Sfmg, LLC Reduced Holdings in Q1 2025

Sfmg, LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.11K
- 3.19%
$209.68 - $247.1 $1.49M - $1.76M
216K $48M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-9.65K
- 1.19%
$108.02 - $120.45 $1.04M - $1.16M
801K $88.2M
NVDA
Nvidia Corp

Technology
-6.06K
- 4.17%
$106.98 - $149.43 $649K - $906K
139K $15.1M
MSFT
Microsoft Corp

Technology
-1.87K
- 2.78%
$375.39 - $447.2 $703K - $837K
65.4K $24.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.3K
- 1.35%
$190.26 - $242.06 $248K - $316K
95.5K $18.2M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-25.3K
- 1.54%
$65.27 - $71.18 $1.65M - $1.8M
1.62M $107M
GOOG
Alphabet Inc.

Communication Services
-1.3K
- 1.74%
$156.06 - $207.71 $202K - $269K
73.3K $11.5M
KMI
Kinder Morgan, Inc.

Energy
-74.2K
- 44.19%
$26.1 - $31.22 $1.94M - $2.32M
93.6K $2.67M
PLTR
Palantir Technologies Inc.

Technology
-23K
- 59.83%
$64.98 - $124.62 $1.5M - $2.87M
15.5K $1.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-49.1K
- 13.51%
$21.75 - $24.28 $1.07M - $1.19M
314K $6.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 5.6%
$551.42 - $612.93 $677K - $752K
20.7K $11.6M
AMAT
Applied Materials Inc

Technology
-570
- 1.09%
$145.06 - $195.51 $82.7K - $111K
51.9K $7.53M
IGV
Ishares Expanded Tech Software

ETFs
-3.9K
- 6.72%
$88.3 - $107.83 $344K - $421K
54.1K $4.82M
VTI
Vanguard Total Stock Market Et

ETFs
-2.74K
- 27.5%
$271.18 - $303.12 $743K - $831K
7.23K $1.99M
GOOGL
Alphabet Inc.

Communication Services
-198
- 0.92%
$154.33 - $206.19 $30.6K - $40.8K
21.4K $3.31M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6.7K
- 30.83%
$114.57 - $118.14 $767K - $791K
15K $1.77M
CSX
Csx Corp

Industrials
-324
- 0.18%
$29.11 - $33.67 $9.43K - $10.9K
175K $5.16M
ETN
Eaton Corp PLC

Industrials
-665
- 13.64%
$271.83 - $371.23 $181K - $247K
4.21K $1.14M
PEP
Pepsico Inc

Consumer Defensive
-2.92K
- 29.03%
$142.64 - $156.42 $417K - $457K
7.15K $1.07M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.42K
- 11.89%
$67.03 - $74.61 $297K - $330K
32.8K $2.23M
WMT
Walmart Inc.

Consumer Defensive
-1.42K
- 1.24%
$84.5 - $105.05 $120K - $149K
113K $9.94M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-479
- 2.13%
$173.56 - $210.67 $83.1K - $101K
22K $3.81M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1K
- 10.79%
$221.78 - $273.45 $222K - $273K
8.26K $1.88M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-8.01K
- 62.9%
$48.65 - $53.06 $390K - $425K
4.73K $245K
META
Meta Platforms, Inc.

Communication Services
-255
- 2.35%
$576.36 - $736.67 $147K - $188K
10.6K $6.11M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-4.32K
- 9.68%
$62.72 - $71.92 $271K - $311K
40.3K $2.54M
CRK
Comstock Resources Inc

Energy
-14.8K
- 55.09%
$16.92 - $21.52 $250K - $318K
12K $244K
STZ
Constellation Brands, Inc.

Consumer Defensive
-598
- 17.86%
$161.05 - $222.93 $96.3K - $133K
2.75K $504K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.23K
- 50.08%
$169.43 - $182.84 $208K - $225K
1.23K $212K
ORCL
Oracle Corp

Technology
-1.02K
- 35.76%
$139.81 - $186.47 $142K - $189K
1.82K $254K
DHR
Danaher Corp

Healthcare
-711
- 30.46%
$201.62 - $250.59 $143K - $178K
1.62K $332K
CBRE
Cbre Group, Inc.

Real Estate
-1.05K
- 2.27%
$121.79 - $147.13 $128K - $154K
45.1K $5.89M
HD
Home Depot, Inc.

Consumer Cyclical
-90
- 2.0%
$347.25 - $424.87 $31.3K - $38.2K
4.41K $1.61M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-98
- 2.78%
$211.47 - $267.17 $20.7K - $26.2K
3.42K $723K
TT
Trane Technologies PLC

Industrials
-112
- 4.57%
$332.0 - $400.86 $37.2K - $44.9K
2.34K $788K
BLDR
Builders First Source, Inc.

Industrials
-299
- 7.14%
$122.8 - $173.51 $36.7K - $51.9K
3.89K $485K
ABR
Arbor Realty Trust Inc

Real Estate
-6.5K
- 37.12%
$11.68 - $13.98 $75.9K - $90.9K
11K $129K
WST
West Pharmaceutical Services Inc

Healthcare
-4
- 0.38%
$199.11 - $347.87 $796 - $1.39K
1.04K $232K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-681
- 11.23%
$62.43 - $84.12 $42.5K - $57.3K
5.38K $350K
VTV
Vanguard Value ETF

ETFs
-593
- 23.7%
$167.73 - $179.21 $99.5K - $106K
1.91K $329K
ACN
Accenture PLC

Technology
-12
- 0.55%
$300.91 - $398.25 $3.61K - $4.78K
2.18K $680K
XDSQ
Innovator Etfs Tr Us Equity Ac
-107
- 0.21%
$34.21 - $38.09 $3.66K - $4.08K
51K $1.77M
UNH
Unitedhealth Group Inc

Healthcare
-230
- 12.29%
$461.52 - $548.18 $106K - $126K
1.64K $859K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-67
- 4.69%
$360.07 - $417.26 $24.1K - $28K
1.36K $491K
TXN
Texas Instruments Inc

Technology
-373
- 3.99%
N/A
8.97K $1.75M
STX
Seagate Technology Holdings PLC

Technology
-668
- 14.23%
$84.92 - $108.42 $56.7K - $72.4K
4.03K $342K
XLV
Select Sector Spdr Fund Health

ETFs
-1.42K
- 7.97%
$137.61 - $149.68 $195K - $212K
16.4K $2.39M
UPS
United Parcel Service Inc

Industrials
-4
- 0.19%
$109.66 - $136.26 $439 - $545
2.12K $232K
PFE
Pfizer Inc

Healthcare
-804
- 6.99%
$25.01 - $27.13 $20.1K - $21.8K
10.7K $271K
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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