Jim R Kennedy

@Smart Money Group Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$289.623M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOOGAlphabet Inc Recent Activity Increased 6.37%	0.12%	$334,062 1,754 shares@ $190.46 avg price	Increased 6.37%
IJHIshares Tr Recent Activity Increased 0.41%	0.12%	$326,956 5,247 shares@ $62.32 avg price	Increased 0.41%
TSMTaiwan Semiconductor Mfg Ltd Recent Activity Increased 1.45%	0.11%	$305,662 1,548 shares@ $197.46 avg price	Increased 1.45%
ROKRockwell Automation Inc Recent Activity Increased 0.45%	0.09%	$257,320 900 shares@ $285.92 avg price	Increased 0.45%