Sfmg, LLC Incresed Positions in Q1 2025

Sfmg, LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.75K
+ 5.69%
$442.66 - $534.52 $2.54M - $3.07M
107K $56.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 300.0%
$663000.0 - $801950.0 $1.99M - $2.41M
4 $3.19M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
20.1K
+ 3.44%
N/A
604K $51.8M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.69K
+ 0.52%
$152.57 - $163.66 $410K - $440K
517K $81.1M
SCHQ
Schwab Strategic Tr Long Term

ETFs
19.7K
+ 7.18%
$30.72 - $33.22 $606K - $655K
294K $9.64M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17K
+ 7.49%
$56.17 - $59.71 $954K - $1.01M
244K $13.9M
NFLX
Netflix Inc

Communication Services
732
+ 38.07%
$828.4 - $1058.6 $606K - $775K
2.66K $2.48M
SLB
Schlumberger Limited

Energy
9.31K
+ 10.16%
$38.4 - $43.74 $358K - $407K
101K $4.22M
LUV
Southwest Airlines CO

Industrials
20.6K
+ 66.34%
$28.18 - $34.84 $580K - $717K
51.6K $1.73M
MDT
Medtronic PLC

Healthcare
1.79K
+ 3.83%
$79.84 - $94.5 $143K - $169K
48.5K $4.36M
COP
Conocophillips

Energy
825
+ 1.27%
$88.6 - $105.85 $73.1K - $87.3K
65.8K $6.91M
PEAK
Healthpeak Properties, Inc.

Real Estate
23.7K
+ 22.96%
N/A
127K $2.41M
CSCO
Cisco Systems, Inc.

Technology
2.72K
+ 3.04%
$58.74 - $64.87 $160K - $177K
92.3K $5.69M
ADBE
Adobe Inc.

Technology
2.53K
+ 22.47%
$377.84 - $464.11 $955K - $1.17M
13.8K $5.28M
PM
Philip Morris International Inc.

Consumer Defensive
470
+ 8.93%
$117.15 - $158.79 $55.1K - $74.6K
5.73K $909K
MCK
Mckesson Corp

Healthcare
1
+ 0.04%
$566.21 - $672.99 $566 - $673
2.66K $1.79M
BXSL
Blackstone Secured Lending Fund

Financial Services
7.51K
+ 3.44%
$31.3 - $34.5 $235K - $259K
226K $7.31M
XOM
Exxon Mobil Corp

Energy
62
+ 0.3%
$105.44 - $118.93 $6.54K - $7.37K
21K $2.5M
IEFA
Ishares Tr

ETFs
2.41K
+ 53.56%
$69.57 - $78.65 $167K - $189K
6.9K $522K
CI
Cigna Corp

Healthcare
5
+ 0.13%
$274.49 - $329.0 $1.37K - $1.65K
3.86K $1.27M
T
At&T Inc.

Communication Services
2.17K
+ 9.81%
$21.56 - $28.28 $46.8K - $61.4K
24.3K $687K
LLY
Eli Lilly & CO

Healthcare
10
+ 0.34%
$725.72 - $929.72 $7.26K - $9.3K
2.96K $2.44M
SSB
South State Corp

Financial Services
2.14K
+ 27.82%
$89.4 - $108.33 $191K - $232K
9.84K $913K
DRI
Darden Restaurants Inc

Consumer Cyclical
36
+ 0.54%
$180.02 - $208.56 $6.48K - $7.51K
6.71K $1.39M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
67
+ 1.69%
$208.48 - $244.03 $14K - $16.4K
4.04K $984K
IBM
International Business Machines Corp

Technology
13
+ 0.28%
$217.4 - $264.74 $2.83K - $3.44K
4.67K $1.16M
WMB
Williams Companies, Inc.

Energy
781
+ 4.87%
$54.02 - $61.09 $42.2K - $47.7K
16.8K $1.01M
DE
Deere & CO

Industrials
159
+ 11.97%
$408.57 - $509.27 $65K - $81K
1.49K $697K
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
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
UBER
Uber Technologies, Inc

Technology
86
+ 1.54%
$63.17 - $81.49 $5.43K - $7.01K
5.67K $413K
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
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.43%
$286.85 - $318.64 $3.73K - $4.14K
3.05K $933K
CAT
Caterpillar Inc

Industrials
275
+ 18.82%
$326.75 - $407.63 $89.9K - $112K
1.74K $572K
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
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