SM
| |
Smart Money Group LLC13F | |
| Smart Money Group LLC | |
| Last update 2025-05-12 | 77 Stocks (7 new) |
| Value $294.00 Mil | Turnover 66 % |
Smart Money Group LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YOKE | YOKE Core ETF | 7,574,160 | 180,432.4 | New Holding | 61.350 | +61.35% | 96.610 | +13.87% | - | 203.8 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 94,577 | 8,675.6 | -1.19% | 2.950 | -0.04% | 0.020 | +1.05% | +2.34% | 41,778.1 | ||
MEAR |
iShares Short Maturity Municipal Bond Active ETF
iShares Short Maturity Municipal Bond Active ETF
| 141,950 | 7,131.6 | -5.81% | 2.420 | -0.15% | 0.700 | +1.39% | +2.22% | 1,154.4 | ||
OUNZ | VanEck Merk Gold ETF | 207,324 | 6,248.8 | +35.49% | 2.120 | +0.56% | 0.400 | +2.87% | +29.13% | 1,793.4 | ||
RISR |
FolioBeyond Alternative Income and Interest Rate Hedge ETF
FolioBeyond Alternative Income and Interest Rate Hedge ETF
| 151,166 | 5,491.9 | +5.13% | 1.870 | +0.09% | 3.640 | +1.14% | +4.64% | 169.2 | ||
GLD | SPDR Gold Shares ETF | 18,915 | 5,450.3 | +31.05% | 1.850 | +0.44% | 0.010 | +2.81% | +28.93% | 102,799.3 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 94,815 | 4,772.0 | +12.76% | 1.620 | +0.18% | 0.030 | +1.15% | +2.42% | 18,858.3 | ||
SCHZ | Schwab US Aggregate Bond ETF | 206,027 | 4,771.6 | +41.79% | 1.620 | +0.48% | 0.060 | +1.74% | +3.61% | 8,612.4 | ||
MUNI |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
| 89,342 | 4,605.6 | +5.51% | 1.570 | +0.08% | 0.240 | +1.30% | +0.17% | 2,018.3 | ||
FBTC |
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
| 55,562 | 3,998.8 | +7.51% | 1.360 | +0.09% | 0.030 | +26.60% | +26.72% | 21,830.3 |
Smart Money Group LLC's Historical Top Holdings Breakdowns
Smart Money Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
YOKE | YOKE Core ETF | 2025-03-31 | New Buy New Buy | +61.35% | 23.36 ($24.23) 25 | $26.34 | 8.71% | New holding | 7,574,160 | 7,574,160 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -10.40% | 468.34 ($508.07) 539.52 | $563.81 | 10.97% | Reduce -95.72% | 2,639 | -58,958 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -9.78% | 87.69 ($92.02) 96.49 | $98.45 | 6.99% | Reduce -95.2% | 15,413 | -305,384 | |
SPMO | Invesco S&P 500 Momentum ETF | 2025-03-31 | Reduce Reduce | -8.22% | 91.76 ($97.86) 103.26 | $114.36 | 16.86% | Reduce -97.92% | 5,317 | -250,286 | |
QFLR |
Innovator Nasdaq-100 Managed Floor ETF
Innovator Nasdaq-100 Managed Floor ETF
| 2025-03-31 | Reduce Reduce | -6.59% | 27.01 ($28.78) 30.05 | $30.74 | 6.81% | Reduce -98.56% | 9,551 | -653,149 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -2.40% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Reduce -87.13% | 1,755 | -11,886 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Reduce Reduce | -2.31% | 87.68 ($92.03) 94.57 | $93.97 | 2.11% | Reduce -88.87% | 9,431 | -75,282 | |
DJUL |
FT Vest U.S. Equity Deep Buffer ETF - July
FT Vest U.S. Equity Deep Buffer ETF - July
| 2025-03-31 | Reduce Reduce | -2.15% | 40.44 ($42.13) 43.17 | $45.44 | 7.86% | Reduce -88.98% | 18,420 | -148,665 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -2.02% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Reduce -85.08% | 1,902 | -10,846 | |
DXJ | WisdomTree Japan Hedged Equity Fund | 2025-03-31 | Reduce Reduce | -2.01% | 106.46 ($109.98) 114.75 | $120.37 | 9.45% | Reduce -95.65% | 2,401 | -52,783 |
Smart Money Group LLC Total Holding History ($B)
Smart Money Group LLC's Asset Allocation
Smart Money Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Smart Money Group LLC's Hypothetical Growth since 2025-03-31
Smart Money Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Smart Money Group LLC's Holdings Heat Map
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Smart Money Group LLC's Holdings Bubble Chart
Smart Money Group LLC News
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