Sage Private Wealth Group, LLC Incresed Positions in Q3 2022

Sage Private Wealth Group, LLC

  • $75.7 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
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
AMZN
Amazon Com Inc

Consumer Cyclical
107
+ 3.09%
$109.22 - $144.78 $11.7K - $15.5K
3.57K $403K
TSLA
Tesla, Inc.

Consumer Cyclical
430
+ 200.0%
$265.25 - $927.96 $114K - $399K
645 $171K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
15.5K
+ 3.83%
$32.0 - $40.37 $496K - $626K
420K $13.6M
TGT
Target Corp

Consumer Defensive
13
+ 0.59%
$142.38 - $180.19 $1.85K - $2.34K
2.21K $329K
CVS
Cvs Health Corp

Healthcare
158
+ 29.42%
$92.53 - $106.43 $14.6K - $16.8K
695 $66K
RBLX
Roblox Corp

Communication Services
105
+ 3.25%
$35.07 - $49.81 $3.68K - $5.23K
3.34K $120K
SAM
Boston Beer CO Inc

Consumer Defensive
4
+ 0.95%
$306.23 - $384.31 $1.22K - $1.54K
423 $137K
PFE
Pfizer Inc

Healthcare
203
+ 203.0%
$43.76 - $53.42 $8.88K - $10.8K
303 $13K
PRU
Prudential Financial Inc

Financial Services
101
+ 101.0%
$21.01 - $99.99 $2.12K - $10.1K
201 $17K
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
DIS
Walt Disney CO

Communication Services
17
+ 0.53%
$91.84 - $124.96 $1.56K - $2.12K
3.2K $302K
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 27.47%
$207.83 - $243.97 $5.2K - $6.1K
116 $24K
F
Ford Motor CO

Consumer Cyclical
12
+ 0.08%
$11.06 - $25.12 $133 - $301
14.4K $162K
FXN
First Tr Exchange Traded Fd Fi

ETFs
4
+ 0.6%
$14.03 - $18.3 $56.1 - $73.2
666 $10K
FRI
First Tr S&P Reit Index Fd

ETFs
1
+ 0.46%
$22.74 - $28.91 $22.7 - $28.9
218 $5K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.5%
$36.81 - $44.48 $36.8 - $44.5
200 $7K
IGE
Ishares Tr North Amern Nat Res

ETFs
10
+ 1.17%
$33.17 - $40.89 $332 - $409
868 $30K
XLF
Financial Sector Spdr

ETFs
6
+ 0.53%
$30.36 - $35.81 $182 - $215
1.14K $35K
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.38%
$45.72 - $55.81 $45.7 - $55.8
263 $12K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.29%
$179.47 - $216.24 $179 - $216
348 $63K
DVY
Ishares Tr

ETFs
1
+ 0.81%
$107.22 - $127.71 $107 - $128
125 $13K
FEX
First Tr Large Cap Core Alphde

ETFs
2
+ 0.53%
$72.22 - $85.49 $144 - $171
379 $27K
WTRG
Essential Utilities, Inc.

Utilities
2
+ 0.39%
$41.38 - $52.37 $82.8 - $105
519 $22K
FVD
First Tr Value Line Divid Inde

ETFs
2
+ 0.4%
$35.79 - $42.23 $71.6 - $84.5
507 $18K
GOOGL
Alphabet Inc.

Communication Services
532
+ 1900.0%
$95.65 - $122.08 $50.9K - $64.9K
560 $54K
MO
Altria Group, Inc.

Consumer Defensive
83
+ 0.76%
$40.38 - $46.22 $3.35K - $3.84K
11K $443K
PM
Philip Morris International Inc.

Consumer Defensive
15
+ 1.36%
$83.01 - $101.72 $1.25K - $1.53K
1.12K $93K
RL
Ralph Lauren Corp

Consumer Cyclical
16
+ 0.37%
$83.96 - $101.16 $1.34K - $1.62K
4.3K $365K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.09%
$134.21 - $153.93 $134 - $154
1.12K $151K
HAS
Hasbro, Inc.

Consumer Cyclical
1
+ 0.06%
$67.42 - $84.8 $67.4 - $84.8
1.71K $115K
GOOG
Alphabet Inc.

Communication Services
2.32K
+ 1900.0%
$0.0 - $122.88 $0 - $285K
2.44K $235K
INTC
Intel Corp

Technology
5
+ 0.16%
$25.77 - $40.61 $129 - $203
3.23K $83K
VFC
V F Corp

Consumer Cyclical
21
+ 0.63%
$29.91 - $48.57 $628 - $1.02K
3.37K $101K
MSFT
Microsoft Corp

Technology
59
+ 1.53%
$232.9 - $293.47 $13.7K - $17.3K
3.91K $910K
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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