Sage Guard Financial Group, LLC Closed Holding Positions

Sage Guard Financial Group, LLC

  • $628 Billion
  • Q4 2025
Stock Closed Quarter Shares Sold Price Range Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2025 Filed on Jan 27, 2026
4,423
$111.33 - $117.16 $492K - $518K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2025 Filed on Jan 27, 2026
3,509
$83.45 - $84.82 $293K - $298K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2025 Filed on Jan 27, 2026
4,746
$26.75 - $27.15 $127K - $129K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q4 2025 Filed on Jan 27, 2026
6,519
$26.76 - $27.67 $174K - $180K
SPMD
Spdr Portfolio

ETFs
Q4 2025 Filed on Jan 27, 2026
4,364
$55.44 - $58.05 $242K - $253K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2025 Filed on Jan 27, 2026
8,959
$45.45 - $48.31 $407K - $433K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2025 Filed on Jan 27, 2026
24,529
$42.26 - $44.28 $1.04M - $1.09M
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2025 Filed on Jan 27, 2026
6,030
$24.31 - $24.46 $147K - $147K
PRU
Prudential Financial Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
7,318
$95.71 - $108.01 $700K - $790K
CCL
Carnival Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
20,129
$19.72 - $26.38 $397K - $531K
AB
Alliancebernstein Holding L.P.

Financial Services
Q3 2021 Filed on Nov 15, 2021
5,376
$44.35 - $52.37 $238K - $282K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 15, 2021
9,246
$47.36 - $53.86 $438K - $498K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q3 2021 Filed on Nov 15, 2021
2,867
$81.9 - $82.4 $235K - $236K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
19,698
$70.14 - $81.91 $1.38M - $1.61M
VTV
Vanguard Value ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
2,456
$134.5 - $142.48 $330K - $350K
TWLO
Twilio Inc

Communication Services
Q3 2021 Filed on Nov 15, 2021
597
$312.8 - $409.84 $187K - $245K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2021 Filed on Nov 15, 2021
16,199
$8.28 - $8.93 $134K - $145K
UPS
United Parcel Service Inc

Industrials
Q3 2021 Filed on Nov 15, 2021
1,070
$182.1 - $214.26 $195K - $229K
TTD
Trade Desk, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
3,010
$67.81 - $87.53 $204K - $263K
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Nov 15, 2021
448
$302.92 - $479.5 $136K - $215K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q3 2021 Filed on Nov 15, 2021
6,363
$101.54 - $101.82 $646K - $648K
PEP
Pepsico Inc

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
1,366
$148.2 - $158.91 $202K - $217K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
755
$259.0 - $308.53 $196K - $233K
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Nov 15, 2021
7,605
$28.63 - $35.64 $218K - $271K
MET
Metlife Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
3,723
$55.86 - $63.61 $208K - $237K
MPW
Medical Properties Trust Inc

Real Estate
Q3 2021 Filed on Nov 15, 2021
10,175
$19.66 - $21.92 $200K - $223K
MGA
Magna International Inc

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
2,534
$74.21 - $94.14 $188K - $239K
GM
General Motors CO

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
9,283
$48.18 - $59.11 $447K - $549K
SYLD
Cambria Shareholder Yld ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
6,560
$58.49 - $64.7 $384K - $424K
BP
Bp PLC

Energy
Q3 2021 Filed on Nov 15, 2021
8,138
$23.09 - $27.33 $188K - $222K
BX
Blackstone Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
8,344
$97.11 - $135.04 $810K - $1.13M
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
588
$257.41 - $401.12 $151K - $236K
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2021 Filed on Nov 15, 2021
2,437
$175.93 - $185.89 $429K - $453K
FDX
Fedex Corp

Industrials
Q3 2021 Filed on Nov 15, 2021
1,138
$219.29 - $299.67 $250K - $341K
ENPH
Enphase Energy, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
2,314
$148.4 - $193.93 $343K - $449K
Enable Midstream Partners LP
Q3 2021 Filed on Nov 15, 2021
83,978
N/A
D
Dominion Energy, Inc

Utilities
Q3 2021 Filed on Nov 15, 2021
13,949
$73.02 - $80.05 $1.02M - $1.12M
DNP
Dnp Select Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
26,435
$10.47 - $10.93 $277K - $289K
DIS
Walt Disney CO

Communication Services
Q3 2021 Filed on Nov 15, 2021
2,831
$169.17 - $185.91 $479K - $526K
Crane CO
Q3 2021 Filed on Nov 15, 2021
13,106
N/A
CMCSA
Comcast Corp

Communication Services
Q3 2021 Filed on Nov 15, 2021
3,907
$54.75 - $61.75 $214K - $241K
CIM
Chimera Investment Corp

Real Estate
Q3 2021 Filed on Nov 15, 2021
12,788
$14.03 - $15.53 $179K - $199K
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2021 Filed on Nov 15, 2021
3,876
$59.17 - $69.31 $229K - $269K
BLK
Black Rock Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
1,434
$838.66 - $954.94 $1.2M - $1.37M
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2021 Filed on Nov 15, 2021
18,204
$77.73 - $85.84 $1.41M - $1.56M
GNL
Global Net Lease, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
11,436
$16.02 - $18.79 $183K - $215K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
3,819
$53.48 - $61.25 $204K - $234K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
24,504
$12.02 - $12.5 $295K - $306K
CRM
Salesforce, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
2,503
$237.55 - $285.63 $595K - $715K
Track This Portfolio

Track Sage Guard Financial Group, LLC Portfolio

Follow Sage Guard Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Guard Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Guard Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email