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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
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
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
USFRWisdomtree Tr
Recent Activity
Increased 11.93%
1.47%
$4.231M
84,085 shares@ $50.33 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Increased 2.41%
1.46%
$4.216M
51,683 shares@ $81.58 avg price
XSMOInvesco Exchange Traded Fd T
Recent Activity
New Position
1.42%
$4.101M
62,033 shares@ $66.12 avg price