Sfg Wealth Management, Llc. Portfolio Holdings

Sfg Wealth Management, Llc.

  • $181 Million
  • Q3 2024

Sfg Wealth Management, Llc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Million distributed in 91 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 $51M, American Centy ETF Tr Avantis with a value of $11.6M, Select Sector Spdr Fund Health with a value of $10.4M, Spdr S&P 400 Mid Cap Growth Et with a value of $9.93M, and Simplify Exch Trad Fds Simplif with a value of $8.12M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $168M to 181M.

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

Portfolio value $181 Million
ETFs: $148 Million
Financial Services: $7.6 Million
Technology: $7.32 Million
Industrials: $5.53 Million
Communication Services: $5.32 Million
Consumer Cyclical: $3.1 Million
Consumer Defensive: $1.28 Million
Energy: $1.05 Million
Other: $2.15 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$520B
$5.79 Million 3.2% of portfolio
21,075
Q3 2024 Reduced 2.31%
$4.07T
$3.2 Million 1.76% of portfolio
13,727
Q3 2024 Added 1.17%
$3.39T
$3.03 Million 1.67% of portfolio
7,047
Q3 2024 Reduced 1.37%
$2.35T
$2.2 Million 1.22% of portfolio
11,824
Q3 2024 Reduced 1.16%
$1.17T
$1.67 Million 0.92% of portfolio
10,087
Q3 2024 Added 0.01%
$450B
$1.05 Million 0.58% of portfolio
8,920
Q3 2024 Reduced 0.67%
$1.2T
$829,000 0.46% of portfolio
4,959
Q3 2024 Reduced 9.14%
$418B
$700,000 0.39% of portfolio
1,728
Q2 2024 Reduced 0.06%
$699B
$586,000 0.32% of portfolio
2,782
Q3 2024 Added 6.84%
$1.39T
$506,000 0.28% of portfolio
885
Q1 2024 Added 4.86%
$593B
$427,000 0.24% of portfolio
928
Q2 2024 Reduced 8.12%
$259B
$411,000 0.23% of portfolio
5,096
Q3 2024 Added 0.22%
$325B
$307,000 0.17% of portfolio
2,535
Q3 2024 Added 43.95%
$383B
$282,000 0.16% of portfolio
1,741
Q3 2024 Added 11.96%
$458B
$266,000 0.15% of portfolio
1,563
Q3 2024 New
$208B
$228,000 0.13% of portfolio
2,933
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $181 Million
  • Prior Value $168 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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