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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
EOGEog Res Inc
Recent Activity
Increased 7.73%
0.21%
$591,659
4,827 shares@ $122.58 avg price
IJRIshares Tr
Recent Activity
Increased 13.58%
0.21%
$586,258
5,088 shares@ $115.23 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 0.29%
0.2%
$551,129
8,222 shares@ $67.04 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 0.96%
0.19%
$536,727
5,819 shares@ $92.24 avg price
CVXChevron Corp New
Recent Activity
Increased 39.04%
0.19%
$528,874
3,651 shares@ $144.86 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Increased 9.89%
0.19%
$527,637
2,991 shares@ $176.41 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 0.13%
0.18%
$515,204
10,160 shares@ $50.71 avg price
PECOPhillips Edison & Co Inc
Recent Activity
Increased 0.53%
0.17%
$490,434
13,092 shares@ $37.47 avg price
HSYHershey Co
Recent Activity
Increased 9.18%
0.15%
$419,247
2,476 shares@ $169.33 avg price
SFLOVictory Portfolios Ii
Recent Activity
Increased 15.37%
0.12%
$345,524
12,960 shares@ $26.67 avg price