Fund HoldingsSmart Money Group LLC

Total Portfolio Value
$318.87M
Total Bought
$34.35M
Total Sold
$9.52M
Net Transaction
+$24.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
EA SERIES TRUST
YOKE CORE ETF
7,574,1607,684,051+109,891180,432200,28562.81%+19,852
ISHARES TR2,57925,915+23,3362722,7080.85%+2,436
FIDELITY WISE ORIGIN BITCOIN(FBTC)55,56257,905+2,3433,9995,4421.71%+1,444
NVIDIA CORPORATION(NVDA)15,32317,247+1,9241,6612,7250.85%+1,064
MICROSOFT CORP(MSFT)5,4345,811+3772,0402,8910.91%+851
SCHWAB STRATEGIC TR206,027230,173+24,1464,7725,3491.68%+578
META PLATFORMS INC(META)2,0522,371+3191,1821,7500.55%+567
BROADCOM INC(AVGO)4,3524,674+3227291,2890.40%+560
VANECK MERK GOLD ETF(OUNZ)207,324213,434+6,1106,2496,8062.13%+558
VANGUARD BD INDEX FDS45,20451,280+6,0763,4613,9661.24%+505
AMAZON COM INC(AMZN)7,7448,510+7661,4731,8670.59%+394
SPDR GOLD TR(GLD)18,91518,909-65,4505,7641.81%+314
PALANTIR TECHNOLOGIES INC(PLTR)02,191+2,19102990.09%+299
LAM RESEARCH CORP(LRCX)02,875+2,87502800.09%+280
TESLA INC(TSLA)0861+86102740.09%+274
QUALCOMM INC(QCOM)4,7996,242+1,4437379940.31%+257
NOBLE CORP PLC(NE)83,20883,308+1001,9722,2120.69%+240
CELESTICA INC(CLS)01,498+1,49802340.07%+234
NOVARTIS AG(NVS)8,3949,561+1,1679361,1570.36%+221
ALPHABET INC(GOOG)6,1816,644+4639561,1710.37%+215
VANGUARD INDEX FDS1,9022,098+1969781,1920.37%+214
EA SERIES TRUST
ALPHA ARCH 1-3
9,84211,618+1,7761,0971,3090.41%+212
MOODYS CORP(MCO)2,0062,252+2469341,1300.35%+196
MASTERCARD INCORPORATED(MA)1,5081,777+2698269990.31%+172
NOVO-NORDISK A S(NVO)11,57214,085+2,5138049720.30%+169
SPDR SERIES TRUST
ST LON TREAS ETF
15,18821,788+6,6004145790.18%+165
LOCKHEED MARTIN CORP(LMT)2,0242,275+2519041,0540.33%+150
S&P GLOBAL INC(SPGI)1,8532,056+2039411,0840.34%+143
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,4881,720+2322473900.12%+143
WALMART INC(WMT)8,0788,629+5517098440.26%+135
HOME DEPOT INC(HD)2,8213,179+3581,0341,1660.37%+132
COSTCO WHSL CORP NEW(COST)1,0931,175+821,0341,1630.36%+130
ALPHABET INC(GOOG)2,1862,653+4673424710.15%+129
PACCAR INC(PCAR)8,4629,877+1,4158249390.29%+115
OLD DOMINION FREIGHT LINE IN(ODFL)4,9355,734+7998169310.29%+114
EOG RES INC(EOG)6,6728,078+1,4068569660.30%+111
UNILEVER PLC(UL)15,34816,473+1,1259141,0080.32%+94
TJX COS INC NEW(TJX)7,8858,491+6069601,0490.33%+88
COCA COLA CO(KO)13,47814,881+1,4039651,0530.33%+88
HERSHEY CO(HSY)4,0524,661+6096937740.24%+80
LOWES COS INC(LOW)3,8264,382+5568929720.30%+80
AUTOZONE INC(AZO)276303+271,0521,1250.35%+72
ROCKWELL AUTOMATION INC(ROK)905908+32343020.09%+68
BLACKSTONE INC(BX)3,3863,458+724735170.16%+44
EXXON MOBIL CORP8,1569,392+1,2369701,0130.32%+42
JOHNSON & JOHNSON(JNJ)6,6877,432+7451,1091,1350.36%+26
APPLE INC(AAPL)9,0719,946+8752,0152,0410.64%+26
PROCTER AND GAMBLE CO(PG)6,3586,915+5571,0841,1020.35%+18
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,075972-1032082210.07%+13
FIRST FINL BANKSHARES INC(FFIN)79,44879,654+2062,8542,8660.90%+12
INVESCO QQQ TR02,242+2,24201,2370.39%+1,237
KINDER MORGAN INC DEL(KMI)9,3869,025-3612682650.08%-2
SPDR SERIES TRUST
ST STR BLO 1 ETF
94,57794,525-528,6768,6712.72%-5
COPART INC(CPRT)15,60317,473+1,8708838570.27%-26
AMERICAN ELEC PWR CO INC5,7175,769+526255990.19%-26
MARSH & MCLENNAN COS INC(MRSH)1,2271,232+53002690.08%-30
BERKSHIRE HATHAWAY INC DEL3,5803,849+2691,9071,8700.59%-37
VANGUARD WELLINGTON FD2,9322,484-4483342940.09%-40
ISHARES TR2,1371,858-2791,2011,1540.36%-47
ENTERPRISE PRODS PARTNERS L(EPD)28,94730,113+1,1669889340.29%-54
CHEVRON CORP NEW(CVX)3,1953,208+135344590.14%-75
ISHARES TR
MSCI USA MIN ETF
9,4318,474-9578837950.25%-88
TIDAL TRUST I151,166147,339-3,8275,4925,3881.69%-104
ABBVIE INC(ABBV)4,7254,768+439908850.28%-105
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
18,42014,443-3,9777536420.20%-112
SPDR S&P 500 ETF TR(SPY)1,7551,331-4249828220.26%-160
VANGUARD SPECIALIZED FUNDS2,8701,883-9875573850.12%-171
UNITEDHEALTH GROUP INC(UNH)3830-3832000-200
ISHARES TR
MSCI USA QLT FCT
1,2800-1,2802190-219
SCHWAB STRATEGIC TR17,3899,564-7,8254862530.08%-233
INNOVATOR ETFS TRUST
NASDAQ 100
9,5510-9,5512580-258
WISDOMTREE TR(WT)2,4010-2,4012650-265
VANGUARD MUN BD FDS2,7260-2,7262690-269
INVESCO EXCH TRADED FD TR II01,946+1,94602190.07%+219
VANECK ETF TRUST
MRNGSTR WDE MOAT
010,075+10,07509450.30%+945
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
4,3800-4,3804540-454
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
9,9470-9,9475060-506
ISHARES TR32,69727,269-5,4282,9762,4060.75%-570
ISHARES U S ETF TR
SHOR MAT MUN ETF
141,950127,694-14,2567,1326,4192.01%-712
WISDOMTREE TR(WT)94,81565,280-29,5354,7723,2841.03%-1,488
PIMCO ETF TR
INTER MUN BD ACT
89,34238,862-50,4804,6061,9960.63%-2,610
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