Fund Holdings — SFMG, LLC

Total Portfolio Value
$1.33B
Total Bought
$191.82M
Total Sold
$209.05M
Net Transaction
-$17.23M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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PACER FDS TR
TRENDP US LAR CP
02,247,421+2,247,4210114,0798.56%+114,079
GOLDMAN SACHS ETF TR801,096811,380+10,28488,18598,4857.39%+10,301
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
1,620,0721,630,713+10,641107,476116,2058.72%+8,729
MICROSOFT CORP(MSFT)65,44064,461-97924,56532,0632.41%+7,498
NOVO-NORDISK A S(NVO)0103,415+103,41507,1380.54%+7,138
NVIDIA CORPORATION(NVDA)139,397134,533-4,86415,10821,2551.60%+6,147
VANECK ETF TRUST
MRNGSTR WDE MOAT
603,594616,184+12,59053,11657,7924.34%+4,676
SPDR SERIES TRUST
ST STR MSCI USAQ
517,290519,412+2,12281,05584,7116.36%+3,656
AMAZON COM INC(AMZN)95,51698,858+3,34218,17321,6891.63%+3,516
ADVANCED MICRO DEVICES INC(AMD)58,04758,900+8535,9648,3580.63%+2,394
BROADCOM INC(AVGO)16,89717,253+3562,8294,7560.36%+1,927
APPLIED MATLS INC51,87351,400-4737,5289,4100.71%+1,882
PACER FDS TR
US CASH COWS 100
865,230893,734+28,50447,38049,2453.70%+1,865
ALPHABET INC(GOOG)73,29674,310+1,01411,45113,1820.99%+1,731
META PLATFORMS INC(META)10,60610,495-1116,1137,7460.58%+1,633
PALO ALTO NETWORKS INC(PANW)33,63234,188+5565,7396,9960.53%+1,257
WALMART INC(WMT)113,277113,841+5649,94511,1310.84%+1,187
FIDELITY COVINGTON TRUST183,484194,170+10,6865,4296,5510.49%+1,122
NETFLIX INC(NFLX)2,6552,683+282,4763,5930.27%+1,117
SPDR SERIES TRUST
ST STR BLO 1 ETF
012,009+12,00901,1020.08%+1,102
SCHWAB STRATEGIC TR294,277333,091+38,8149,64110,6220.80%+982
ISHARES TR54,14152,344-1,7974,8185,7320.43%+914
RTX CORPORATION(RTX)73,06872,375-6939,67910,5680.79%+890
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
243,764260,457+16,69313,92914,8071.11%+878
FIRST TR EXCHANGE-TRADED FD21,95921,988+293,8114,6800.35%+869
FIDELITY WISE ORIGIN BITCOIN(FBTC)38,54038,551+112,7743,6230.27%+850
PALANTIR TECHNOLOGIES INC(PLTR)15,47215,316-1561,3062,0880.16%+782
INVESCO QQQ TR10,90610,675-2315,1145,8890.44%+774
BLACKROCK INC(BLK)5,1925,375+1834,9145,6400.42%+726
ISHARES TR06,544+6,54407230.05%+723
SPDR S&P 500 ETF TR(SPY)20,67419,767-90711,56512,2130.92%+648
CSX CORP(CSX)175,216177,537+2,3215,1575,7930.43%+636
DARLING INGREDIENTS INC(DAR)016,695+16,69506330.05%+633
HONEYWELL INTL INC(HON)29,45029,443-76,2366,8570.51%+621
THERMO FISHER SCIENTIFIC INC(TMO)6,4129,337+2,9253,1913,7860.28%+595
ALPHABET INC(GOOG)21,40322,027+6243,3103,8820.29%+572
JPMORGAN CHASE & CO.(JPM)15,24914,718-5313,7414,2670.32%+526
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
40,30240,531+2292,5393,0630.23%+524
GRANITE RIDGE RESOURCES INC(GRNT)242,494310,606+68,1121,4741,9790.15%+504
DELL TECHNOLOGIES INC(DELL)03,913+3,91304800.04%+480
VANGUARD INDEX FDS5,9846,229+2453,0753,5380.27%+463
ORACLE CORP(ORCL)1,8232,841+1,0182556210.05%+366
EATON CORP PLC(ETN)4,2124,198-141,1451,4990.11%+354
HILTON WORLDWIDE HLDGS INC(HLT)8,2648,270+61,8802,2030.17%+322
ISHARES TR161,338164,381+3,04316,24216,5511.24%+310
GE VERNOVA INC(GEV)0576+57603050.02%+305
VANGUARD INDEX FDS7,2287,491+2631,9872,2770.17%+290
BOOT BARN HLDGS INC01,755+1,75502670.02%+267
TRANE TECHNOLOGIES PLC(TT)2,3402,411+717881,0550.08%+266
AMPLIFY ETF TR04,650+4,65002660.02%+266
ULTA BEAUTY INC(ULTA)0559+55902620.02%+262
WESTERN DIGITAL CORP(WDC)04,021+4,02102570.02%+257
API GROUP CORP(APG)05,036+5,03602570.02%+257
TESLA INC(TSLA)12,87011,287-1,5833,3353,5850.27%+250
KLA CORP(KLAC)1,1431,140-37771,0220.08%+244
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
4,0264,02603425810.04%+239
BWX TECHNOLOGIES INC(BWXT)01,638+1,63802360.02%+236
VANECK ETF TRUST
SEMICONDUCTR ETF
3,4223,42207249540.07%+231
ARES CAPITAL CORP(ARCC)462,399477,010+14,61110,24710,4750.79%+228
GOLDMAN SACHS GROUP INC(GS)0321+32102270.02%+227
TCW ETF TRUST05,667+5,66702160.02%+216
INTERNATIONAL BUSINESS MACHS(IBM)4,6664,667+11,1601,3760.10%+215
UNITED AIRLS HLDGS INC(UAL)02,665+2,66502120.02%+212
VISTRA CORP(VST)01,094+1,09402120.02%+212
ISHARES TR01,220+1,22002110.02%+211
JOHNSON CTLS INTL PLC
SHS
2,9134,200+1,2872334440.03%+210
FRONTVIEW REIT INC(FVR)017,200+17,20002060.02%+206
BOEING CO(BA)2,9593,355+3965057030.05%+198
VANGUARD MUN BD FDS7,52611,558+4,0323735670.04%+193
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2321,752+5202043970.03%+192
HILTON GRAND VACATIONS INC(HGV)43,40543,40501,6241,8030.14%+179
ISHARES TR4,5144,51406918520.06%+160
MCKESSON CORP(MCK)2,6582,657-11,7891,9470.15%+159
SALESFORCE INC(CRM)22,96923,160+1916,1646,3160.47%+152
DIGITAL RLTY TR INC(DLR)4,8014,812+116888390.06%+151
BLACKSTONE SECD LENDING FD(BXSL)225,894242,577+16,6837,3107,4590.56%+149
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,2251,975+7502123590.03%+147
DISNEY WALT CO(DIS)3,4163,864+4483374790.04%+142
VANGUARD INDEX FDS1,6531,713+606137510.06%+138
FIRST TR EXCHANGE-TRADED FD
WTR ETF
16,15216,319+1671,6271,7620.13%+135
INNOVATOR ETFS TRUST
US EQUITY ACCELE
50,96750,96701,7721,9050.14%+133
SPDR SERIES TRUST
ST STR PR SP1500
32,78531,434-1,3512,2302,3540.18%+124
FIDELITY COVINGTON TRUST2,9073,000+934695920.04%+123
GE AEROSPACE(GE)2,0882,094+64185390.04%+121
CROWDSTRIKE HLDGS INC(CRWD)706723+172493680.03%+119
UBER TECHNOLOGIES INC(UBER)5,6725,688+164135310.04%+117
JACOBS SOLUTIONS INC(J)11,00011,00001,3301,4460.11%+116
BLACKSTONE INC(BX)10,98111,017+361,5351,6480.12%+113
VANECK ETF TRUST
URANI NUCLE ETF
3,1233,013-1102293350.03%+106
GRAYSCALE BITCOIN TRUST ETF(GBTC)5,3825,38203514570.03%+106
ISHARES TR4,4914,738+2474175220.04%+105
KINDER MORGAN INC DEL(KMI)93,64194,250+6092,6722,7710.21%+99
ISHARES TR7,3337,343+108959920.07%+97
COSTCO WHSL CORP NEW(COST)3,3683,314-543,1863,2810.25%+95
PHILIP MORRIS INTL INC(PM)5,7335,506-2279101,0030.08%+93
ISHARES TR7,5927,59208849760.07%+93
COMSTOCK RES INC(CRK)12,03012,03002453330.02%+88
ISHARES TR1,3621,36204925780.04%+86
VANGUARD WORLD FD
INF TECH ETF
71271203864720.04%+86
ANALOG DEVICES INC(ADI)2,3012,307+64645490.04%+85
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SFMG, LLC — 13F Holdings — Q2 2025 | TickerTrail