Smart Money Group LLC Portfolio Holdings

Smart Money Group LLC

  • $244 Million
  • Q2 2024

Smart Money Group LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $244 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $29.1M, Vaneck Morningstar Wide Moat E with a value of $28.3M, Invesco ETF Tr Ii S&P 500 Mome with a value of $17.6M, Wisdomtree Trust Japan Hedged with a value of $11.6M, and Spdr Bloomberg 1 3 Month T Bil with a value of $8.07M.

Examining the 13F form we can see an increase of $6.65M in the current position value, from $237M to 244M.

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

Portfolio value $244 Million
ETFs: $201 Million
Technology: $11.4 Million
Financial Services: $5.49 Million
Consumer Cyclical: $4.01 Million
Energy: $3.49 Million
Healthcare: $3.48 Million
Consumer Defensive: $3.42 Million
Communication Services: $1.82 Million
Other: $2.72 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $244 Million
  • Prior Value $237 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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