Sfmg, LLC Incresed Positions in Q3 2025

Sfmg, LLC

  • $1.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
PLBY
Plby Group, Inc.

Consumer Cyclical
25K
+ 9.09%
$1.52 - $1.98 $38K - $49.5K
300K $459K
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
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
ED
Consolidated Edison Inc

Utilities
2
+ 0.1%
$95.57 - $105.36 $191 - $211
2.01K $202K
Blackrock Inc
81
+ 1.51%
N/A
5.46K $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
Actuate Therapeutics Inc
2.45K
+ 16.84%
N/A
17K $0
Fidelity Wise Origin Bitcoin
7K
+ 18.16%
N/A
45.6K $0
Fidelity Covington Trust
17.5K
+ 9.0%
N/A
212K $0
Super Micro Computer Inc
91
+ 1.51%
N/A
6.12K $0
Jacobs Solutions Inc
36
+ 0.33%
N/A
11K $0
Ge Vernova Inc
237
+ 41.15%
N/A
813 $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
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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