Sagace Wealth Management LLC Portfolio Holdings by Sector

Sagace Wealth Management LLC

$134 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VCIT VO SRLN RSP VB VCSH VEA IQLT 41 stocks	$123 Million 91.57% of portfolio	19	20	6	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate DLR 1 stocks	$2.45 Million 1.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL AAPL 2 stocks	$1.63 Million 1.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$1.11 Million 0.83% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$887,947 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$732,691 0.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$715,870 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$672,293 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$523,524 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$444,769 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$438,893 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$428,849 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$319,698 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$258,941 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$234,204 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology ADSK 1 stocks	$219,609 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$202,862 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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