Sfmg, LLC Purchases in Q4 2024

Sfmg, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
122K
New
$87.1 - $98.49 $10.6M - $12M
122K $10.6M
SHV
Ishares Tr

ETFs
69.7K
New
$109.92 - $110.57 $7.67M - $7.71M
69.7K $7.68M
BXSL
Blackstone Secured Lending Fund

Financial Services
218K
New
$29.25 - $33.27 $6.39M - $7.27M
218K $7.06M
ADBE
Adobe Inc.

Technology
10.5K
+ 1432.7%
$437.39 - $552.96 $4.6M - $5.81M
11.3K $5M
IVV
Ishares Core S&P 500 ETF

ETFs
2.49K
+ 1.0%
$570.51 - $610.59 $1.42M - $1.52M
250K $147M
AAPL
Apple Inc.

Technology
809
+ 0.36%
$221.69 - $259.02 $179K - $210K
223K $55.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 1.42%
$180.88 - $232.93 $246K - $317K
96.8K $21.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
30.9K
New
$91.29 - $91.8 $2.82M - $2.84M
30.9K $2.83M
GOOG
Alphabet Inc.

Communication Services
4.65K
+ 6.65%
$163.08 - $198.16 $759K - $922K
74.6K $14.2M
VTI
Vanguard Total Stock Market Et

ETFs
7.55K
+ 311.26%
$280.04 - $302.45 $2.11M - $2.28M
9.97K $2.89M
SCHX
Schwab Strategic Tr Us Large C

ETFs
268K
+ 280.53%
$22.4 - $68.28 $6M - $18.3M
363K $8.42M
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 0.07%
$213.65 - $479.86 $1.71K - $3.84K
11.3K $4.55M
ATO
Atmos Energy Corp

Utilities
7.5K
+ 0.71%
$136.41 - $151.43 $1.02M - $1.14M
1.06M $148M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.9K
+ 284.03%
$71.75 - $75.11 $1.21M - $1.27M
22.9K $1.64M
GOOGL
Alphabet Inc.

Communication Services
2.38K
+ 12.36%
$161.86 - $196.66 $385K - $467K
21.6K $4.09M
BALT
Innovator Etfs Tr
17K
+ 26.08%
$30.76 - $31.55 $524K - $537K
82.3K $2.59M
ARCC
Ares Capital Corp

Financial Services
4.62K
+ 1.05%
$20.74 - $22.27 $95.7K - $103K
444K $9.72M
MCK
Mckesson Corp

Healthcare
496
+ 22.95%
$482.27 - $628.5 $239K - $312K
2.66K $1.51M
AXP
American Express CO

Financial Services
1.22K
New
$267.35 - $305.57 $327K - $373K
1.22K $362K
GRNT
Granite Ridge Resources, Inc.
42.8K
+ 22.37%
$5.65 - $6.78 $242K - $290K
234K $1.5M
PANW
Palo Alto Networks Inc

Technology
16.7K
+ 99.34%
$181.96 - $405.9 $3.04M - $6.79M
33.6K $6.11M
CMI
Cummins Inc

Industrials
938
New
$324.93 - $383.42 $305K - $360K
938 $326K
APO
Apollo Global Management, Inc.

Financial Services
17
+ 0.24%
$131.36 - $178.61 $2.23K - $3.04K
7.24K $1.2M
CRK
Comstock Resources Inc

Energy
6.79K
+ 33.93%
$11.15 - $18.92 $75.7K - $128K
26.8K $488K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.12K
New
$81.34 - $96.75 $254K - $302K
3.12K $254K
ET
Energy Transfer LP

Energy
6.41K
+ 20.81%
$16.05 - $19.86 $103K - $127K
37.2K $729K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.72K
New
$55.73 - $66.16 $207K - $246K
3.72K $224K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
508
New
$338.38 - $446.21 $172K - $227K
508 $220K
MS
Morgan Stanley

Financial Services
1.71K
New
$104.42 - $134.99 $179K - $231K
1.71K $215K
JETS
ETF Ser Solutions U S Global J

ETFs
8.46K
New
$20.04 - $25.93 $170K - $219K
8.46K $214K
TM
Toyota Motor Corp

Consumer Cyclical
1.06K
New
$169.2 - $199.52 $179K - $211K
1.06K $205K
SOUN
Soundhound Ai, Inc.

Technology
10K
New
$4.51 - $24.23 $45.1K - $242K
10K $198K
EPD
Enterprise Products Partners L.P.

Energy
5K
+ 31.75%
$28.66 - $34.43 $143K - $172K
20.7K $650K
DLR
Digital Realty Trust, Inc.

Real Estate
561
+ 13.33%
$156.46 - $195.69 $87.8K - $110K
4.77K $845K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
17
+ 0.18%
$229.83 - $258.46 $3.91K - $4.39K
9.26K $2.29M
LMT
Lockheed Martin Corp

Industrials
490
+ 56.13%
$479.66 - $614.62 $235K - $301K
1.36K $662K
BMY
Bristol Myers Squibb CO

Healthcare
81
+ 0.29%
$51.92 - $59.94 $4.21K - $4.86K
27.6K $1.56M
RIG
Transocean Ltd.

Energy
30K
New
$3.47 - $4.67 $104K - $140K
30K $112K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
430
+ 17.95%
$170.03 - $192.78 $73.1K - $82.9K
2.83K $522K
PEAK
Healthpeak Properties, Inc.

Real Estate
5.02K
+ 5.12%
N/A
103K $1.96M
KO
Coca Cola CO

Consumer Defensive
2.95K
+ 30.81%
$61.74 - $71.71 $182K - $212K
12.5K $780K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
56
+ 1.0%
$521.84 - $558.82 $29.2K - $31.3K
5.64K $3.04M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.87K
+ 0.42%
$65.67 - $69.79 $451K - $479K
1.65M $110M
OKE
Oneok Inc

Energy
11
+ 0.16%
$92.28 - $117.05 $1.02K - $1.29K
7.07K $709K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
987
+ 8.4%
$46.48 - $51.32 $45.9K - $50.7K
12.7K $613K
T
At&T Inc.

Communication Services
1.74K
+ 8.51%
$21.22 - $23.88 $36.8K - $41.5K
22.1K $504K
NOW
Service Now, Inc.

Technology
13
+ 5.16%
$867.18 - $1148.42 $11.3K - $14.9K
265 $280K
ITA
Ishares Tr

ETFs
479
+ 11.87%
$144.31 - $157.31 $69.1K - $75.4K
4.51K $656K
BAC
Bank Of America Corp

Financial Services
138
+ 1.33%
$39.22 - $47.77 $5.41K - $6.59K
10.5K $461K
Activity Summary
Buys All Purchases 98 New Holdings 17 Increased Positions 81 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sfmg, LLC Portfolio

Follow Sfmg, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfmg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sfmg, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email