Smart Money Group LLC Portfolio Holdings
Q3 2025•79 long positions•$133.1M portfolio value
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Holding82 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $8.8M 6.58% | +$90.7K Bought | — 95.5K shares | 94.5K → 95.5K +$90.7K | +1.05% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $8.1M 6.12% | +$208.0K Bought | — 219.0K shares | 213.4K → 219.0K +$208.0K | +2.62% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.7M 5.05% | +$269.3K Bought | — 133.0K shares | 127.7K → 133.0K +$269.3K | +4.18% | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $6.7M 5.03% | -$27.4K Sold | — 18.8K shares | 18.9K → 18.8K −$27.4K | -0.41% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.4M 4.83% | +$2.4M Bought | — 82.3K shares | 51.3K → 82.3K +$2.4M | +60.57% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.7M 4.27% | -$87.9K Sold | — 57.0K shares | 57.9K → 57.0K −$87.9K | -1.52% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.1M 3.85% | -$158.7K Sold | — 142.9K shares | 147.3K → 142.9K −$158.7K | -3.01% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.5M 2.62% | +$203.2K Bought | — 69.3K shares | 65.3K → 69.3K +$203.2K | +6.19% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.4M 2.57% | -$2.0M Sold | — 145.8K shares | 230.2K → 145.8K −$2.0M | -36.66% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $3.3M 2.48% | +$90.3K Bought | 0.0% 17.7K shares | 17.2K → 17.7K +$90.3K | +2.81% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $3.1M 2.31% | +$64.7K Bought | 0.0% 5.9K shares | 5.8K → 5.9K +$64.7K | +2.15% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.9M 2.15% | +$103.8K Bought | — 26.9K shares | 25.9K → 26.9K +$103.8K | +3.76% | — — | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $2.7M 2.02% | +$3.8K Bought | 0.056% 79.8K shares | 79.7K → 79.8K +$3.8K | +0.14% | $4.8B Mid Cap | Q1 2018 Held for 7y 8m | |
Consumer Electronics Technology | $2.6M 1.97% | +$93.5K Bought | 0.0% 10.3K shares | 9.9K → 10.3K +$93.5K | +3.69% | $3.78T Mega Cap | Q1 2019 Held for 6y 8m | |
Oil & Gas Drilling Energy | $2.4M 1.77% | — | 0.052% 83.3K shares | — | — | $4.5B Mid Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.0M 1.53% | +$9.5K Bought | — 39.0K shares | 38.9K → 39.0K +$9.5K | +0.47% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.0M 1.5% | +$2.0M Bought | — 10.3K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
Insurance - Diversified Financial Services | $2.0M 1.48% | +$40.7K Bought | 0.0% 3.9K shares | 3.8K → 3.9K +$40.7K | +2.1% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $1.9M 1.44% | +$54.0K Bought | 0.0% 8.8K shares | 8.5K → 8.8K +$54.0K | +2.89% | $2.34T Mega Cap | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $1.8M 1.36% | +$63.2K Bought | 0.0% 2.5K shares | 2.4K → 2.5K +$63.2K | +3.63% | $1.84T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.8M 1.32% | +$946.8K Bought | — 18.4K shares | 8.5K → 18.4K +$946.8K | +117.44% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $1.7M 1.27% | +$73.9K Bought | 0.0% 6.9K shares | 6.6K → 6.9K +$73.9K | +4.58% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $1.6M 1.17% | +$17.2K Bought | 0.0% 4.7K shares | 4.7K → 4.7K +$17.2K | +1.11% | $1.56T Mega Cap | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $1.4M 1.07% | +$41.5K Bought | 0.0% 7.7K shares | 7.4K → 7.7K +$41.5K | +3.01% | $446.55B Mega Cap | Q4 2018 Held for 6y 11m | |
Specialty Retail Consumer Cyclical | $1.3M 1.0% | +$34.3K Bought | 0.002% 311.0 shares | 303.0 → 311.0 +$34.3K | +2.64% | $71.5B Large Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.3M 0.995% | -$1.1M Sold | — 14.8K shares | 27.3K → 14.8K −$1.1M | -45.62% | — — | Q2 2024 Held for 1y 5m | |
Home Improvement Consumer Cyclical | $1.3M 0.988% | +$28.0K Bought | 0.0% 3.2K shares | 3.2K → 3.2K +$28.0K | +2.17% | $403.32B Mega Cap | Q2 2023 Held for 2y 5m | |
Apparel - Retail Consumer Cyclical | $1.3M 0.962% | +$53.5K Bought | 0.001% 8.9K shares | 8.5K → 8.9K +$53.5K | +4.36% | $160.86B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.3M 0.96% | -$44.3K Sold | — 11.2K shares | 11.6K → 11.2K −$44.3K | -3.35% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.3M 0.96% | +$51.6K Bought | — 10.0K shares | 9.6K → 10.0K +$51.6K | +4.2% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.2M 0.937% | +$4.0K Bought | — 1.9K shares | 1.9K → 1.9K +$4.0K | +0.32% | — — | Q4 2017 Held for 7y 11m | |
Aerospace & Defense Industrials | $1.2M 0.893% | +$52.4K Bought | 0.001% 2.4K shares | 2.3K → 2.4K +$52.4K | +4.62% | $116.55B Large Cap | Q2 2023 Held for 2y 5m | |
Home Improvement Consumer Cyclical | $1.1M 0.857% | +$39.5K Bought | 0.001% 4.5K shares | 4.4K → 4.5K +$39.5K | +3.58% | $140.94B Large Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $1.1M 0.85% | +$1.1M New | — 1.2K shares | 0 → 1.2K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.85% | -$214.9K Sold | — 1.9K shares | 2.2K → 1.9K −$214.9K | -15.97% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.846% | +$891.2K Bought | — 9.3K shares | 1.9K → 9.3K +$891.2K | +378.31% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 0.844% | -$161.1K Sold | — 1.8K shares | 2.1K → 1.8K −$161.1K | -12.54% | — — | Q1 2020 Held for 5y 8m | |
Household & Personal Products Consumer Defensive | $1.1M 0.844% | +$61.2K Bought | 0.0% 7.3K shares | 6.9K → 7.3K +$61.2K | +5.76% | $359.62B Mega Cap | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $1.1M 0.839% | +$12.5K Bought | 0.0% 4.8K shares | 4.8K → 4.8K +$12.5K | +1.13% | $409.03B Mega Cap | Q2 2020 Held for 5y 5m | |
Financial - Data & Stock Exchanges Financial Services | $1.1M 0.832% | +$35.3K Bought | 0.001% 2.3K shares | 2.3K → 2.3K +$35.3K | +3.29% | $85.5B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $1.1M 0.831% | +$47.6K Bought | 0.0% 9.8K shares | 9.4K → 9.8K +$47.6K | +4.49% | $480.68B Mega Cap | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $1.1M 0.815% | +$46.4K Bought | 0.001% 6.5K shares | 6.2K → 6.5K +$46.4K | +4.47% | $179.50B Large Cap | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $1.1M 0.801% | +$55.8K Bought | 0.0% 1.9K shares | 1.8K → 1.9K +$55.8K | +5.51% | $514.21B Mega Cap | Q1 2025 Held for 8 months | |
Financial - Data & Stock Exchanges Financial Services | $1.0M 0.781% | +$38.9K Bought | 0.001% 2.1K shares | 2.1K → 2.1K +$38.9K | +3.89% | $148.59B Large Cap | Q4 2023 Held for 1y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.0M 0.775% | +$45.2K Bought | 0.0% 15.6K shares | 14.9K → 15.6K +$45.2K | +4.58% | $285.42B Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.0M 0.769% | +$1.0M New | — 15.5K shares | 0 → 15.5K +$1.0M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.0M 0.768% | +$45.6K Bought | — 17.2K shares | 16.5K → 17.2K +$45.6K | +4.67% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.0M 0.765% | +$237.1K Bought | — 18.4K shares | 14.1K → 18.4K +$237.1K | +30.34% | — — | Q3 2023 Held for 2y 2m | |
Agricultural - Machinery Industrials | $1.0M 0.765% | +$47.3K Bought | 0.002% 10.4K shares | 9.9K → 10.4K +$47.3K | +4.87% | $51.6B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $997.4K 0.749% | +$997.4K Bought | — 3.9K shares | — | — | — — | Q3 2025 Held for 2 months |
