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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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