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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
METAMeta Platforms Inc
Recent Activity
Increased 12.26%
0.35%
$997,907
1,704 shares@ $585.63 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.14%
0.34%
$977,531
9,087 shares@ $107.58 avg price
JNJJohnson & Johnson
Recent Activity
Increased 2.85%
0.32%
$908,175
6,280 shares@ $144.62 avg price
NVSNovartis Ag
Recent Activity
Increased 7.1%
0.31%
$889,764
9,144 shares@ $97.31 avg price
PGProcter And Gamble Co
Recent Activity
Increased 7.53%
0.31%
$886,467
5,288 shares@ $167.64 avg price
HDHome Depot Inc
Recent Activity
Increased 5.17%
0.3%
$864,004
2,221 shares@ $389.02 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.9%
0.3%
$862,441
4,853 shares@ $177.72 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 5.04%
0.28%
$802,826
876 shares@ $916.47 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 3.1%
0.27%
$777,556
3,695 shares@ $210.44 avg price
AZOAutozone Inc
Recent Activity
Increased 4.92%
0.26%
$752,470
235 shares@ $3202.0 avg price