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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Smart Money Group LLC

Quarter ended Q1 2025 · Filed April 28, 2025 · Accession 0001728866-25-000002

Total Value
$294.1M
Positions
77
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (77)

#IssuerTicker / CUSIPSharesValue% of Filing
1EA SERIES TRUST02072Q7887,574,160$180.4M61.35%
2SPDR SER TR78468R66394,577$8.7M2.95%
3ISHARES U S ETF TR46431W838141,950$7.1M2.42%
4VANECK MERK GOLD ETFOUNZ207,324$6.2M2.12%
5TIDAL ETF TR886364637151,223$5.5M1.87%
6SPDR GOLD TRGLD18,918$5.5M1.85%
7WISDOMTREE TRWT94,815$4.8M1.62%
8SCHWAB STRATEGIC TR808524839206,027$4.8M1.62%
9PIMCO ETF TR72201R86689,342$4.6M1.57%
10FIDELITY WISE ORIGIN BITCOINFBTC55,562$4.0M1.36%
11VANGUARD BD INDEX FDS92193781945,204$3.5M1.18%
12ISHARES TR46428743232,697$3.0M1.01%
13FIRST FINL BANKSHARES INC32020R10979,448$2.9M0.97%
14MICROSOFT CORPMSFT5,434$2.0M0.69%
15APPLE INCAAPL9,071$2.0M0.69%
16NOBLE CORP PLCNE-WT83,208$2.0M0.67%
17BERKSHIRE HATHAWAY INC DELBRK-A3,580$1.9M0.65%
18NVIDIA CORPORATIONNVDA15,323$1.7M0.56%
19AMAZON COM INCAMZN7,744$1.5M0.50%
20VANECK ETF TRUST92189F64315,413$1.4M0.46%
21INVESCO QQQ TRIVZ2,639$1.2M0.42%
22ISHARES TR4642872002,144$1.2M0.41%
23META PLATFORMS INCMETA2,052$1.2M0.40%
24JOHNSON & JOHNSONJNJ6,687$1.1M0.38%
25EA SERIES TRUST02072L5659,842$1.1M0.37%
26PROCTER AND GAMBLE CO7427181096,358$1.1M0.37%
27AUTOZONE INCAZO276$1.1M0.36%
28COSTCO WHSL CORP NEW22160K1051,093$1.0M0.35%
29HOME DEPOT INCHD2,821$1.0M0.35%
30ABBVIE INCABBV4,725$990,0720.34%
31ENTERPRISE PRODS PARTNERS L29379210728,947$988,2390.34%
32SPDR S&P 500 ETF TRSPY1,757$982,7380.33%
33VANGUARD INDEX FDS9229083631,902$977,5680.33%
34EXXON MOBIL CORPXOM8,156$970,0400.33%
35COCA COLA COKO13,478$965,3000.33%
36TJX COS INC NEW8725401097,885$960,4150.33%
37ALPHABET INCGOOG6,181$955,9000.32%
38S&P GLOBAL INCSPGI1,853$941,3140.32%
39NOVARTIS AGNVSEF8,394$935,7800.32%
40MOODYS CORPMCO2,006$933,9920.32%
41UNILEVER PLCUNLYF15,348$913,9660.31%
42LOCKHEED MARTIN CORPLMT2,024$903,9520.31%
43LOWES COS INC5486611073,826$892,4520.30%
44ISHARES TR46429B6979,469$886,8930.30%
45COPART INCCPRT15,603$882,9740.30%
46EOG RES INCEOG6,672$855,6750.29%
47MASTERCARD INCORPORATEDMA1,508$826,3200.28%
48PACCAR INCPCAR8,462$823,9930.28%
49OLD DOMINION FREIGHT LINE INODFL4,935$816,4950.28%
50NOVO-NORDISK A SNONOF11,572$803,5760.27%
51FIRST TR EXCHNG TRADED FD VI33740F69818,420$753,3910.26%
52QUALCOMM INCQCOM4,799$737,2010.25%
53BROADCOM INCAVGO4,352$728,7190.25%
54WALMART INCWMT8,078$709,1530.24%
55HERSHEY COHSY4,052$693,0240.24%
56AMERICAN ELEC PWR CO INC0255371015,717$624,7300.21%
57VANGUARD SPECIALIZED FUNDS9219088442,886$559,9120.19%
58CHEVRON CORP NEWCVX3,195$534,4450.18%
59J P MORGAN EXCHANGE TRADED F46641Q6549,947$505,8080.17%
60INVESCO EXCH TRADED FD TR IIIVZ5,317$491,9870.17%
61SCHWAB STRATEGIC TR80852479717,389$486,2050.17%
62BLACKSTONE INCBX3,386$473,2350.16%
63FIRST TR EXCHANGE TRADED FD33734X1434,380$453,8120.15%
64SPDR SER TR78464A66415,188$414,0290.14%
65ALPHABET INCGOOG2,186$341,5600.12%
66VANGUARD WELLINGTON FD9219358052,970$338,5750.12%
67MARSH & MCLENNAN COS INC5717481021,227$299,5000.10%
68ISHARES TR4642884142,579$271,9300.09%
69VANGUARD MUN BD FDS9229077382,726$269,3830.09%
70KINDER MORGAN INC DELEP-PC9,386$267,7920.09%
71WISDOMTREE TRWT2,401$264,5240.09%
72INNOVATOR ETFS TRUSTINHD9,551$257,9720.09%
73TAIWAN SEMICONDUCTOR MFG LTD8740391001,488$246,9640.08%
74ROCKWELL AUTOMATION INCROK905$233,7530.08%
75ISHARES TR46432F3391,280$218,7160.07%
76INVESCO EXCH TRADED FD TR IIIVZ1,075$207,5560.07%
77UNITEDHEALTH GROUP INCUNH383$200,3800.07%