Sfg Wealth Management, Llc. Portfolio Holdings

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 2024

Sfg Wealth Management, Llc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $52.9M, American Centy ETF Tr Avantis with a value of $12.5M, Spdr S&P 400 Mid Cap Growth Et with a value of $10.8M, Select Sector Spdr Fund Health with a value of $10.3M, and Simplify Exch Trad Fds Simplif with a value of $8.78M.

Examining the 13F form we can see an increase of $1.85M in the current position value, from $181M to 183M.

Below you can find more details about Sfg Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
ETFs: $154 Million
Technology: $9.31 Million
Consumer Cyclical: $4.2 Million
Communication Services: $3.83 Million
Consumer Defensive: $3.4 Million
Industrials: $2.86 Million
Financial Services: $2.43 Million
Healthcare: $996,000
Other: $2.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.9 Million 28.87% of portfolio
90,198
Q4 2024 Added 1.53%
$0
$12.5 Million 6.81% of portfolio
129,269
Q4 2024 Added 6.59%
$0
$10.8 Million 5.92% of portfolio
124,723
Q4 2024 Added 10.26%
$0
$10.3 Million 5.6% of portfolio
74,542
Q4 2024 Added 9.88%
$0
$8.78 Million 4.79% of portfolio
227,329
Q4 2024 Added 1.81%
$0
$6.9 Million 3.77% of portfolio
96,598
Q4 2024 Reduced 8.33%
$0
$6.5 Million 3.55% of portfolio
67,052
Q4 2024 Reduced 5.75%
$0
$4.04 Million 2.21% of portfolio
40,262
Q4 2024 Added 6.56%
$3.67T
$3.43 Million 1.87% of portfolio
13,709
Q4 2024 Reduced 0.13%
$3.17T
$2.99 Million 1.63% of portfolio
7,095
Q4 2024 Added 0.68%
$0
$2.99 Million 1.63% of portfolio
14,223
Q4 2024 Added 299.19%
$0
$2.94 Million 1.6% of portfolio
34,208
Q4 2024 Reduced 0.52%
$0
$2.66 Million 1.45% of portfolio
13,175
Q4 2024 Added 3.66%
$248B
$2.61 Million 1.42% of portfolio
28,853
Q4 2024 Added 466.19%
$2.25T
$2.58 Million 1.41% of portfolio
11,754
Q4 2024 Reduced 0.59%
$333B
$2.15 Million 1.17% of portfolio
16,001
Q4 2024 Added 531.2%
$0
$1.78 Million 0.97% of portfolio
13,858
Q4 2024 Reduced 1.17%
$84.6B
$1.75 Million 0.96% of portfolio
2,750
Q3 2024 Reduced 4.25%
$0
$1.7 Million 0.93% of portfolio
60,869
Q4 2024 Added 27.32%
$0
$1.45 Million 0.79% of portfolio
27,503
Q4 2024 Reduced 9.07%
$0
$1.35 Million 0.74% of portfolio
53,135
Q4 2024 Added 1.11%
$0
$1.28 Million 0.7% of portfolio
4,430
Q4 2024 Reduced 3.19%
$0
$1.25 Million 0.68% of portfolio
2,321
Q4 2024 Reduced 3.57%
$0
$1.15 Million 0.63% of portfolio
42,771
Q4 2024 Reduced 1.43%
$35.6B
$1.13 Million 0.61% of portfolio
19,450
Q4 2024 Reduced 53.75%
$0
$1.08 Million 0.59% of portfolio
15,674
Q4 2024 Reduced 4.91%
$0
$1.05 Million 0.57% of portfolio
11,972
Q4 2024 New
$0
$1.03 Million 0.56% of portfolio
22,957
Q4 2024 Reduced 0.86%
$0
$956,000 0.52% of portfolio
2,383
Q4 2024 Reduced 6.37%
$0
$949,000 0.52% of portfolio
3,953
Q4 2024 Reduced 1.52%
$1.18T
$927,000 0.51% of portfolio
4,871
Q4 2024 Reduced 1.77%
$464B
$909,000 0.5% of portfolio
8,456
Q4 2024 Reduced 5.2%
$0
$920,000 0.5% of portfolio
10,476
Q4 2024 Added 0.63%
$0
$885,000 0.48% of portfolio
1,732
Q4 2024 Added 9.27%
$1.15T
$866,000 0.47% of portfolio
4,579
Q4 2024 Reduced 54.6%
$18.4B
$798,000 0.44% of portfolio
10,474
Q4 2024 Reduced 1.09%
$0
$769,000 0.42% of portfolio
13,004
Q4 2024 Added 15.39%
$0
$742,000 0.41% of portfolio
11,923
Q4 2024 Added 2.08%
$0
$733,000 0.4% of portfolio
20,458
Q4 2024 Reduced 6.37%
$0
$722,000 0.39% of portfolio
29,549
Q4 2024 Added 0.22%
$0
$714,000 0.39% of portfolio
15,907
Q4 2024 Added 8.94%
$0
$704,000 0.38% of portfolio
32,285
Q4 2024 New
$0
$671,000 0.37% of portfolio
10,581
Q3 2024 Added 3.31%
$419B
$673,000 0.37% of portfolio
1,731
Q4 2024 Added 0.17%
$0
$636,000 0.35% of portfolio
1,550
Q3 2024 Reduced 19.27%
$746B
$641,000 0.35% of portfolio
2,675
Q4 2024 Reduced 3.85%
$0
$613,000 0.33% of portfolio
10,152
Q4 2024 Added 25.23%
$103B
$538,000 0.29% of portfolio
2,393
Q4 2024 Added 57.12%
$1.37T
$514,000 0.28% of portfolio
872
Q4 2024 Reduced 1.47%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $183 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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