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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
MSFTMicrosoft Corp
Recent Activity
Increased 3.23%
0.65%
$1.877M
4,453 shares@ $421.54 avg price
AAPLApple Inc
Recent Activity
Increased 8.84%
0.64%
$1.826M
7,291 shares@ $250.44 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 0.7%
0.58%
$1.658M
12,547 shares@ $132.11 avg price
MTUMIshares Tr
Recent Activity
Increased 0.35%
0.52%
$1.489M
7,198 shares@ $206.91 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.78%
0.51%
$1.464M
6,674 shares@ $219.4 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.37%
0.51%
$1.464M
3,229 shares@ $453.28 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 20.07%
0.43%
$1.22M
38,890 shares@ $31.36 avg price
TTACTrimtabs Etf Tr
Recent Activity
Increased 0.08%
0.41%
$1.182M
17,786 shares@ $66.47 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.23%
0.37%
$1.069M
5,649 shares@ $189.29 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.49%
0.35%
$1.003M
4,326 shares@ $231.86 avg price