Sage Private Wealth Group, LLC Purchases in Q3 2022

Sage Private Wealth Group, LLC

  • $75.7 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
68.3K
New
$85.23 - $105.13 $5.82M - $7.18M
68.3K $5.92M
VGLT
Vanguard Long Term Treasury Et

ETFs
36.6K
New
$62.05 - $73.26 $2.27M - $2.68M
36.6K $2.3M
COIN
Coinbase Global, Inc.

Technology
7.41K
+ 18.76%
$49.04 - $98.02 $363K - $726K
46.9K $3.02M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.99K
+ 7.91%
$90.35 - $112.62 $361K - $450K
54.5K $4.92M
AVGO
Broadcom Inc.

Technology
346
+ 104.22%
$444.01 - $1748.97 $154K - $605K
678 $301K
DVN
Devon Energy Corp

Energy
1.79K
+ 47.74%
$51.0 - $74.14 $91.1K - $132K
5.53K $332K
AAPL
Apple Inc.

Technology
403
+ 3.76%
$138.2 - $174.55 $55.7K - $70.3K
11.1K $1.54M
DRI
Darden Restaurants Inc

Consumer Cyclical
467
+ 49.52%
$114.35 - $134.35 $53.4K - $62.7K
1.41K $178K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
29.7K
+ 12.45%
$23.45 - $27.02 $695K - $801K
268K $6.41M
SBUX
Starbucks Corp

Consumer Cyclical
13
+ 0.26%
$77.76 - $92.7 $1.01K - $1.21K
4.96K $418K
TSLA
Tesla, Inc.

Consumer Cyclical
430
+ 200.0%
$265.25 - $927.96 $114K - $399K
645 $171K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
804
New
$31.4 - $42.04 $25.2K - $33.8K
804 $25K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
15.5K
+ 3.83%
$32.0 - $40.37 $496K - $626K
420K $13.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
11
+ 0.8%
$91.05 - $126.8 $1K - $1.39K
1.38K $145K
TGT
Target Corp

Consumer Defensive
13
+ 0.59%
$142.38 - $180.19 $1.85K - $2.34K
2.21K $329K
MAIN
Main Street Capital Corp

Financial Services
489
New
$33.23 - $45.28 $16.2K - $22.1K
489 $16K
CVS
Cvs Health Corp

Healthcare
158
+ 29.42%
$92.53 - $106.43 $14.6K - $16.8K
695 $66K
GLD
Spdr Gold Trust

ETFs
100
New
$151.23 - $168.32 $15.1K - $16.8K
100 $15K
RBLX
Roblox Corp

Communication Services
105
+ 3.25%
$35.07 - $49.81 $3.68K - $5.23K
3.34K $120K
ARCC
Ares Capital Corp

Financial Services
849
New
$16.84 - $20.7 $14.3K - $17.6K
849 $14K
WPC
W. P. Carey Inc.

Real Estate
193
New
$68.77 - $89.3 $13.3K - $17.2K
193 $13K
CAH
Cardinal Health Inc

Healthcare
201
New
$52.25 - $71.32 $10.5K - $14.3K
201 $13K
TD
Toronto Dominion Bank

Financial Services
204
New
$59.68 - $68.93 $12.2K - $14.1K
204 $13K
PTLO
Portillo'S Inc.

Consumer Cyclical
643
New
$16.74 - $28.44 $10.8K - $18.3K
643 $13K
SAM
Boston Beer CO Inc

Consumer Defensive
4
+ 0.95%
$306.23 - $384.31 $1.22K - $1.54K
423 $137K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26
New
$328.3 - $395.04 $8.54K - $10.3K
26 $9K
PFE
Pfizer Inc

Healthcare
203
+ 203.0%
$43.76 - $53.42 $8.88K - $10.8K
303 $13K
SOXX
Ishares Semiconductor ETF

ETFs
25
New
$106.24 - $423.32 $2.66K - $10.6K
25 $8K
PRU
Prudential Financial Inc

Financial Services
101
+ 101.0%
$21.01 - $99.99 $2.12K - $10.1K
201 $17K
COCO
Vita Coco Company, Inc.

Consumer Defensive
500
New
$9.9 - $15.93 $4.95K - $7.97K
500 $6K
OMC
Omnicom Group Inc.

Communication Services
101
New
$61.92 - $73.68 $6.25K - $7.44K
101 $6K
LUV
Southwest Airlines CO

Industrials
200
New
$30.84 - $41.5 $6.17K - $8.3K
200 $6K
Gsk PLC
161
New
N/A
161 $5K
T
At&T Inc.

Communication Services
308
New
$15.34 - $23.1 $4.72K - $7.11K
308 $5K
PARA
Paramount Global

Communication Services
201
New
$18.95 - $42.41 $3.81K - $8.52K
201 $4K
C
Citigroup Inc

Financial Services
101
New
$27.25 - $52.59 $2.75K - $5.31K
101 $4K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
306
New
$12.8 - $28.65 $3.92K - $8.77K
306 $4K
AFL
Aflac Inc

Financial Services
1
+ 0.03%
$53.45 - $64.55 $53.5 - $64.6
3.2K $180K
XOM
Exxon Mobil Corp

Energy
4
+ 0.77%
$83.14 - $100.12 $333 - $400
522 $46K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
100
New
$24.21 - $31.84 $2.42K - $3.18K
100 $2K
ARKG
Ark Genomic Revolution ETF (De

ETFs
50
New
$31.57 - $42.39 $1.58K - $2.12K
50 $2K
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 27.47%
$207.83 - $243.97 $5.2K - $6.1K
116 $24K
DIS
Walt Disney CO

Communication Services
17
+ 0.53%
$91.84 - $124.96 $1.56K - $2.12K
3.2K $302K
WBD
Warner Bros. Discovery, Inc.

Communication Services
72
New
$11.32 - $17.48 $815 - $1.26K
72 $1K
HLN
Haleon PLC

Healthcare
201
New
$5.63 - $7.5 $1.13K - $1.51K
201 $1K
F
Ford Motor CO

Consumer Cyclical
12
+ 0.08%
$11.06 - $25.12 $133 - $301
14.4K $162K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
30
New
$30.87 - $34.56 $926 - $1.04K
30 $1K
FXN
First Tr Exchange Traded Fd Fi

ETFs
4
+ 0.6%
$14.03 - $18.3 $56.1 - $73.2
666 $10K
RMTI
Rockwell Medical, Inc.

Healthcare
54
New
$1.2 - $2.11 $64.8 - $114
54 $0
Activity Summary
Buys All Purchases 71 New Holdings 27 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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