Sfmg, LLC Incresed Positions in Q4 2024

Sfmg, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
33
+ 0.39%
$49.06 - $57.74 $1.62K - $1.91K
8.49K $443K
JCI
Johnson Controls International PLC

Industrials
84
+ 3.11%
$74.23 - $86.6 $6.24K - $7.27K
2.79K $220K
DE
Deere & CO

Industrials
5
+ 0.38%
$389.45 - $466.0 $1.95K - $2.33K
1.33K $562K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.62K
+ 101.22%
$25.33 - $51.16 $168K - $339K
13.2K $340K
SPGI
S&P Global Inc.

Financial Services
23
+ 4.41%
$480.36 - $529.17 $11K - $12.2K
545 $271K
Fidelity Covington Trust
3.46K
+ 1.83%
N/A
193K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.04%
$113.92 - $127.38 $114 - $127
2.32K $267K
FNDB
Schwab Fundamental U S Broad M

ETFs
18.7K
+ 200.0%
$23.07 - $70.32 $431K - $1.31M
28K $651K
IEFA
Ishares Tr

ETFs
351
+ 8.47%
$70.06 - $77.43 $24.6K - $27.2K
4.49K $315K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.04%
$174.22 - $187.62 $174 - $188
2.45K $430K
IRT
Independence Realty Trust, Inc.

Real Estate
74
+ 0.36%
$18.78 - $22.01 $1.39K - $1.63K
20.4K $404K
HDV
Ishares Core High Dividend ETF

ETFs
23
+ 0.88%
$110.82 - $121.28 $2.55K - $2.79K
2.65K $297K
LOW
Lowes Companies Inc

Consumer Cyclical
433
+ 8.74%
$244.52 - $284.07 $106K - $123K
5.39K $1.33M
PFF
Ishares Trust Ishares Pfd And

ETFs
115
+ 1.19%
$31.23 - $33.51 $3.59K - $3.85K
9.78K $307K
AEP
American Electric Power CO Inc

Utilities
34
+ 1.58%
$90.91 - $102.21 $3.09K - $3.48K
2.18K $201K
NOC
Northrop Grumman Corp

Industrials
2
+ 0.28%
$466.52 - $543.88 $933 - $1.09K
713 $334K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 0.1%
$209.89 - $233.24 $840 - $933
3.97K $843K
CAT
Caterpillar Inc

Industrials
3
+ 0.21%
$360.37 - $416.88 $1.08K - $1.25K
1.46K $529K
TT
Trane Technologies PLC

Industrials
11
+ 0.45%
$369.35 - $419.14 $4.06K - $4.61K
2.45K $905K
GE
General Electric CO

Industrials
3
+ 0.15%
$159.95 - $194.23 $480 - $583
2.04K $340K
ASML
Asml Holding Nv

Technology
15
+ 3.02%
$658.43 - $872.27 $9.88K - $13.1K
511 $354K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.88K
+ 2.66%
$57.53 - $60.83 $338K - $357K
227K $13M
STX
Seagate Technology Holdings PLC

Technology
4
+ 0.09%
$86.31 - $112.64 $345 - $451
4.69K $405K
DHR
Danaher Corp

Healthcare
2
+ 0.09%
$226.16 - $274.52 $452 - $549
2.33K $535K
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 0.06%
$219.66 - $257.62 $439 - $515
3.35K $739K
KLAC
Kla Corp

Technology
8
+ 0.71%
$614.46 - $829.55 $4.92K - $6.64K
1.14K $717K
SLB
Schlumberger Limited

Energy
3.25K
+ 3.67%
$36.83 - $45.59 $120K - $148K
91.6K $3.51M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
6.16K
+ 1.21%
$154.42 - $163.91 $952K - $1.01M
515K $79.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.2K
+ 0.61%
$56.06 - $61.35 $292K - $319K
851K $48.1M
AMD
Advanced Micro Devices Inc

Technology
1.85K
+ 3.51%
$118.88 - $172.8 $220K - $320K
54.6K $6.6M
Activity Summary
Buys All Purchases 98 New Holdings 17 Increased Positions 81 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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