The Analysis of Smart Money Group LLC's Holdings
Currently, Smart Money Group LLC holds 80 types of securities in its portfolio with a total value $337.7M. In the most recent quarter, they have increased their positions in BIV (+31.1K shares, valued at $2.4M), QUAL (+10.3K shares, valued at $2.0M), ASML (+1.2K shares, valued at $1.1M); decreased their positions in YOKE (-239.8K shares, valued at $6.6M), SCHZ (-84.4K shares, valued at $2.0M), TLT (-12.4K shares, valued at $1.1M); initiated new positions in QUAL (+10.3K shares, valued at $2.0M), ASML (+1.2K shares, valued at $1.1M), FDLO (+15.5K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
YOKE EA SERIES TRUST7.4M shares-3.12%2025-09-302025-11-12
BIL SPDR SERIES TRUST95.5K shares1.05%2025-09-302025-11-12 OUNZ VANECK MERK GOLD ETF219.0K shares2.62%2025-09-302025-11-12 MEAR ISHARES U S ETF TR133.0K shares4.18%2025-09-302025-11-12 GLD SPDR GOLD TR18.8K shares-0.41%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS82.3K shares60.57%2025-09-302025-11-12 FBTC FIDELITY WISE ORIGIN BITCOIN57.0K shares-1.52%2025-09-302025-11-12 RISR TIDAL TRUST I142.9K shares-3.01%2025-09-302025-11-12 USFR WISDOMTREE TR69.3K shares6.19%2025-09-302025-11-12 SCHZ SCHWAB STRATEGIC TR145.8K shares-36.66%2025-09-302025-11-12 NVDA NVIDIA CORPORATION17.7K shares2.81%2025-09-302025-11-12 MSFT MICROSOFT CORP5.9K shares2.15%2025-09-302025-11-12 MUB ISHARES TR26.9K shares3.76%2025-09-302025-11-12 FFIN FIRST FINL BANKSHARES INC79.8K shares0.14%2025-09-302025-11-12 AAPL APPLE INC10.3K shares3.69%2025-09-302025-11-12 NE NOBLE CORP PLC83.3K shares0.00%2025-09-302025-11-12 MUNI PIMCO ETF TR39.0K shares0.47%2025-09-302025-11-12 QUAL ISHARES TR10.3K sharesnew addition2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL3.9K shares2.10%2025-09-302025-11-12 AMZN AMAZON COM INC8.8K shares2.89%2025-09-302025-11-12 META META PLATFORMS INC2.5K shares3.63%2025-09-302025-11-12 USMV ISHARES TR18.4K shares117.44%2025-09-302025-11-12 GOOGL ALPHABET INC6.9K shares4.58%2025-09-302025-11-12 AVGO BROADCOM INC4.7K shares1.11%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON7.7K shares3.01%2025-09-302025-11-12 AZO AUTOZONE INC311 shares2.64%2025-09-302025-11-12 TLT ISHARES TR14.8K shares-45.62%2025-09-302025-11-12 HD HOME DEPOT INC3.2K shares2.17%2025-09-302025-11-12 TJX TJX COS INC NEW8.9K shares4.36%2025-09-302025-11-12 BOXX EA SERIES TRUST11.2K shares-3.35%2025-09-302025-11-12 NVS NOVARTIS AG10.0K shares4.20%2025-09-302025-11-12 IVV ISHARES TR1.9K shares0.32%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP2.4K shares4.62%2025-09-302025-11-12 LOW LOWES COS INC4.5K shares3.58%2025-09-302025-11-12 ASML ASML HOLDING N V1.2K sharesnew addition2025-09-302025-11-12 QQQ INVESCO QQQ TR1.9K shares-15.97%2025-09-302025-11-12 SPMO INVESCO EXCH TRADED FD TR II9.3K shares378.31%2025-09-302025-11-12 VOO VANGUARD INDEX FDS1.8K shares-12.54%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO7.3K shares5.76%2025-09-302025-11-12 ABBV ABBVIE INC4.8K shares1.13%2025-09-302025-11-12 MCO MOODYS CORP2.3K shares3.29%2025-09-302025-11-12 XOM EXXON MOBIL CORP9.8K shares4.49%2025-09-302025-11-12 QCOM QUALCOMM INC6.5K shares4.47%2025-09-302025-11-12 MA MASTERCARD INCORPORATED1.9K shares5.51%2025-09-302025-11-12 SPGI S&P GLOBAL INC2.1K shares3.89%2025-09-302025-11-12 KO COCA COLA CO15.6K shares4.58%2025-09-302025-11-12 FDLO FIDELITY COVINGTON TRUST15.5K sharesnew addition2025-09-302025-11-12 UL UNILEVER PLC17.2K shares4.67%2025-09-302025-11-12 NVO NOVO-NORDISK A S18.4K shares30.34%2025-09-302025-11-12 PCAR PACCAR INC10.4K shares4.87%2025-09-302025-11-12 MTUM ISHARES TR3.9K sharesnew addition2025-09-302025-11-12 MOAT VANECK ETF TRUST9.6K shares-4.94%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L29.9K shares-0.83%2025-09-302025-11-12 CPRT COPART INC20.5K shares17.11%2025-09-302025-11-12 EOG EOG RES INC8.1K shares0.38%2025-09-302025-11-12 WMT WALMART INC8.7K shares1.34%2025-09-302025-11-12 ODFL OLD DOMINION FREIGHT LINE IN6.4K shares10.97%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR1.1K shares-15.33%2025-09-302025-11-12 AEP AMERICAN ELEC PWR CO INC5.9K shares1.85%2025-09-302025-11-12 DJUL FIRST TR EXCHNG TRADED FD VI13.9K shares-3.86%2025-09-302025-11-12 GOOG ALPHABET INC2.7K shares0.08%2025-09-302025-11-12 FLMI FRANKLIN TEMPLETON ETF TR24.8K sharesnew addition2025-09-302025-11-12 SCHQ SCHWAB STRATEGIC TR18.3K sharesnew addition2025-09-302025-11-12 BX BLACKSTONE INC3.5K shares0.35%2025-09-302025-11-12 ANGL VANECK ETF TRUST16.9K sharesnew addition2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.8K shares2.50%2025-09-302025-11-12 CVX CHEVRON CORP NEW3.2K shares-1.62%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW504 shares-57.11%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS2.0K shares7.01%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC2.2K shares0.09%2025-09-302025-11-12 TSLA TESLA INC895 shares3.95%2025-09-302025-11-12 CLS CELESTICA INC1.6K shares4.87%2025-09-302025-11-12 LRCX LAM RESEARCH CORP2.9K shares0.52%2025-09-302025-11-12 SPTL SPDR SERIES TRUST12.7K shares-41.68%2025-09-302025-11-12 ROK ROCKWELL AUTOMATION INC911 shares0.33%2025-09-302025-11-12 VFVA VANGUARD WELLINGTON FD2.5K shares0.32%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR9.6K shares0.17%2025-09-302025-11-12 KMI KINDER MORGAN INC DEL9.0K shares0.01%2025-09-302025-11-12 ANET ARISTA NETWORKS INC1.7K sharesnew addition2025-09-302025-11-12 DDS DILLARDS INC343 sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available