Sfmg, LLC Incresed Positions in Q4 2024

Sfmg, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
10.5K
+ 1432.7%
$437.39 - $552.96 $4.6M - $5.81M
11.3K $5M
IVV
Ishares Core S&P 500 ETF

ETFs
2.49K
+ 1.0%
$570.51 - $610.59 $1.42M - $1.52M
250K $147M
AAPL
Apple Inc.

Technology
809
+ 0.36%
$221.69 - $259.02 $179K - $210K
223K $55.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 1.42%
$180.88 - $232.93 $246K - $317K
96.8K $21.2M
GOOG
Alphabet Inc.

Communication Services
4.65K
+ 6.65%
$163.08 - $198.16 $759K - $922K
74.6K $14.2M
VTI
Vanguard Total Stock Market Et

ETFs
7.55K
+ 311.26%
$280.04 - $302.45 $2.11M - $2.28M
9.97K $2.89M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.77K
+ 0.34%
$111.85 - $120.71 $310K - $334K
811K $93.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
268K
+ 280.53%
$22.4 - $68.28 $6M - $18.3M
363K $8.42M
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 0.07%
$213.65 - $479.86 $1.71K - $3.84K
11.3K $4.55M
ATO
Atmos Energy Corp

Utilities
7.5K
+ 0.71%
$136.41 - $151.43 $1.02M - $1.14M
1.06M $148M
GOOGL
Alphabet Inc.

Communication Services
2.38K
+ 12.36%
$161.86 - $196.66 $385K - $467K
21.6K $4.09M
BALT
Innovator Etfs Tr
17K
+ 26.08%
$30.76 - $31.55 $524K - $537K
82.3K $2.59M
ARCC
Ares Capital Corp

Financial Services
4.62K
+ 1.05%
$20.74 - $22.27 $95.7K - $103K
444K $9.72M
MCK
Mckesson Corp

Healthcare
496
+ 22.95%
$482.27 - $628.5 $239K - $312K
2.66K $1.51M
GRNT
Granite Ridge Resources, Inc.
42.8K
+ 22.37%
$5.65 - $6.78 $242K - $290K
234K $1.5M
PANW
Palo Alto Networks Inc

Technology
16.7K
+ 99.34%
$181.96 - $405.9 $3.04M - $6.79M
33.6K $6.11M
APO
Apollo Global Management, Inc.

Financial Services
17
+ 0.24%
$131.36 - $178.61 $2.23K - $3.04K
7.24K $1.2M
CRK
Comstock Resources Inc

Energy
6.79K
+ 33.93%
$11.15 - $18.92 $75.7K - $128K
26.8K $488K
ET
Energy Transfer LP

Energy
6.41K
+ 20.81%
$16.05 - $19.86 $103K - $127K
37.2K $729K
EPD
Enterprise Products Partners L.P.

Energy
5K
+ 31.75%
$28.66 - $34.43 $143K - $172K
20.7K $650K
DLR
Digital Realty Trust, Inc.

Real Estate
561
+ 13.33%
$156.46 - $195.69 $87.8K - $110K
4.77K $845K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
17
+ 0.18%
$229.83 - $258.46 $3.91K - $4.39K
9.26K $2.29M
LMT
Lockheed Martin Corp

Industrials
490
+ 56.13%
$479.66 - $614.62 $235K - $301K
1.36K $662K
BMY
Bristol Myers Squibb CO

Healthcare
81
+ 0.29%
$51.92 - $59.94 $4.21K - $4.86K
27.6K $1.56M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
430
+ 17.95%
$170.03 - $192.78 $73.1K - $82.9K
2.83K $522K
PEAK
Healthpeak Properties, Inc.

Real Estate
5.02K
+ 5.12%
N/A
103K $1.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
56
+ 1.0%
$521.84 - $558.82 $29.2K - $31.3K
5.64K $3.04M
KO
Coca Cola CO

Consumer Defensive
2.95K
+ 30.81%
$61.74 - $71.71 $182K - $212K
12.5K $780K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.87K
+ 0.42%
$65.67 - $69.79 $451K - $479K
1.65M $110M
OKE
Oneok Inc

Energy
11
+ 0.16%
$92.28 - $117.05 $1.02K - $1.29K
7.07K $709K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
987
+ 8.4%
$46.48 - $51.32 $45.9K - $50.7K
12.7K $613K
T
At&T Inc.

Communication Services
1.74K
+ 8.51%
$21.22 - $23.88 $36.8K - $41.5K
22.1K $504K
NOW
Service Now, Inc.

Technology
13
+ 5.16%
$867.18 - $1148.42 $11.3K - $14.9K
265 $280K
ITA
Ishares Tr

ETFs
479
+ 11.87%
$144.31 - $157.31 $69.1K - $75.4K
4.51K $656K
BAC
Bank Of America Corp

Financial Services
138
+ 1.33%
$39.22 - $47.77 $5.41K - $6.59K
10.5K $461K
UNH
Unitedhealth Group Inc

Healthcare
334
+ 21.73%
$485.52 - $625.25 $162K - $209K
1.87K $946K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.63K
+ 6.19%
$40.26 - $42.88 $65.6K - $69.9K
28K $1.13M
UPS
United Parcel Service Inc

Industrials
487
+ 29.79%
$122.65 - $138.35 $59.7K - $67.4K
2.12K $267K
XOM
Exxon Mobil Corp

Energy
2.08K
+ 11.04%
$105.51 - $125.37 $220K - $261K
20.9K $2.25M
VGT
Vanguard Information Technolog

ETFs
10
+ 1.43%
$571.78 - $647.97 $5.72K - $6.48K
710 $441K
PFE
Pfizer Inc

Healthcare
1.97K
+ 20.63%
$24.8 - $30.19 $48.8K - $59.4K
11.5K $305K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
6
+ 0.1%
$37.75 - $44.57 $227 - $267
6.27K $273K
HLI
Houlihan Lokey, Inc.

Financial Services
3
+ 0.18%
$158.81 - $190.49 $476 - $571
1.71K $297K
PYPL
Pay Pal Holdings, Inc.

Financial Services
26
+ 0.87%
$77.25 - $91.3 $2.01K - $2.37K
3.03K $258K
ITOT
Ishares Core S&P Total U.S. St

ETFs
13
+ 0.18%
$124.26 - $134.12 $1.62K - $1.74K
7.28K $935K
VIG
Vanguard Dividend Appreciation

ETFs
109
+ 5.41%
N/A
2.12K $386K
CVX
Chevron Corp

Energy
274
+ 2.88%
$141.15 - $162.53 $38.7K - $44.5K
9.78K $1.42M
IOO
Ishares Tr Global 100 ETF

ETFs
114
+ 3.52%
$97.46 - $103.45 $11.1K - $11.8K
3.35K $337K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
186
+ 5.96%
$66.67 - $74.08 $12.4K - $13.8K
3.31K $224K
Activity Summary
Buys All Purchases 98 New Holdings 17 Increased Positions 81 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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