Sage Private Wealth Group, LLC Incresed Positions in Q4 2024

Sage Private Wealth Group, LLC

  • $133 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22.1K
+ 538.68%
$117.0 - $148.88 $2.58M - $3.28M
26.2K $3.51M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
32.4K
+ 8.64%
$40.97 - $42.66 $1.33M - $1.38M
407K $16.9M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.13K
+ 3.01%
$73.49 - $86.09 $377K - $441K
175K $13.5M
AVGO
Broadcom Inc.

Technology
45
+ 0.74%
$159.67 - $250.0 $7.19K - $11.3K
6.1K $1.41M
GOOG
Alphabet Inc.

Communication Services
113
+ 2.37%
$163.08 - $198.16 $18.4K - $22.4K
4.88K $929K
GOOGL
Alphabet Inc.

Communication Services
216
+ 6.19%
$161.86 - $196.66 $35K - $42.5K
3.71K $701K
UNH
Unitedhealth Group Inc

Healthcare
281
+ 59.91%
$485.52 - $625.25 $136K - $176K
750 $379K
IWF
Ishares Russell 1000 Gr ETF

ETFs
186
+ 18.31%
$370.24 - $418.94 $68.9K - $77.9K
1.2K $482K
DRI
Darden Restaurants Inc

Consumer Cyclical
43
+ 2.03%
$155.96 - $188.66 $6.71K - $8.11K
2.16K $402K
META
Meta Platforms, Inc.

Communication Services
51
+ 13.25%
$554.08 - $632.68 $28.3K - $32.3K
436 $257K
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.2%
$449.08 - $504.6 $1.8K - $2.02K
2.04K $941K
FDS
Factset Research Systems Inc

Financial Services
5
+ 0.45%
$449.69 - $495.72 $2.25K - $2.48K
1.13K $541K
FIS
Fidelity National Information Services, Inc.

Technology
404
+ 11.49%
$80.14 - $90.95 $32.4K - $36.7K
3.92K $316K
TT
Trane Technologies PLC

Industrials
95
+ 13.07%
$369.35 - $419.14 $35.1K - $39.8K
822 $303K
INTU
Intuit Inc

Technology
24
+ 3.79%
$602.01 - $706.25 $14.4K - $17K
657 $412K
JCI
Johnson Controls International PLC

Industrials
117
+ 3.11%
$74.23 - $86.6 $8.68K - $10.1K
3.87K $305K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.1%
$570.51 - $610.59 $571 - $611
995 $585K
ACN
Accenture PLC

Technology
32
+ 2.79%
$343.9 - $376.86 $11K - $12.1K
1.18K $414K
ADI
Analog Devices Inc

Technology
148
+ 10.26%
$206.35 - $236.48 $30.5K - $35K
1.59K $338K
INTC
Intel Corp

Technology
1.96K
+ 12.83%
$19.07 - $26.23 $37.3K - $51.3K
17.2K $344K
QCOM
Qualcomm Inc

Technology
127
+ 5.55%
$150.4 - $178.04 $19.1K - $22.6K
2.41K $370K
MSFT
Microsoft Corp

Technology
100
+ 1.4%
$406.35 - $454.46 $40.6K - $45.4K
7.23K $3.05M
AFL
Aflac Inc

Financial Services
119
+ 3.05%
$100.37 - $115.27 $11.9K - $13.7K
4.02K $415K
ABBV
Abb Vie Inc.

Healthcare
19
+ 1.19%
$164.99 - $203.87 $3.13K - $3.87K
1.61K $285K
BBY
Best Buy CO Inc

Consumer Cyclical
84
+ 3.25%
$85.2 - $101.35 $7.16K - $8.51K
2.67K $229K
STE
Steris PLC

Healthcare
61
+ 4.13%
$204.34 - $235.7 $12.5K - $14.4K
1.54K $315K
NEE
Nextera Energy Inc

Utilities
173
+ 3.57%
$69.77 - $85.43 $12.1K - $14.8K
5.02K $359K
JNJ
Johnson & Johnson

Healthcare
6
+ 0.2%
$143.34 - $165.86 $860 - $995
3.01K $434K
MRK
Merck & Co., Inc.

Healthcare
143
+ 2.48%
$96.31 - $114.76 $13.8K - $16.4K
5.91K $587K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
24.5K
+ 6.24%
$26.01 - $28.19 $638K - $691K
417K $10.9M
Activity Summary
Buys All Purchases 37 New Holdings 6 Increased Positions 31 Sells All Sells 54 Reductions 42 Sold out 12 Options Calls 0 Puts 0
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