Sfg Wealth Management, Llc. Reduced Holdings in Q3 2025

Sfg Wealth Management, Llc.

  • $211 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-59K
- 80.87%
$129.01 - $139.72 $7.61M - $8.24M
14K $1.94M
IEF
Ishares Barclays

ETFs
-33.3K
- 66.26%
$93.91 - $97.26 $3.13M - $3.24M
17K $1.64M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-113K
- 60.69%
$21.77 - $22.57 $2.45M - $2.54M
73K $1.64M
HYG
Ishares Tr

ETFs
-23.2K
- 60.41%
$79.85 - $81.32 $1.85M - $1.88M
15.2K $1.23M
VUG
Vanguard Growth ETF

ETFs
-1.99K
- 37.2%
$433.97 - $484.08 $861K - $961K
3.35K $1.61M
VB
Vanguard Small Cap ETF

ETFs
-3.12K
- 34.88%
$237.58 - $259.17 $741K - $809K
5.83K $1.48M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.4K
- 19.97%
$135.0 - $146.02 $728K - $788K
21.6K $3.15M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-6.26K
- 50.0%
$78.88 - $85.2 $494K - $534K
6.26K $522K
VNQ
Vanguard Specialized Funds Van

ETFs
-5.53K
- 39.33%
$88.47 - $93.24 $489K - $515K
8.53K $779K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.83K
- 49.86%
$276.51 - $305.12 $506K - $559K
1.84K $547K
ARCC
Ares Capital Corp

Financial Services
-16.2K
- 49.07%
$20.41 - $23.25 $332K - $378K
16.9K $344K
BST
Black Rock Science & Technology Trust

Financial Services
-10.3K
- 50.0%
$38.01 - $41.55 $391K - $427K
10.3K $425K
IGV
Ishares Expanded Tech Software

ETFs
-3.24K
- 50.0%
$105.96 - $117.79 $343K - $381K
3.24K $372K
MSFT
Microsoft Corp

Technology
-547
- 11.37%
$491.09 - $535.64 $269K - $293K
4.26K $2.21M
MKC
Mccormick & CO Inc

Consumer Defensive
-199
- 1.94%
$64.3 - $77.17 $12.8K - $15.4K
10.1K $674K
WMT
Walmart Inc.

Consumer Defensive
-2.19K
- 9.31%
$94.4 - $104.27 $207K - $228K
21.3K $2.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-443
- 4.77%
$211.65 - $238.24 $93.8K - $106K
8.84K $1.94M
LOW
Lowes Companies Inc

Consumer Cyclical
-313
- 25.34%
$215.01 - $273.02 $67.3K - $85.5K
922 $231K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-870
- 7.07%
$62.09 - $66.51 $54K - $57.9K
11.4K $746K
LMT
Lockheed Martin Corp

Industrials
-104
- 10.04%
$410.74 - $499.21 $42.7K - $51.9K
932 $465K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-205
- 1.89%
$70.85 - $76.96 $14.5K - $15.8K
10.7K $810K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-499
- 9.15%
$52.12 - $55.33 $26K - $27.6K
4.95K $274K
FTCS
First Trust Capital Strength E

ETFs
-79
- 2.61%
$89.72 - $93.74 $7.09K - $7.41K
2.95K $276K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-180
- 4.17%
$94.17 - $99.95 $17K - $18K
4.14K $413K
IEFA
Ishares Tr

ETFs
-19
- 0.68%
$81.7 - $87.53 $1.55K - $1.66K
2.79K $243K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-124
- 1.57%
$39.8 - $42.86 $4.94K - $5.31K
7.76K $332K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-98
- 4.09%
$148.97 - $165.88 $14.6K - $16.3K
2.3K $378K
XOM
Exxon Mobil Corp

Energy
-191
- 2.36%
$105.83 - $117.22 $20.2K - $22.4K
7.9K $890K
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 5.95%
$357.4 - $423.42 $30.4K - $36K
1.34K $544K
SPYG
Spdr Portfolio

ETFs
-548
- 5.31%
$94.33 - $105.31 $51.7K - $57.7K
9.77K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
-96
- 2.26%
$303.93 - $329.86 $29.2K - $31.7K
4.15K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10
- 0.49%
$567.77 - $614.76 $5.68K - $6.15K
2.03K $1.24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-28
- 1.19%
$420.11 - $472.68 $11.8K - $13.2K
2.33K $1.09M
GOOGL
Alphabet Inc.

Communication Services
-399
- 9.74%
$174.36 - $254.72 $69.6K - $102K
3.7K $899K
NVDA
Nvidia Corp

Technology
-916
- 7.33%
$153.3 - $186.58 $140K - $171K
11.6K $2.16M
AAPL
Apple Inc.

Technology
-1.59K
- 12.84%
$202.38 - $256.87 $323K - $409K
10.8K $2.75M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.84K
- 2.13%
$74.93 - $80.73 $138K - $149K
84.8K $6.84M
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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