Sagace Wealth Management LLC Portfolio Holdings

Sagace Wealth Management LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $12.4B, Vanguard Lg Trm Corp Bd ETF with a value of $11.5B, Invesco Exchange Traded Fd Tr with a value of $7.74B, Vanguard Small Cap ETF with a value of $6.14B, and Invesco Exchange Traded Fd Tr with a value of $4.68B.

Examining the 13F form we can see an increase of $27.4B in the current position value, from $102B to 130B.

Sagace Wealth Management LLC is based out at St. Petersburg, FL

Below you can find more details about Sagace Wealth Management LLC portfolio as well as his latest detailed transactions.