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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.31B
$265,000 0.15% of portfolio
1,421
Q4 2021 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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