Sagace Wealth Management LLC Purchases and Sells in Q1 2025

Sagace Wealth Management LLC

$132 Billion
Q1 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IQLT	1.05K + 0.84%	$36.91 - $41.03 $38.9K - $43.2K	126K $4.99B
META	416 + 104.0%	$576.36 - $736.67 $240K - $306K	816 $470M
FNDE	3.09K + 5.04%	$28.11 - $32.0 $86.8K - $98.8K	64.3K $1.98B
EFG	1.3K + 6.12%	$96.1 - $106.37 $125K - $138K	22.5K $2.25B
VUG	1.02K + 18.52%	$369.1 - $427.61 $375K - $434K	6.5K $2.41B
VAW	323 + 1.47%	$185.71 - $202.46 $60K - $65.4K	22.3K $4.22B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KLAC	365 New	$636.62 - $777.63 $232K - $284K	365 $248M
GE	1.12K New	$168.59 - $212.13 $189K - $238K	1.12K $225M
MMM	1.52K New	$129.7 - $155.12 $197K - $236K	1.52K $223M
PGR	715 New	$235.61 - $291.22 $168K - $208K	715 $202M
UBER	2.78K New	$63.17 - $81.49 $175K - $226K	2.78K $202M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-683 - 8.05%	$507.05 - $563.67 $346K - $385K	7.8K $4.01B
AVGO	-1.23K - 32.14%	$167.43 - $244.7 $206K - $301K	2.6K $435M
XMHQ	-62 - 0.16%	$89.18 - $104.04 $5.53K - $6.45K	39.1K $3.58B
MSFT	-432 - 27.08%	$375.39 - $447.2 $162K - $193K	1.16K $437M
SRLN	-2K - 0.98%	$41.02 - $41.99 $82.1K - $84.1K	203K $8.35B
AAPL	-31 - 0.62%	$209.68 - $247.1 $6.5K - $7.66K	4.97K $1.1B

Activity Summary All Purchases 31 New Holdings 5 Increased Positions 26 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagace Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagace Wealth Management LLC with notifications on news.