Sfmg, LLC Incresed Positions in Q1 2025

Sfmg, LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
10
+ 0.6%
$142.8 - $176.36 $1.43K - $1.76K
1.67K $287K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
348
+ 6.17%
$507.05 - $563.67 $176K - $196K
5.98K $3.08M
HCA
Hca Healthcare, Inc.

Healthcare
4
+ 0.49%
$296.7 - $345.55 $1.19K - $1.38K
828 $286K
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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
580
+ 13.19%
$47.59 - $48.35 $27.6K - $28K
4.98K $240K
MPC
Marathon Petroleum Corp

Energy
130
+ 7.27%
$134.72 - $159.03 $17.5K - $20.7K
1.92K $279K
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
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
MSI
Motorola Solutions, Inc.

Technology
70
+ 5.99%
$411.73 - $482.1 $28.8K - $33.7K
1.24K $542K
IP
International Paper CO

Consumer Cyclical
100
+ 1.43%
$49.38 - $60.09 $4.94K - $6.01K
7.1K $378K
Morgan Stanley Direct Lendin
118K
+ 85.27%
N/A
257K $0
Blackrock Inc
205
+ 4.11%
N/A
5.19K $0
Fidelity Wise Origin Bitcoin
1.18K
+ 3.15%
N/A
38.5K $0
Jacobs Solutions Inc
10
+ 0.09%
N/A
11K $0
STEL
Stellar Bancorp Inc
2.5K
+ 8.14%
N/A
33.2K $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
HBAN
Huntington Bancshares Inc

Financial Services
55
+ 0.5%
$14.28 - $17.39 $785 - $956
11.1K $166K
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
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
AXP
American Express CO

Financial Services
14
+ 1.15%
$255.39 - $325.87 $3.58K - $4.56K
1.24K $332K
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
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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