Sfmg, LLC Purchases in Q1 2025

Sfmg, LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
101
+ 0.81%
$60.81 - $72.32 $6.14K - $7.3K
12.6K $904K
AMGN
Amgen Inc

Healthcare
9
+ 0.4%
$258.59 - $327.36 $2.33K - $2.95K
2.27K $707K
SO
Southern CO

Utilities
575
+ 9.35%
$80.96 - $92.96 $46.6K - $53.5K
6.73K $618K
AEP
American Electric Power CO Inc

Utilities
618
+ 28.3%
$90.32 - $109.27 $55.8K - $67.5K
2.8K $306K
JPM
Jpmorgan Chase & CO

Financial Services
78
+ 0.51%
$225.19 - $279.95 $17.6K - $21.8K
15.2K $3.74M
KMB
Kimberly Clark Corp

Consumer Defensive
12
+ 0.13%
$124.46 - $147.4 $1.49K - $1.77K
9.06K $1.29M
WELL
Welltower Inc.

Real Estate
45
+ 1.36%
$124.05 - $156.86 $5.58K - $7.06K
3.34K $512K
VIG
Vanguard Dividend Appreciation

ETFs
513
+ 24.16%
N/A
2.64K $480K
CIFR
Cipher Mining Inc.

Financial Services
38K
New
$2.3 - $6.08 $87.4K - $231K
38K $87K
CMI
Cummins Inc

Industrials
377
+ 40.19%
$312.92 - $386.07 $118K - $146K
1.32K $412K
GE
General Electric CO

Industrials
48
+ 2.35%
$168.59 - $212.13 $8.09K - $10.2K
2.09K $417K
CME
Cme Group Inc.

Financial Services
57
+ 3.11%
$225.82 - $266.54 $12.9K - $15.2K
1.89K $500K
LNG
Cheniere Energy, Inc.

Energy
137
+ 5.34%
$209.32 - $253.66 $28.7K - $34.8K
2.7K $625K
EPD
Enterprise Products Partners L.P.

Energy
309
+ 1.49%
$31.75 - $34.14 $9.81K - $10.5K
21.1K $718K
MO
Altria Group, Inc.

Consumer Defensive
41
+ 0.48%
$50.81 - $60.02 $2.08K - $2.46K
8.53K $511K
KLAC
Kla Corp

Technology
5
+ 0.44%
$636.62 - $777.63 $3.18K - $3.89K
1.14K $777K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.02K
+ 14.56%
$44.72 - $46.25 $45.4K - $47K
8K $368K
VLO
Valero Energy Corp

Energy
200
+ 8.96%
$121.76 - $142.99 $24.4K - $28.6K
2.43K $321K
CB
Chubb LTD

Financial Services
46
+ 3.61%
$257.71 - $301.99 $11.9K - $13.9K
1.32K $398K
CAT
Caterpillar Inc

Industrials
275
+ 18.82%
$326.75 - $407.63 $89.9K - $112K
1.74K $572K
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.43%
$286.85 - $318.64 $3.73K - $4.14K
3.05K $933K
ICE
Intercontinental Exchange, Inc.

Financial Services
10
+ 0.6%
$142.8 - $176.36 $1.43K - $1.76K
1.67K $287K
HCA
Hca Healthcare, Inc.

Healthcare
4
+ 0.49%
$296.7 - $345.55 $1.19K - $1.38K
828 $286K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
348
+ 6.17%
$507.05 - $563.67 $176K - $196K
5.98K $3.08M
NOC
Northrop Grumman Corp

Industrials
5
+ 0.7%
$433.45 - $513.82 $2.17K - $2.57K
718 $367K
OKE
Oneok Inc

Energy
394
+ 5.57%
$89.57 - $109.85 $35.3K - $43.3K
7.46K $740K
MPC
Marathon Petroleum Corp

Energy
130
+ 7.27%
$134.72 - $159.03 $17.5K - $20.7K
1.92K $279K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
580
+ 13.19%
$47.59 - $48.35 $27.6K - $28K
4.98K $240K
DUK
Duke Energy Corp

Utilities
16
+ 0.81%
$105.87 - $121.97 $1.69K - $1.95K
1.98K $241K
IRT
Independence Realty Trust, Inc.

Real Estate
78
+ 0.38%
$18.23 - $21.8 $1.42K - $1.7K
20.5K $434K
HDV
Ishares Core High Dividend ETF

ETFs
16
+ 0.6%
$110.86 - $121.12 $1.77K - $1.94K
2.66K $322K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.04%
$158.56 - $176.26 $476 - $529
8.39K $1.43M
NDAQ
Nasdaq, Inc.

Financial Services
369
+ 12.99%
$72.17 - $83.76 $26.6K - $30.9K
3.21K $243K
TMO
Thermo Fisher Scientific Inc.

Healthcare
325
+ 5.34%
$497.6 - $606.74 $162K - $197K
6.41K $3.19M
UNP
Union Pacific Corp

Industrials
17
+ 0.73%
$225.21 - $254.42 $3.83K - $4.33K
2.33K $550K
ITW
Illinois Tool Works Inc

Industrials
110
+ 9.35%
$244.9 - $274.48 $26.9K - $30.2K
1.29K $318K
CRWD
Crowd Strike Holdings, Inc.

Technology
34
+ 5.06%
$308.86 - $455.36 $10.5K - $15.5K
706 $248K
EOG
Eog Resources Inc

Energy
10
+ 0.39%
$120.54 - $138.05 $1.21K - $1.38K
2.55K $326K
APD
Air Products & Chemicals, Inc.

Basic Materials
32
+ 3.7%
$283.24 - $338.07 $9.06K - $10.8K
897 $264K
JCI
Johnson Controls International PLC

Industrials
125
+ 4.48%
$76.12 - $90.6 $9.52K - $11.3K
2.91K $233K
D
Dominion Energy, Inc

Utilities
15
+ 0.28%
$52.85 - $57.43 $793 - $861
5.36K $300K
BA
Boeing CO

Industrials
123
+ 4.34%
$148.15 - $186.25 $18.2K - $22.9K
2.96K $504K
QCOM
Qualcomm Inc

Technology
21
+ 1.26%
$151.94 - $175.86 $3.19K - $3.69K
1.69K $258K
IP
International Paper CO

Consumer Cyclical
100
+ 1.43%
$49.38 - $60.09 $4.94K - $6.01K
7.1K $378K
MSI
Motorola Solutions, Inc.

Technology
70
+ 5.99%
$411.73 - $482.1 $28.8K - $33.7K
1.24K $542K
Blackrock Inc
205
+ 4.11%
N/A
5.19K $0
STEL
Stellar Bancorp Inc
2.5K
+ 8.14%
N/A
33.2K $0
Actuate Therapeutics Inc
11K
New
N/A
11K $0
Solid Biosciences Inc
25K
New
N/A
25K $0
Activity Summary
Buys All Purchases 144 New Holdings 25 Increased Positions 119 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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