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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
QQQInvesco Qqq Tr
Recent Activity
Increased 0.39%
10.88%
$31.49M
61,597 shares@ $511.24 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 2.14%
10.28%
$29.746M
320,797 shares@ $92.73 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 4.42%
8.39%
$24.285M
255,603 shares@ $95.01 avg price
QFLRInnovator Etfs Trust
Recent Activity
Increased 0.74%
6.7%
$19.378M
662,700 shares@ $29.25 avg price
BILSpdr Ser Tr
Recent Activity
Increased 3.37%
3.03%
$8.752M
95,719 shares@ $91.44 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.21%
2.77%
$7.995M
13,641 shares@ $586.09 avg price
MEARIshares U S Etf Tr
Recent Activity
Increased 1.01%
2.6%
$7.528M
150,704 shares@ $49.96 avg price
IVVIshares Tr
Recent Activity
Increased 0.17%
2.14%
$6.17M
10,480 shares@ $588.71 avg price
DXJWisdomtree Tr
Recent Activity
Increased 5.36%
2.11%
$6.086M
55,184 shares@ $110.3 avg price
RISRTidal Etf Tr
Recent Activity
Increased 77.9%
1.82%
$5.263M
143,794 shares@ $36.61 avg price