Sfg Wealth Management, Llc. Purchases in Q3 2025

Sfg Wealth Management, Llc.

  • $211 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
144K
New
$90.37 - $102.12 $13M - $14.7M
144K $14.4M
AVUS
American Centy ETF Tr Avantis

ETFs
57.4K
New
$101.2 - $109.16 $5.81M - $6.27M
57.4K $6.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
+ 2.2%
$617.65 - $666.84 $1.26M - $1.36M
94.9K $63.2M
SPBC
Simplify Exch Trad Fds Simplif

ETFs
99.3K
New
$41.31 - $44.9 $4.1M - $4.46M
99.3K $4.45M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
74.9K
New
$50.37 - $50.7 $3.77M - $3.8M
74.9K $3.8M
OUNZ
Van Eck Merk Gold Trust

ETFs
51.5K
+ 51.27%
$31.49 - $37.19 $1.62M - $1.92M
152K $5.65M
HGER
Harbor ETF Tr All Weather Infl
84.4K
New
$24.26 - $25.91 $2.05M - $2.19M
84.4K $2.18M
RDVY
First Trust Rising Dividend Ac

ETFs
30.9K
+ 214.78%
$62.38 - $67.29 $1.93M - $2.08M
45.3K $3.04M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
34.1K
New
$47.23 - $57.41 $1.61M - $1.96M
34.1K $1.96M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
22K
New
N/A
22K $1.64M
RBLX
Roblox Corp

Communication Services
10.5K
New
$100.65 - $141.56 $1.05M - $1.48M
10.5K $1.45M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
53.8K
New
N/A
53.8K $1.37M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
25.5K
New
$50.81 - $51.07 $1.29M - $1.3M
25.5K $1.3M
FLMI
Franklin Dynamic Municipal Bon

ETFs
49.4K
New
$23.96 - $24.81 $1.18M - $1.23M
49.4K $1.22M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
8.86K
New
$105.16 - $140.03 $932K - $1.24M
8.86K $1.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.69K
New
$546.99 - $602.2 $927K - $1.02M
1.69K $1.02M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
24.7K
New
$35.42 - $38.65 $875K - $955K
24.7K $939K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.51K
New
$225.11 - $247.9 $790K - $870K
3.51K $867K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
16.3K
New
$49.55 - $52.25 $808K - $852K
16.3K $852K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.6K
New
$72.65 - $78.68 $773K - $838K
10.6K $833K
HOOD
Robinhood Markets, Inc.

Technology
4.63K
New
$91.27 - $143.18 $423K - $663K
4.63K $663K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.11K
New
$102.4 - $103.88 $625K - $634K
6.11K $631K
CEG
Constellation Energy Corp

Utilities
1.89K
New
$298.82 - $354.89 $564K - $670K
1.89K $620K
GE
General Electric CO

Industrials
1.87K
New
$244.75 - $305.63 $459K - $573K
1.87K $563K
IDEV
Ishares Core Msci Intl Develop

ETFs
6.74K
New
$74.68 - $80.26 $503K - $541K
6.74K $540K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
21.6K
New
$22.78 - $23.33 $492K - $504K
21.6K $494K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
92
+ 0.47%
$50.79 - $76.4 $4.67K - $7.03K
19.8K $1.51M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
50
+ 0.43%
$231.32 - $272.35 $11.6K - $13.6K
11.8K $3.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.36K
New
$91.44 - $91.77 $398K - $400K
4.36K $399K
NMAI
Nuveen Multi Asset Income Fund

ETFs
29.2K
New
$12.35 - $13.01 $360K - $379K
29.2K $378K
KEMX
Kraneshares Tr

ETFs
10.9K
New
$31.99 - $35.08 $348K - $382K
10.9K $376K
SLV
I Shares Silver Trust

ETFs
7.93K
New
$32.73 - $42.5 $259K - $337K
7.93K $335K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
4.86K
New
$40.33 - $66.97 $196K - $326K
4.86K $320K
AVGO
Broadcom Inc.

Technology
965
New
$264.74 - $369.57 $255K - $357K
965 $318K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.08K
New
$138.08 - $151.2 $287K - $315K
2.08K $314K
PID
Invesco Exchange Traded Fd Tr

ETFs
15.9K
New
N/A
15.9K $283K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.12K
New
$68.94 - $86.3 $215K - $269K
3.12K $269K
AVDV
American Centy ETF Tr Avantis

ETFs
3.02K
New
$79.24 - $89.03 $239K - $269K
3.02K $268K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
+ 62.58%
$459.11 - $506.91 $230K - $253K
1.3K $653K
RTX
Raytheon Technologies Corp

Industrials
1.56K
New
$144.19 - $167.33 $224K - $260K
1.56K $260K
GOOG
Alphabet Inc.

Communication Services
24
+ 0.63%
$175.16 - $255.24 $4.2K - $6.13K
3.84K $934K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.35K
New
$181.56 - $190.33 $245K - $257K
1.35K $256K
VLO
Valero Energy Corp

Energy
1.36K
New
$131.77 - $175.63 $179K - $238K
1.36K $231K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.24K
+ 6.96%
$100.16 - $100.7 $224K - $225K
34.4K $3.46M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.96K
New
$72.01 - $74.44 $213K - $220K
2.96K $217K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.37K
New
$58.56 - $63.63 $197K - $215K
3.37K $214K
TSLA
Tesla, Inc.

Consumer Cyclical
471
New
$293.94 - $444.72 $138K - $209K
471 $209K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.06K
+ 7.97%
$82.38 - $83.0 $170K - $171K
27.9K $2.32M
IWM
Ishares Russell 2000 ETF

ETFs
491
+ 25.53%
$214.92 - $244.84 $106K - $120K
2.41K $584K
Activity Summary
Buys All Purchases 80 New Holdings 55 Increased Positions 25 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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