Sfg Wealth Management, Llc. has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $163 Million distributed in 95 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 $45M, American Centy ETF Tr Avantis with a value of $11.2M, Select Sector Spdr Fund Health with a value of $9.35M, Spdr S&P 400 Mid Cap Growth Et with a value of $9.08M, and Spdr Portfolio S&P 1500 Compos with a value of $6.62M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $146M to 163M.

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

Portfolio value $163 Million
ETFs: $131 Million
Financial Services: $7.61 Million
Technology: $6.62 Million
Industrials: $5.16 Million
Communication Services: $4.82 Million
Consumer Cyclical: $3.14 Million
Consumer Defensive: $1.38 Million
Energy: $1.04 Million
Other: $1.81 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $163 Million
  • Prior Value $146 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Sfg Wealth Management, Llc. Portfolio

Follow Sfg Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.