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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
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
VFVAVanguard Wellington Fd
Recent Activity
Increased 0.06%
1.34%
$3.873M
32,720 shares@ $118.38 avg price
OUNZVaneck Merk Gold Etf
Recent Activity
Increased 15.04%
1.34%
$3.871M
153,016 shares@ $25.31 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 0.7%
1.21%
$3.495M
14,433 shares@ $242.14 avg price
TLTIshares Tr
Recent Activity
Increased 24.11%
1.11%
$3.2M
36,644 shares@ $87.34 avg price
ICOWPacer Fds Tr
Recent Activity
Increased 1.15%
1.1%
$3.178M
108,857 shares@ $29.19 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 1.98%
1.09%
$3.131M
12,929 shares@ $242.18 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 14.58%
0.96%
$2.769M
37,050 shares@ $74.73 avg price
LVHILegg Mason Etf Invt
Recent Activity
Increased 4.12%
0.86%
$2.479M
81,220 shares@ $30.53 avg price