Sage Private Wealth Group, LLC Incresed Positions in Q4 2025

Sage Private Wealth Group, LLC

  • $166 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FDT
First Trust Developed Markets

ETFs
9.73K
+ 5.75%
$73.59 - $78.43 $716K - $763K
179K $14M
IAU
Ishares Gold Trust

ETFs
4.06K
+ 2.23%
$72.65 - $82.5 $295K - $335K
186K $14.3M
GLDM
World Gold Trust

ETFs
3.25K
+ 1.91%
$76.32 - $86.69 $248K - $282K
174K $14.1M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
9.99K
+ 2.06%
$27.18 - $28.91 $272K - $289K
494K $14M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.69K
+ 7.04%
$128.96 - $165.33 $734K - $941K
86.5K $11.2M
INCY
Incyte Corp

Healthcare
47
+ 0.49%
$83.8 - $108.26 $3.94K - $5.09K
9.68K $1.01M
AMD
Advanced Micro Devices Inc

Technology
39
+ 2.47%
$164.01 - $264.33 $6.4K - $10.3K
1.62K $389K
AMZN
Amazon Com Inc

Consumer Cyclical
54
+ 0.9%
$213.04 - $254.0 $11.5K - $13.7K
6.03K $1.42M
SJM
J M Smucker CO

Consumer Defensive
855
+ 21.91%
$101.21 - $110.3 $86.5K - $94.3K
4.76K $519K
FSLR
First Solar, Inc.

Technology
9
+ 0.33%
$223.36 - $277.39 $2.01K - $2.5K
2.78K $704K
IWF
Ishares Russell 1000 Gr ETF

ETFs
122
+ 6.64%
$459.47 - $491.71 $56.1K - $60K
1.96K $922K
MNST
Monster Beverage Corp

Consumer Defensive
350
+ 5.4%
$66.31 - $71.91 $23.2K - $25.2K
6.83K $487K
AIQ
Global X Funds Global X Artifi

ETFs
840
+ 7.62%
$48.93 - $53.56 $41.1K - $45K
11.9K $594K
CME
Cme Group Inc.

Financial Services
62
+ 1.84%
$261.53 - $285.04 $16.2K - $17.7K
3.44K $959K
STE
Steris PLC

Healthcare
64
+ 3.44%
$235.48 - $267.99 $15.1K - $17.2K
1.92K $496K
AXP
American Express CO

Financial Services
59
+ 3.34%
$316.26 - $372.77 $18.7K - $22K
1.83K $622K
CMI
Cummins Inc

Industrials
3
+ 0.38%
$407.98 - $484.34 $1.22K - $1.45K
797 $368K
ABBV
Abb Vie Inc.

Healthcare
92
+ 2.28%
$211.96 - $244.38 $19.5K - $22.5K
4.13K $967K
AFL
Aflac Inc

Financial Services
148
+ 3.06%
$105.7 - $115.01 $15.6K - $17K
4.98K $569K
PEP
Pepsico Inc

Consumer Defensive
100
+ 5.34%
$138.84 - $153.71 $13.9K - $15.4K
1.97K $291K
TGT
Target Corp

Consumer Defensive
274
+ 5.73%
$85.53 - $97.77 $23.4K - $26.8K
5.06K $454K
MCD
Mcdonalds Corp

Consumer Cyclical
64
+ 5.54%
$293.81 - $310.11 $18.8K - $19.8K
1.22K $371K
CRM
Salesforce, Inc.

Technology
64
+ 2.41%
$235.69 - $263.41 $15.1K - $16.9K
2.72K $644K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
95
+ 5.57%
$211.58 - $234.2 $20.1K - $22.2K
1.8K $389K
QCOM
Qualcomm Inc

Technology
42
+ 1.31%
$153.59 - $187.68 $6.45K - $7.88K
3.25K $541K
ADSK
Autodesk, Inc.

Technology
29
+ 3.47%
N/A
865 $212K
ACN
Accenture PLC

Technology
55
+ 2.75%
$234.02 - $253.35 $12.9K - $13.9K
2.06K $496K
PEG
Public Service Enterprise Group Inc

Utilities
43
+ 1.52%
$79.86 - $84.83 $3.43K - $3.65K
2.87K $238K
FDS
Factset Research Systems Inc

Financial Services
98
+ 4.62%
$253.62 - $294.11 $24.9K - $28.8K
2.22K $608K
APD
Air Products & Chemicals, Inc.

Basic Materials
65
+ 4.14%
$237.56 - $271.47 $15.4K - $17.6K
1.64K $424K
FIS
Fidelity National Information Services, Inc.

Technology
42
+ 0.72%
$61.5 - $68.57 $2.58K - $2.88K
5.91K $379K
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 1.0%
$144.33 - $160.86 $1.88K - $2.09K
1.31K $200K
ADBE
Adobe Inc.

Technology
22
+ 3.03%
$325.07 - $359.91 $7.15K - $7.92K
747 $242K
NFLX
Netflix Inc

Communication Services
2.79K
+ 946.1%
$110.29 - $1241.35 $308K - $3.46M
3.09K $340K
INTU
Intuit Inc

Technology
22
+ 2.82%
$641.79 - $683.39 $14.1K - $15K
802 $518K
MDLZ
Mondelez International, Inc.

Consumer Defensive
472
+ 8.1%
$55.57 - $63.17 $26.2K - $29.8K
6.3K $349K
V
Visa Inc.

Financial Services
73
+ 2.82%
$325.75 - $352.42 $23.8K - $25.7K
2.66K $866K
O
Realty Income Corp

Real Estate
170
+ 2.22%
$56.12 - $60.64 $9.54K - $10.3K
7.84K $445K
VZ
Verizon Communications Inc

Communication Services
93
+ 1.08%
$38.4 - $43.83 $3.57K - $4.08K
8.67K $355K
MO
Altria Group, Inc.

Consumer Defensive
306
+ 5.58%
$56.38 - $66.65 $17.3K - $20.4K
5.79K $336K
DRI
Darden Restaurants Inc

Consumer Cyclical
37
+ 1.79%
$171.59 - $193.49 $6.35K - $7.16K
2.11K $366K
UNH
Unitedhealth Group Inc

Healthcare
31
+ 1.8%
$320.52 - $369.92 $9.94K - $11.5K
1.75K $562K
TSLA
Tesla, Inc.

Consumer Cyclical
11
+ 0.93%
$401.99 - $468.37 $4.42K - $5.15K
1.2K $489K
ADI
Analog Devices Inc

Technology
43
+ 1.44%
$225.32 - $246.37 $9.69K - $10.6K
3.03K $695K
CMCSA
Comcast Corp

Communication Services
1.13K
+ 5.18%
$26.98 - $31.09 $30.5K - $35.2K
23K $625K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.5K
+ 1.8%
$93.79 - $100.35 $328K - $351K
198K $18.6M
MSI
Motorola Solutions, Inc.

Technology
52
+ 2.14%
$379.98 - $462.26 $19.8K - $24K
2.48K $941K
Activity Summary
Buys All Purchases 51 New Holdings 3 Increased Positions 48 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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