Sfg Wealth Management, Llc. Incresed Positions in Q1 2025

Sfg Wealth Management, Llc.

  • $194 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
FLMI
Franklin Dynamic Municipal Bon

ETFs
18.9K
+ 63.91%
$24.22 - $24.86 $457K - $470K
48.4K $1.18M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.11K
+ 108.51%
$55.14 - $60.29 $226K - $248K
7.89K $454K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.57K
+ 22.79%
$64.88 - $72.1 $232K - $258K
19.2K $1.27M
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
23
+ 0.54%
$91.45 - $91.75 $2.1K - $2.11K
4.32K $396K
Franklin Templeton ETF Tr
320
+ 1.3%
N/A
24.9K $0
Ishares Bitcoin Trust ETF
527
+ 11.88%
N/A
4.96K $0
T Rowe Price ETF Inc
13.6K
+ 37.92%
N/A
49.5K $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.05%
$90.0 - $96.32 $180 - $193
4.34K $400K
UA
Under Armour Inc Cl C

Consumer Cyclical
5K
+ 21.37%
$5.95 - $7.79 $29.8K - $39K
28.4K $168K
VO
Vanguard Mid Cap ETF

ETFs
12
+ 0.64%
$251.87 - $277.95 $3.02K - $3.34K
1.88K $485K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
80
+ 3.49%
$102.49 - $119.96 $8.2K - $9.6K
2.37K $248K
IWM
Ishares Russell 2000 ETF

ETFs
45
+ 2.26%
$198.1 - $229.79 $8.91K - $10.3K
2.04K $406K
LMT
Lockheed Martin Corp

Industrials
13
+ 1.27%
$423.19 - $506.29 $5.5K - $6.58K
1.04K $462K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
156
+ 1.31%
$57.21 - $65.8 $8.92K - $10.3K
12.1K $704K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
82
+ 0.4%
$32.49 - $37.99 $2.66K - $3.12K
20.5K $688K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
334
+ 2.1%
$40.03 - $46.81 $13.4K - $15.6K
16.2K $661K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.2K
+ 4.97%
$77.91 - $92.26 $483K - $572K
131K $10.4M
AVUV
American Centy ETF Tr Avantis

ETFs
1.01K
+ 0.78%
$84.95 - $100.62 $85.4K - $101K
130K $11.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.3K
+ 1.44%
$551.42 - $612.93 $717K - $797K
91.5K $51.2M
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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