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  Name: Smart Money Group LLC
  City: Eastland
  State: TX
  Zip: 76448
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $257,215,000
  Total Value Change : $27,611,000
  Securities Held Change : 6
   
All Securities Held : 87
  New Positions : 12
  Closed Positions : 6
  Increased Positions : 48
  Unchanged Positions : 1
  Decreased Positions : 26

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PVI)1 Year Chart         PVI Invesco Vrdo Tax Free Weekl... 89 Closed $24.83 $0 0 0% -435,000 -17,570 0    Closed - End Fund - Debt
   (DDS)1 Year Chart         DDS Dillards Inc 88 Closed $446.52 $0 0 0% -219,000 -542 0    Department Stores
   (SCHQ)1 Year Chart         SCHQ Schwab Long-term Us Treasur... 87 Closed $0.00 $0 0 0% -1,765,000 -50,306 0    N/A
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... 92 Closed $0.00 $0 0 0% -732,000 -14,241 0    N/A
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 91 Closed $29.52 $0 0 0% -2,701,000 -97,136 0    Medical Appliances & ...
   (NBCM)1 Year Chart         NBCM Neuberger Berman Commodity ... 90 Closed $0.00 $0 0 0% -657,000 -31,798 0    N/A

      6 Records Found
  1    
Page 1 of 1
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