Sfg Wealth Management, Llc. Reduced Holdings in Q3 2024

Sfg Wealth Management, Llc.

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.7K
- 56.87%
$178.94 - $207.0 $841K - $972K
3.56K $715K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.05K
- 9.68%
$100.09 - $100.69 $405K - $408K
37.8K $3.8M
GOOG
Alphabet Inc.

Communication Services
-499
- 9.14%
$149.54 - $192.66 $74.6K - $96.1K
4.96K $829K
MSFT
Microsoft Corp

Technology
-98
- 1.37%
$395.15 - $467.56 $38.7K - $45.8K
7.05K $3.03M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-3.27K
- 6.39%
$25.73 - $27.07 $84K - $88.4K
47.8K $1.24M
VUG
Vanguard Growth ETF

ETFs
-370
- 19.27%
$341.08 - $391.94 $126K - $145K
1.55K $595K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-411
- 13.9%
$332.02 - $382.76 $136K - $157K
2.55K $955K
AMZN
Amazon Com Inc

Consumer Cyclical
-139
- 1.16%
$161.02 - $200.0 $22.4K - $27.8K
11.8K $2.2M
RTX
Raytheon Technologies Corp

Industrials
-1.29K
- 38.28%
$99.55 - $123.34 $128K - $159K
2.08K $251K
IVV
Ishares Core S&P 500 ETF

ETFs
-185
- 23.57%
$520.18 - $576.82 $96.2K - $107K
600 $346K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-991
- 20.37%
$64.57 - $71.76 $64K - $71.1K
3.87K $277K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-46
- 0.13%
$85.84 - $85.84 $3.95K - $3.95K
34.4K $2.95M
IWM
Ishares Russell 2000 ETF

ETFs
-271
- 12.5%
$200.87 - $224.6 $54.4K - $60.9K
1.9K $419K
URA
Global X Uranium ETF

ETFs
-13
- 0.03%
$23.18 - $31.26 $301 - $406
43.4K $1.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-262
- 10.95%
$105.53 - $118.34 $27.6K - $31K
2.13K $249K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-606
- 6.9%
$33.74 - $37.96 $20.4K - $23K
8.18K $307K
J P Morgan Exchange Traded F
-23
- 0.03%
N/A
71.8K $0
Franklin Templeton ETF Tr
-582
- 2.47%
N/A
23K $0
Ge Vernova Inc
-25
- 0.64%
N/A
3.91K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-368
- 7.7%
$48.51 - $52.86 $17.9K - $19.5K
4.41K $233K
SPYG
Spdr Portfolio

ETFs
-346
- 3.22%
$73.38 - $84.1 $25.4K - $29.1K
10.4K $863K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-70
- 1.7%
$53.41 - $57.9 $3.74K - $4.05K
4.05K $234K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-604
- 4.63%
$94.31 - $103.26 $57K - $62.4K
12.4K $1.28M
XOM
Exxon Mobil Corp

Energy
-60
- 0.67%
$109.72 - $119.0 $6.58K - $7.14K
8.92K $1.05M
VTI
Vanguard Total Stock Market Et

ETFs
-220
- 4.59%
$255.18 - $283.2 $56.1K - $62.3K
4.58K $1.3M
MINO
Pimco ETF Tr Municipal Income

ETFs
-50
- 0.22%
$45.07 - $46.16 $2.25K - $2.31K
23.2K $1.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-478
- 3.93%
$57.32 - $62.65 $27.4K - $29.9K
11.7K $727K
VO
Vanguard Mid Cap ETF

ETFs
-99
- 4.89%
$237.84 - $263.83 $23.5K - $26.1K
1.93K $508K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-622
- 4.25%
$113.41 - $125.62 $70.5K - $78.1K
14K $1.76M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-48
- 0.59%
$55.81 - $61.01 $2.68K - $2.93K
8.11K $494K
VB
Vanguard Small Cap ETF

ETFs
-85
- 2.07%
$214.77 - $237.72 $18.3K - $20.2K
4.01K $952K
MKC
Mccormick & CO Inc

Consumer Defensive
-267
- 2.46%
$69.44 - $84.76 $18.5K - $22.6K
10.6K $871K
V
Visa Inc.

Financial Services
-499
- 2.31%
$253.74 - $291.56 $127K - $145K
21.1K $5.79M
RBLX
Roblox Corp

Communication Services
-500
- 1.18%
$36.18 - $47.64 $18.1K - $23.8K
42.1K $1.86M
PH
Parker Hannifin Corp

Industrials
-122
- 4.25%
$501.01 - $635.92 $61.1K - $77.6K
2.75K $1.74M
AVUS
American Centy ETF Tr Avantis

ETFs
-43
- 0.06%
$86.27 - $95.15 $3.71K - $4.09K
71.1K $6.77M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-216
- 0.2%
$63.28 - $70.06 $13.7K - $15.1K
105K $7.38M
GE
General Electric CO

Industrials
-100
- 0.64%
$156.66 - $189.66 $15.7K - $19K
15.6K $2.95M
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
Track This Portfolio

Track Sfg Wealth Management, Llc. Portfolio

Follow Sfg Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email