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| Name: |
SFG Wealth Management LLC. |
| City: |
TOWSON |
| State: |
MD |
| Zip: |
21204 |
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data |
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| Holdings
Found :
14 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GE |
General Electric Co |
13 |
- |
$164.20 |
$2,762,000 |
15,736 |
1.64% |
754,000 |
0 |
0.001 |
Conglomerates |
|
|
RBLX |
Roblox Corp |
19 |
- |
$0.00 |
$1,625,000 |
42,550 |
0.96% |
-320,000 |
0 |
0.009 |
N/A |
|
|
HD |
Home Depot Inc |
39 |
- |
$329.18 |
$663,000 |
1,729 |
0.39% |
64,000 |
0 |
0 |
Home Improvement Stores |
|
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VUG |
Vanguard Growth VIPERS |
40 |
- |
$350.97 |
$661,000 |
1,920 |
0.39% |
64,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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LMT |
Lockheed Martin Corp |
54 |
- |
$460.94 |
$469,000 |
1,031 |
0.28% |
2,000 |
0 |
0 |
Aerospace/Defense - M... |
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BRK.B |
Berkshire Hathaway B |
56 |
- |
$408.61 |
$425,000 |
1,010 |
0.25% |
65,000 |
0 |
0 |
Property & Casualty I... |
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AMGN |
Amgen Inc |
57 |
- |
$301.00 |
$422,000 |
1,485 |
0.25% |
-6,000 |
0 |
0 |
Biotechnology |
|
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VYM |
Vanguard High Dividend Yiel... |
66 |
- |
$118.08 |
$363,000 |
3,000 |
0.22% |
28,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
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MU |
Micron Technology Inc |
67 |
- |
$126.29 |
$361,000 |
3,059 |
0.21% |
100,000 |
0 |
0 |
Semiconductor - Memor... |
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LPLA |
LPL Investment Holdings Inc |
69 |
- |
$279.38 |
$354,000 |
1,338 |
0.21% |
49,000 |
0 |
0.002 |
Investment Brokerage ... |
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SCHW |
Charles Schwab Corp |
75 |
- |
$71.88 |
$293,000 |
4,050 |
0.17% |
14,000 |
0 |
0 |
Investment Brokerage ... |
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INTC |
Intel Corp |
77 |
- |
$30.19 |
$281,000 |
6,367 |
0.17% |
-39,000 |
0 |
0 |
Semiconductor- Broad... |
|
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EGP |
Eastgroup Properties Inc |
83 |
- |
$160.81 |
$255,000 |
1,421 |
0.15% |
-6,000 |
0 |
0.003 |
REIT - Diversified |
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ULTA |
Ulta Salon Cosmetics & Frag... |
88 |
- |
$385.58 |
$223,000 |
427 |
0.13% |
14,000 |
0 |
0.001 |
Personal Services |
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