The Analysis of Smart Money Group LLC's Holdings


Currently, Smart Money Group LLC holds 85 types of securities in its portfolio with a total value $342.9M. In the most recent quarter, they have increased their positions in TFLO (+57.0K shares, valued at $2.9M), BIV (+17.2K shares, valued at $1.3M), N/A (+15.2K shares, valued at $993.9K); decreased their positions in YOKE (-30.0K shares, valued at $816.5K), BIL (-7.8K shares, valued at $716.8K), USFR (-5.7K shares, valued at $285.5K); initiated new positions in TFLO (+57.0K shares, valued at $2.9M), N/A (+15.2K shares, valued at $993.9K), SLV (+5.7K shares, valued at $367.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
YOKE EA SERIES TRUST7.4M shares-0.40%2025-12-312026-01-30history
OUNZ VANECK MERK GOLD ETF234.5K shares7.05%2025-12-312026-01-30history
BIL SPDR SERIES TRUST87.7K shares-8.21%2025-12-312026-01-30history
BIV VANGUARD BD INDEX FDS99.5K shares20.86%2025-12-312026-01-30history
GLD SPDR GOLD TR18.7K shares-0.93%2025-12-312026-01-30history
MEAR ISHARES U S ETF TR136.3K shares2.43%2025-12-312026-01-30history
RISR TIDAL TRUST I147.1K shares2.93%2025-12-312026-01-30history
FBTC FIDELITY WISE ORIGIN BITCOIN58.7K shares3.01%2025-12-312026-01-30history
Sponsored
NVDA NVIDIA CORPORATION17.8K shares0.36%2025-12-312026-01-30history
MUB ISHARES TR30.9K shares14.75%2025-12-312026-01-30history
SCHZ SCHWAB STRATEGIC TR139.4K shares-4.39%2025-12-312026-01-30history
USFR WISDOMTREE TR63.6K shares-8.18%2025-12-312026-01-30history
TFLO ISHARES TR57.0K sharesnew addition2025-12-312026-01-30history
MSFT MICROSOFT CORP5.9K shares0.12%2025-12-312026-01-30history
AAPL APPLE INC10.4K shares0.48%2025-12-312026-01-30history
FFIN FIRST FINL BANKSHARES INC79.9K shares0.16%2025-12-312026-01-30history
Sponsored
NE NOBLE CORP PLC83.3K shares0.00%2025-12-312026-01-30history
MUNI PIMCO ETF TR44.2K shares13.25%2025-12-312026-01-30history
ALPHABET INC ALPHABET INC6.9K shares-0.63%2025-12-312026-01-30history
AMZN AMAZON COM INC9.0K shares2.86%2025-12-312026-01-30history
QUAL ISHARES TR10.0K shares-2.83%2025-12-312026-01-30history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares0.33%2025-12-312026-01-30history
USMV ISHARES TR18.4K shares0.02%2025-12-312026-01-30history
VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares45.01%2025-12-312026-01-30history
Sponsored
META META PLATFORMS INC2.5K shares0.98%2025-12-312026-01-30history
JNJ JOHNSON & JOHNSON7.5K shares-2.32%2025-12-312026-01-30history
BROADCOM INC BROADCOM INC4.4K shares-6.39%2025-12-312026-01-30history
INVESCO QQQ TR INVESCO QQQ TR2.2K shares19.37%2025-12-312026-01-30history
NVS NOVARTIS AG9.8K shares-1.53%2025-12-312026-01-30history
TJX TJX COS INC NEW8.8K shares-0.87%2025-12-312026-01-30history
SPMO INVESCO EXCH TRADED FD TR II11.2K shares19.81%2025-12-312026-01-30history
BOXX EA SERIES TRUST11.2K shares-0.29%2025-12-312026-01-30history
Sponsored
IVV ISHARES TR1.8K shares-1.56%2025-12-312026-01-30history
ASML ASML HOLDING N V1.2K shares-1.28%2025-12-312026-01-30history
MCO MOODYS CORP2.3K shares0.43%2025-12-312026-01-30history
XOM EXXON MOBIL CORP9.9K shares0.55%2025-12-312026-01-30history
TLT ISHARES TR13.4K shares-9.55%2025-12-312026-01-30history
LMT LOCKHEED MARTIN CORP2.4K shares-0.55%2025-12-312026-01-30history
ABBV ABBVIE INC4.9K shares2.28%2025-12-312026-01-30history
HD HOME DEPOT INC3.3K shares0.55%2025-12-312026-01-30history
Sponsored
SPGI S&P GLOBAL INC2.1K shares0.66%2025-12-312026-01-30history
LOW LOWES COS INC4.7K shares2.49%2025-12-312026-01-30history
PCAR PACCAR INC10.2K shares-1.54%2025-12-312026-01-30history
MA MASTERCARD INCORPORATED1.9K shares3.79%2025-12-312026-01-30history
KO COCA COLA CO15.7K shares0.74%2025-12-312026-01-30history
QCOM QUALCOMM INC6.4K shares-1.87%2025-12-312026-01-30history
PG PROCTER AND GAMBLE CO7.4K shares1.46%2025-12-312026-01-30history
AZO AUTOZONE INC312 shares0.32%2025-12-312026-01-30history
Sponsored
FDLO FIDELITY COVINGTON TRUST15.7K shares1.13%2025-12-312026-01-30history
ODFL OLD DOMINION FREIGHT LINE IN6.6K shares4.35%2025-12-312026-01-30history
NVO NOVO-NORDISK A S19.6K shares7.02%2025-12-312026-01-30history
UNILEVER PLC UNILEVER PLC15.2K sharesnew addition2025-12-312026-01-30history
MTUM ISHARES TR3.9K shares1.26%2025-12-312026-01-30history
SPY SPDR S&P 500 ETF TR1.4K shares27.33%2025-12-312026-01-30history
WMT WALMART INC8.4K shares-4.03%2025-12-312026-01-30history
MOAT VANECK ETF TRUST9.0K shares-6.12%2025-12-312026-01-30history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L28.8K shares-3.72%2025-12-312026-01-30history
EOG EOG RES INC8.4K shares3.30%2025-12-312026-01-30history
ALPHABET INC ALPHABET INC2.7K shares2.71%2025-12-312026-01-30history
CPRT COPART INC21.3K shares3.95%2025-12-312026-01-30history
SCHQ SCHWAB STRATEGIC TR23.8K shares29.74%2025-12-312026-01-30history
FLMI FRANKLIN TEMPLETON ETF TR28.8K shares16.12%2025-12-312026-01-30history
AEP AMERICAN ELEC PWR CO INC5.9K shares0.82%2025-12-312026-01-30history
ANGL VANECK ETF TRUST21.4K shares27.11%2025-12-312026-01-30history
Sponsored
DJUL FIRST TR EXCHNG TRADED FD VI12.6K shares-8.94%2025-12-312026-01-30history
BLACKSTONE INC BLACKSTONE INC3.5K shares0.29%2025-12-312026-01-30history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares-8.68%2025-12-312026-01-30history
LAM RESEARCH CORP LAM RESEARCH CORP2.8K shares-1.94%2025-12-312026-01-30history
CVX CHEVRON CORP NEW3.2K shares0.76%2025-12-312026-01-30history
CELESTICA INC CELESTICA INC1.5K shares-3.56%2025-12-312026-01-30history
COST COSTCO WHSL CORP NEW516 shares2.38%2025-12-312026-01-30history
VIG VANGUARD SPECIALIZED FUNDS2.0K shares-2.33%2025-12-312026-01-30history
Sponsored
TSLA TESLA INC893 shares-0.22%2025-12-312026-01-30history
PLTR PALANTIR TECHNOLOGIES INC2.1K shares-4.65%2025-12-312026-01-30history
SLV ISHARES SILVER TR5.7K sharesnew addition2025-12-312026-01-30history
ROK ROCKWELL AUTOMATION INC913 shares0.22%2025-12-312026-01-30history
SPTL SPDR SERIES TRUST13.0K shares2.57%2025-12-312026-01-30history
VFVA VANGUARD WELLINGTON FD2.5K shares0.44%2025-12-312026-01-30history
KMI KINDER MORGAN INC DEL9.0K shares0.00%2025-12-312026-01-30history
LLY ELI LILLY & CO215 sharesnew addition2025-12-312026-01-30history
Sponsored
SCHD SCHWAB STRATEGIC TR8.4K shares-12.61%2025-12-312026-01-30history
ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares2.47%2025-12-312026-01-30history
EME EMCOR GROUP INC354 sharesnew addition2025-12-312026-01-30history
CEG CONSTELLATION ENERGY CORP604 sharesnew addition2025-12-312026-01-30history
DDS DILLARDS INC343 shares0.00%2025-12-312026-01-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available