Sar Wealth Management Group, LLC Portfolio Holdings

Sar Wealth Management Group, LLC

  • $151 Billion
  • Q3 2024

Sar Wealth Management Group, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 46 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 $26.5B, Fidelity Merrimack Str Tr Tota with a value of $22.9B, Invesco S&P 500 Equal Weight E with a value of $15.2B, Vanguard Total Stock Market Et with a value of $15B, and Spdr Series Tr Spdr S&P Divide with a value of $12.8B.

Examining the 13F form we can see an increase of $8.87B in the current position value, from $142B to 151B.

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.

Portfolio value $151 Billion
ETFs: $134 Billion
Technology: $4.78 Billion
Consumer Defensive: $3.1 Billion
Consumer Cyclical: $1.8 Billion
Utilities: $1.47 Billion
Healthcare: $1.19 Billion
Communication Services: $1.11 Billion
Financial Services: $1.06 Billion
Other: $1.35 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$314 Million 0.21% of portfolio
25,276
Q4 2023 New
$0
$203 Million 0.13% of portfolio
20,178
Q3 2024 Added 0.02%
$0
$123 Million 0.08% of portfolio
14,944
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $151 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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