Sar Wealth Management Group, LLC Portfolio Holdings
Sar Wealth Management Group, LLC
- $142 Billion
- Q2 2024
Sar Wealth Management Group, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Dorsey Wright Focu with a value of $26B, Fidelity Merrimack Str Tr Tota with a value of $21.7B, Vanguard Total Stock Market Et with a value of $14.1B, Invesco S&P 500 Equal Weight E with a value of $13.8B, and Spdr Series Tr Spdr S&P Divide with a value of $11.5B.
Examining the 13F form we can see an increase of $31.8B in the current position value, from $111B to 142B.
Sar Wealth Management Group, LLC is based out at Atlanta, GA
Below you can find more details about Sar Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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