Sfmg, LLC Purchases in Q3 2025

Sfmg, LLC

  • $1.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
2
+ 0.1%
$95.57 - $105.36 $191 - $211
2.01K $202K
Ge Vernova Inc
237
+ 41.15%
N/A
813 $0
Blackrock Inc
81
+ 1.51%
N/A
5.46K $0
Wisdomtree Tr
8.77K
New
N/A
8.77K $0
Amplify ETF Tr
2.27K
+ 29.56%
N/A
9.94K $0
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.15%
N/A
2.64K $480K
Coreweave Inc
4.92K
New
N/A
4.92K $0
Fidelity Covington Trust
17.5K
+ 9.0%
N/A
212K $0
Super Micro Computer Inc
91
+ 1.51%
N/A
6.12K $0
Fidelity Wise Origin Bitcoin
7K
+ 18.16%
N/A
45.6K $0
Actuate Therapeutics Inc
2.45K
+ 16.84%
N/A
17K $0
Core Scientific Inc New
11.9K
New
N/A
11.9K $0
Southstate Bk Corp
9.87K
New
N/A
9.87K $0
Morgan Stanley Direct Lendin
900
+ 0.35%
N/A
259K $0
NDAQ
Nasdaq, Inc.

Financial Services
17
+ 0.53%
$86.73 - $96.94 $1.47K - $1.65K
3.23K $285K
DLR
Digital Realty Trust, Inc.

Real Estate
11
+ 0.23%
$161.21 - $180.02 $1.77K - $1.98K
4.82K $833K
APD
Air Products & Chemicals, Inc.

Basic Materials
7
+ 0.79%
$265.78 - $299.3 $1.86K - $2.1K
888 $242K
CB
Chubb LTD

Financial Services
8
+ 0.61%
$265.99 - $289.59 $2.13K - $2.32K
1.31K $369K
CME
Cme Group Inc.

Financial Services
12
+ 0.63%
$258.83 - $287.1 $3.11K - $3.45K
1.91K $514K
PG
Procter & Gamble CO

Consumer Defensive
182
+ 2.19%
$150.47 - $161.22 $27.4K - $29.3K
8.5K $1.31M
LUV
Southwest Airlines CO

Industrials
261
+ 0.51%
$29.06 - $37.7 $7.58K - $9.84K
51.8K $1.65M
DIS
Walt Disney CO

Communication Services
126
+ 3.26%
$112.25 - $124.0 $14.1K - $15.6K
3.99K $456K
ACN
Accenture PLC

Technology
357
+ 16.65%
$232.56 - $304.78 $83K - $109K
2.5K $616K
KO
Coca Cola CO

Consumer Defensive
22
+ 0.21%
$65.67 - $71.67 $1.44K - $1.58K
10.6K $705K
STZ
Constellation Brands, Inc.

Consumer Defensive
227
+ 8.1%
$131.78 - $176.09 $29.9K - $40K
3.03K $408K
FTNT
Fortinet, Inc.

Technology
31
+ 1.29%
$74.39 - $107.65 $2.31K - $3.34K
2.43K $204K
DE
Deere & CO

Industrials
14
+ 0.93%
$457.26 - $524.37 $6.4K - $7.34K
1.53K $697K
V
Visa Inc.

Financial Services
448
+ 2.1%
$332.09 - $358.86 $149K - $161K
21.7K $7.42M
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 1.69%
$915.95 - $994.57 $51.3K - $55.7K
3.37K $3.12M
CI
Cigna Corp

Healthcare
3
+ 0.08%
$262.23 - $334.39 $787 - $1K
3.86K $1.11M
ZTS
Zoetis Inc.

Healthcare
2
+ 0.01%
$141.13 - $159.19 $282 - $318
21.9K $3.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.42K
+ 20.35%
$159.87 - $247.68 $386K - $599K
14.3K $2.54M
CRM
Salesforce, Inc.

Technology
1.82K
+ 7.86%
$231.66 - $273.65 $422K - $498K
25K $5.92M
HON
Honeywell International Inc

Industrials
786
+ 2.67%
$207.7 - $240.4 $163K - $189K
30.2K $6.36M
BXSL
Blackstone Secured Lending Fund

Financial Services
5.74K
+ 2.37%
$26.07 - $32.55 $150K - $187K
248K $6.47M
NVO
Novo Nordisk A S

Healthcare
6.95K
+ 6.72%
$45.38 - $71.7 $315K - $498K
110K $6.12M
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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