Pacific Sage Partners, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $386 Billion distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $78.1B, Schwab Intermediate Term Us Tr with a value of $60.8B, Vanguard with a value of $43.7B, Schwab Strategic Tr Intl Eqty with a value of $27.7B, and Ishares Russell 1000 Val ETF with a value of $21.5B.
Examining the 13F form we can see an increase of $21.2B in the current position value, from $365B to 386B.
Pacific Sage Partners, LLC is based out at Shoreline, WA
Below you can find more details about Pacific Sage Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$386 Billion
ETFs: $224 Billion
Technology: $101 Billion
Consumer Cyclical: $18.1 Billion
Financial Services: $13.6 Billion
Industrials: $7.58 Billion
Healthcare: $6.47 Billion
Consumer Defensive: $6.3 Billion
Communication Services: $6.16 Billion
Other: $3.37 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions