Sar Wealth Management Group, LLC Purchases in Q4 2024

Sar Wealth Management Group, LLC

  • $149 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
839
+ 1.58%
$280.04 - $302.45 $235K - $254K
53.9K $15.6B
PLTR
Palantir Technologies Inc.

Technology
2.94K
New
$36.46 - $82.38 $107K - $242K
2.94K $222M
SFLR
Innovator Etfs Tr Equity Manag
4.34K
+ 28.31%
N/A
19.7K $642M
MCK
Mckesson Corp

Healthcare
4
+ 0.21%
$482.27 - $628.5 $1.93K - $2.51K
1.91K $1.09B
AMZN
Amazon Com Inc

Consumer Cyclical
101
+ 3.09%
$180.88 - $232.93 $18.3K - $23.5K
3.37K $740M
T Rowe Price ETF Inc
2.88K
+ 6.65%
N/A
46.2K $1.54B
NVDA
Nvidia Corp

Technology
40
+ 0.69%
$117.0 - $148.88 $4.68K - $5.96K
5.8K $779M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.46K
+ 2.28%
$113.92 - $127.38 $167K - $186K
65.8K $7.58B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 16.77%
$442.29 - $483.08 $35.4K - $38.6K
557 $252M
CGGR
Capital Group Growth ETF Shs C

ETFs
21
+ 0.17%
$34.49 - $39.24 $724 - $824
12.6K $469M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.14%
$554.08 - $632.68 $554 - $633
708 $414M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
59
+ 0.29%
$33.92 - $36.6 $2K - $2.16K
20.4K $704M
VIG
Vanguard Dividend Appreciation

ETFs
265
+ 1.2%
N/A
22.3K $4.37B
DVY
Ishares Tr

ETFs
6
+ 0.36%
$129.55 - $143.41 $777 - $860
1.67K $219M
KO
Coca Cola CO

Consumer Defensive
1.08K
+ 12.28%
$61.74 - $71.71 $66.4K - $77.1K
9.83K $612M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
64
+ 0.35%
$14.4 - $15.75 $922 - $1.01K
18.3K $264M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
80
+ 0.53%
N/A
15.1K $310M
EFA
Ishares Tr Msci Eafe ETF

ETFs
38
+ 1.26%
$75.1 - $82.99 $2.85K - $3.15K
3.07K $232M
DNP
Dnp Select Income Fund Inc

Financial Services
3
+ 0.01%
$8.82 - $9.96 $26.5 - $29.9
20.2K $178M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
577
+ 1.43%
$69.58 - $74.87 $40.1K - $43.2K
41.1K $2.87B
UPS
United Parcel Service Inc

Industrials
1
+ 0.03%
$122.65 - $138.35 $123 - $138
3.66K $461M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.37%
$385.02 - $431.37 $4.24K - $4.75K
2.95K $1.15B
SO
Southern CO

Utilities
60
+ 0.8%
$81.5 - $94.15 $4.89K - $5.65K
7.58K $624M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
274K
+ 197.18%
$26.93 - $84.95 $7.39M - $23.3M
414K $11.3B
Activity Summary
Buys All Purchases 25 New Holdings 1 Increased Positions 24 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sar Wealth Management Group, LLC Portfolio

Follow Sar Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email