Jim R Kennedy

@Smart Money Group Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$289.623M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XSMOInvesco Exchange Traded Fd T Recent Activity New Position	1.42%	$4.101M 62,033 shares@ $66.12 avg price	New Position
KMIKinder Morgan Inc Del Recent Activity New Position	0.11%	$317,870 11,601 shares@ $27.41 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.09%	$249,977 619 shares@ $403.85 avg price	New Position
KKRKkr & Co Inc Recent Activity New Position	0.07%	$202,193 1,367 shares@ $147.92 avg price	New Position