Sfmg, LLC Purchases in Q1 2025

Sfmg, LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley Direct Lendin
118K
+ 85.27%
N/A
257K $0
Jacobs Solutions Inc
10
+ 0.09%
N/A
11K $0
Super Micro Computer Inc
26.7K
New
N/A
26.7K $0
Fidelity Wise Origin Bitcoin
1.18K
+ 3.15%
N/A
38.5K $0
SMMD
Ishares Tr Russell 2500 ETF

ETFs
248
+ 7.5%
$61.55 - $71.27 $15.3K - $17.7K
3.55K $222K
PFF
Ishares Trust Ishares Pfd And

ETFs
63
+ 0.64%
$30.73 - $32.26 $1.94K - $2.03K
9.84K $302K
ASML
Asml Holding Nv

Technology
16
+ 3.13%
$662.63 - $776.99 $10.6K - $12.4K
527 $349K
GLW
Corning Inc

Technology
25
+ 0.55%
$44.91 - $54.25 $1.12K - $1.36K
4.54K $207K
ET
Energy Transfer LP

Energy
1.61K
+ 4.33%
$17.26 - $21.08 $27.8K - $34K
38.8K $721K
ADI
Analog Devices Inc

Technology
60
+ 2.68%
$201.56 - $243.82 $12.1K - $14.6K
2.3K $464K
BAC
Bank Of America Corp

Financial Services
217
+ 2.07%
$39.61 - $47.74 $8.6K - $10.4K
10.7K $447K
GIS
General Mills Inc

Consumer Defensive
30
+ 0.65%
$57.56 - $65.3 $1.73K - $1.96K
4.64K $277K
FIW
First Trust Water ETF

ETFs
28
+ 0.17%
$99.48 - $106.74 $2.79K - $2.99K
16.2K $1.63M
GRNT
Granite Ridge Resources, Inc.
8.25K
+ 3.52%
$5.29 - $6.89 $43.6K - $56.8K
242K $1.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.17%
$102.49 - $119.96 $410 - $480
2.33K $243K
VTWO
Vanguard Russell 2000 ETF

ETFs
112
+ 2.63%
$80.08 - $92.93 $8.97K - $10.4K
4.38K $353K
AXP
American Express CO

Financial Services
14
+ 1.15%
$255.39 - $325.87 $3.58K - $4.56K
1.24K $332K
SCHA
Schwab Strategic Tr Us Small C

ETFs
89
+ 0.68%
$23.16 - $27.04 $2.06K - $2.41K
13.2K $310K
CLX
Clorox CO

Consumer Defensive
76
+ 2.81%
$141.76 - $162.89 $10.8K - $12.4K
2.78K $409K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2
+ 0.02%
$59.61 - $66.71 $119 - $133
10.3K $622K
DIS
Walt Disney CO

Communication Services
27
+ 0.8%
$96.87 - $114.0 $2.62K - $3.08K
3.42K $337K
ITOT
Ishares Core S&P Total U.S. St

ETFs
56
+ 0.77%
$120.29 - $134.6 $6.74K - $7.54K
7.33K $894K
HON
Honeywell International Inc

Industrials
1.66K
+ 5.95%
$202.75 - $226.52 $336K - $375K
29.5K $6.24M
PYPL
Pay Pal Holdings, Inc.

Financial Services
223
+ 7.36%
$65.15 - $91.81 $14.5K - $20.5K
3.25K $212K
LMT
Lockheed Martin Corp

Industrials
10
+ 0.73%
$423.19 - $506.29 $4.23K - $5.06K
1.37K $613K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
81
+ 2.87%
$161.27 - $192.3 $13.1K - $15.6K
2.91K $468K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.28%
$542.38 - $646.34 $1.08K - $1.29K
712 $386K
LOW
Lowes Companies Inc

Consumer Cyclical
71
+ 1.32%
$222.66 - $268.42 $15.8K - $19.1K
5.46K $1.27M
NOW
Service Now, Inc.

Technology
5
+ 1.89%
$783.83 - $1170.39 $3.92K - $5.85K
270 $214K
MRK
Merck & Co., Inc.

Healthcare
165
+ 1.98%
$83.01 - $101.02 $13.7K - $16.7K
8.5K $763K
PLBY
Plby Group, Inc.

Consumer Cyclical
44K
+ 11.99%
$1.06 - $2.1 $46.6K - $92.4K
411K $452K
DLR
Digital Realty Trust, Inc.

Real Estate
32
+ 0.67%
$142.1 - $183.56 $4.55K - $5.87K
4.8K $687K
APO
Apollo Global Management, Inc.

Financial Services
62
+ 0.86%
$126.01 - $172.06 $7.81K - $10.7K
7.3K $999K
BX
Blackstone Inc.

Financial Services
80
+ 0.73%
$136.53 - $186.74 $10.9K - $14.9K
11K $1.53M
PANW
Palo Alto Networks Inc

Technology
71
+ 0.21%
$167.82 - $208.28 $11.9K - $14.8K
33.6K $5.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
127
+ 1.18%
$468.34 - $539.52 $59.5K - $68.5K
10.9K $5.11M
AMD
Advanced Micro Devices Inc

Technology
3.41K
+ 6.23%
$96.63 - $129.55 $329K - $441K
58K $5.96M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.8K
+ 1.62%
$53.6 - $58.97 $740K - $814K
865K $47.4M
AVGO
Broadcom Inc.

Technology
1.27K
+ 8.11%
$167.43 - $244.7 $212K - $310K
16.9K $2.83M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
410
+ 3.73%
$283.06 - $421.16 $116K - $173K
11.4K $3.23M
TSLA
Tesla, Inc.

Consumer Cyclical
1.61K
+ 14.27%
$222.15 - $428.22 $357K - $688K
12.9K $3.34M
CRM
Salesforce, Inc.

Technology
4
+ 0.02%
$268.36 - $359.95 $1.07K - $1.44K
23K $6.16M
IVV
Ishares Core S&P 500 ETF

ETFs
2.32K
+ 0.93%
$554.06 - $615.85 $1.28M - $1.43M
252K $142M
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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