Smart Money Group LLC Purchases in Q3 2024

Smart Money Group LLC

  • $259 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
123K
+ 156.59%
$77.02 - $85.06 $9.51M - $10.5M
202K $17.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
102K
+ 123.25%
$45.2 - $47.87 $4.61M - $4.88M
185K $8.78M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
43.5K
+ 21.64%
$79.58 - $91.64 $3.47M - $3.99M
245K $22.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.1K
+ 120.45%
$89.91 - $101.33 $1.45M - $1.63M
29.5K $2.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
565
+ 0.93%
$434.77 - $502.96 $246K - $284K
61.4K $29.9M
FFIN
First Financial Bankshares Inc

Financial Services
325
+ 0.31%
$28.56 - $39.46 $9.28K - $12.8K
106K $3.93M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.5K
+ 13.02%
$51.78 - $52.98 $594K - $608K
99.6K $5.28M
OUNZ
Van Eck Merk Gold Trust

ETFs
4.83K
+ 3.77%
$22.51 - $25.83 $109K - $125K
133K $3.38M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.64K
+ 5.27%
$91.42 - $91.82 $424K - $426K
92.6K $8.5M
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.12%
$520.18 - $576.82 $6.76K - $7.5K
10.5K $6.04M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.53K
New
$147.95 - $191.05 $226K - $292K
1.53K $265K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.53K
+ 4.97%
$74.26 - $78.84 $114K - $121K
32.3K $2.53M
LVHI
Franklin International Low Vol

ETFs
3.68K
+ 4.95%
$28.72 - $31.28 $106K - $115K
78K $2.42M
PG
Procter & Gamble CO

Consumer Defensive
1.08K
+ 28.01%
$160.76 - $177.82 $173K - $191K
4.92K $851K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
123
+ 4.1%
$405.19 - $478.57 $49.8K - $58.9K
3.12K $1.44M
LMT
Lockheed Martin Corp

Industrials
97
+ 7.62%
$460.3 - $584.56 $44.6K - $56.7K
1.37K $800K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
612
+ 2.04%
$75.88 - $83.21 $46.4K - $50.9K
30.6K $2.54M
AAPL
Apple Inc.

Technology
250
+ 3.88%
$207.23 - $234.82 $51.8K - $58.7K
6.7K $1.56M
MSFT
Microsoft Corp

Technology
609
+ 16.44%
$395.15 - $467.56 $241K - $285K
4.31K $1.86M
BX
Blackstone Inc.

Financial Services
1.26K
New
$120.77 - $159.66 $152K - $201K
1.26K $192K
META
Meta Platforms, Inc.

Communication Services
175
+ 13.03%
$453.41 - $572.44 $79.3K - $100K
1.52K $868K
LOW
Lowes Companies Inc

Consumer Cyclical
240
+ 9.6%
$213.3 - $270.78 $51.2K - $65K
2.74K $741K
HD
Home Depot, Inc.

Consumer Cyclical
147
+ 7.48%
$333.64 - $405.2 $49K - $59.6K
2.11K $855K
JNJ
Johnson & Johnson

Healthcare
431
+ 7.59%
$145.48 - $167.38 $62.7K - $72.1K
6.11K $989K
UL
Unilever PLC

Consumer Defensive
921
+ 9.56%
$54.7 - $65.59 $50.4K - $60.4K
10.6K $685K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.91K
+ 40.13%
$50.61 - $50.96 $147K - $148K
10.1K $516K
SPGI
S&P Global Inc.

Financial Services
105
+ 8.37%
$446.32 - $527.38 $46.9K - $55.4K
1.36K $702K
KO
Coca Cola CO

Consumer Defensive
875
+ 9.6%
$62.69 - $73.01 $54.9K - $63.9K
9.99K $717K
TFLO
Ishares Treasury Floating Rate

ETFs
2.69K
+ 59.09%
$50.42 - $50.66 $136K - $136K
7.24K $366K
ABBV
Abb Vie Inc.

Healthcare
50
+ 1.05%
$163.84 - $199.33 $8.19K - $9.97K
4.81K $949K
NVS
Novartis Ag

Healthcare
541
+ 6.77%
$106.13 - $120.89 $57.4K - $65.4K
8.54K $982K
ODFL
Old Dominion Freight Line, Inc.

Industrials
375
+ 15.98%
$178.41 - $210.18 $66.9K - $78.8K
2.72K $540K
MCO
Moodys Corp

Financial Services
102
+ 7.38%
$421.49 - $494.67 $43K - $50.5K
1.49K $704K
QUAL
Ishares Msci Usa Quality Facto

ETFs
13
+ 0.09%
$162.64 - $179.3 $2.11K - $2.33K
13.8K $2.47M
TJX
Tjx Companies Inc

Consumer Cyclical
640
+ 12.96%
$107.93 - $120.23 $69.1K - $76.9K
5.58K $655K
AZO
Autozone Inc

Consumer Cyclical
18
+ 8.74%
$2815.0 - $3212.87 $50.7K - $57.8K
224 $705K
AEP
American Electric Power CO Inc

Utilities
24
+ 0.42%
$87.11 - $104.95 $2.09K - $2.52K
5.76K $591K
AMZN
Amazon Com Inc

Consumer Cyclical
655
+ 11.22%
$161.02 - $200.0 $105K - $131K
6.49K $1.21M
EPD
Enterprise Products Partners L.P.

Energy
2.64K
+ 8.86%
$27.88 - $30.0 $73.5K - $79.1K
32.4K $942K
COST
Costco Wholesale Corp

Consumer Defensive
58
+ 7.47%
$801.83 - $917.05 $46.5K - $53.2K
834 $739K
XOM
Exxon Mobil Corp

Energy
472
+ 5.66%
$109.72 - $119.0 $51.8K - $56.2K
8.81K $1.03M
HSY
Hershey CO

Consumer Defensive
234
+ 11.5%
$182.45 - $203.25 $42.7K - $47.6K
2.27K $434K
CPRT
Copart Inc

Consumer Cyclical
1.41K
+ 15.01%
$49.19 - $55.54 $69.1K - $78K
10.8K $564K
PCAR
Paccar Inc

Industrials
696
+ 13.81%
$91.64 - $109.98 $63.8K - $76.5K
5.74K $565K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11
+ 0.25%
$105.53 - $118.34 $1.16K - $1.3K
4.48K $523K
GOOGL
Alphabet Inc.

Communication Services
745
+ 15.94%
$148.65 - $191.18 $111K - $142K
5.42K $898K
EOG
Eog Resources Inc

Energy
437
+ 10.81%
$117.9 - $132.65 $51.5K - $58K
4.48K $550K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
23
+ 0.28%
$61.47 - $67.36 $1.41K - $1.55K
8.2K $551K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
211
+ 8.79%
$96.25 - $101.98 $20.3K - $21.5K
2.61K $264K
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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