Sfmg, LLC Purchases in Q2 2025

Sfmg, LLC

  • $1.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.25M
New
$47.42 - $51.67 $107M - $116M
2.25M $114M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
10.3K
+ 1.28%
$97.68 - $121.38 $1M - $1.25M
811K $98.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.6K
+ 0.66%
$59.24 - $71.39 $630K - $760K
1.63M $116M
NVO
Novo Nordisk A S

Healthcare
103K
New
$58.08 - $81.05 $6.01M - $8.38M
103K $7.14M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.12K
+ 0.41%
$140.84 - $163.09 $299K - $346K
519K $84.7M
AMZN
Amazon Com Inc

Consumer Cyclical
3.34K
+ 3.5%
$167.32 - $223.3 $559K - $746K
98.9K $21.7M
AMD
Advanced Micro Devices Inc

Technology
853
+ 1.47%
$78.21 - $143.81 $66.7K - $123K
58.9K $8.36M
AVGO
Broadcom Inc.

Technology
356
+ 2.11%
$146.29 - $275.65 $52.1K - $98.1K
17.3K $4.76M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
28.5K
+ 3.29%
$47.46 - $55.3 $1.35M - $1.58M
894K $49.2M
GOOG
Alphabet Inc.

Communication Services
1.01K
+ 1.38%
$146.58 - $180.01 $149K - $183K
74.3K $13.2M
WMT
Walmart Inc.

Consumer Defensive
564
+ 0.5%
$81.79 - $99.98 $46.1K - $56.4K
114K $11.1M
NFLX
Netflix Inc

Communication Services
28
+ 1.05%
$855.86 - $1339.13 $24K - $37.5K
2.68K $3.59M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12K
New
$91.43 - $91.74 $1.1M - $1.1M
12K $1.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
12.6K
+ 2.09%
N/A
616K $52.9M
SCHQ
Schwab Strategic Tr Long Term

ETFs
38.8K
+ 13.19%
$30.46 - $33.4 $1.18M - $1.3M
333K $10.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.7K
+ 6.85%
$51.14 - $57.0 $854K - $952K
260K $14.8M
QTEC
First Trust Nasdaq 100 Technol

ETFs
29
+ 0.13%
$149.56 - $212.83 $4.34K - $6.17K
22K $4.68M
SHV
Ishares Tr

ETFs
6.54K
New
$110.06 - $110.46 $720K - $723K
6.54K $722K
CSX
Csx Corp

Industrials
2.32K
+ 1.32%
$26.69 - $32.91 $61.9K - $76.4K
178K $5.79M
DAR
Darling Ingredients Inc.

Consumer Defensive
16.7K
New
$27.63 - $38.64 $461K - $645K
16.7K $633K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.93K
+ 45.62%
$390.26 - $489.06 $1.14M - $1.43M
9.34K $3.79M
GOOGL
Alphabet Inc.

Communication Services
624
+ 2.92%
$144.7 - $178.6 $90.3K - $111K
22K $3.88M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
229
+ 0.57%
$57.46 - $75.58 $13.2K - $17.3K
40.5K $3.06M
GRNT
Granite Ridge Resources, Inc.
68.1K
+ 28.09%
$4.69 - $6.66 $319K - $454K
311K $1.98M
DELL
Dell Technologies Inc.

Technology
3.91K
New
$71.63 - $125.98 $280K - $493K
3.91K $479K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
245
+ 4.09%
$456.74 - $568.03 $112K - $139K
6.23K $3.54M
ORCL
Oracle Corp

Technology
1.02K
+ 55.84%
$122.82 - $218.63 $125K - $223K
2.84K $621K
PEAK
Healthpeak Properties, Inc.

Real Estate
19.1K
+ 15.03%
N/A
146K $2.77M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
+ 0.07%
$201.28 - $266.34 $1.21K - $1.6K
8.27K $2.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.04K
+ 1.89%
$100.35 - $100.71 $305K - $306K
164K $16.6M
VTI
Vanguard Total Stock Market Et

ETFs
263
+ 3.64%
$243.75 - $303.93 $64.1K - $79.9K
7.49K $2.28M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.76K
New
$89.13 - $167.48 $156K - $294K
1.76K $266K
TT
Trane Technologies PLC

Industrials
71
+ 3.03%
$315.21 - $437.41 $22.4K - $31.1K
2.41K $1.05M
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.65K
New
$32.56 - $57.11 $151K - $266K
4.65K $265K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
559
New
$328.01 - $475.68 $183K - $266K
559 $261K
APG
A Pi Group Corp

Industrials
5.04K
New
$32.2 - $51.23 $162K - $258K
5.04K $257K
WDC
Western Digital Corp

Technology
4.02K
New
$30.54 - $63.99 $123K - $257K
4.02K $257K
BWXT
Bwx Technologies, Inc.

Industrials
1.64K
New
$89.24 - $144.06 $146K - $236K
1.64K $235K
ARCC
Ares Capital Corp

Financial Services
14.6K
+ 3.16%
$18.91 - $22.43 $276K - $328K
477K $10.5M
ISRG
Intuitive Surgical Inc

Healthcare
420
New
$451.58 - $565.94 $190K - $238K
420 $228K
GS
Goldman Sachs Group Inc

Financial Services
321
New
$462.22 - $707.75 $148K - $227K
321 $227K
IBM
International Business Machines Corp

Technology
1
+ 0.02%
$221.03 - $294.78 $221 - $295
4.67K $1.38M
UAL
United Airlines Holdings, Inc.

Industrials
2.67K
New
$56.15 - $84.23 $150K - $224K
2.67K $212K
VST
Vistra Corp.

Utilities
1.09K
New
$98.07 - $195.04 $107K - $213K
1.09K $212K
IYW
Ishares Dj Us Tech ETF

ETFs
1.22K
New
$122.57 - $173.27 $150K - $211K
1.22K $211K
JCI
Johnson Controls International PLC

Industrials
1.29K
+ 44.18%
$71.14 - $105.62 $91.6K - $136K
4.2K $443K
BA
Boeing CO

Industrials
396
+ 13.38%
$136.59 - $217.51 $54.1K - $86.1K
3.36K $702K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.03K
+ 53.57%
$48.13 - $49.85 $194K - $201K
11.6K $566K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
520
+ 42.21%
$141.37 - $228.57 $73.5K - $119K
1.75K $396K
Activity Summary
Buys All Purchases 129 New Holdings 21 Increased Positions 108 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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