Sagace Wealth Management LLC Portfolio Holdings

Sagace Wealth Management LLC

  • $132 Billion
  • Q1 2025

Sagace Wealth Management LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $10.2B, Vanguard Mid Cap ETF with a value of $8.8B, Ssga Active Trust with a value of $8.35B, Invesco S&P 500 Equal Weight E with a value of $6.43B, and Vanguard Sht Term Corp Bd ETF with a value of $5.29B.

Examining the 13F form we can see an decrease of $1.36B in the current position value, from $134B to 132B.

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.

Portfolio value $132 Billion
ETFs: $122 Billion
Technology: $3.11 Billion
Real Estate: $2.03 Billion
Financial Services: $1.14 Billion
Communication Services: $937 Million
Consumer Defensive: $890 Million
Industrials: $665 Million
Healthcare: $604 Million
Other: $957 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$489B
$426 Million 0.32% of portfolio
778
Q1 2025 Reduced 26.95%
$431B
$371 Million 0.28% of portfolio
3,117
Q1 2025 Added 4.88%
$236B
$274 Million 0.21% of portfolio
4,445
Q1 2025 Added 1.62%
$0
$259 Million 0.2% of portfolio
2,791
Q1 2025 Reduced 14.67%
$0
$256 Million 0.19% of portfolio
1,341
Q2 2024 New
$94.9B
$248 Million 0.19% of portfolio
365
Q1 2025 New
$75.2B
$223 Million 0.17% of portfolio
1,521
Q1 2025 New
$203B
$225 Million 0.17% of portfolio
1,124
Q1 2025 New
$125B
$216 Million 0.16% of portfolio
708
Q1 2025 Added 2.16%
$163B
$202 Million 0.15% of portfolio
715
Q1 2025 New
$53.1B
$202 Million 0.15% of portfolio
772
Q1 2025 Added 3.9%
$145B
$202 Million 0.15% of portfolio
2,777
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $132 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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