Sfmg, LLC Incresed Positions in Q2 2025

Sfmg, LLC

  • $1.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
PANW
Palo Alto Networks Inc

Technology
556
+ 1.65%
$152.44 - $204.64 $84.8K - $114K
34.2K $7M
WMT
Walmart Inc.

Consumer Defensive
564
+ 0.5%
$81.79 - $99.98 $46.1K - $56.4K
114K $11.1M
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
CSX
Csx Corp

Industrials
2.32K
+ 1.32%
$26.69 - $32.91 $61.9K - $76.4K
178K $5.79M
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
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
TT
Trane Technologies PLC

Industrials
71
+ 3.03%
$315.21 - $437.41 $22.4K - $31.1K
2.41K $1.05M
ARCC
Ares Capital Corp

Financial Services
14.6K
+ 3.16%
$18.91 - $22.43 $276K - $328K
477K $10.5M
IBM
International Business Machines Corp

Technology
1
+ 0.02%
$221.03 - $294.78 $221 - $295
4.67K $1.38M
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
CRM
Salesforce, Inc.

Technology
191
+ 0.83%
$236.26 - $291.15 $45.1K - $55.6K
23.2K $6.32M
DLR
Digital Realty Trust, Inc.

Real Estate
11
+ 0.23%
$136.11 - $177.69 $1.5K - $1.95K
4.81K $838K
BXSL
Blackstone Secured Lending Fund

Financial Services
16.7K
+ 7.39%
$26.88 - $32.74 $448K - $546K
243K $7.46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
750
+ 61.22%
$152.93 - $181.74 $115K - $136K
1.98K $358K
DIS
Walt Disney CO

Communication Services
448
+ 13.11%
$81.72 - $124.01 $36.6K - $55.6K
3.86K $479K
VUG
Vanguard Growth ETF

ETFs
60
+ 3.63%
$329.49 - $438.4 $19.8K - $26.3K
1.71K $750K
FIW
First Trust Water ETF

ETFs
167
+ 1.03%
$90.26 - $108.05 $15.1K - $18K
16.3K $1.76M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
93
+ 3.2%
$139.8 - $197.22 $13K - $18.3K
3K $591K
GE
General Electric CO

Industrials
6
+ 0.29%
$166.81 - $257.39 $1K - $1.54K
2.09K $538K
CRWD
Crowd Strike Holdings, Inc.

Technology
17
+ 2.41%
$321.63 - $509.31 $5.47K - $8.66K
723 $368K
UBER
Uber Technologies, Inc

Technology
16
+ 0.28%
$64.62 - $93.3 $1.03K - $1.49K
5.69K $530K
BX
Blackstone Inc.

Financial Services
36
+ 0.33%
$120.07 - $151.11 $4.32K - $5.44K
11K $1.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
247
+ 5.5%
$82.96 - $110.1 $20.5K - $27.2K
4.74K $521K
KMI
Kinder Morgan, Inc.

Energy
609
+ 0.65%
$25.21 - $29.4 $15.4K - $17.9K
94.3K $2.77M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10
+ 0.14%
$108.12 - $135.04 $1.08K - $1.35K
7.34K $991K
ADI
Analog Devices Inc

Technology
6
+ 0.26%
$164.6 - $238.02 $988 - $1.43K
2.31K $549K
SCHW
Schwab Charles Corp

Financial Services
31
+ 0.49%
$69.06 - $91.24 $2.14K - $2.83K
6.33K $577K
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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