Sagace Wealth Management LLC Incresed Positions in Q1 2025

Sagace Wealth Management LLC

  • $132 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.05K
+ 0.84%
$36.91 - $41.03 $38.9K - $43.2K
126K $4.99B
META
Meta Platforms, Inc.

Communication Services
416
+ 104.0%
$576.36 - $736.67 $240K - $306K
816 $470M
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.09K
+ 5.04%
$28.11 - $32.0 $86.8K - $98.8K
64.3K $1.98B
EFG
Msci Eafe Growth ETF

ETFs
1.3K
+ 6.12%
$96.1 - $106.37 $125K - $138K
22.5K $2.25B
VUG
Vanguard Growth ETF

ETFs
1.02K
+ 18.52%
$369.1 - $427.61 $375K - $434K
6.5K $2.41B
VAW
Vanguard Materials ETF

ETFs
323
+ 1.47%
$185.71 - $202.46 $60K - $65.4K
22.3K $4.22B
JNJ
Johnson & Johnson

Healthcare
21
+ 0.58%
$142.06 - $167.7 $2.98K - $3.52K
3.64K $604M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
463
+ 0.42%
$20.2 - $22.24 $9.35K - $10.3K
111K $2.38B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58
+ 0.13%
$42.5 - $46.71 $2.47K - $2.71K
44.6K $2.02B
XOM
Exxon Mobil Corp

Energy
145
+ 4.88%
$105.44 - $118.93 $15.3K - $17.2K
3.12K $371M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
90
+ 0.2%
$27.01 - $28.54 $2.43K - $2.57K
44.3K $1.24B
NFLX
Netflix Inc

Communication Services
1
+ 0.2%
$828.4 - $1058.6 $828 - $1.06K
500 $466M
CSCO
Cisco Systems, Inc.

Technology
71
+ 1.62%
$58.74 - $64.87 $4.17K - $4.61K
4.45K $274M
PG
Procter & Gamble CO

Consumer Defensive
39
+ 1.52%
$158.56 - $176.26 $6.18K - $6.87K
2.6K $443M
ADP
Automatic Data Processing Inc

Industrials
15
+ 2.16%
$286.85 - $318.64 $4.3K - $4.78K
708 $216M
RSP
Invesco S&P 500 Equal Weight E

ETFs
345
+ 0.94%
$169.43 - $182.84 $58.5K - $63.1K
37.1K $6.43B
ADSK
Autodesk, Inc.

Technology
29
+ 3.9%
N/A
772 $202M
TDIV
First Trust Nasdaq Technology

ETFs
843
+ 4.94%
$73.39 - $83.95 $61.9K - $70.8K
17.9K $1.32B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
360
+ 4.72%
$101.13 - $119.79 $36.4K - $43.1K
8K $825M
VOT
Vanguard Mid Cap Growth Index

ETFs
86
+ 1.08%
$237.72 - $276.98 $20.4K - $23.8K
8.03K $1.96B
QQQ
Invesco Qqq Trust, Series 1

ETFs
98
+ 3.57%
$468.34 - $539.52 $45.9K - $52.9K
2.84K $1.33B
VBK
Vanguard Small Cap Growth ETF

ETFs
93
+ 2.09%
$247.97 - $296.33 $23.1K - $27.6K
4.54K $1.14B
VO
Vanguard Mid Cap ETF

ETFs
142
+ 0.42%
$251.87 - $277.95 $35.8K - $39.5K
34K $8.8B
VB
Vanguard Small Cap ETF

ETFs
99
+ 0.44%
$217.89 - $252.64 $21.6K - $25K
22.8K $5.05B
DLR
Digital Realty Trust, Inc.

Real Estate
310
+ 2.24%
$142.1 - $183.56 $44.1K - $56.9K
14.1K $2.03B
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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