Sage Guard Financial Group, LLC New Holdings in Q4 2025

Sage Guard Financial Group, LLC

  • $628 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
145K
New
$245.27 - $275.25 $35.6M - $39.9M
145K $39.4B
NVDA
Nvidia Corp

Technology
141K
New
$179.83 - $207.04 $25.3M - $29.1M
141K $26.3B
WMT
Walmart Inc.

Consumer Defensive
205K
New
$101.18 - $109.03 $20.8M - $22.4M
205K $22.9B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
366K
New
$56.33 - $59.22 $20.6M - $21.7M
366K $21.3B
GLD
Spdr Gold Trust

ETFs
50.6K
New
$354.79 - $403.15 $18M - $20.4M
50.6K $20.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39.4K
New
$475.68 - $513.11 $18.7M - $20.2M
39.4K $19.8B
JEPI
J P Morgan Exchange Traded Fd

ETFs
298K
New
$56.0 - $57.6 $16.7M - $17.2M
298K $17.1B
KO
Coca Cola CO

Consumer Defensive
244K
New
$66.1 - $71.61 $16.1M - $17.5M
244K $17.1B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
455K
New
$33.05 - $33.87 $15.1M - $15.4M
455K $15.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
24.3K
New
$589.5 - $635.77 $14.3M - $15.5M
24.3K $15B
COST
Costco Wholesale Corp

Consumer Defensive
15.6K
New
$910.94 - $954.99 $14.2M - $14.9M
15.6K $13.4B
PGR
Progressive Corp

Financial Services
57.7K
New
$203.7 - $246.46 $11.7M - $14.2M
57.7K $13.1B
GE
General Electric CO

Industrials
38.6K
New
$291.49 - $314.28 $11.3M - $12.1M
38.6K $11.9B
CL
Colgate Palmolive CO

Consumer Defensive
147K
New
$74.98 - $79.86 $11.1M - $11.8M
147K $11.7B
DUK
Duke Energy Corp

Utilities
96.9K
New
$121.57 - $129.03 $11.8M - $12.5M
96.9K $11.4B
MCD
Mcdonalds Corp

Consumer Cyclical
36.5K
New
$293.81 - $310.11 $10.7M - $11.3M
36.5K $11.1B
IBM
International Business Machines Corp

Technology
33K
New
$275.97 - $314.98 $9.09M - $10.4M
33K $9.76B
XLF
Financial Sector Spdr

ETFs
176K
New
$51.76 - $53.77 $9.09M - $9.45M
176K $9.62B
XLP
Consumer Staples Sector Spdr

ETFs
121K
New
N/A
121K $9.4B
META
Meta Platforms, Inc.

Communication Services
13.6K
New
$609.01 - $751.67 $8.31M - $10.3M
13.6K $9.01B
Rbb Fd Inc
305K
New
N/A
305K $8.9B
CEG
Constellation Energy Corp

Utilities
23.4K
New
$335.74 - $401.43 $7.85M - $9.39M
23.4K $8.26B
STLD
Steel Dynamics Inc

Basic Materials
48.3K
New
N/A
48.3K $8.19B
SPYI
Shp ETF Tr Neos S&P 500 High I
155K
New
N/A
155K $8.12B
XOM
Exxon Mobil Corp

Energy
67.2K
New
$110.64 - $119.78 $7.44M - $8.05M
67.2K $8.09B
GOOG
Alphabet Inc.

Communication Services
24.4K
New
$237.49 - $291.74 $5.79M - $7.11M
24.4K $7.65B
PPA
Invesco Exchange Traded Fd Tr

ETFs
43.6K
New
$150.5 - $159.55 $6.56M - $6.96M
43.6K $6.83B
VGT
Vanguard Information Technolog

ETFs
7.86K
New
$736.33 - $801.52 $5.78M - $6.3M
7.86K $5.92B
WM
Waste Management Inc

Industrials
26.7K
New
$196.77 - $219.98 $5.25M - $5.87M
26.7K $5.86B
Invesco Actively Managed Exc
107K
New
N/A
107K $5.69B
ET
Energy Transfer LP

Energy
333K
New
$16.29 - $17.01 $5.42M - $5.66M
333K $5.49B
T
At&T Inc.

Communication Services
187K
New
$24.44 - $27.55 $4.57M - $5.15M
187K $4.64B
HCA
Hca Healthcare, Inc.

Healthcare
9.8K
New
$410.68 - $476.61 $4.03M - $4.67M
9.8K $4.58B
IAU
Ishares Gold Trust

ETFs
46.8K
New
$72.65 - $82.5 $3.4M - $3.86M
46.8K $3.8B
Invesco Actively Managed Exc
69.9K
New
N/A
69.9K $3.78B
Invesco Actively Managed Exc
73.2K
New
N/A
73.2K $3.73B
CVX
Chevron Corp

Energy
24.4K
New
$148.9 - $157.72 $3.64M - $3.85M
24.4K $3.72B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8.1K
New
$402.9 - $437.15 $3.26M - $3.54M
8.1K $3.67B
ABBV
Abb Vie Inc.

Healthcare
14.6K
New
$211.96 - $244.38 $3.09M - $3.56M
14.6K $3.33B
JPM
Jpmorgan Chase & CO

Financial Services
10.2K
New
$294.11 - $320.41 $2.99M - $3.26M
10.2K $3.28B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
113K
New
$26.44 - $27.53 $3M - $3.12M
113K $3.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.87K
New
$600.51 - $631.95 $2.92M - $3.08M
4.87K $3.05B
VUG
Vanguard Growth ETF

ETFs
6.08K
New
$470.44 - $504.26 $2.86M - $3.07M
6.08K $2.97B
XLV
Select Sector Spdr Fund Health

ETFs
18.8K
New
$141.95 - $152.82 $2.67M - $2.88M
18.8K $2.92B
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
110K
New
$24.05 - $24.34 $2.64M - $2.67M
110K $2.7B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
56.8K
New
$46.57 - $47.16 $2.65M - $2.68M
56.8K $2.64B
NOC
Northrop Grumman Corp

Industrials
4.43K
New
$558.0 - $637.95 $2.47M - $2.83M
4.43K $2.53B
OKE
Oneok Inc

Energy
32.1K
New
$64.31 - $72.98 $2.06M - $2.34M
32.1K $2.36B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$712170.0 - $770185.0 $2.14M - $2.31M
3 $2.26B
Activity Summary
Buys All Purchases 174 New Holdings 170 Increased Positions 4 Sells All Sells 11 Reductions 3 Sold out 8 Options Calls 0 Puts 0
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