Smart Money Group LLC Reduced Holdings in Q1 2025

Smart Money Group LLC

  • $106 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-59K
- 95.72%
$468.34 - $539.52 $27.6M - $31.8M
2.64K $1.24M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-305K
- 95.2%
N/A
15.4K $1.32M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-250K
- 97.92%
$91.76 - $103.26 $23M - $25.8M
5.32K $491K
SPY
Spdr S&P 500 ETF Trust

ETFs
-11.9K
- 87.12%
$551.42 - $612.93 $6.55M - $7.28M
1.76K $982K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-75.2K
- 88.82%
$87.68 - $94.52 $6.6M - $7.11M
9.47K $886K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-149K
- 88.98%
$40.44 - $43.17 $6.01M - $6.42M
18.4K $753K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10.8K
- 85.08%
$507.05 - $563.67 $5.5M - $6.11M
1.9K $977K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-52.8K
- 95.65%
$106.46 - $114.75 $5.62M - $6.06M
2.4K $264K
IVV
Ishares Core S&P 500 ETF

ETFs
-8.34K
- 79.54%
$554.06 - $615.85 $4.62M - $5.13M
2.14K $1.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-175K
- 90.95%
$27.01 - $28.54 $4.72M - $4.99M
17.4K $486K
VIG
Vanguard Dividend Appreciation

ETFs
-19.1K
- 86.9%
N/A
2.89K $525K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-12.5K
- 90.72%
$168.16 - $186.21 $2.1M - $2.33M
1.28K $218K
FFIN
First Financial Bankshares Inc

Financial Services
-26.7K
- 25.16%
$34.78 - $38.52 $929K - $1.03M
79.4K $2.85M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-5.5K
- 55.65%
$102.5 - $112.02 $563K - $616K
4.38K $453K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.62K
- 70.91%
$192.82 - $222.1 $505K - $582K
1.08K $207K
MEAR
Blackrock Short Maturity Munic

ETFs
-8.75K
- 5.81%
$49.97 - $50.36 $437K - $441K
142K $7.13M
EPD
Enterprise Products Partners L.P.

Energy
-9.94K
- 25.57%
$31.75 - $34.14 $316K - $339K
28.9K $988K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.95K
- 10.77%
$85.29 - $92.57 $337K - $365K
32.7K $2.98M
BX
Blackstone Inc.

Financial Services
-227
- 6.28%
$136.53 - $186.74 $31K - $42.4K
3.39K $473K
WMT
Walmart Inc.

Consumer Defensive
-1.2K
- 12.89%
$84.5 - $105.05 $101K - $126K
8.08K $709K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.14K
- 1.19%
$91.45 - $91.75 $104K - $105K
94.6K $8.68M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-60
- 3.88%
$165.25 - $224.62 $9.92K - $13.5K
1.49K $247K
KMI
Kinder Morgan, Inc.

Energy
-2.22K
- 19.09%
$26.1 - $31.22 $57.8K - $69.2K
9.39K $267K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-213
- 2.1%
$50.72 - $50.92 $10.8K - $10.8K
9.95K $505K
XOM
Exxon Mobil Corp

Energy
-931
- 10.25%
$105.44 - $118.93 $98.2K - $111K
8.16K $969K
Innovator Etfs Trust
-653K
- 98.56%
N/A
9.55K $0
CVX
Chevron Corp

Energy
-456
- 12.49%
$146.71 - $167.97 $66.9K - $76.6K
3.2K $534K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-25
- 2.0%
$208.48 - $244.03 $5.21K - $6.1K
1.23K $299K
NVS
Novartis Ag

Healthcare
-750
- 8.2%
$97.14 - $115.57 $72.9K - $86.7K
8.39K $935K
AEP
American Electric Power CO Inc

Utilities
-102
- 1.75%
$90.32 - $109.27 $9.21K - $11.1K
5.72K $624K
ABBV
Abb Vie Inc.

Healthcare
-128
- 2.64%
$169.2 - $216.66 $21.7K - $27.7K
4.73K $989K
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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