Smart Money Group LLC Portfolio Holdings
Smart Money Group LLC
- $106 Million
- Q1 2025
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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