SW

SFG Wealth Management, LLC.

13F
SFG Wealth Management, LLC.
Last update 2024-11-01 91 Stocks (9 new)
Value $188.00 Mil Turnover 6 %
Countries:
Top Holdings: SPY(27.04%)AVUV(6.17%)XLV(5.54%)MDYG(5.27%)SPBC(4.31%)
Portfolio Report
Summary Stock Picks Current Portfolio
SFG Wealth Management, LLC. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
88,836
50970.370
+1.29%
27.040
+0.34%
0.010
+14.82%
+25.29%
615935.685
 
AVUV 		Avantis U.S. Small Cap Value ETF
121,277
11636.530
+3.54%
6.170
+0.21%
0.090
+15.94%
+14.59%
14580.931
 
XLV 		Health Care Select Sector SPDR
67,837
10448.290
+3.42%
5.540
+0.18%
0.030
+2.12%
+9.33%
40209.797
 
MDYG 		SPDR S&P 400 Mid Cap Growth ETF
113,119
9925.080
+4.93%
5.270
+0.25%
0.360
+13.30%
+21.44%
2885.200
 
SPBC 		Simplify US Equity PLUS GBTC ETF
223,279
8116.670
+7.45%
4.310
+0.30%
23.500
+18.35%
+35.29%
34.625
 
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
105,381
7382.990
-0.20%
3.920
-0.01%
0.080
+14.94%
+24.62%
9593.012
 
AVUS 		Avantis U.S. Equity ETF
71,143
6769.260
-0.06%
3.590
0%
0.090
+15.42%
+22.23%
7586.642
 
V 		Visa Inc
21,075
5794.510
-2.31%
3.070
-0.07%
0.000
+19.45%
+18.13%
593767.605
Credit Services
JPEF 		JPMorgan Equity Focus ETF
71,793
4704.600
-0.03%
2.500
0%
0.520
+15.24%
+29.84%
951.807
 
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
37,784
3804.500
-9.68%
2.020
-0.23%
0.030
+0.11%
+0.56%
11959.116
 

SFG Wealth Management, LLC.'s Historical Top Holdings Breakdowns

SFG Wealth Management, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGGH 		Simplify Aggregate Bond ETF2024-09-30New Buy
+0.87%
●
20.69 ($21.45) 22.19
$20.85
-2.80%
New holding
75,245
75,245
OSEA 		Harbor International Compounders ETF2024-09-30Sold Out
-0.86%
●
26.19 ($27.9) 29.32
$27.57
-1.18%
Sold Out
0
-54,721
CLOI 		VanEck CLO ETF2024-09-30New Buy
+0.85%
●
52.65 ($52.86) 53.04
$52.89
0.06%
New holding
30,245
30,245
OUNZ 		VanEck Merk Gold ETF2024-09-30Add
+0.77%
●
22.51 ($23.92) 25.8
$26.10
9.11%
Add 179.73%
88,951
57,152
AIRR 		First Trust RBA American Industrial Renaissance ET2024-09-30Sold Out
-0.77%
●
66.56 ($70.84) 75.2
$83.37
17.69%
Sold Out
0
-19,874
QQQM 		Invesco NASDAQ 100 ETF2024-09-30Reduce
-0.53%
●
178.94 ($194.76) 207
$211.35
8.52%
Reduce -56.87%
3,563
-4,698
JMST 		JPMorgan Ultra-Short Municipal Income ETF2024-09-30New Buy
+0.52%
●
50.61 ($50.83) 50.96
$50.69
-0.28%
New holding
19,109
19,109
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.34%
●
517.38 ($552.93) 573.76
$595.52
7.70%
Add 1.29%
88,836
1,132
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Add
+0.31%
●
60.84 ($65.03) 67.51
$70.06
7.73%
Add 108.03%
16,484
8,560
SPBC 		Simplify US Equity PLUS GBTC ETF2024-09-30Add
+0.30%
●
32.36 ($34.96) 36.39
$38.46
10.02%
Add 7.45%
223,279
15,486

SFG Wealth Management, LLC. Total Holding History ($B)

To

SFG Wealth Management, LLC.'s Asset Allocation

To

SFG Wealth Management, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SFG Wealth Management, LLC.'s Hypothetical Growth since 2024-09-30

SFG Wealth Management, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

SFG Wealth Management, LLC.'s Holdings Heat Map

Size field:

SFG Wealth Management, LLC.'s Holdings Bubble Chart

SFG Wealth Management, LLC. News

  • 1

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