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Home > Institutional Investor > Sfg Wealth Management, Llc. > Profile

Instuitional Investor - Sfg Wealth Management, Llc.

Fund Profile
Filing Period:
Fund Name: Sfg Wealth Management, Llc.
Portfolio Value $150,273,514
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 83,641 $39,755,405 26.45%
2.
American Centy Etf Tr
 114,378 $10,271,146 6.83%
3.
Sector Spdr Trust
 XLB 60,088 $8,194,781 5.45%
4.
Spdr Series Trust
 94,914 $7,182,163 4.77%
5.
Spdr Series Trust
 111,831 $6,536,521 4.34%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)