Smart Money Group LLC - Q2 2020 holdings

$169 Million is the total value of Smart Money Group LLC's 81 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .

 Value Shares↓ Weighting
WLTW  WILLIS TOWERS WATSON PUB LTD$1,690,000
+15.9%
8,5820.0%1.00%
-2.4%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-07-29
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR24Q3 202314.3%
ISHARES TR24Q3 202311.9%
ISHARES TR24Q3 202310.9%
SPDR SER TR24Q3 20239.3%
VANGUARD SPECIALIZED FUNDS24Q3 20236.3%
ISHARES TR24Q3 20236.2%
SPDR S&P 500 ETF TR24Q3 20237.7%
SCHWAB STRATEGIC TR24Q3 202310.3%
FIRST TR EXCHANGE TRADED FD24Q3 20231.9%
BERKSHIRE HATHAWAY INC DEL24Q3 20230.7%

View Smart Money Group LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-02
13F-HR2024-02-06
13F-HR2023-11-13
13F-HR2023-07-25
13F-HR2023-05-08
13F-HR2023-01-24
13F-HR2022-10-27
13F-HR2022-07-14
13F-HR2022-04-22
13F-HR2022-01-27

View Smart Money Group LLC's complete filings history.

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