• 13F History

SFG Wealth Management, LLC.

13F Filings History

Latest 13F report
Q4 2024 - Jan 16, 2025
Value $
$191M
Signature - Title
Kenneth W Pegher Jr - Chief Compliance Officer
Location
Towson, MD
Summary
This page shows a list of all the recent 13F filings made by SFG Wealth Management, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SFG Wealth Management, LLC. reported 98 stock holdings with total value $191M as of Q4 2024. Top holdings included SPY, AVUV, MDYG, XLV, and SPBC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 98 $191M +$18.2M -$18.8M -$564K SPY, AVUV, MDYG, XLV, SPBC 13F-HR 1/16/2025, 11:27 AM
Q3 2024 91 $188M +$10.7M -$7.44M +$3.27M SPY, AVUV, XLV, MDYG, SPBC 13F-HR 10/31/2024, 05:40 PM
Q2 2024 87 $175M +$12.7M -$7.87M +$4.78M SPY, AVUV, XLV, MDYG, SPBC 13F-HR 7/19/2024, 05:07 PM
Q1 2024 95 $168M +$19.1M -$13.1M +$6.02M SPY, AVUV, XLV, MDYG, SPTM 13F-HR 4/26/2024, 12:28 PM
Q4 2023 91 $150M +$19.8M -$8.71M +$11.1M SPY, AVUV, XLV, MDYG, SPTM 13F-HR 1/19/2024, 04:22 PM
Q3 2023 92 $126M +$20.9M -$3.34M +$17.5M SPY, AVUV, XLV, MDYG, SPTM 13F-HR 10/19/2023, 11:32 AM
Q2 2023 96 $119M +$29.2M -$2.63M +$26.5M SPY, XLV, AVUV, V, SPTM 13F-HR 7/14/2023, 05:39 PM
Q1 2023 82 $90.3M +$13.2M -$3.82M +$9.38M SPY, XLV, AVUV, V, OUNZ 13F-HR 4/11/2023, 03:30 PM
Q4 2022 78 $81M +$24.5M -$14.8M +$9.64M SPY, XLV, AVUV, V, VOO 13F-HR 1/31/2023, 07:40 PM
Q3 2022 77 $73.9M +$8.78M -$6.85M +$1.92M SPY, UUP, SPTM, V, AVUV 13F-HR 10/11/2022, 07:51 PM
Q2 2022 82 $85.8M +$25.6M -$6.6M +$19M SPY, SPTM, V, UUP, DBE 13F-HR 7/13/2022, 01:17 PM
Q1 2022 86 $107M +$22.1M -$9.29M +$12.8M SPTM, SPY, SPTL, V, BBUS 13F-HR 4/21/2022, 07:51 PM
Q4 2021 97 $112M SPTM, QQQ, SPY, V, RBLX 13F-HR 2/11/2022, 07:51 PM