Smart Money Group

Smart Money Group as of June 30, 2025

Portfolio Holdings for Smart Money Group

Smart Money Group holds 74 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Yoke Core Etf (YOKE) 62.8 $200M 7.7M 26.07
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.7 $8.7M 95k 91.73
Vaneck Merk Gold Etf Gold Shs (OUNZ) 2.1 $6.8M 213k 31.89
Ishares U S Etf Tr Short Maturity M (MEAR) 2.0 $6.4M 128k 50.27
Spdr Gold Tr Gold Shs (GLD) 1.8 $5.8M 19k 304.82
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.7 $5.4M 58k 93.99
Tidal Trust I Foliobeyond Alte (RISR) 1.7 $5.4M 147k 36.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.7 $5.3M 230k 23.24
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $4.0M 51k 77.34
Wisdomtree Tr Floatng Rat Trea (USFR) 1.0 $3.3M 65k 50.31
Microsoft Corporation (MSFT) 0.9 $2.9M 5.8k 497.44
First Financial Bankshares (FFIN) 0.9 $2.9M 80k 35.98
NVIDIA Corporation (NVDA) 0.9 $2.7M 17k 157.99
Ishares Tr National Mun Etf (MUB) 0.8 $2.7M 26k 104.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $2.4M 27k 88.25
Noble Corp Ord Shs A (NE) 0.7 $2.2M 83k 26.55
Apple (AAPL) 0.6 $2.0M 9.9k 205.16
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.6 $2.0M 39k 51.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.9M 3.8k 485.77
Amazon (AMZN) 0.6 $1.9M 8.5k 219.39
Meta Platforms Cl A (META) 0.5 $1.7M 2.4k 738.05
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $1.3M 12k 112.68
Broadcom (AVGO) 0.4 $1.3M 4.7k 275.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.2M 2.2k 551.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.2M 2.1k 568.00
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.2M 6.6k 176.23
Home Depot (HD) 0.4 $1.2M 3.2k 366.63
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.2k 990.14
Novartis Sponsored Adr (NVS) 0.4 $1.2M 9.6k 121.01
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.2M 1.9k 620.86
Johnson & Johnson (JNJ) 0.4 $1.1M 7.4k 152.76
Moody's Corporation (MCO) 0.4 $1.1M 2.3k 501.56
AutoZone (AZO) 0.4 $1.1M 303.00 3712.23
Procter & Gamble Company (PG) 0.3 $1.1M 6.9k 159.32
S&p Global (SPGI) 0.3 $1.1M 2.1k 527.42
Lockheed Martin Corporation (LMT) 0.3 $1.1M 2.3k 463.13
Coca-Cola Company (KO) 0.3 $1.1M 15k 70.75
TJX Companies (TJX) 0.3 $1.0M 8.5k 123.49
Exxon Mobil Corporation (XOM) 0.3 $1.0M 9.4k 107.80
Unilever Spon Adr New (UL) 0.3 $1.0M 17k 61.17
Mastercard Incorporated Cl A (MA) 0.3 $999k 1.8k 561.92
Qualcomm (QCOM) 0.3 $994k 6.2k 159.27
Lowe's Companies (LOW) 0.3 $972k 4.4k 221.88
Novo-nordisk A S Adr (NVO) 0.3 $972k 14k 69.02
EOG Resources (EOG) 0.3 $966k 8.1k 119.61
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $945k 10k 93.79
Paccar (PCAR) 0.3 $939k 9.9k 95.06
Enterprise Products Partners (EPD) 0.3 $934k 30k 31.01
Old Dominion Freight Line (ODFL) 0.3 $931k 5.7k 162.31
Abbvie (ABBV) 0.3 $885k 4.8k 185.62
Copart (CPRT) 0.3 $857k 18k 49.07
Wal-Mart Stores (WMT) 0.3 $844k 8.6k 97.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $822k 1.3k 617.83
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $796k 8.5k 93.87
Hershey Company (HSY) 0.2 $774k 4.7k 165.95
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.2 $642k 14k 44.42
American Electric Power Company (AEP) 0.2 $599k 5.8k 103.77
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.2 $579k 22k 26.58
Blackstone Group Inc Com Cl A (BX) 0.2 $517k 3.5k 149.59
Alphabet Cap Stk Cl C (GOOG) 0.1 $471k 2.7k 177.39
Chevron Corporation (CVX) 0.1 $459k 3.2k 143.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $390k 1.7k 226.46
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $386k 1.9k 204.70
Rockwell Automation (ROK) 0.1 $302k 908.00 332.07
Palantir Technologies Cl A (PLTR) 0.1 $299k 2.2k 136.32
Vanguard Wellington Us Value Factr (VFVA) 0.1 $294k 2.5k 118.31
Lam Research Corp Com New (LRCX) 0.1 $280k 2.9k 97.33
Tesla Motors (TSLA) 0.1 $274k 861.00 317.66
Marsh & McLennan Companies (MMC) 0.1 $269k 1.2k 218.59
Kinder Morgan (KMI) 0.1 $265k 9.0k 29.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $254k 9.6k 26.50
Celestica (CLS) 0.1 $234k 1.5k 156.11
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $221k 972.00 227.15
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $219k 1.9k 112.48