Sfmg, LLC Sells in Q4 2024

Sfmg, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
-361K
- 56.78%
$31.33 - $35.13 $11.3M - $12.7M
275K $8.63M
SCHW
Schwab Charles Corp

Financial Services
-51.6K
- 88.08%
$63.31 - $82.85 $3.26M - $4.27M
6.98K $516K
AMAT
Applied Materials Inc

Technology
-2.52K
- 4.59%
$161.44 - $213.89 $407K - $540K
52.4K $8.53M
FSK
Fs Kkr Capital Corp

Financial Services
-113K
- 89.08%
$19.71 - $22.22 $2.23M - $2.52M
13.9K $301K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.11K
- 1.09%
$442.29 - $483.08 $493K - $538K
101K $45.8M
MSFT
Microsoft Corp

Technology
-650
- 0.96%
$406.35 - $454.46 $264K - $295K
67.3K $28.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-73
- 1.19%
$501.29 - $612.85 $36.6K - $44.7K
6.09K $3.17M
PEP
Pepsico Inc

Consumer Defensive
-2.18K
- 17.77%
$151.29 - $176.1 $329K - $383K
10.1K $1.53M
VZ
Verizon Communications Inc

Communication Services
-1.23K
- 1.26%
$39.6 - $45.21 $48.6K - $55.5K
96.5K $3.86M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-96
- 1.24%
$396.64 - $516.74 $38.1K - $49.6K
7.65K $3.08M
MDT
Medtronic PLC

Healthcare
-374
- 0.79%
$79.61 - $92.24 $29.8K - $34.5K
46.7K $3.73M
DVN
Devon Energy Corp

Energy
-2.69K
- 4.14%
$30.52 - $42.96 $81.9K - $115K
62.2K $2.04M
TXN
Texas Instruments Inc

Technology
-2.48K
- 20.94%
N/A
9.34K $1.82M
RTX
Raytheon Technologies Corp

Industrials
-437
- 0.59%
$114.45 - $127.21 $50K - $55.6K
73.5K $8.51M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.69K
- 11.03%
$115.08 - $119.55 $310K - $322K
21.7K $2.51M
CSX
Csx Corp

Industrials
-298
- 0.17%
$31.58 - $36.88 $9.41K - $11K
176K $5.66M
LLY
Eli Lilly & CO

Healthcare
-45
- 1.51%
$727.2 - $932.06 $32.7K - $41.9K
2.95K $2.27M
XLV
Select Sector Spdr Fund Health

ETFs
-498
- 2.72%
$136.28 - $154.74 $67.9K - $77.1K
17.8K $2.45M
BLDR
Builders First Source, Inc.

Industrials
-700
- 14.33%
$142.93 - $198.25 $100K - $139K
4.19K $598K
HD
Home Depot, Inc.

Consumer Cyclical
-540
- 10.72%
$385.02 - $431.37 $208K - $233K
4.5K $1.75M
CI
Cigna Corp

Healthcare
-7
- 0.18%
$265.59 - $358.58 $1.86K - $2.51K
3.86K $1.06M
JNJ
Johnson & Johnson

Healthcare
-158
- 1.16%
$143.34 - $165.86 $22.6K - $26.2K
13.5K $1.95M
ROBO
Robo Global Robotics And Autom

ETFs
-4.41K
- 36.42%
$55.06 - $58.6 $243K - $259K
7.7K $433K
MPC
Marathon Petroleum Corp

Energy
-1.17K
- 39.45%
$131.65 - $174.84 $153K - $204K
1.79K $249K
FIW
First Trust Water ETF

ETFs
-701
- 4.17%
$102.02 - $110.91 $71.5K - $77.7K
16.1K $1.65M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-570
- 2.48%
$185.87 - $204.12 $106K - $116K
22.4K $4.22M
GLD
Spdr Gold Trust

ETFs
-669
- 4.64%
$236.59 - $257.5 $158K - $172K
13.7K $3.33M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-620
- 14.98%
$238.25 - $261.28 $148K - $162K
3.52K $852K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-5.85K
- 11.59%
$58.39 - $67.04 $342K - $392K
44.6K $2.83M
MRK
Merck & Co., Inc.

Healthcare
-311
- 3.6%
$96.31 - $114.76 $30K - $35.7K
8.34K $829K
AMGN
Amgen Inc

Healthcare
-36
- 1.57%
$258.78 - $328.31 $9.32K - $11.8K
2.26K $589K
ABBV
Abb Vie Inc.

Healthcare
-5
- 0.07%
$164.99 - $203.87 $825 - $1.02K
7.06K $1.25M
ORCL
Oracle Corp

Technology
-752
- 20.95%
$165.41 - $192.43 $124K - $145K
2.84K $472K
CB
Chubb LTD

Financial Services
-408
- 24.27%
$271.57 - $301.89 $111K - $123K
1.27K $351K
ICE
Intercontinental Exchange, Inc.

Financial Services
-680
- 29.1%
$148.29 - $166.93 $101K - $114K
1.66K $246K
UBER
Uber Technologies, Inc

Technology
-594
- 9.61%
$59.93 - $86.34 $35.6K - $51.3K
5.59K $336K
MCD
Mcdonalds Corp

Consumer Cyclical
-81
- 1.67%
$288.47 - $316.54 $23.4K - $25.6K
4.78K $1.39M
VLO
Valero Energy Corp

Energy
-361
- 13.93%
$118.59 - $144.02 $42.8K - $52K
2.23K $273K
SPY
Spdr S&P 500 ETF Trust

ETFs
-584
- 2.6%
$567.81 - $607.81 $332K - $355K
21.9K $12.8M
ETN
Eaton Corp PLC

Industrials
-169
- 3.35%
$326.96 - $377.52 $55.3K - $63.8K
4.88K $1.62M
GIS
General Mills Inc

Consumer Defensive
-33
- 0.71%
$62.78 - $74.62 $2.07K - $2.46K
4.61K $293K
QCOM
Qualcomm Inc

Technology
-115
- 6.46%
$150.4 - $178.04 $17.3K - $20.5K
1.66K $255K
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.04%
$161.05 - $179.7 $483 - $539
8.39K $1.41M
UNP
Union Pacific Corp

Industrials
-12
- 0.52%
$223.15 - $249.32 $2.68K - $2.99K
2.31K $527K
ADI
Analog Devices Inc

Technology
-11
- 0.49%
$206.35 - $236.48 $2.27K - $2.6K
2.24K $476K
CMCSA
Comcast Corp

Communication Services
-17
- 0.22%
$37.39 - $45.14 $636 - $767
7.65K $287K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-2.03K
- 20.81%
$36.5 - $53.22 $74.2K - $108K
7.74K $334K
VGSH
Vanguard

ETFs
-430
- 6.7%
$58.02 - $58.88 $24.9K - $25.3K
5.99K $348K
DIS
Walt Disney CO

Communication Services
-853
- 20.11%
$92.39 - $117.6 $78.8K - $100K
3.39K $377K
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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