Sfmg, LLC Portfolio Holdings
Sfmg, LLC
- $1.24 Billion
- Q4 2024
Sfmg, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.24 Billion distributed in 273 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Atmos Energy Corp with a value of $148M, Ishares Core S&P 500 ETF with a value of $147M, Invesco Exchange Traded Fd Tr with a value of $110M, Goldman Sachs ETF Tr Activebet with a value of $93.4M, and Spdr Ser Tr Msci Usa Strategic with a value of $79.7M.
Examining the 13F form we can see an increase of $28.9M in the current position value, from $1.21B to 1.24B.
Below you can find more details about Sfmg, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.24 Billion
ETFs: $652 Million
Technology: $158 Million
Utilities: $149 Million
Financial Services: $84.9 Million
Consumer Cyclical: $43.6 Million
Communication Services: $31.4 Million
Industrials: $31.3 Million
Energy: $29.3 Million
Other: $56.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 273
- Current Value $1.24 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 17 stocks
- Additional Purchases 81 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks