Pacific Sage Partners, LLC Portfolio Holdings

Pacific Sage Partners, LLC

  • $420 Billion
  • Q3 2024

Pacific Sage Partners, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $420 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $79.2B, Schwab Intermediate Term Us Tr with a value of $63.8B, Vanguard with a value of $44.6B, Schwab Strategic Tr Intl Eqty with a value of $31.8B, and Ishares Russell 1000 Val ETF with a value of $25.4B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $403B to 420B.

Pacific Sage Partners, LLC is based out at Shoreline, WA

Below you can find more details about Pacific Sage Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $420 Billion
ETFs: $245 Billion
Technology: $106 Billion
Consumer Cyclical: $19.9 Billion
Financial Services: $16.3 Billion
Consumer Defensive: $7.83 Billion
Communication Services: $7.64 Billion
Healthcare: $7.07 Billion
Industrials: $6.82 Billion
Other: $3.29 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7B
$488 Million 0.12% of portfolio
2,252
Q3 2024 Reduced 4.5%
$3.83B
$222 Million 0.05% of portfolio
9,873
Q3 2024 Added 0.01%
$6.27B
$144 Million 0.03% of portfolio
20,252
Q3 2024 Reduced 39.31%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $420 Billion
  • Prior Value $403 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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