Smart Money Group LLC Portfolio Holdings
Smart Money Group LLC
- $254 Million
- Q4 2024
Smart Money Group LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $31.5M, Vaneck Morningstar Wide Moat E with a value of $27.5M, Invesco ETF Tr Ii S&P 500 Mome with a value of $24.3M, Spdr Bloomberg 1 3 Month T Bil with a value of $8.75M, and Spdr S&P 500 ETF Trust with a value of $7.99M.
Examining the 13F form we can see an decrease of $4.57M in the current position value, from $259M to 254M.
Below you can find more details about Smart Money Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$254 Million
ETFs: $210 Million
Financial Services: $7.81 Million
Technology: $6.7 Million
Consumer Cyclical: $5.44 Million
Consumer Defensive: $4.29 Million
Energy: $4.07 Million
Healthcare: $3.16 Million
Communication Services: $2.41 Million
Other: $3.16 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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