Smart Money Group LLC Purchases in Q3 2025

Smart Money Group LLC

  • $123 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
31.1K
+ 60.57%
$76.16 - $78.59 $2.37M - $2.44M
82.3K $6.43M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.3K
New
$182.33 - $194.5 $1.88M - $2M
10.3K $2M
OUNZ
Van Eck Merk Gold Trust

ETFs
5.59K
+ 2.62%
$31.49 - $37.19 $176K - $208K
219K $8.15M
ASML
Asml Holding Nv

Technology
1.17K
New
$689.63 - $968.09 $806K - $1.13M
1.17K $1.13M
FDLO
Fidelity Covington Tr Low Vola

ETFs
15.5K
New
$62.44 - $65.87 $970K - $1.02M
15.5K $1.02M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.89K
New
$236.25 - $257.69 $919K - $1M
3.89K $997K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.95K
+ 117.44%
$92.18 - $95.14 $917K - $947K
18.4K $1.75M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
7.36K
+ 378.31%
$110.74 - $122.12 $815K - $899K
9.31K $1.13M
FLMI
Franklin Dynamic Municipal Bon

ETFs
24.8K
New
$23.96 - $24.81 $593K - $615K
24.8K $613K
SCHQ
Schwab Strategic Tr Long Term

ETFs
18.3K
New
$30.81 - $32.63 $565K - $599K
18.3K $592K
NVDA
Nvidia Corp

Technology
484
+ 2.81%
$153.3 - $186.58 $74.2K - $90.3K
17.7K $3.31M
GOOGL
Alphabet Inc.

Communication Services
304
+ 4.58%
$174.36 - $254.72 $53K - $77.4K
6.95K $1.69M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
16.9K
New
$28.95 - $29.73 $488K - $502K
16.9K $501K
MEAR
Blackrock Short Maturity Munic

ETFs
5.33K
+ 4.18%
$50.17 - $50.56 $268K - $270K
133K $6.72M
JNJ
Johnson & Johnson

Healthcare
224
+ 3.01%
$155.17 - $185.42 $34.8K - $41.5K
7.66K $1.42M
AVGO
Broadcom Inc.

Technology
52
+ 1.11%
$264.74 - $369.57 $13.8K - $19.2K
4.73K $1.56M
TJX
Tjx Companies Inc

Consumer Cyclical
370
+ 4.36%
$121.35 - $144.54 $44.9K - $53.5K
8.86K $1.28M
ABBV
Abb Vie Inc.

Healthcare
54
+ 1.13%
$184.85 - $231.54 $9.98K - $12.5K
4.82K $1.12M
DDS
Dillard'S, Inc.

Consumer Cyclical
343
New
$425.73 - $623.76 $146K - $214K
343 $210K
AZO
Autozone Inc

Consumer Cyclical
8
+ 2.64%
$3649.42 - $4354.54 $29.2K - $34.8K
311 $1.33M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.04K
+ 6.19%
$50.23 - $50.48 $203K - $204K
69.3K $3.48M
MSFT
Microsoft Corp

Technology
125
+ 2.15%
$491.09 - $535.64 $61.4K - $67K
5.94K $3.07M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.08%
$175.16 - $255.24 $350 - $510
2.66K $646K
LOW
Lowes Companies Inc

Consumer Cyclical
157
+ 3.58%
$215.01 - $273.02 $33.8K - $42.9K
4.54K $1.14M
MUB
Ishares National Muni Bond ETF

ETFs
975
+ 3.76%
$103.24 - $106.68 $101K - $104K
26.9K $2.86M
HD
Home Depot, Inc.

Consumer Cyclical
69
+ 2.17%
$357.4 - $423.42 $24.7K - $29.2K
3.25K $1.32M
LMT
Lockheed Martin Corp

Industrials
105
+ 4.62%
$410.74 - $499.21 $43.1K - $52.4K
2.38K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
34
+ 3.95%
$293.94 - $444.72 $9.99K - $15.1K
895 $398K
NVS
Novartis Ag

Healthcare
402
+ 4.2%
$113.5 - $129.73 $45.6K - $52.2K
9.96K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81
+ 2.1%
$459.11 - $506.91 $37.2K - $41.1K
3.93K $1.98M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
43
+ 2.5%
$224.68 - $282.71 $9.66K - $12.2K
1.76K $492K
PLTR
Palantir Technologies Inc.

Technology
2
+ 0.09%
$130.68 - $186.97 $261 - $374
2.19K $400K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.32%
$620.67 - $670.08 $3.72K - $4.02K
1.86K $1.25M
XOM
Exxon Mobil Corp

Energy
422
+ 4.49%
$105.83 - $117.22 $44.7K - $49.5K
9.81K $1.11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
989
+ 1.05%
$91.44 - $91.77 $90.4K - $90.8K
95.5K $8.76M
QCOM
Qualcomm Inc

Technology
279
+ 4.47%
$145.84 - $173.55 $40.7K - $48.4K
6.52K $1.08M
PCAR
Paccar Inc

Industrials
481
+ 4.87%
$92.91 - $102.86 $44.7K - $49.5K
10.4K $1.02M
BX
Blackstone Inc.

Financial Services
12
+ 0.35%
$152.77 - $188.68 $1.83K - $2.26K
3.47K $592K
MA
Mastercard Inc

Financial Services
98
+ 5.51%
$550.18 - $598.96 $53.9K - $58.7K
1.88K $1.07M
AEP
American Electric Power CO Inc

Utilities
107
+ 1.85%
$103.26 - $115.0 $11K - $12.3K
5.88K $661K
CPRT
Copart Inc

Consumer Cyclical
2.99K
+ 17.11%
$44.6 - $49.97 $133K - $149K
20.5K $920K
WMT
Walmart Inc.

Consumer Defensive
116
+ 1.34%
$94.4 - $104.27 $11K - $12.1K
8.75K $901K
AMZN
Amazon Com Inc

Consumer Cyclical
246
+ 2.89%
$211.65 - $238.24 $52.1K - $58.6K
8.76K $1.92M
META
Meta Platforms, Inc.

Communication Services
86
+ 3.63%
$695.21 - $791.73 $59.8K - $68.1K
2.46K $1.8M
NVO
Novo Nordisk A S

Healthcare
4.27K
+ 30.34%
$45.38 - $71.7 $194K - $306K
18.4K $1.02M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
181
+ 0.47%
$50.9 - $52.37 $9.21K - $9.48K
39K $2.04M
VIG
Vanguard Dividend Appreciation

ETFs
132
+ 7.01%
N/A
2.02K $367K
VFVA
Vanguard Wellington Fd U S Val

ETFs
8
+ 0.32%
$116.21 - $129.7 $930 - $1.04K
2.49K $317K
PG
Procter & Gamble CO

Consumer Defensive
398
+ 5.76%
$150.47 - $161.22 $59.9K - $64.2K
7.31K $1.12M
Activity Summary
Buys All Purchases 63 New Holdings 9 Increased Positions 54 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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