Sfg Wealth Management, Llc. Purchases and Sells in Q2 2025

Sfg Wealth Management, Llc.

$165 Million
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	1.39K + 1.52%	$496.48 - $617.85 $690K - $859K	92.9K $57.4M
ITOT	13.5K + 99.82%	$108.12 - $135.04 $1.46M - $1.82M	27K $3.65M
MDYG	5.73K + 4.38%	$70.44 - $86.87 $404K - $498K	137K $11.9M
SPTM	3.63K + 4.38%	$60.34 - $74.89 $219K - $272K	86.6K $6.49M
MSFT	151 + 3.24%	$354.56 - $497.45 $53.5K - $75.1K	4.81K $2.39M
XNTK	410 + 3.63%	$164.46 - $237.28 $67.4K - $97.3K	11.7K $2.78M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	25.9K New	$82.21 - $83.12 $2.13M - $2.15M	25.9K $2.14M
IEI	17.7K New	$116.93 - $119.39 $2.08M - $2.12M	17.7K $2.11M
IXUS	13.6K New	$62.37 - $77.63 $848K - $1.06M	13.6K $1.05M
IUSB	8.51K New	$45.12 - $46.23 $384K - $393K	8.51K $393K
IAGG	7.63K New	$50.09 - $51.09 $382K - $390K	7.63K $389K
TIP	2.53K New	$107.93 - $110.97 $273K - $281K	2.53K $278K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	-4.54K - 5.86%	$128.77 - $144.3 $585K - $655K	73K $9.84M
IEF	-11.1K - 18.11%	$93.15 - $96.56 $1.04M - $1.07M	50.3K $4.82M
MINT	-9.41K - 22.65%	$100.04 - $100.54 $942K - $946K	32.1K $3.23M
AAPL	-284 - 2.24%	$172.42 - $223.89 $49K - $63.6K	12.4K $2.55M
XOM	-366 - 4.33%	$99.93 - $119.04 $36.6K - $43.6K	8.09K $871K
MKC	-200 - 1.91%	$71.11 - $82.25 $14.2K - $16.5K	10.3K $779K

Activity Summary All Purchases 33 New Holdings 12 Increased Positions 21 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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