Sage Private Wealth Group, LLC New Holdings 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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
804
New
$31.4 - $42.04 $25.2K - $33.8K
804 $25K
MAIN
Main Street Capital Corp

Financial Services
489
New
$33.23 - $45.28 $16.2K - $22.1K
489 $16K
GLD
Spdr Gold Trust

ETFs
100
New
$151.23 - $168.32 $15.1K - $16.8K
100 $15K
ARCC
Ares Capital Corp

Financial Services
849
New
$16.84 - $20.7 $14.3K - $17.6K
849 $14K
CAH
Cardinal Health Inc

Healthcare
201
New
$52.25 - $71.32 $10.5K - $14.3K
201 $13K
WPC
W. P. Carey Inc.

Real Estate
193
New
$68.77 - $89.3 $13.3K - $17.2K
193 $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
SOXX
Ishares Semiconductor ETF

ETFs
25
New
$106.24 - $423.32 $2.66K - $10.6K
25 $8K
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
C
Citigroup Inc

Financial Services
101
New
$27.25 - $52.59 $2.75K - $5.31K
101 $4K
PARA
Paramount Global

Communication Services
201
New
$18.95 - $42.41 $3.81K - $8.52K
201 $4K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
306
New
$12.8 - $28.65 $3.92K - $8.77K
306 $4K
ARKG
Ark Genomic Revolution ETF (De

ETFs
50
New
$31.57 - $42.39 $1.58K - $2.12K
50 $2K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
100
New
$24.21 - $31.84 $2.42K - $3.18K
100 $2K
WBD
Warner Bros. Discovery, Inc.

Communication Services
72
New
$11.32 - $17.48 $815 - $1.26K
72 $1K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
30
New
$30.87 - $34.56 $926 - $1.04K
30 $1K
HLN
Haleon PLC

Healthcare
201
New
$5.63 - $7.5 $1.13K - $1.51K
201 $1K
RMTI
Rockwell Medical, Inc.

Healthcare
54
New
$1.2 - $2.11 $64.8 - $114
54 $0
OGN
Organon & Co.

Healthcare
10
New
$23.4 - $34.25 $234 - $343
10 $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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