Sfmg, LLC Incresed Positions in Q3 2025

Sfmg, LLC

  • $1.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
586
+ 139.52%
$433.66 - $544.47 $254K - $319K
1.01K $449K
MSCI
Msci Inc.

Financial Services
400
+ 55.17%
$526.48 - $588.0 $211K - $235K
1.13K $638K
PANW
Palo Alto Networks Inc

Technology
1.25K
+ 3.65%
$167.06 - $208.19 $208K - $260K
35.4K $7.22M
WPC
W. P. Carey Inc.

Real Estate
250
+ 0.65%
$61.29 - $68.7 $15.3K - $17.2K
38.5K $2.6M
DVN
Devon Energy Corp

Energy
520
+ 0.89%
$31.75 - $36.99 $16.5K - $19.2K
58.9K $2.07M
BALT
Innovator Etfs Tr
4.35K
+ 5.28%
$32.11 - $32.82 $140K - $143K
86.6K $2.84M
ORCL
Oracle Corp

Technology
75
+ 2.64%
$218.96 - $328.33 $16.4K - $24.6K
2.92K $820K
UNH
Unitedhealth Group Inc

Healthcare
401
+ 23.17%
$237.77 - $353.61 $95.3K - $142K
2.13K $736K
LOW
Lowes Companies Inc

Consumer Cyclical
154
+ 2.97%
$215.01 - $273.02 $33.1K - $42K
5.34K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
61
+ 1.43%
$357.4 - $423.42 $21.8K - $25.8K
4.32K $1.75M
DELL
Dell Technologies Inc.

Technology
709
+ 18.12%
$120.96 - $141.77 $85.8K - $101K
4.62K $655K
TJX
Tjx Companies Inc

Consumer Cyclical
88
+ 1.14%
$121.35 - $144.54 $10.7K - $12.7K
7.78K $1.12M
GLW
Corning Inc

Technology
331
+ 7.51%
$51.6 - $82.03 $17.1K - $27.2K
4.74K $388K
CAT
Caterpillar Inc

Industrials
27
+ 1.8%
$390.92 - $477.15 $10.6K - $12.9K
1.53K $729K
ENB
Enbridge Inc

Energy
2.27K
+ 35.65%
$43.79 - $50.46 $99.2K - $114K
8.62K $434K
XOM
Exxon Mobil Corp

Energy
329
+ 1.62%
$105.83 - $117.22 $34.8K - $38.6K
20.7K $2.33M
GE
General Electric CO

Industrials
97
+ 4.63%
$244.75 - $305.63 $23.7K - $29.6K
2.19K $659K
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
WELL
Welltower Inc.

Real Estate
39
+ 1.19%
$150.71 - $178.14 $5.88K - $6.95K
3.33K $592K
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
DFUS
Dimensional ETF Tr U S Equity

ETFs
2
+ 0.02%
$67.01 - $72.84 $134 - $146
10.2K $737K
NEE
Nextera Energy Inc

Utilities
277
+ 5.05%
$69.77 - $77.54 $19.3K - $21.5K
5.77K $435K
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
SHW
Sherwin Williams CO

Basic Materials
69
+ 1.79%
$330.88 - $375.23 $22.8K - $25.9K
3.92K $1.36M
BAC
Bank Of America Corp

Financial Services
16
+ 0.19%
$44.92 - $52.42 $719 - $839
8.43K $434K
SCHA
Schwab Strategic Tr Us Small C

ETFs
41
+ 0.31%
$25.29 - $28.33 $1.04K - $1.16K
13.4K $372K
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
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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