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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
DGRWWisdomtree Tr
Recent Activity
Decreased -0.43%
0.86%
$2.464M
30,449 shares@ $80.94 avg price
QUALIshares Tr
Recent Activity
Decreased -0.01%
0.85%
$2.455M
13,786 shares@ $178.09 avg price
NVDANvidia Corporation
Recent Activity
Decreased -14.85%
0.59%
$1.689M
12,574 shares@ $134.29 avg price
DIVIFranklin Templeton Etf Tr
Recent Activity
Decreased -80.27%
0.37%
$1.045M
34,819 shares@ $30.02 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
Decreased -0.87%
0.36%
$1.028M
9,876 shares@ $104.14 avg price
XSDSpdr Ser Tr
Recent Activity
Decreased -1.46%
0.27%
$766,967
3,087 shares@ $248.46 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -21.46%
0.18%
$501,436
5,829 shares@ $86.03 avg price
COPConocophillips
Recent Activity
Decreased -0.02%
0.16%
$442,720
4,464 shares@ $99.18 avg price
VHTVanguard World Fd
Recent Activity
Decreased -2.63%
0.13%
$365,795
1,442 shares@ $253.68 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -13.94%
0.12%
$337,538
5,976 shares@ $56.49 avg price