Sage Financial Group Inc Portfolio Holdings

Sage Financial Group Inc

  • $1.24 Billion
  • Q4 2024

Sage Financial Group Inc has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.24 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $576M, Ishares Core S&P Mid Cap ETF with a value of $79.7M, Vanguard Growth ETF with a value of $63.5M, Ishares Core S&P Sm Cap ETF with a value of $59.3M, and Vanguard Value ETF with a value of $58.1M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $1.22B to 1.24B.

Below you can find more details about Sage Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
ETFs: $1.24 Billion
Technology: $753,000
Healthcare: $266,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $1.24 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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