Sfg Wealth Management, Llc. Portfolio Holdings
Sfg Wealth Management, Llc.
- $165 Million
- Q2 2025
Sfg Wealth Management, Llc. has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $165 Million distributed in 83 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 $57.4M, Spdr S&P 400 Mid Cap Growth Et with a value of $11.9M, Select Sector Spdr Fund Health with a value of $9.84M, Spdr Portfolio S&P 1500 Compos with a value of $6.49M, and Ishares Barclays with a value of $4.82M.
Examining the 13F form we can see an decrease of $28.6M in the current position value, from $194M to 165M.
Below you can find more details about Sfg Wealth Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$165 Million
ETFs: $140 Million
Technology: $7.5 Million
Financial Services: $3.67 Million
Consumer Cyclical: $3.48 Million
Consumer Defensive: $3.08 Million
Communication Services: $2.46 Million
Industrials: $2.4 Million
Healthcare: $1.25 Million
Other: $1.83 Million