Smart Money Group LLC Portfolio Holdings

Smart Money Group LLC

  • $259 Million
  • Q3 2024

Smart Money Group LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $259 Million distributed in 95 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 $29.9M, Vaneck Morningstar Wide Moat E with a value of $27M, Invesco ETF Tr Ii S&P 500 Mome with a value of $22.2M, Schwab Strategic Tr Us Dividen with a value of $17.1M, and Schwab Us Aggregate Bond ETF with a value of $8.78M.

Examining the 13F form we can see an increase of $15M in the current position value, from $244M to 259M.

Below you can find more details about Smart Money Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $259 Million
ETFs: $217 Million
Financial Services: $7.24 Million
Technology: $6.22 Million
Consumer Cyclical: $4.73 Million
Consumer Defensive: $4.17 Million
Healthcare: $3.8 Million
Energy: $3.38 Million
Industrials: $2.15 Million
Other: $3.12 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $259 Million
  • Prior Value $244 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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