Sage Private Wealth Group, LLC Portfolio Holdings

Sage Private Wealth Group, LLC

  • $133 Million
  • Q4 2024

Sage Private Wealth Group, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Vi Smid Cap Risin with a value of $20.6M, Wisdomtree Tr Us Quality Divid with a value of $19.7M, Xtrackers Msci Eafe Hedged Equ with a value of $16.9M, First Tr Vi Rba Amern Indl Ren with a value of $13.5M, and Litman Gregory Fds Tr Imgp Dbi with a value of $10.9M.

Examining the 13F form we can see an increase of $6.22M in the current position value, from $127M to 133M. Also it can be appreciated an additional of 6 stocks purchases and 12 closed positions.

Below you can find more details about Sage Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Million
ETFs: $91 Million
Technology: $15.9 Million
Financial Services: $6.06 Million
Consumer Cyclical: $4.86 Million
Healthcare: $4.56 Million
Consumer Defensive: $3.69 Million
Communication Services: $3.43 Million
Industrials: $2.09 Million
Other: $1.52 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.56B
$236,000 0.18% of portfolio
787
Q4 2024 Reduced 3.44%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $133 Million
  • Prior Value $127 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 12 stocks
  • Reduced holdings in 42 stocks
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