Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of Dec. 31, 2024

Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 168 positions in its portfolio as reported in the December 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) 31.5 $2.4B 13M 177.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.3 $1.2B 2.0M 586.08
Jefferies Finl Group (JEF) 9.6 $725M 9.2M 78.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.6 $573M 1.1M 522.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.3 $397M 736k 538.81
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $280M 691k 405.20
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.4 $184M 1.7M 106.84
Ishares Tr Rus 1000 Etf (IWB) 1.7 $129M 400k 323.39
Cme (CME) 1.5 $110M 472k 232.23
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $102M 1.0M 96.90
Spdr Gold Tr Gold Shs (GLD) 1.3 $97M 400k 242.13
Block Cl A (XYZ) 1.1 $81M 908k 88.97
Select Sector Spdr Tr Technology (XLK) 1.0 $72M 305k 234.47
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.9 $70M 754k 92.45
NVIDIA Corporation (NVDA) 0.9 $67M 485k 137.01
Select Sector Spdr Tr Indl (XLI) 0.8 $60M 458k 131.92
Broadcom (AVGO) 0.8 $60M 248k 241.75
Select Sector Spdr Tr Financial (XLF) 0.8 $60M 1.2M 48.33
Ishares Tr Expanded Tech (IGV) 0.8 $57M 565k 100.10
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $49M 618k 78.65
Arista Networks Com Shs (ANET) 0.6 $44M 397k 110.53
Alphabet Cap Stk Cl C (GOOG) 0.6 $43M 221k 194.04
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $43M 829k 51.70
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.6 $42M 1.7M 25.26
Amazon (AMZN) 0.5 $39M 175k 223.75
Meta Platforms Cl A (META) 0.5 $38M 63k 599.81
Ishares Tr Mbs Etf (MBB) 0.5 $38M 411k 91.68
Microsoft Corporation (MSFT) 0.5 $37M 88k 421.50
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $31M 357k 87.33
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $25M 785k 31.44
JPMorgan Chase & Co. (JPM) 0.3 $25M 102k 241.17
UnitedHealth (UNH) 0.3 $22M 44k 505.86
Intuit (INTU) 0.3 $21M 34k 628.50
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.3 $20M 752k 26.15
Blackrock (BLK) 0.2 $18M 17k 1025.11
W.W. Grainger (GWW) 0.2 $18M 17k 1054.05
D.R. Horton (DHI) 0.2 $16M 114k 139.82
Air Products & Chemicals (APD) 0.2 $16M 55k 290.04
First Solar (FSLR) 0.2 $15M 86k 176.24
Amgen (AMGN) 0.2 $15M 56k 260.64
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $14M 643k 22.48
Boston Scientific Corporation (BSX) 0.2 $14M 151k 89.32
Coca-Cola Company (KO) 0.2 $13M 214k 62.26
J.B. Hunt Transport Services (JBHT) 0.1 $11M 66k 170.66
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $11M 120k 93.06
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $9.6M 122k 78.61
Vanguard World Inf Tech Etf (VGT) 0.1 $9.4M 15k 621.80
Ishares Tr Short Treas Bd (SHV) 0.1 $9.0M 82k 110.11
Archer Daniels Midland Company (ADM) 0.1 $8.6M 170k 50.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $8.3M 101k 81.98
Qualcomm (QCOM) 0.1 $7.9M 51k 153.62
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $7.0M 92k 75.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $6.9M 88k 78.01
Costco Wholesale Corporation (COST) 0.1 $6.8M 7.5k 916.27
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $6.8M 91k 74.78
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $6.4M 15k 434.93
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $5.4M 84k 63.45
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $5.3M 216k 24.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $4.7M 40k 117.48
Home Depot (HD) 0.1 $4.6M 12k 388.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $4.5M 163k 27.32
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $4.4M 20k 215.49
Ishares Tr Msci India Etf (INDA) 0.1 $4.4M 83k 52.72
Texas Instruments Incorporated (TXN) 0.1 $4.4M 23k 187.51
Ishares Tr Tips Bd Etf (TIP) 0.1 $4.3M 40k 106.55
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $4.0M 50k 80.27
Ishares Tr U.s. Energy Etf (IYE) 0.1 $3.9M 86k 45.57
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $3.9M 34k 115.55
Pepsi (PEP) 0.0 $3.7M 24k 152.06
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $3.5M 29k 119.12
Procter & Gamble Company (PG) 0.0 $3.4M 20k 167.65
Pfizer (PFE) 0.0 $2.8M 105k 26.62
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $2.7M 27k 100.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $2.6M 19k 132.10
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $2.5M 68k 37.52
Ralph Lauren Corp Cl A (RL) 0.0 $2.3M 10k 230.98
Bristol Myers Squibb (BMY) 0.0 $2.3M 41k 56.56
Ishares Tr Global Reit Etf (REET) 0.0 $2.1M 89k 23.97
At&t (T) 0.0 $2.1M 91k 22.77
Cisco Systems (CSCO) 0.0 $1.9M 32k 59.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.8M 43k 41.82
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $1.7M 19k 90.42
SYSCO Corporation (SYY) 0.0 $1.6M 21k 76.46
General Mills (GIS) 0.0 $1.6M 25k 63.77
Vanguard World Health Car Etf (VHT) 0.0 $1.4M 5.6k 253.69
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.4M 16k 89.04
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.4M 24k 58.35
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.2M 30k 40.42
Mondelez Intl Cl A (MDLZ) 0.0 $1.2M 19k 59.73
Vanguard World Consum Dis Etf (VCR) 0.0 $1.1M 2.8k 375.38
Spdr Ser Tr S&p Biotech (XBI) 0.0 $1.1M 12k 90.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.0M 12k 89.08
Select Sector Spdr Tr Communication (XLC) 0.0 $1.0M 11k 96.81
Netflix (NFLX) 0.0 $973k 1.1k 907.55
Bank of New York Mellon Corporation (BK) 0.0 $944k 12k 76.83
Ishares Core Msci Emkt (IEMG) 0.0 $896k 17k 52.22
Ishares Tr Ishares Biotech (IBB) 0.0 $886k 6.7k 132.21
Ishares Tr Select Divid Etf (DVY) 0.0 $849k 6.5k 131.29
Tesla Motors (TSLA) 0.0 $779k 1.8k 431.66
Omni (OMC) 0.0 $708k 8.2k 86.04
Verizon Communications (VZ) 0.0 $685k 17k 39.99
Kimberly-Clark Corporation (KMB) 0.0 $634k 4.8k 131.04
Illinois Tool Works (ITW) 0.0 $622k 2.5k 253.56
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $615k 18k 33.91
Proshares Tr Short S&p 500 Ne (SH) 0.0 $509k 12k 42.38
Nvidia Corporation Call Call Option 0.0 $460k 263k 1.75
Amazon Call Call Option 0.0 $426k 25k 16.90
Okta Cl A (OKTA) 0.0 $387k 4.7k 81.64
Tesla Call Call Option 0.0 $327k 2.0k 163.29
Ishares Tr Mortge Rel Etf (REM) 0.0 $304k 14k 21.36
Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $240k 5.6k 42.62
Select Sector Spdr Tr Energy (XLE) 0.0 $224k 2.6k 85.66
Ishares Tr Russell 2000 Etf (IWM) 0.0 $220k 996.00 220.96
Amazon Put Put Option 0.0 $216k 35k 6.17
Ishares Msci Jpn Etf New (EWJ) 0.0 $213k 3.2k 67.10
Invesco Qqq Tr Put Put Option 0.0 $207k 27k 7.65
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $197k 4.6k 42.75
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $190k 5.6k 33.93
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $179k 2.0k 89.67
Visa Call Call Option 0.0 $146k 5.0k 29.28
Zscaler Incorporated (ZS) 0.0 $139k 754.00 184.56
Jpmorgan Chase & Co. Put Put Option 0.0 $124k 21k 5.91
Broadcom Put Put Option 0.0 $115k 7.5k 15.26
Tesla Put Put Option 0.0 $103k 9.5k 10.85
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $102k 2.2k 46.44
Meta Platforms Call Call Option 0.0 $100k 2.4k 41.57
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $99k 938.00 105.12
Twilio Cl A (TWLO) 0.0 $98k 900.00 109.29
Marvell Technology (MRVL) 0.0 $85k 750.00 113.62
Zscaler Call Call Option 0.0 $83k 8.9k 9.29
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $72k 2.4k 30.48
Visa Com Cl A (V) 0.0 $71k 224.00 318.66
Apple Call Call Option 0.0 $68k 5.5k 12.39
Marvell Technology Put Put Option 0.0 $67k 6.0k 11.16
Alphabet Call Call Option 0.0 $63k 2.7k 23.82
Fidelity Covington Trust Stock For Infl (FCPI) 0.0 $63k 1.5k 43.33
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $50k 593.00 84.14
Broadcom Call Call Option 0.0 $48k 2.5k 19.13
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $41k 1.1k 35.84
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $38k 424.00 88.69
Block Call Call Option 0.0 $37k 2.7k 13.83
Crowdstrike Hldgs Cl A (CRWD) 0.0 $37k 105.00 354.99
Adobe Systems Incorporated (ADBE) 0.0 $37k 83.00 446.48
Shopify Cl A (SHOP) 0.0 $35k 322.00 108.18
Marvell Technology Call Call Option 0.0 $32k 3.0k 10.70
Arm Holdings Call Call Option 0.0 $31k 22k 1.39
Ge Aerospace Com New (GE) 0.0 $28k 165.00 170.08
Netflix Put Put Option 0.0 $27k 1.5k 17.73
Zoom Communications Cl A (ZM) 0.0 $25k 300.00 83.82
Shopify Call Call Option 0.0 $17k 1.1k 16.00
Zoom Communications Call Call Option 0.0 $17k 2.0k 8.31
Applied Materials (AMAT) 0.0 $17k 100.00 166.83
Lam Research Corp Com New (LRCX) 0.0 $16k 220.00 73.40
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $16k 228.00 70.00
Delta Air Lines Inc Del Com New (DAL) 0.0 $9.2k 150.00 61.26
Crowdstrike Hldgs Call Call Option 0.0 $7.9k 655.00 12.08
Carnival Corp Call Call Option 0.0 $3.8k 3.9k 0.98
Albemarle Corp Call Call Option 0.0 $3.6k 1.8k 1.98
Disney Walt Call Call Option 0.0 $3.2k 1.5k 2.15
Qualcomm Call Call Option 0.0 $1.3k 3.7k 0.35
Salesforce Put Put Option 0.0 $878.150000 3.5k 0.25
Palo Alto Networks Call Call Option 0.0 $715.995000 450.00 1.59
Barrick Gold Corp Call Call Option 0.0 $611.853600 18k 0.03
Advanced Micro Devices Call Call Option 0.0 $334.049500 1.8k 0.19
Freeport-mcmoran Call Call Option 0.0 $171.000000 15k 0.01
Uber Technologies Call Call Option 0.0 $75.110000 3.7k 0.02
Adobe Call Call Option 0.0 $17.996200 158.00 0.11
Micron Technology Call Call Option 0.0 $0 700.00 0.00