Sagace Wealth Management LLC Purchases and Sells in Q2 2025

Sagace Wealth Management LLC

$134 Billion
Q2 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOT	10.5K + 130.24%	$216.28 - $284.39 $2.26M - $2.97M	18.5K $5.25B
EFG	17.4K + 77.09%	$89.8 - $112.0 $1.56M - $1.95M	39.9K $4.47B
TDIV	17.5K + 97.8%	$64.41 - $90.17 $1.13M - $1.58M	35.4K $3.2B
QQQ	1.06K + 37.38%	$416.06 - $551.64 $442K - $586K	3.91K $2.16B
VUG	684 + 10.53%	$329.49 - $438.4 $225K - $300K	7.18K $3.15B
VBK	1.39K + 30.68%	$219.76 - $276.94 $306K - $386K	5.94K $1.64B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES BITCOIN TRUST ETF	35.9K New	N/A	35.9K $2.2B
IAU	35K New	$56.1 - $64.74 $1.96M - $2.27M	35K $2.18B
ISRG	473 New	$451.58 - $565.94 $214K - $268K	473 $257M
CRWD	496 New	$321.63 - $509.31 $160K - $253K	496 $253M
GE VERNOVA INC	434 New	N/A	434 $230M
CRM	820 New	$236.26 - $291.15 $194K - $239K	820 $224M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRLN	-56.9K - 28.05%	$39.47 - $41.59 $2.25M - $2.37M	146K $6.07B
VAW	-12.1K - 54.1%	$163.82 - $196.64 $1.98M - $2.38M	10.3K $2B
VB	-7.63K - 33.53%	$193.73 - $237.37 $1.48M - $1.81M	15.1K $3.59B
DJP	-40.7K - 86.72%	N/A	6.24K $212M
VO	-4.38K - 12.85%	$228.54 - $279.83 $1M - $1.22M	29.7K $8.3B
SPHQ	-7.8K - 20.52%	$59.24 - $71.39 $462K - $557K	30.2K $2.15B

Activity Summary All Purchases 30 New Holdings 6 Increased Positions 24 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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