Sfmg, LLC Purchases in Q3 2025

Sfmg, LLC

  • $1.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEAK
Healthpeak Properties, Inc.

Real Estate
6.19K
+ 4.24%
N/A
152K $2.89M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
275
+ 12.64%
$201.83 - $230.93 $55.5K - $63.5K
2.45K $544K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.26K
+ 3.1%
$70.85 - $76.96 $89.1K - $96.8K
41.8K $3.18M
ETN
Eaton Corp PLC

Industrials
102
+ 2.43%
$342.99 - $392.76 $35K - $40.1K
4.3K $1.61M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.11K
+ 3.96%
$42.39 - $44.63 $47K - $49.5K
29.1K $1.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
176
+ 2.4%
$135.0 - $146.02 $23.8K - $25.7K
7.52K $1.1M
LNG
Cheniere Energy, Inc.

Energy
527
+ 19.32%
$222.68 - $244.28 $117K - $129K
3.26K $764K
TXN
Texas Instruments Inc

Technology
499
+ 9.82%
N/A
5.58K $1.09M
IAK
Ishares Tr

ETFs
690
+ 14.67%
$126.37 - $134.46 $87.2K - $92.8K
5.4K $723K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.13%
$498.9 - $609.32 $499 - $609
793 $483K
IEFA
Ishares Tr

ETFs
697
+ 13.72%
$81.7 - $87.53 $56.9K - $61K
5.78K $504K
VGT
Vanguard Information Technolog

ETFs
20
+ 2.81%
$656.44 - $753.15 $13.1K - $15.1K
732 $546K
EPD
Enterprise Products Partners L.P.

Energy
2.19K
+ 13.74%
$30.74 - $32.14 $67.2K - $70.3K
18.1K $565K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
627
+ 15.69%
$67.91 - $74.71 $42.6K - $46.8K
4.62K $340K
BWXT
Bwx Technologies, Inc.

Industrials
14
+ 0.85%
$136.45 - $184.37 $1.91K - $2.58K
1.65K $304K
IVW
Ishares S&P 500 Growth ETF

ETFs
77
+ 1.63%
$108.97 - $121.65 $8.39K - $9.37K
4.82K $581K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.21%
$291.67 - $316.99 $2.92K - $3.17K
4.76K $1.45M
SOUN
Soundhound Ai, Inc.

Technology
185
+ 1.85%
$10.11 - $18.05 $1.87K - $3.34K
10.2K $163K
NEE
Nextera Energy Inc

Utilities
277
+ 5.05%
$69.77 - $77.54 $19.3K - $21.5K
5.77K $435K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2
+ 0.02%
$67.01 - $72.84 $134 - $146
10.2K $737K
BA
Boeing CO

Industrials
137
+ 4.08%
$209.79 - $237.38 $28.7K - $32.5K
3.49K $753K
MO
Altria Group, Inc.

Consumer Defensive
57
+ 0.89%
$57.75 - $67.68 $3.29K - $3.86K
6.45K $426K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
10
+ 1.79%
$473.44 - $553.71 $4.73K - $5.54K
569 $311K
SCHW
Schwab Charles Corp

Financial Services
202
+ 3.19%
$91.03 - $98.69 $18.4K - $19.9K
6.53K $623K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.09%
$410.74 - $499.21 $411 - $499
1.15K $576K
XLK
Technology Sector Spdr

ETFs
51
+ 6.3%
$250.97 - $282.66 $12.8K - $14.4K
861 $242K
SCHA
Schwab Strategic Tr Us Small C

ETFs
41
+ 0.31%
$25.29 - $28.33 $1.04K - $1.16K
13.4K $372K
BAC
Bank Of America Corp

Financial Services
16
+ 0.19%
$44.92 - $52.42 $719 - $839
8.43K $434K
SHW
Sherwin Williams CO

Basic Materials
69
+ 1.79%
$330.88 - $375.23 $22.8K - $25.9K
3.92K $1.36M
ADI
Analog Devices Inc

Technology
71
+ 3.08%
$220.68 - $255.63 $15.7K - $18.1K
2.38K $584K
IYW
Ishares Dj Us Tech ETF

ETFs
40
+ 3.28%
$171.38 - $197.01 $6.86K - $7.88K
1.26K $246K
AXP
American Express CO

Financial Services
34
+ 2.75%
$294.27 - $342.31 $10K - $11.6K
1.27K $422K
RSP
Invesco S&P 500 Equal Weight E

ETFs
44
+ 2.23%
$181.56 - $190.33 $7.99K - $8.37K
2.02K $383K
ET
Energy Transfer LP

Energy
3.62K
+ 9.32%
$17.11 - $18.16 $62K - $65.8K
42.5K $729K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.17%
$108.46 - $120.63 $434 - $483
2.31K $274K
HDV
Ishares Core High Dividend ETF

ETFs
18
+ 0.6%
$118.16 - $123.66 $2.13K - $2.23K
3K $367K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
264
+ 2.96%
$45.6 - $46.92 $12K - $12.4K
9.17K $428K
DHR
Danaher Corp

Healthcare
69
+ 4.28%
$181.46 - $212.2 $12.5K - $14.6K
1.68K $333K
ICE
Intercontinental Exchange, Inc.

Financial Services
237
+ 13.97%
$167.28 - $188.45 $39.6K - $44.7K
1.93K $325K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
62
+ 1.05%
$92.18 - $95.14 $5.72K - $5.9K
5.99K $569K
PLBY
Plby Group, Inc.

Consumer Cyclical
25K
+ 9.09%
$1.52 - $1.98 $38K - $49.5K
300K $459K
TRV
Travelers Companies, Inc.

Financial Services
7
+ 0.72%
$250.62 - $279.43 $1.75K - $1.96K
977 $272K
PFF
Ishares Trust Ishares Pfd And

ETFs
94
+ 0.95%
$30.67 - $32.13 $2.88K - $3.02K
10K $317K
CRWD
Crowd Strike Holdings, Inc.

Technology
45
+ 6.22%
$412.46 - $514.1 $18.6K - $23.1K
768 $376K
UPS
United Parcel Service Inc

Industrials
506
+ 25.1%
$82.58 - $105.54 $41.8K - $53.4K
2.52K $210K
SHEL
Shell PLC

Energy
28
+ 0.91%
$69.82 - $73.93 $1.95K - $2.07K
3.11K $222K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
67
+ 1.29%
$48.31 - $48.93 $3.24K - $3.28K
5.28K $257K
APG
A Pi Group Corp

Industrials
2.52K
+ 50.0%
$33.09 - $36.34 $83.3K - $91.5K
7.55K $259K
LLY
Eli Lilly & CO

Healthcare
66
+ 2.27%
$625.65 - $812.69 $41.3K - $53.6K
2.98K $2.27M
Activity Summary
Buys All Purchases 187 New Holdings 36 Increased Positions 151 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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