Sfg Wealth Management, Llc. Reduced Holdings in Q1 2025

Sfg Wealth Management, Llc.

  • $194 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPBC
Simplify Exch Trad Fds Simplif

ETFs
-124K
- 54.74%
$35.75 - $40.67 $4.45M - $5.06M
103K $3.74M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-8.56K
- 60.18%
$192.82 - $222.1 $1.65M - $1.9M
5.66K $1.09M
AVUS
American Centy ETF Tr Avantis

ETFs
-10.6K
- 15.76%
$90.7 - $101.57 $959K - $1.07M
56.5K $5.22M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-13.6K
- 14.09%
$67.03 - $74.61 $913K - $1.02M
83K $5.64M
MSFT
Microsoft Corp

Technology
-2.44K
- 34.35%
$375.39 - $447.2 $915K - $1.09M
4.66K $1.75M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.05K
- 17.42%
$190.26 - $242.06 $389K - $495K
9.71K $1.85M
NVDA
Nvidia Corp

Technology
-2.73K
- 17.03%
$106.98 - $149.43 $292K - $407K
13.3K $1.44M
AAPL
Apple Inc.

Technology
-1.01K
- 7.4%
$209.68 - $247.1 $213K - $251K
12.7K $2.82M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-1.88K
- 14.27%
$191.06 - $228.87 $359K - $430K
11.3K $2.17M
WMT
Walmart Inc.

Consumer Defensive
-3.49K
- 12.1%
$84.5 - $105.05 $295K - $367K
25.4K $2.23M
GOOGL
Alphabet Inc.

Communication Services
-706
- 15.42%
$154.33 - $206.19 $109K - $146K
3.87K $598K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-8.37K
- 15.76%
N/A
44.8K $1.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-216
- 9.31%
$507.05 - $563.67 $110K - $122K
2.11K $1.08M
HD
Home Depot, Inc.

Consumer Cyclical
-303
- 17.5%
$347.25 - $424.87 $105K - $129K
1.43K $523K
FTCS
First Trust Capital Strength E

ETFs
-1.62K
- 34.04%
$86.39 - $91.35 $140K - $148K
3.13K $280K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-335
- 2.42%
$120.29 - $134.6 $40.3K - $45.1K
13.5K $1.65M
JPM
Jpmorgan Chase & CO

Financial Services
-510
- 19.07%
$225.19 - $279.95 $115K - $143K
2.17K $531K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-23
- 0.97%
$360.07 - $417.26 $8.28K - $9.6K
2.36K $852K
VTI
Vanguard Total Stock Market Et

ETFs
-102
- 2.3%
$271.18 - $303.12 $27.7K - $30.9K
4.33K $1.19M
V
Visa Inc.

Financial Services
-402
- 27.13%
$306.92 - $362.71 $123K - $146K
1.08K $378K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-31
- 1.79%
$468.34 - $539.52 $14.5K - $16.7K
1.7K $797K
SPYG
Spdr Portfolio

ETFs
-49
- 0.47%
$80.05 - $92.39 $3.92K - $4.53K
10.4K $838K
GM
General Motors CO

Consumer Cyclical
-212
- 2.21%
$45.22 - $54.92 $9.59K - $11.6K
9.38K $440K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1K
- 8.35%
$85.29 - $92.57 $85.3K - $92.6K
11K $998K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-74
- 2.89%
$126.86 - $146.45 $9.39K - $10.8K
2.48K $315K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-115
- 8.5%
$308.87 - $383.33 $35.5K - $44.1K
1.24K $404K
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 4.05%
$554.06 - $615.85 $12.7K - $14.2K
545 $306K
META
Meta Platforms, Inc.

Communication Services
-10
- 1.15%
$576.36 - $736.67 $5.76K - $7.37K
862 $496K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.01K
- 11.31%
$33.84 - $37.77 $34.3K - $38.3K
7.94K $289K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-150
- 15.81%
$442.66 - $534.52 $66.4K - $80.2K
799 $425K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-24
- 0.43%
$49.78 - $53.19 $1.19K - $1.28K
5.62K $287K
J P Morgan Exchange Traded F
-10.8K
- 14.25%
N/A
65K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-62
- 1.83%
$68.32 - $75.06 $4.24K - $4.65K
3.32K $248K
XOM
Exxon Mobil Corp

Energy
-2
- 0.02%
$105.44 - $118.93 $211 - $238
8.45K $1.01M
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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