Sfg Wealth Management, Llc. Purchases in Q3 2024

Sfg Wealth Management, Llc.

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.13K
+ 1.29%
$517.38 - $573.86 $586K - $650K
88.8K $51M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
75.2K
New
$20.69 - $22.19 $1.56M - $1.67M
75.2K $1.63M
CLOI
Vaneck ETF Tr

ETFs
30.2K
New
$52.65 - $53.04 $1.59M - $1.6M
30.2K $1.6M
OUNZ
Van Eck Merk Gold Trust

ETFs
57.2K
+ 179.73%
$22.51 - $25.83 $1.29M - $1.48M
89K $2.26M
AVUV
American Centy ETF Tr Avantis

ETFs
4.15K
+ 3.54%
$88.24 - $99.7 $366K - $413K
121K $11.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.1K
New
$50.61 - $50.96 $967K - $974K
19.1K $973K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
15.5K
+ 7.45%
$32.36 - $36.39 $501K - $564K
223K $8.12M
XLV
Select Sector Spdr Fund Health

ETFs
2.24K
+ 3.42%
$143.3 - $157.24 $322K - $353K
67.8K $10.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.31K
+ 4.93%
$81.1 - $89.18 $431K - $474K
113K $9.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.56K
+ 108.03%
$60.84 - $67.51 $521K - $578K
16.5K $1.11M
ORCL
Oracle Corp

Technology
1.56K
New
$125.9 - $170.35 $197K - $266K
1.56K $266K
GS
Goldman Sachs Group Inc

Financial Services
435
New
$459.02 - $510.25 $200K - $222K
435 $215K
EEM
Ishares Msci Emerging Markets

ETFs
4.51K
New
$40.42 - $46.7 $182K - $211K
4.51K $206K
AMD
Advanced Micro Devices Inc

Technology
1.23K
New
$128.67 - $183.96 $159K - $227K
1.23K $202K
VNQ
Vanguard Specialized Funds Van

ETFs
2.06K
New
$82.97 - $98.97 $171K - $204K
2.06K $200K
IRM
Iron Mountain Inc

Real Estate
2
+ 0.04%
$89.69 - $119.32 $179 - $239
4.82K $572K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
110
+ 4.79%
$475.2 - $527.7 $52.3K - $58K
2.41K $1.27M
NVDA
Nvidia Corp

Technology
774
+ 43.95%
$98.91 - $134.91 $76.6K - $104K
2.54K $307K
RDVY
First Trust Rising Dividend Ac

ETFs
688
+ 6.5%
$53.68 - $59.24 $36.9K - $40.8K
11.3K $667K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
252
+ 1.76%
$41.02 - $46.01 $10.3K - $11.6K
14.6K $664K
UA
Under Armour Inc Cl C

Consumer Cyclical
4K
+ 20.83%
$6.18 - $8.41 $24.7K - $33.6K
23.2K $193K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
71
+ 0.33%
$32.65 - $36.69 $2.32K - $2.6K
21.9K $794K
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.22%
$66.91 - $81.4 $736 - $895
5.1K $411K
JPM
Jpmorgan Chase & CO

Financial Services
178
+ 6.84%
$194.9 - $224.8 $34.7K - $40K
2.78K $586K
QQQ
Invesco Qqq Trust, Series 1

ETFs
92
+ 6.16%
$434.77 - $502.96 $40K - $46.3K
1.59K $773K
JNJ
Johnson & Johnson

Healthcare
186
+ 11.96%
$145.48 - $167.38 $27.1K - $31.1K
1.74K $282K
VZ
Verizon Communications Inc

Communication Services
352
+ 3.59%
$38.89 - $45.0 $13.7K - $15.8K
10.2K $456K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
339
+ 3.31%
$52.1 - $59.66 $17.7K - $20.2K
10.6K $626K
FVD
First Tr Value Line Divid Inde

ETFs
16
+ 0.17%
$40.45 - $45.49 $647 - $728
9.64K $438K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
80
+ 0.63%
$169.73 - $204.18 $13.6K - $16.3K
12.7K $2.51M
RSP
Invesco S&P 500 Equal Weight E

ETFs
115
+ 9.3%
$162.83 - $179.16 $18.7K - $20.6K
1.35K $242K
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.02%
$83.58 - $90.94 $83.6 - $90.9
4.87K $442K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3
+ 0.07%
$87.56 - $95.49 $263 - $286
4.2K $401K
FLMI
Franklin Dynamic Municipal Bon

ETFs
49
+ 0.17%
$24.32 - $25.01 $1.19K - $1.23K
29.5K $737K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
235
+ 0.45%
$25.49 - $25.49 $5.99K - $5.99K
52.6K $1.34M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.04%
$116.79 - $133.54 $117 - $134
2.42K $318K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
108
+ 2.62%
$91.42 - $91.82 $9.87K - $9.92K
4.24K $388K
BUCK
Simplify Exchange Traded Fds S
19.4K
New
N/A
19.4K $0
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.01%
$148.65 - $191.18 $149 - $191
10.1K $1.67M
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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