Sfg Wealth Management, Llc. Sells in Q2 2025

Sfg Wealth Management, Llc.

  • $165 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-4.54K
- 5.86%
$128.77 - $144.3 $585K - $655K
73K $9.84M
IEF
Ishares Barclays

ETFs
-11.1K
- 18.11%
$93.15 - $96.56 $1.04M - $1.07M
50.3K $4.82M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-9.41K
- 22.65%
$100.04 - $100.54 $942K - $946K
32.1K $3.23M
AAPL
Apple Inc.

Technology
-284
- 2.24%
$172.42 - $223.89 $49K - $63.6K
12.4K $2.55M
XOM
Exxon Mobil Corp

Energy
-366
- 4.33%
$99.93 - $119.04 $36.6K - $43.6K
8.09K $871K
MKC
Mccormick & CO Inc

Consumer Defensive
-200
- 1.91%
$71.11 - $82.25 $14.2K - $16.5K
10.3K $779K
V
Visa Inc.

Financial Services
-94
- 8.7%
$308.27 - $373.31 $29K - $35.1K
986 $350K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.98K
- 13.11%
$41.45 - $54.46 $123K - $162K
19.7K $1.03M
FTCS
First Trust Capital Strength E

ETFs
-102
- 3.26%
$81.6 - $92.39 $8.32K - $9.42K
3.03K $275K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-169
- 3.01%
$45.11 - $52.34 $7.62K - $8.85K
5.45K $285K
XLF
Financial Sector Spdr

ETFs
-66
- 1.62%
$43.92 - $52.37 $2.9K - $3.46K
4K $209K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-21
- 0.48%
$81.46 - $94.63 $1.71K - $1.99K
4.32K $408K
IWM
Ishares Russell 2000 ETF

ETFs
-115
- 5.64%
$174.82 - $215.79 $20.1K - $24.8K
1.92K $414K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-53
- 0.67%
$32.66 - $40.75 $1.73K - $2.16K
7.89K $319K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-52
- 4.2%
$283.31 - $388.96 $14.7K - $20.2K
1.19K $444K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-84
- 3.38%
$113.67 - $150.4 $9.55K - $12.6K
2.4K $360K
IRM
Iron Mountain Inc

Real Estate
-259
- 5.99%
$76.93 - $105.25 $19.9K - $27.3K
4.06K $416K
WMT
Walmart Inc.

Consumer Defensive
-1.83K
- 7.21%
$81.79 - $99.98 $150K - $183K
23.5K $2.3M
GOOG
Alphabet Inc.

Communication Services
-38
- 0.99%
$146.58 - $180.01 $5.57K - $6.84K
3.81K $676K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-67
- 3.18%
$456.74 - $568.03 $30.6K - $38.1K
2.04K $1.16M
VBK
Vanguard Small Cap Growth ETF

ETFs
-20
- 0.54%
$219.76 - $276.94 $4.4K - $5.54K
3.67K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
-82
- 1.89%
$243.75 - $303.93 $20K - $24.9K
4.25K $1.29M
MU
Micron Technology Inc

Technology
-59
- 1.93%
$64.72 - $127.91 $3.82K - $7.55K
3K $369K
SPYG
Spdr Portfolio

ETFs
-108
- 1.04%
$71.83 - $95.32 $7.76K - $10.3K
10.3K $983K
AMZN
Amazon Com Inc

Consumer Cyclical
-428
- 4.41%
$167.32 - $223.3 $71.6K - $95.6K
9.28K $2.04M
NVDA
Nvidia Corp

Technology
-784
- 5.91%
$94.31 - $157.99 $73.9K - $124K
12.5K $1.97M
Activity Summary
Buys All Purchases 33 New Holdings 12 Increased Positions 21 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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