Sfg Wealth Management, Llc. Purchases in Q4 2024

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.7K
+ 299.19%
$198.04 - $221.51 $2.11M - $2.36M
14.2K $2.99M
WMT
Walmart Inc.

Consumer Defensive
23.8K
+ 466.19%
$79.1 - $95.7 $1.88M - $2.27M
28.9K $2.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.36K
+ 1.53%
$567.81 - $607.81 $773K - $828K
90.2K $52.9M
NVDA
Nvidia Corp

Technology
13.5K
+ 531.2%
$117.0 - $148.88 $1.58M - $2M
16K $2.15M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12K
New
$87.1 - $98.49 $1.04M - $1.18M
12K $1.05M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
11.6K
+ 10.26%
$86.65 - $94.9 $1.01M - $1.1M
125K $10.8M
AVUV
American Centy ETF Tr Avantis

ETFs
7.99K
+ 6.59%
$94.37 - $106.41 $754K - $850K
129K $12.5M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
32.3K
New
$21.81 - $23.88 $704K - $771K
32.3K $704K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
4.05K
+ 1.81%
$35.88 - $40.8 $145K - $165K
227K $8.78M
GM
General Motors CO

Consumer Cyclical
9.59K
New
$44.82 - $60.2 $430K - $577K
9.59K $510K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.53K
New
$73.49 - $86.09 $333K - $390K
4.53K $348K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.95K
New
$106.33 - $110.69 $313K - $326K
2.95K $314K
CGDV
Capital Group Divid Value ETF

ETFs
7.83K
New
$35.16 - $37.12 $275K - $291K
7.83K $276K
EXC
Exelon Corp

Utilities
7.15K
New
$36.22 - $40.97 $259K - $293K
7.15K $269K
LOW
Lowes Companies Inc

Consumer Cyclical
1.06K
New
$244.52 - $284.07 $259K - $301K
1.06K $261K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.48K
+ 6.56%
$100.22 - $100.73 $248K - $250K
40.3K $4.04M
PFE
Pfizer Inc

Healthcare
8.6K
New
$24.8 - $30.19 $213K - $260K
8.6K $228K
AVGO
Broadcom Inc.

Technology
975
New
$159.67 - $250.0 $156K - $244K
975 $226K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.95K
New
$45.39 - $62.98 $179K - $249K
3.95K $224K
USRT
Ishares Core U.S. Reit ETF

ETFs
3.78K
New
$55.97 - $62.75 $212K - $237K
3.78K $216K
ISRG
Intuitive Surgical Inc

Healthcare
407
New
$471.27 - $550.62 $192K - $224K
407 $212K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.41K
New
$77.25 - $91.3 $186K - $220K
2.41K $205K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
465
+ 3.66%
$194.9 - $214.12 $90.6K - $99.6K
13.2K $2.66M
CEG
Constellation Energy Corp

Utilities
870
+ 57.12%
$224.28 - $285.52 $195K - $248K
2.39K $538K
LPLA
Lpl Financial Holdings Inc.

Financial Services
14
+ 1.05%
$229.85 - $335.91 $3.22K - $4.7K
1.35K $441K
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.05K
+ 25.23%
$60.1 - $66.4 $123K - $136K
10.2K $613K
QQQ
Invesco Qqq Trust, Series 1

ETFs
147
+ 9.27%
$481.22 - $538.17 $70.7K - $79.1K
1.73K $885K
RDVY
First Trust Rising Dividend Ac

ETFs
1.73K
+ 15.39%
$58.65 - $64.37 $102K - $112K
13K $769K
VNQ
Vanguard Specialized Funds Van

ETFs
938
+ 45.49%
$87.85 - $98.6 $82.4K - $92.5K
3K $267K
SPYG
Spdr Portfolio

ETFs
66
+ 0.63%
$81.74 - $91.38 $5.39K - $6.03K
10.5K $920K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.24K
+ 28.0%
$51.09 - $55.27 $63.1K - $68.3K
5.65K $288K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.31K
+ 8.94%
$44.33 - $49.55 $57.9K - $64.7K
15.9K $714K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
140
+ 5.79%
$129.96 - $144.97 $18.2K - $20.3K
2.56K $356K
FVD
First Tr Value Line Divid Inde

ETFs
883
+ 9.16%
$43.4 - $46.7 $38.3K - $41.2K
10.5K $459K
IWM
Ishares Russell 2000 ETF

ETFs
96
+ 5.06%
$216.13 - $242.4 $20.7K - $23.3K
1.99K $440K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
243
+ 2.08%
$61.68 - $67.87 $15K - $16.5K
11.9K $742K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
163
+ 7.65%
$113.92 - $127.38 $18.6K - $20.8K
2.29K $264K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
584
+ 1.11%
N/A
53.1K $1.35M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
59
+ 1.39%
$91.29 - $91.8 $5.39K - $5.42K
4.3K $392K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 2.26%
$442.29 - $483.08 $9.29K - $10.1K
949 $430K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
133
+ 3.16%
$91.94 - $100.02 $12.2K - $13.3K
4.34K $401K
T Rowe Price ETF Inc
35.9K
New
N/A
35.9K $0
Ishares Bitcoin Trust ETF
4.44K
New
N/A
4.44K $0
J P Morgan Exchange Traded F
3.96K
+ 5.51%
N/A
75.7K $0
Franklin Templeton ETF Tr
1.57K
+ 6.81%
N/A
24.6K $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
771
+ 9.42%
$34.13 - $37.35 $26.3K - $28.8K
8.95K $305K
RTX
Raytheon Technologies Corp

Industrials
20
+ 0.96%
$114.45 - $127.21 $2.29K - $2.54K
2.1K $242K
FLMI
Franklin Dynamic Municipal Bon

ETFs
66
+ 0.22%
$24.42 - $25.06 $1.61K - $1.65K
29.5K $722K
UA
Under Armour Inc Cl C

Consumer Cyclical
202
+ 0.87%
$7.37 - $9.94 $1.49K - $2.01K
23.4K $174K
Activity Summary
Buys All Purchases 55 New Holdings 16 Increased Positions 39 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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