Sfg Wealth Management, Llc. Reduced Holdings in Q4 2024

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-19.6K
- 92.97%
$273.87 - $320.91 $5.37M - $6.29M
1.48K $468K
GE
General Electric CO

Industrials
-13.4K
- 85.74%
$159.95 - $194.23 $2.14M - $2.6M
2.23K $371K
GOOGL
Alphabet Inc.

Communication Services
-5.51K
- 54.6%
$161.86 - $196.66 $892K - $1.08M
4.58K $866K
RBLX
Roblox Corp

Communication Services
-22.6K
- 53.75%
$39.86 - $61.45 $901K - $1.39M
19.5K $1.13M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.69K
- 50.69%
$50.67 - $50.9 $491K - $493K
9.42K $477K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-8.78K
- 8.33%
$69.3 - $74.3 $609K - $653K
96.6K $6.9M
AVUS
American Centy ETF Tr Avantis

ETFs
-4.09K
- 5.75%
$94.36 - $102.06 $386K - $418K
67.1K $6.5M
OUNZ
Van Eck Merk Gold Trust

ETFs
-6.82K
- 7.67%
$24.72 - $26.9 $169K - $183K
82.1K $2.08M
CLOI
Vaneck ETF Tr

ETFs
-2.74K
- 9.07%
$52.7 - $53.15 $145K - $146K
27.5K $1.45M
XOM
Exxon Mobil Corp

Energy
-464
- 5.2%
$105.51 - $125.37 $49K - $58.2K
8.46K $909K
URA
Global X Uranium ETF

ETFs
-620
- 1.43%
$26.78 - $33.46 $16.6K - $20.7K
42.8K $1.15M
MKC
Mccormick & CO Inc

Consumer Defensive
-115
- 1.09%
$73.97 - $84.09 $8.51K - $9.67K
10.5K $798K
VZ
Verizon Communications Inc

Communication Services
-297
- 2.92%
$39.6 - $45.21 $11.8K - $13.4K
9.87K $394K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.39K
- 6.37%
$35.45 - $40.33 $49.4K - $56.2K
20.5K $733K
JNJ
Johnson & Johnson

Healthcare
-138
- 7.93%
$143.34 - $165.86 $19.8K - $22.9K
1.6K $231K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-489
- 12.63%
$69.58 - $74.87 $34K - $36.6K
3.38K $236K
MINO
Pimco ETF Tr Municipal Income

ETFs
-198
- 0.86%
$44.94 - $46.07 $8.9K - $9.12K
23K $1.03M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-478
- 11.81%
$56.06 - $61.35 $26.8K - $29.3K
3.57K $201K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-810
- 4.91%
$66.77 - $71.52 $54.1K - $57.9K
15.7K $1.08M
FTCS
First Trust Capital Strength E

ETFs
-127
- 2.61%
$87.62 - $94.03 $11.1K - $11.9K
4.75K $416K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-86
- 3.57%
$521.84 - $558.82 $44.9K - $48.1K
2.32K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
-59
- 3.06%
$261.5 - $284.63 $15.4K - $16.8K
1.87K $493K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-178
- 0.52%
N/A
34.2K $2.94M
IVV
Ishares Core S&P 500 ETF

ETFs
-32
- 5.33%
$570.51 - $610.59 $18.3K - $19.5K
568 $334K
VTI
Vanguard Total Stock Market Et

ETFs
-146
- 3.19%
$280.04 - $302.45 $40.9K - $44.2K
4.43K $1.28M
ORCL
Oracle Corp

Technology
-1
- 0.06%
$165.41 - $192.43 $165 - $192
1.56K $260K
VB
Vanguard Small Cap ETF

ETFs
-61
- 1.52%
$233.76 - $261.58 $14.3K - $16K
3.95K $949K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-162
- 6.37%
$370.24 - $418.94 $60K - $67.9K
2.38K $956K
META
Meta Platforms, Inc.

Communication Services
-13
- 1.47%
$554.08 - $632.68 $7.2K - $8.22K
872 $514K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-164
- 1.17%
$124.26 - $134.12 $20.4K - $22K
13.9K $1.78M
JPM
Jpmorgan Chase & CO

Financial Services
-107
- 3.85%
$205.18 - $250.29 $22K - $26.8K
2.68K $641K
GOOG
Alphabet Inc.

Communication Services
-88
- 1.77%
$163.08 - $198.16 $14.4K - $17.4K
4.87K $927K
AAPL
Apple Inc.

Technology
-18
- 0.13%
$221.69 - $259.02 $3.99K - $4.66K
13.7K $3.43M
AMZN
Amazon Com Inc

Consumer Cyclical
-70
- 0.59%
$180.88 - $232.93 $12.7K - $16.3K
11.8K $2.58M
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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