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Jim R Kennedy

@Smart Money Group Llc

Latest period2024 - Q4ReportedManaged Assets$289.623MTotal holdings96
Assets growth rate3.34%Assets growth rate (2-Q avg)1.79%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Smart Money Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Smart Money Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 289.623M in assets, with a quarterly growth rate of 3.34% and a 2-quarter average growth rate of 1.79%. The portfolio is managed by Jim R Kennedy, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USMVIshares Tr
Recent Activity
Decreased -0.84%
2.6%
$7.522M
84,713 shares@ $88.8 avg price
DJULFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.84%
2.43%
$7.014M
167,085 shares@ $41.99 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -9.33%
2.38%
$6.869M
12,748 shares@ $538.8 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -4.95%
1.82%
$5.252M
192,237 shares@ $27.32 avg price
MUNIPimco Etf Tr
Recent Activity
Decreased -15.01%
1.52%
$4.38M
84,677 shares@ $51.74 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -2.03%
1.49%
$4.315M
22,035 shares@ $195.84 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -2.2%
1.47%
$4.247M
14,655 shares@ $289.82 avg price
DXJSWisdomtree Tr
Recent Activity
Decreased -2.78%
1.38%
$3.974M
114,916 shares@ $34.59 avg price
SCHZSchwab Strategic Tr
Recent Activity
Decreased -21.34%
1.14%
$3.298M
145,305 shares@ $22.71 avg price
NENoble Corp Plc
Recent Activity
Decreased -26.49%
0.91%
$2.613M
83,208 shares@ $31.4 avg price