Sfg Wealth Management, Llc. Purchases in Q2 2025

Sfg Wealth Management, Llc.

  • $165 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.39K
+ 1.52%
$496.48 - $617.85 $690K - $859K
92.9K $57.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25.9K
New
$82.21 - $83.12 $2.13M - $2.15M
25.9K $2.14M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
17.7K
New
$116.93 - $119.39 $2.08M - $2.12M
17.7K $2.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.5K
+ 99.82%
$108.12 - $135.04 $1.46M - $1.82M
27K $3.65M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.73K
+ 4.38%
$70.44 - $86.87 $404K - $498K
137K $11.9M
IXUS
Ishares Tr

ETFs
13.6K
New
$62.37 - $77.63 $848K - $1.06M
13.6K $1.05M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.63K
+ 4.38%
$60.34 - $74.89 $219K - $272K
86.6K $6.49M
MSFT
Microsoft Corp

Technology
151
+ 3.24%
$354.56 - $497.45 $53.5K - $75.1K
4.81K $2.39M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
410
+ 3.63%
$164.46 - $237.28 $67.4K - $97.3K
11.7K $2.78M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.51K
New
$45.12 - $46.23 $384K - $393K
8.51K $393K
OUNZ
Van Eck Merk Gold Trust

ETFs
3.75K
+ 3.88%
$28.68 - $33.09 $108K - $124K
101K $3.21M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.53K
New
$107.93 - $110.97 $273K - $281K
2.53K $278K
IEFA
Ishares Tr

ETFs
2.81K
New
$67.83 - $84.09 $191K - $237K
2.81K $234K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.01K
+ 84.53%
$90.56 - $109.49 $182K - $220K
4.38K $478K
ORCL
Oracle Corp

Technology
1.03K
New
$122.82 - $218.63 $126K - $225K
1.03K $224K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.16K
New
$152.42 - $182.82 $176K - $211K
1.16K $211K
EEM
Ishares Msci Emerging Markets

ETFs
4.34K
New
$38.52 - $48.28 $167K - $210K
4.34K $209K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.46K
New
$48.22 - $60.41 $167K - $209K
3.46K $206K
XLY
Select Sector Spdr Consumer Di

ETFs
934
New
$176.34 - $218.59 $165K - $204K
934 $202K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
20
+ 0.18%
$57.46 - $75.58 $1.15K - $1.51K
10.9K $821K
JPM
Jpmorgan Chase & CO

Financial Services
131
+ 6.05%
$210.28 - $289.91 $27.5K - $38K
2.3K $665K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.27K
+ 13.99%
$35.35 - $42.68 $80.3K - $97K
18.5K $788K
GOOGL
Alphabet Inc.

Communication Services
225
+ 5.81%
$144.7 - $178.6 $32.6K - $40.2K
4.1K $722K
RDVY
First Trust Rising Dividend Ac

ETFs
926
+ 6.88%
$51.6 - $62.74 $47.8K - $58.1K
14.4K $902K
IVV
Ishares Core S&P 500 ETF

ETFs
48
+ 8.81%
$498.8 - $620.9 $23.9K - $29.8K
593 $368K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
223
+ 1.85%
$51.16 - $62.02 $11.4K - $13.8K
12.3K $762K
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.21%
$228.54 - $279.83 $914 - $1.12K
1.88K $526K
FVD
First Tr Value Line Divid Inde

ETFs
825
+ 7.72%
$40.62 - $45.12 $33.5K - $37.2K
11.5K $514K
LOW
Lowes Companies Inc

Consumer Cyclical
175
+ 16.51%
$210.83 - $235.28 $36.9K - $41.2K
1.24K $274K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.06%
$72.96 - $90.39 $146 - $181
3.21K $286K
PFE
Pfizer Inc

Healthcare
800
+ 6.0%
$21.59 - $24.84 $17.3K - $19.9K
14.1K $342K
EXC
Exelon Corp

Utilities
2
+ 0.03%
$42.2 - $47.37 $84.4 - $94.7
7.16K $310K
Activity Summary
Buys All Purchases 33 New Holdings 12 Increased Positions 21 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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