Smart Money Group LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $8.68M, Blackrock Short Maturity Munic with a value of $7.13M, Van Eck Merk Gold Trust with a value of $6.25M, Tidal ETF Tr Foliobeyond Risin with a value of $5.49M, and Spdr Gold Trust with a value of $5.45M.

Examining the 13F form we can see an decrease of $148M in the current position value, from $254M to 106M.

Below you can find more details about Smart Money Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Million
ETFs: $64.4 Million
Financial Services: $8.23 Million
Technology: $7.43 Million
Consumer Cyclical: $6.29 Million
Consumer Defensive: $5.4 Million
Healthcare: $4.04 Million
Energy: $3.61 Million
Industrials: $2.78 Million
Other: $3.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $106 Million
  • Prior Value $254 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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