| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 30.9% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 7.5% |
| SPDR SER TR | 11 | Q2 2024 | 8.3% |
| VISA INC | 11 | Q2 2024 | 5.4% |
| APPLE INC | 11 | Q2 2024 | 2.5% |
| ISHARES TR | 11 | Q2 2024 | 3.8% |
| ROBLOX CORP | 11 | Q2 2024 | 3.9% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.9% |
| MICROSOFT CORP | 11 | Q2 2024 | 2.1% |
| INVESCO QQQ TR | 11 | Q2 2024 | 4.4% |
View SFG Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-22 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-13 |
View SFG Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.