Pacific Sage Partners, LLC Portfolio Holdings

Pacific Sage Partners, LLC

  • $444 Billion
  • Q1 2025

Pacific Sage Partners, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $444 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $72.5B, Schwab Intermediate Term Us Tr with a value of $67.4B, Vanguard with a value of $46.1B, Schwab Strategic Tr Intl Eqty with a value of $34.3B, and Ishares Russell 1000 Val ETF with a value of $26.6B.

Examining the 13F form we can see an increase of $5.77B in the current position value, from $438B to 444B.

Pacific Sage Partners, LLC is based out at Shoreline, WA

Below you can find more details about Pacific Sage Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $444 Billion
ETFs: $253 Billion
Technology: $96.7 Billion
Financial Services: $27.9 Billion
Consumer Cyclical: $21.2 Billion
Consumer Defensive: $8.47 Billion
Communication Services: $8.34 Billion
Industrials: $7 Billion
Healthcare: $6.62 Billion
Other: $3.27 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$238 Million 0.05% of portfolio
2,274
Q1 2025 Added 8.75%
$228B
$236 Million 0.05% of portfolio
1,179
Q1 2025 New
$280B
$235 Million 0.05% of portfolio
3,271
Q1 2025 Added 0.06%
$72.2B
$234 Million 0.05% of portfolio
3,687
Q1 2025 Added 3.08%
$268B
$226 Million 0.05% of portfolio
1,423
Q1 2025 New
$332M
$176 Million 0.04% of portfolio
12,315
Q4 2024 Reduced 4.88%
$0
$75.8 Million 0.02% of portfolio
17,345
Q4 2023 Reduced 0.15%
$4.38B
$75.4 Million 0.02% of portfolio
19,241
Q1 2025 Reduced 0.06%
$196M
$59.7 Million 0.01% of portfolio
75,770
Q1 2025 Added 3.14%
$458M
$15.8 Million 0.0% of portfolio
11,720
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $444 Billion
  • Prior Value $438 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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