Smart Money Group LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$270M
Signature - Title
Jim R Kennedy - Owner/Principal
Location
Eastland, TX
Summary
This page shows a list of all the recent 13F filings made by Smart Money Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Smart Money Group LLC reported 95 stock holdings with total value $270M as of Q3 2024. Top holdings included QQQ, MOAT, SPMO, QFLR, and BIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 95 $270M +$14.4M -$16.9M -$2.5M QQQ, MOAT, SPMO, QFLR, BIL 13F-HR 11/5/2024, 10:33 AM
Q2 2024 91 $275M +$37.8M -$31.8M +$6.04M MOAT, QQQ, QFLR, SPMO, DXJ 13F-HR 8/12/2024, 10:05 AM
Q1 2024 87 $257M +$63.5M -$43.9M +$19.6M MOAT, QQQ, DGRW, QFLR, DXJ 13F-HR 5/2/2024, 03:33 PM
Q4 2023 81 $230M +$34.4M -$29.8M +$4.6M MOAT, SCHD, QQQ, DJUL, BIL 13F-HR 2/6/2024, 12:20 PM
Q3 2023 74 $211M +$63.7M -$56.9M +$6.8M MOAT, SCHD, QQQ, USMV, TFLO 13F-HR 11/13/2023, 10:53 AM
Q2 2023 60 $210M +$41.6M -$35.1M +$6.56M MOAT, SPY, SCHD, SDY, USMV 13F-HR 7/25/2023, 05:21 PM
Q1 2023 52 $199M +$56.6M -$53.1M +$3.53M SDY, BIL, VFVA, USMV, SPY 13F-HR 5/8/2023, 11:12 AM
Q4 2022 48 $192M +$59M -$21M +$37.9M VFVA, BIL, SDY, IVV, USMV 13F-HR 1/24/2023, 04:22 PM
Q3 2022 44 $147M +$24.7M -$16.4M +$8.37M VTIP, IVV, RISR, SDY, USMV 13F-HR 10/26/2022, 05:49 PM
Q2 2022 47 $144M +$32.3M -$22M +$10.3M VTIP, IVV, USMV, SDY, QEFA 13F-HR 7/14/2022, 02:45 PM
Q1 2022 55 $149M +$35.6M -$35.5M +$86.5K VTIP, USMV, SDY, QEFA, IVV 13F-HR 4/22/2022, 04:17 PM
Q4 2021 67 $157M +$23.4M -$11.6M +$11.8M USMV, MTUM, QEFA, VTIP, QQQ 13F-HR 1/27/2022, 10:56 AM
Q3 2021 64 $138M +$41.5M -$14.1M +$27.3M USMV, MTUM, QEFA, JSML, VIG 13F-HR 10/29/2021, 01:23 PM
Q2 2021 48 $36.5M $0 $0 USMV, IEI, EFAV, BBP, SPTL Restatement 8/5/2021, 01:31 PM
Q1 2021 61 $120M +$19.5M -$21.6M -$2.07M USMV, MTUM, JSML, QEFA, VIG 13F-HR 4/26/2021, 01:23 PM
Q4 2020 54 $119M +$6.57M -$132M -$125M USMV, MTUM, JSML, QUAL, VIG 13F-HR 1/27/2021, 05:19 PM
Q3 2020 89 $232M +$69.6M -$15.1M +$54.4M USMV, MTUM, DTD, ESGU, VNLA 13F-HR 10/29/2020, 01:41 PM
Q2 2020 81 $169M +$47.1M -$37.1M +$9.97M USMV, MTUM, ESGU, SPLG, IEI 13F-HR 7/29/2020, 12:30 PM
Q1 2020 81 $140M +$42.5M -$44.4M -$1.97M USMV, MTUM, EFAV, QUAL, VNLA 13F-HR 5/13/2020, 12:28 PM
Q4 2019 84 $171M +$47.8M -$8.39M +$39.4M USMV, SPHD, MTUM, EFAV, VNLA 13F-HR 2/18/2020, 08:49 AM
Q3 2019 66 $125M +$7.45M -$4.34M +$3.11M USMV, MTUM, EFAV, VNLA, DDWM 13F-HR 11/5/2019, 06:41 PM
Q2 2019 69 $121M +$9.32M -$4.92M +$4.41M USMV, MTUM, EFAV, VNLA, DDWM 13F-HR 7/31/2019, 04:39 PM
Q1 2019 65 $113M +$48.3M -$38.6M +$9.64M USMV, MTUM, EFAV, ACWI, DDWM 13F-HR 5/3/2019, 12:20 PM
Q4 2018 59 $96.5M +$10.4M -$5.38M +$4.99M MTUM, EFAV, USMV, SYE, EFG 13F-HR 1/29/2019, 06:19 PM
Q3 2018 55 $102M +$9.65M -$19.6M -$9.91M MTUM, EFAV, USMV, SYE, EFV 13F-HR 11/1/2018, 05:59 PM
Q2 2018 55 $112M +$35.8M -$22.5M +$13.2M MTUM, EFAV, USMV, XSLV, SPHD 13F-HR 8/10/2018, 01:07 PM
Q1 2018 53 $98.3M +$40.8M -$6.04M +$34.8M EFAV, MTUM, USMV, XSLV, SDOG 13F-HR 5/14/2018, 11:10 AM
Q4 2017 38 $64.3M $0 $0 EFAV, USMV, MTUM, SPHD, XSLV 13F-HR 2/15/2018, 01:50 PM