SFG Wealth Management, LLC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Towson, MD
CIK
0001908914
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 91 150,273 SPY, AVUV, XLV, MDYG 13F-HR 1/19/2024 000108514624000341
Q3 2023 92 125,875 SPY, AVUV, XLV, MDYG 13F-HR 10/19/2023 000108514623003798
Q2 2023 96 119,330 SPY, XLV, AVUV, V 13F-HR 7/17/2023 000108514623002727
Q1 2023 82 90,256 SPY, XLV, AVUV, V 13F-HR 4/11/2023 000108514623001631
Q4 2022 78 80,988 SPY, XLV, AVUV, V 13F-HR 1/31/2023 000108514623000490
Q3 2022 77 73,944 SPY, UUP, SPTM, V 13F-HR 10/11/2022 000108514622003323
Q2 2022 82 85,835 SPY, SPTM, V, UUP 13F-HR 7/13/2022 000108514622002360
Q1 2022 86 106,645 SPTM, SPY, SPTL, V 13F-HR 4/21/2022 000108514622001499
Q4 2021 97 112,442 SPTM, QQQ, SPY, V 13F-HR 2/14/2022 000108514622000920