Pacific Sage Partners, LLC Portfolio Holdings

Pacific Sage Partners, LLC

  • $403 Billion
  • Q2 2024

Pacific Sage Partners, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $403 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $82B, Schwab Intermediate Term Us Tr with a value of $62.1B, Vanguard with a value of $44B, Schwab Strategic Tr Intl Eqty with a value of $28.3B, and Ishares Russell 1000 Val ETF with a value of $22.7B.

Examining the 13F form we can see an increase of $17.2B in the current position value, from $386B to 403B.

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 $403 Billion
ETFs: $232 Billion
Technology: $107 Billion
Consumer Cyclical: $18.3 Billion
Financial Services: $14.9 Billion
Consumer Defensive: $7 Billion
Industrials: $6.99 Billion
Communication Services: $6.77 Billion
Healthcare: $6.62 Billion
Other: $3.38 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $403 Billion
  • Prior Value $386 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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