Smart Money Group

Smart Money Group as of March 31, 2025

Portfolio Holdings for Smart Money Group

Smart Money Group holds 77 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Yoke Core Etf (YOKE) 61.3 $180M 7.6M 23.82
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.9 $8.7M 95k 91.73
Ishares U S Etf Tr Short Maturity M (MEAR) 2.4 $7.1M 142k 50.24
Vaneck Merk Gold Etf Gold Shs (OUNZ) 2.1 $6.2M 207k 30.14
Tidal Etf Tr Foliobeyond Alte (RISR) 1.9 $5.5M 151k 36.33
Spdr Gold Tr Gold Shs (GLD) 1.9 $5.5M 19k 288.14
Wisdomtree Tr Floatng Rat Trea (USFR) 1.6 $4.8M 95k 50.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.6 $4.8M 206k 23.16
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.6 $4.6M 89k 51.55
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.4 $4.0M 56k 71.97
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $3.5M 45k 76.57
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $3.0M 33k 91.03
First Financial Bankshares (FFIN) 1.0 $2.9M 79k 35.92
Microsoft Corporation (MSFT) 0.7 $2.0M 5.4k 375.37
Apple (AAPL) 0.7 $2.0M 9.1k 222.13
Noble Corp Ord Shs A (NE) 0.7 $2.0M 83k 23.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.9M 3.6k 532.58
NVIDIA Corporation (NVDA) 0.6 $1.7M 15k 108.38
Amazon (AMZN) 0.5 $1.5M 7.7k 190.26
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $1.4M 15k 88.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.2M 2.6k 469.00
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.2M 2.1k 562.03
Meta Platforms Cl A (META) 0.4 $1.2M 2.1k 576.26
Johnson & Johnson (JNJ) 0.4 $1.1M 6.7k 165.83
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $1.1M 9.8k 111.49
Procter & Gamble Company (PG) 0.4 $1.1M 6.4k 170.42
AutoZone (AZO) 0.4 $1.1M 276.00 3812.78
Costco Wholesale Corporation (COST) 0.4 $1.0M 1.1k 945.88
Home Depot (HD) 0.4 $1.0M 2.8k 366.47
Abbvie (ABBV) 0.3 $990k 4.7k 209.54
Enterprise Products Partners (EPD) 0.3 $988k 29k 34.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $983k 1.8k 559.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $978k 1.9k 513.97
Exxon Mobil Corporation (XOM) 0.3 $970k 8.2k 118.94
Coca-Cola Company (KO) 0.3 $965k 14k 71.62
TJX Companies (TJX) 0.3 $960k 7.9k 121.80
Alphabet Cap Stk Cl A (GOOGL) 0.3 $956k 6.2k 154.65
S&p Global (SPGI) 0.3 $941k 1.9k 507.99
Novartis Sponsored Adr (NVS) 0.3 $936k 8.4k 111.48
Moody's Corporation (MCO) 0.3 $934k 2.0k 465.60
Unilever Spon Adr New (UL) 0.3 $914k 15k 59.55
Lockheed Martin Corporation (LMT) 0.3 $904k 2.0k 446.62
Lowe's Companies (LOW) 0.3 $893k 3.8k 233.26
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $887k 9.5k 93.66
Copart (CPRT) 0.3 $883k 16k 56.59
EOG Resources (EOG) 0.3 $856k 6.7k 128.25
Mastercard Incorporated Cl A (MA) 0.3 $826k 1.5k 547.96
Paccar (PCAR) 0.3 $824k 8.5k 97.38
Old Dominion Freight Line (ODFL) 0.3 $817k 4.9k 165.45
Novo-nordisk A S Adr (NVO) 0.3 $804k 12k 69.44
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.3 $753k 18k 40.90
Qualcomm (QCOM) 0.3 $737k 4.8k 153.62
Broadcom (AVGO) 0.2 $729k 4.4k 167.44
Wal-Mart Stores (WMT) 0.2 $709k 8.1k 87.79
Hershey Company (HSY) 0.2 $693k 4.1k 171.03
American Electric Power Company (AEP) 0.2 $625k 5.7k 109.28
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $560k 2.9k 194.01
Chevron Corporation (CVX) 0.2 $534k 3.2k 167.28
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $506k 9.9k 50.85
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $492k 5.3k 92.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $486k 17k 27.96
Blackstone Group Inc Com Cl A (BX) 0.2 $473k 3.4k 139.76
First Tr Exchange Traded Hlth Care Alph (FXH) 0.2 $454k 4.4k 103.61
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $414k 15k 27.26
Alphabet Cap Stk Cl C (GOOG) 0.1 $342k 2.2k 156.25
Vanguard Wellington Us Value Factr (VFVA) 0.1 $339k 3.0k 114.00
Marsh & McLennan Companies (MMC) 0.1 $300k 1.2k 244.09
Ishares Tr National Mun Etf (MUB) 0.1 $272k 2.6k 105.44
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.1 $269k 2.7k 98.82
Kinder Morgan (KMI) 0.1 $268k 9.4k 28.53
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $265k 2.4k 110.17
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 0.1 $258k 9.6k 27.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $247k 1.5k 165.97
Rockwell Automation (ROK) 0.1 $234k 905.00 258.29
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $219k 1.3k 170.87
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $208k 1.1k 193.08
UnitedHealth (UNH) 0.1 $200k 383.00 523.19