Sfg Wealth Management, Llc. Purchases in Q1 2025

Sfg Wealth Management, Llc.

  • $194 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
61.4K
New
$91.17 - $95.39 $5.6M - $5.86M
61.4K $5.86M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
186K
New
$21.23 - $22.14 $3.94M - $4.11M
186K $4.09M
HYG
Ishares Tr

ETFs
38.4K
New
$78.51 - $80.11 $3.01M - $3.07M
38.4K $3.03M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
75.3K
New
$27.64 - $28.58 $2.08M - $2.15M
75.3K $2.15M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
17.8K
New
$97.25 - $104.79 $1.73M - $1.86M
17.8K $1.84M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
32.6K
New
$46.86 - $50.66 $1.53M - $1.65M
32.6K $1.58M
VUG
Vanguard Growth ETF

ETFs
3.79K
+ 244.26%
$369.1 - $427.61 $1.4M - $1.62M
5.34K $1.98M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
50.7K
+ 157.11%
$21.93 - $23.2 $1.11M - $1.18M
83K $1.9M
XLV
Select Sector Spdr Fund Health

ETFs
2.97K
+ 3.99%
$137.61 - $149.68 $409K - $445K
77.5K $11.3M
HEQT
Simplify Exchange Traded Fds H
36.9K
New
$28.48 - $30.52 $1.05M - $1.13M
36.9K $1.06M
VB
Vanguard Small Cap ETF

ETFs
5K
+ 126.36%
$217.89 - $252.64 $1.09M - $1.26M
8.95K $1.98M
VNQ
Vanguard Specialized Funds Van

ETFs
11.1K
+ 368.53%
$85.55 - $94.34 $946K - $1.04M
14.1K $1.27M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
12.5K
New
$75.47 - $84.24 $945K - $1.06M
12.5K $965K
VBK
Vanguard Small Cap Growth ETF

ETFs
3.69K
New
$247.97 - $296.33 $916K - $1.09M
3.69K $929K
OUNZ
Van Eck Merk Gold Trust

ETFs
14.6K
+ 17.82%
$25.41 - $30.14 $372K - $441K
96.8K $2.92M
CTA
Simplify Exch Traded Fds Simpl

ETFs
22.3K
+ 36.67%
$27.81 - $30.21 $621K - $674K
83.2K $2.46M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
18K
New
$37.13 - $42.37 $669K - $764K
18K $739K
ARCC
Ares Capital Corp

Financial Services
33.1K
New
$21.28 - $23.81 $705K - $788K
33.1K $733K
NMAI
Nuveen Multi Asset Income Fund

ETFs
58.3K
New
$11.9 - $12.65 $694K - $737K
58.3K $700K
AAXJ
Ishares Msci All Country Asia

ETFs
9.25K
New
$69.59 - $77.09 $643K - $713K
9.25K $684K
BST
Black Rock Science & Technology Trust

Financial Services
20.6K
New
$32.99 - $38.94 $678K - $800K
20.6K $678K
MLPX
Global X Mlp & Energy Infrastr

ETFs
10.5K
New
$59.6 - $67.2 $628K - $709K
10.5K $672K
LVHD
Franklin U.S. Low Volatility H

ETFs
16K
New
$37.44 - $41.02 $599K - $656K
16K $655K
FLEE
Franklin Templeton ETF Tr

ETFs
20.4K
New
$27.52 - $32.21 $562K - $658K
20.4K $631K
IGV
Ishares Expanded Tech Software

ETFs
6.47K
New
$88.3 - $107.83 $571K - $698K
6.47K $575K
PID
Invesco Exchange Traded Fd Tr

ETFs
31.8K
New
N/A
31.8K $567K
HGER
Harbor ETF Tr All Weather Infl
21.3K
New
$22.23 - $24.05 $474K - $512K
21.3K $512K
FLMI
Franklin Dynamic Municipal Bon

ETFs
18.9K
+ 63.91%
$24.22 - $24.86 $457K - $470K
48.4K $1.18M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
11.7K
New
$38.0 - $38.88 $445K - $455K
11.7K $447K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
6.98K
New
$51.6 - $53.93 $360K - $376K
6.98K $376K
AZN
Astrazeneca PLC

Healthcare
4.06K
New
$65.37 - $77.96 $265K - $316K
4.06K $298K
FLJP
Franklin Templeton ETF Tr

ETFs
8.69K
New
$27.82 - $30.67 $242K - $266K
8.69K $255K
USRT
Ishares Core U.S. Reit ETF

ETFs
4.11K
+ 108.51%
$55.14 - $60.29 $226K - $248K
7.89K $454K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.23K
New
$169.43 - $182.84 $208K - $225K
1.23K $213K
HOOD
Robinhood Markets, Inc.

Technology
5.1K
New
$35.63 - $65.28 $182K - $333K
5.1K $212K
XLF
Financial Sector Spdr

ETFs
4.07K
New
$47.32 - $52.19 $193K - $212K
4.07K $202K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.57K
+ 22.79%
$64.88 - $72.1 $232K - $258K
19.2K $1.27M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.3K
+ 3.23%
$100.32 - $100.76 $130K - $131K
41.6K $4.18M
PFE
Pfizer Inc

Healthcare
4.74K
+ 55.04%
$25.01 - $27.13 $118K - $128K
13.3K $337K
GE
General Electric CO

Industrials
45
+ 2.02%
$168.59 - $212.13 $7.59K - $9.55K
2.27K $455K
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 0.01%
$71.24 - $84.73 $71.2 - $84.7
10.5K $862K
EXC
Exelon Corp

Utilities
2
+ 0.03%
$37.3 - $46.08 $74.6 - $92.2
7.15K $329K
VZ
Verizon Communications Inc

Communication Services
65
+ 0.66%
$37.81 - $46.49 $2.46K - $3.02K
9.94K $450K
CEG
Constellation Energy Corp

Utilities
500
+ 20.89%
$201.63 - $347.44 $101K - $174K
2.89K $583K
ISRG
Intuitive Surgical Inc

Healthcare
100
+ 24.57%
$476.63 - $610.45 $47.7K - $61K
507 $251K
RDVY
First Trust Rising Dividend Ac

ETFs
447
+ 3.44%
$57.22 - $63.39 $25.6K - $28.3K
13.5K $787K
FVD
First Tr Value Line Divid Inde

ETFs
169
+ 1.61%
$42.61 - $45.51 $7.2K - $7.69K
10.7K $476K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
88
+ 4.09%
$126.11 - $135.06 $11.1K - $11.9K
2.24K $288K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
267
+ 2.52%
$62.72 - $71.92 $16.7K - $19.2K
10.8K $683K
Activity Summary
Buys All Purchases 71 New Holdings 33 Increased Positions 38 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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