.0 $9.4k 5.1k 1.85
Lockheed Martin Corporation (LMT) 0.0 $9.3k 16.00 582.38
Servicenow Call Call Option 0.0 $8.6k 103.00 83.42
Select Sector Spdr Tr Financial (XLF) 0.0 $7.7k 169.00 45.32
Okta Cl A (OKTA) 0.0 $2.9k 39.00 74.00
Unity Software (U) 0.0 $1.3k 59.00 22.59
Zoom Video Communications In Put Put Option 0.0 $1.2k 17k 0.07
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) 0.0 $549.000200 14.00 39.21
Amc Entmt Hldgs Cl A New (AMC) 0.0 $9.000000 2.00 4.50