Sfg Wealth Management, Llc. Portfolio Holdings

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 2024

Sfg Wealth Management, Llc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $52.9M, American Centy ETF Tr Avantis with a value of $12.5M, Spdr S&P 400 Mid Cap Growth Et with a value of $10.8M, Select Sector Spdr Fund Health with a value of $10.3M, and Simplify Exch Trad Fds Simplif with a value of $8.78M.

Examining the 13F form we can see an increase of $1.85M in the current position value, from $181M to 183M.

Below you can find more details about Sfg Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
ETFs: $154 Million
Technology: $9.31 Million
Consumer Cyclical: $4.2 Million
Communication Services: $3.83 Million
Consumer Defensive: $3.4 Million
Industrials: $2.86 Million
Financial Services: $2.43 Million
Healthcare: $996,000
Other: $2.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$3.43 Million 1.87% of portfolio
13,709
Q4 2024 Reduced 0.13%
$3.17T
$2.99 Million 1.63% of portfolio
7,095
Q4 2024 Added 0.68%
$248B
$2.61 Million 1.42% of portfolio
28,853
Q4 2024 Added 466.19%
$2.25T
$2.58 Million 1.41% of portfolio
11,754
Q4 2024 Reduced 0.59%
$333B
$2.15 Million 1.17% of portfolio
16,001
Q4 2024 Added 531.2%
$1.18T
$927,000 0.51% of portfolio
4,871
Q4 2024 Reduced 1.77%
$464B
$909,000 0.5% of portfolio
8,456
Q4 2024 Reduced 5.2%
$1.15T
$866,000 0.47% of portfolio
4,579
Q4 2024 Reduced 54.6%
$419B
$673,000 0.37% of portfolio
1,731
Q4 2024 Added 0.17%
$746B
$641,000 0.35% of portfolio
2,675
Q4 2024 Reduced 3.85%
$1.37T
$514,000 0.28% of portfolio
872
Q4 2024 Reduced 1.47%
$519B
$468,000 0.26% of portfolio
1,482
Q4 2024 Reduced 92.97%
$602B
$430,000 0.23% of portfolio
949
Q4 2024 Added 2.26%
$209B
$249,000 0.14% of portfolio
435
Q3 2024 New
$430B
$260,000 0.14% of portfolio
1,562
Q4 2024 Reduced 0.06%
$386B
$231,000 0.13% of portfolio
1,603
Q4 2024 Reduced 7.93%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $183 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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