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CIK: 0001728866
Total reported value
$389.5M
$389.5M
77 檔
53.4%
As reported in its official Q1 2025 Form 13F filing, Smart Money Group LLC's tracked investment portfolio stood at $389.5M with 77 total positions.
In Q1 2025, Smart Money Group LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YOKE | Yoke Core ETF | ETF-Other | 61.35% | +2.20% | — | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.95% | -0.28% | -1.19% | |
| 3 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 2.42% | +1.37% | -5.81% | |
| 4 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 2.12% | -0.69% | +35.49% | |
| 5 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 1.87% | -0.19% | +5.13% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 1.85% | -0.57% | +31.05% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.62% | -0.15% | +12.76% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.62% | -0.19% | +41.79% | |
| 9 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.57% | -0.05% | +5.51% | |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.36% | -0.25% | +7.51% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.18% | -0.12% | +22.01% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.01% | -0.05% | -10.77% | |
| 13 | FFIN | First Finl Bankshares Inc | Stock-Financials | 0.97% | +0.03% | -25.16% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.06% | +22.03% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.01% | +24.41% | |
| 16 | NE | Noble Corporation plc | Stock-Energy | 0.67% | -0.48% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.02% | +10.87% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.02% | +21.86% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.03% | +16.03% | |
| 20 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.46% | -0.02% | -95.20% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.03% | -95.72% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | -79.61% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.03% | +20.42% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.02% | +6.48% | |
| 25 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.37% | -0.04% | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.02% | +20.23% | |
| 27 | AZO | Autozone Inc | Stock-Consumer Disc | 0.36% | -0.04% | +17.45% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.03% | +24.77% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | +0.01% | +27.01% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.01% | -2.64% | |
| 31 | EPD | Enterprise Products Partners | Stock-Energy | 0.34% | -0.05% | -25.57% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.01% | -87.13% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.26% | -85.08% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.50% | EXIT | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.01% | +21.87% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.33% | -0.04% | +29.60% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.05% | +9.42% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.32% | -0.02% | +29.22% | |
| 39 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.32% | -0.02% | -8.20% | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.32% | — | +31.37% | |
| 41 | UL | Unilever PLC | Stock-Consumer Staples | 0.31% | — | +31.65% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.31% | -0.09% | +39.59% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.30% | -0.04% | +32.57% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.30% | -0.09% | -88.87% | |
| 45 | CPRT | Copart Inc | Stock-Industrials | 0.30% | -0.04% | +34.74% | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 0.29% | -0.06% | +38.22% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | — | — | |
| 48 | PCAR | Paccar Inc | Stock-Industrials | 0.28% | -0.01% | +37.06% | |
| 49 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.28% | — | +65.00% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.27% | — | +98.52% |
According to official SEC Form 13F filings, Smart Money Group LLC reported a total U.S. public equity portfolio value of $389.5M across 77 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including YOKE, BIL, MEAR) accounted for 53.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
YOKE
市值: $180.4M
During Q1 2025, Smart Money Group LLC's top holdings by market value included YOKE (61.4%)、BIL (3.0%)、MEAR (2.4%). The largest single position, YOKE, represented 61.4% of total portfolio value.
In Q1 2025, Smart Money Group LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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