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The Analysis of Smart Money Group LLC's Holdings & P&L

Currently, Smart Money Group LLC holds 84 types of securities in its portfolio with a total value $343.7M. In the most recent quarter, they have increased their positions in BIV (+18.8K shares, valued at $1.5M), MEAR (+22.5K shares, valued at $1.1M), GWW (+852 shares, valued at $929.5K); decreased their positions in YOKE (-150.2K shares, valued at $4.1M), NE (-42.6K shares, valued at $2.1M), BIL (-21.1K shares, valued at $1.9M); initiated new positions in GWW (+852 shares, valued at $929.5K), VRT (+1.1K shares, valued at $264.1K), COP (+1.6K shares, valued at $210.2K).

1M P&L

+12.7M+3.81%

3M P&L

+17.5M+5.31%

HY P&L

+41.6M+13.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A283.3M

85.3%

2Drug Manufacturers - General4.5M

1.4%

3Semiconductors4.4M

1.3%

Top Industries by Stock Count

1N/A32 stocks

43.8%

2Semiconductors3 stocks

4.1%

3Drug Manufacturers - General3 stocks

4.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

YOKE EA SERIES TRUST7.3M shares-2.03%2026-03-312026-05-05

OUNZ VANECK MERK GOLD ETF238.9K shares1.89%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS118.4K shares18.93%2026-03-312026-05-05

MEAR ISHARES U S ETF TR158.8K shares16.54%2026-03-312026-05-05

GLD SPDR GOLD TR18.4K shares-1.18%2026-03-312026-05-05

BIL SPDR SERIES TRUST66.6K shares-24.08%2026-03-312026-05-05

RISR TIDAL TRUST I152.7K shares3.82%2026-03-312026-05-05

SCHZ SCHWAB STRATEGIC TR163.8K shares17.54%2026-03-312026-05-05

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FBTC FIDELITY WISE ORIGIN BITCOIN59.9K shares1.91%2026-03-312026-05-05

TFLO ISHARES TR63.1K shares10.73%2026-03-312026-05-05

MUB ISHARES TR29.1K shares-5.78%2026-03-312026-05-05

NVDA NVIDIA CORPORATION17.4K shares-2.21%2026-03-312026-05-05

MUNI PIMCO ETF TR57.3K shares29.52%2026-03-312026-05-05

USFR WISDOMTREE TR56.7K shares-10.87%2026-03-312026-05-05

AAPL APPLE INC10.4K shares0.32%2026-03-312026-05-05

FFIN FIRST FINL BANKSHARES INC80.2K shares0.44%2026-03-312026-05-05

Sponsored

MSFT MICROSOFT CORP6.1K shares2.44%2026-03-312026-05-05

NE NOBLE CORP PLC40.7K shares-51.12%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.1K shares5.02%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS3.3K shares23.64%2026-03-312026-05-05

ALPHABET INC ALPHABET INC6.8K shares-2.14%2026-03-312026-05-05

AMZN AMAZON COM INC8.9K shares-0.66%2026-03-312026-05-05

QUAL ISHARES TR9.6K shares-4.38%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON7.4K shares-1.42%2026-03-312026-05-05

Sponsored

XOM EXXON MOBIL CORP10.0K shares1.65%2026-03-312026-05-05

NVS NOVARTIS AG10.6K shares7.95%2026-03-312026-05-05

USMV ISHARES TR17.4K shares-5.78%2026-03-312026-05-05

ASML ASML HLDG NV1.1K shares-3.12%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP2.4K shares2.11%2026-03-312026-05-05

META META PLATFORMS INC2.5K shares2.14%2026-03-312026-05-05

TJX TJX COS INC NEW9.0K shares2.09%2026-03-312026-05-05

ODFL OLD DOMINION FREIGHT LINE IN6.8K shares2.82%2026-03-312026-05-05

Sponsored

KO COCA COLA CO17.2K shares9.78%2026-03-312026-05-05

BROADCOM INC BROADCOM INC4.2K shares-4.84%2026-03-312026-05-05

BOXX EA SERIES TRUST11.2K shares0.00%2026-03-312026-05-05

EOG EOG RES INC8.8K shares5.11%2026-03-312026-05-05

PCAR PACCAR INC10.5K shares3.37%2026-03-312026-05-05

PG PROCTER & GAMBLE CO8.2K shares10.78%2026-03-312026-05-05

IVV ISHARES TR1.8K shares-1.31%2026-03-312026-05-05

HD HOME DEPOT INC3.6K shares10.04%2026-03-312026-05-05

Sponsored

AZO AUTOZONE INC344 shares10.26%2026-03-312026-05-05

LOW LOWES COS INC4.8K shares2.71%2026-03-312026-05-05

SCHQ SCHWAB STRATEGIC TR34.9K shares46.76%2026-03-312026-05-05

ABBV ABBVIE INC5.0K shares0.71%2026-03-312026-05-05

ANGL VANECK ETF TRUST37.0K shares72.54%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-19.03%2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L27.7K shares-3.52%2026-03-312026-05-05

WMT WALMART INC8.4K shares0.35%2026-03-312026-05-05

Sponsored

MA MASTERCARD INCORPORATED2.1K shares5.96%2026-03-312026-05-05

MCO MOODYS CORP2.3K shares-0.77%2026-03-312026-05-05

SPMO INVESCO EXCH TRADED FD TR II8.9K shares-20.02%2026-03-312026-05-05

SPGI S&P GLOBAL INC2.3K shares6.98%2026-03-312026-05-05

UNILEVER PLC UNILEVER PLC17.1K shares12.35%2026-03-312026-05-05

GWW WW GRAINGER INC852 sharesnew addition2026-03-312026-05-05

CPRT COPART INC27.7K shares30.40%2026-03-312026-05-05

MTUM ISHARES TR3.8K shares-3.94%2026-03-312026-05-05

Sponsored

QCOM QUALCOMM INC6.9K shares8.17%2026-03-312026-05-05

EME EMCOR GROUP INC1.2K shares240.96%2026-03-312026-05-05

FDLO FIDELITY COVINGTON TRUST13.6K shares-13.26%2026-03-312026-05-05

TLT ISHARES TR10.1K shares-24.38%2026-03-312026-05-05

MOAT VANECK ETF TRUST8.8K shares-2.37%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC5.9K shares0.24%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.7K shares-0.73%2026-03-312026-05-05

FLMI FRANKLIN TEMPLETON ETF TR31.1K shares8.07%2026-03-312026-05-05

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.1K shares-24.67%2026-03-312026-05-05

CVX CHEVRON CORPORATION3.2K shares0.60%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP2.6K shares-7.62%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION535 shares3.68%2026-03-312026-05-05

DJUL FIRST TR EXCHNG TRADED FD VI10.8K shares-14.96%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares-11.43%2026-03-312026-05-05

SLV ISHARES SILVER TR6.9K shares21.45%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS1.9K shares-2.69%2026-03-312026-05-05

Sponsored

BLACKSTONE INC BLACKSTONE INC3.5K shares-0.43%2026-03-312026-05-05

CELESTICA INC CELESTICA INC1.4K shares-8.65%2026-03-312026-05-05

VFVA VANGUARD WELLINGTON FD2.5K shares0.32%2026-03-312026-05-05

ROK ROCKWELL AUTOMATION INC916 shares0.33%2026-03-312026-05-05

TSLA TESLA INC863 shares-3.36%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL9.0K shares0.00%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC2.0K shares-5.12%2026-03-312026-05-05

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-05-05

Sponsored

SCHD SCHWAB STRATEGIC TR8.4K shares0.87%2026-03-312026-05-05

SPTL SPDR SERIES TRUST9.7K shares-25.21%2026-03-312026-05-05

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-05-05

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares-5.06%2026-03-312026-05-05

YOKE

EA SERIES TRUST

-2.03%

Shares7.3M

Event2026-03-31

Filed2026-05-05

OUNZ

VANECK MERK GOLD ETF

1.89%

Shares238.9K

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

18.93%

Shares118.4K

Event2026-03-31

Filed2026-05-05

MEAR

ISHARES U S ETF TR

16.54%

Shares158.8K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-1.18%

Shares18.4K

Event2026-03-31

Filed2026-05-05

BIL

SPDR SERIES TRUST

-24.08%

Shares66.6K

Event2026-03-31

Filed2026-05-05

RISR

TIDAL TRUST I

3.82%

Shares152.7K

Event2026-03-31

Filed2026-05-05

SCHZ

SCHWAB STRATEGIC TR

17.54%

Shares163.8K

Event2026-03-31

Filed2026-05-05

FBTC

FIDELITY WISE ORIGIN BITCOIN

1.91%

Shares59.9K

Event2026-03-31

Filed2026-05-05

TFLO

ISHARES TR

10.73%

Shares63.1K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-5.78%

Shares29.1K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-2.21%

Shares17.4K

Event2026-03-31

Filed2026-05-05

MUNI

PIMCO ETF TR

29.52%

Shares57.3K

Event2026-03-31

Filed2026-05-05

USFR

WISDOMTREE TR

-10.87%

Shares56.7K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

0.32%

Shares10.4K

Event2026-03-31

Filed2026-05-05

FFIN

FIRST FINL BANKSHARES INC

0.44%

Shares80.2K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

2.44%

Shares6.1K

Event2026-03-31

Filed2026-05-05

NOBLE CORP PLC

-51.12%

Shares40.7K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

5.02%

Shares4.1K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

23.64%

Shares3.3K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-2.14%

Shares6.8K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-0.66%

Shares8.9K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

-4.38%

Shares9.6K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-1.42%

Shares7.4K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

1.65%

Shares10.0K

Event2026-03-31

Filed2026-05-05

NVS

NOVARTIS AG

7.95%

Shares10.6K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

-5.78%

Shares17.4K

Event2026-03-31

Filed2026-05-05

ASML

ASML HLDG NV

-3.12%

Shares1.1K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

2.11%

Shares2.4K

Event2026-03-31

Filed2026-05-05