Sfg Wealth Management, Llc. Portfolio Holdings
Sfg Wealth Management, Llc.
- $194 Million
- Q1 2025
Sfg Wealth Management, Llc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Million distributed in 115 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 $51.2M, American Centy ETF Tr Avantis with a value of $11.4M, Select Sector Spdr Fund Health with a value of $11.3M, Spdr S&P 400 Mid Cap Growth Et with a value of $10.4M, and Ishares Barclays with a value of $5.86M.
Examining the 13F form we can see an increase of $11M in the current position value, from $183M to 194M.
Below you can find more details about Sfg Wealth Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$194 Million
ETFs: $167 Million
Technology: $6.48 Million
Financial Services: $3.39 Million
Communication Services: $3.28 Million
Consumer Cyclical: $3.22 Million
Consumer Defensive: $3.09 Million
Industrials: $2.59 Million
Healthcare: $1.28 Million
Other: $2.54 Million