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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
TJXTjx Cos Inc New
Recent Activity
Increased 9.04%
0.26%
$734,971
6,084 shares@ $120.81 avg price
MCOMoodys Corp
Recent Activity
Increased 2.83%
0.25%
$722,685
1,527 shares@ $473.28 avg price
SPGIS&p Global Inc
Recent Activity
Increased 5.45%
0.25%
$714,127
1,434 shares@ $498.0 avg price
LOWLowes Cos Inc
Recent Activity
Increased 5.33%
0.25%
$712,322
2,886 shares@ $246.82 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 5.84%
0.25%
$704,430
1,450 shares@ $485.82 avg price
KOCoca Cola Co
Recent Activity
Increased 10.73%
0.24%
$688,539
11,059 shares@ $62.27 avg price
CPRTCopart Inc
Recent Activity
Increased 7.58%
0.23%
$664,576
11,580 shares@ $57.39 avg price
ULUnilever Plc
Recent Activity
Increased 10.42%
0.23%
$661,017
11,658 shares@ $56.71 avg price
PCARPaccar Inc
Recent Activity
Increased 7.64%
0.23%
$642,185
6,174 shares@ $104.02 avg price
BXBlackstone Inc
Recent Activity
Increased 187.21%
0.22%
$622,894
3,613 shares@ $172.41 avg price