Sfg Wealth Management, Llc. has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $168 Million distributed in 87 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 $47.7M, American Centy ETF Tr Avantis with a value of $10.5M, Select Sector Spdr Fund Health with a value of $9.56M, Spdr S&P 400 Mid Cap Growth Et with a value of $9.06M, and Simplify Exch Trad Fds Simplif with a value of $7.17M.
Examining the 13F form we can see an increase of $4.75M in the current position value, from $163M to 168M.
Below you can find more details about Sfg Wealth Management, Llc. portfolio as well as his latest detailed transactions.