Sage Private Wealth Group, LLC Reduced Holdings in Q4 2024

Sage Private Wealth Group, LLC

  • $133 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-12.8K
- 4.98%
$80.93 - $85.66 $1.03M - $1.09M
243K $19.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.86K
- 0.32%
$35.45 - $40.33 $65.9K - $75K
573K $20.6M
LLY
Eli Lilly & CO

Healthcare
-95
- 5.8%
$727.2 - $932.06 $69.1K - $88.5K
1.54K $1.19M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-5.4K
- 25.58%
$33.43 - $36.52 $180K - $197K
15.7K $529K
MPC
Marathon Petroleum Corp

Energy
-145
- 3.41%
$131.65 - $174.84 $19.1K - $25.4K
4.11K $573K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-13K
- 40.66%
$10.7 - $11.74 $139K - $153K
19K $205K
KO
Coca Cola CO

Consumer Defensive
-583
- 9.04%
$61.74 - $71.71 $36K - $41.8K
5.87K $365K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.27K
- 11.5%
$43.84 - $48.76 $55.8K - $62K
9.79K $430K
CMCSA
Comcast Corp

Communication Services
-478
- 3.28%
$37.39 - $45.14 $17.9K - $21.6K
14.1K $529K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-128
- 2.63%
$59.25 - $72.99 $7.58K - $9.34K
4.75K $283K
SBUX
Starbucks Corp

Consumer Cyclical
-247
- 4.98%
$87.44 - $102.5 $21.6K - $25.3K
4.71K $429K
TGT
Target Corp

Consumer Defensive
-49
- 2.19%
$121.59 - $160.69 $5.96K - $7.87K
2.19K $295K
VZ
Verizon Communications Inc

Communication Services
-134
- 1.43%
$39.6 - $45.21 $5.31K - $6.06K
9.21K $368K
HD
Home Depot, Inc.

Consumer Cyclical
-43
- 2.24%
$385.02 - $431.37 $16.6K - $18.5K
1.88K $729K
CB
Chubb LTD

Financial Services
-96
- 5.55%
$271.57 - $301.89 $26.1K - $29K
1.63K $451K
MDT
Medtronic PLC

Healthcare
-59
- 1.59%
$79.61 - $92.24 $4.7K - $5.44K
3.65K $291K
UAA
Under Armour, Inc.

Consumer Cyclical
-2.47K
- 8.62%
$8.21 - $11.13 $20.3K - $27.5K
26.2K $216K
DIS
Walt Disney CO

Communication Services
-852
- 22.58%
$92.39 - $117.6 $78.7K - $100K
2.92K $325K
UNP
Union Pacific Corp

Industrials
-55
- 4.8%
$223.15 - $249.32 $12.3K - $13.7K
1.09K $248K
APD
Air Products & Chemicals, Inc.

Basic Materials
-69
- 4.9%
$285.5 - $335.62 $19.7K - $23.2K
1.34K $388K
CME
Cme Group Inc.

Financial Services
-232
- 6.2%
$221.17 - $246.02 $51.3K - $57.1K
3.51K $814K
ETN
Eaton Corp PLC

Industrials
-18
- 0.63%
$326.96 - $377.52 $5.89K - $6.8K
2.84K $943K
ADSK
Autodesk, Inc.

Technology
-12
- 1.6%
N/A
736 $180K
MO
Altria Group, Inc.

Consumer Defensive
-152
- 2.16%
$49.06 - $57.74 $7.46K - $8.78K
6.88K $359K
ILMN
Illumina, Inc.

Healthcare
-80
- 2.18%
$128.99 - $155.15 $10.3K - $12.4K
3.59K $479K
SAM
Boston Beer CO Inc

Consumer Defensive
-28
- 3.44%
$270.2 - $323.56 $7.57K - $9.06K
787 $236K
JPM
Jpmorgan Chase & CO

Financial Services
-638
- 11.75%
$205.18 - $250.29 $131K - $160K
4.79K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 4.45%
$873.59 - $994.69 $13.1K - $14.9K
322 $295K
INCY
Incyte Corp

Healthcare
-210
- 2.36%
$65.08 - $83.38 $13.7K - $17.5K
8.67K $598K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6
- 0.37%
$311.11 - $335.64 $1.87K - $2.01K
1.63K $526K
TJX
Tjx Companies Inc

Consumer Cyclical
-12
- 0.27%
$112.15 - $127.2 $1.35K - $1.53K
4.43K $534K
MA
Mastercard Inc

Financial Services
-22
- 2.69%
$491.3 - $536.15 $10.8K - $11.8K
796 $419K
CSCO
Cisco Systems, Inc.

Technology
-501
- 5.77%
$52.45 - $60.02 $26.3K - $30.1K
8.19K $484K
AXP
American Express CO

Financial Services
-49
- 2.58%
$267.35 - $305.57 $13.1K - $15K
1.85K $548K
WMT
Walmart Inc.

Consumer Defensive
-233
- 2.73%
$79.1 - $95.7 $18.4K - $22.3K
8.3K $749K
NFLX
Netflix Inc

Communication Services
-3
- 0.84%
$687.65 - $936.56 $2.06K - $2.81K
356 $317K
V
Visa Inc.

Financial Services
-21
- 0.88%
$273.87 - $320.91 $5.75K - $6.74K
2.37K $749K
CRM
Salesforce, Inc.

Technology
-57
- 2.96%
$270.87 - $367.87 $15.4K - $21K
1.87K $624K
AMZN
Amazon Com Inc

Consumer Cyclical
-58
- 1.11%
$180.88 - $232.93 $10.5K - $13.5K
5.16K $1.13M
AAPL
Apple Inc.

Technology
-88
- 0.67%
$221.69 - $259.02 $19.5K - $22.8K
13K $3.27M
TSLA
Tesla, Inc.

Consumer Cyclical
-8
- 0.54%
$213.65 - $479.86 $1.71K - $3.84K
1.48K $598K
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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