Smart Money Group LLC

Q1 2025 13F Combination Report, Restatement, Stock Holdings

Signature - Title
Jim R Kennedy - Principal
Location
Eastland, TX
Holdings as of
March 31, 2025
Value $
$294M
Num holdings
77
Date filed
5/12/2025, 04:51 PM
Form type
13F-HR/A-1 - Restatement
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included YOKE, BIL, MEAR, OUNZ, and RISR.
Previous filing
Q4 2024 - Jan 16, 2025
Next filing
Q2 2025 - Aug 6, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 - Restatement compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jim R Kennedy Principal Eastland, Texas 5/12/2025

List of Other Managers Reporting for Smart Money Group LLC:

Name Holdings Value Location File Number
Empowered Funds, LLC $8.83B Havertown, PA 028-17729