Sagace Wealth Management LLC Reduced Holdings in Q1 2025

Sagace Wealth Management LLC

  • $132 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-683
- 8.05%
$507.05 - $563.67 $346K - $385K
7.8K $4.01B
AVGO
Broadcom Inc.

Technology
-1.23K
- 32.14%
$167.43 - $244.7 $206K - $301K
2.6K $435M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-62
- 0.16%
$89.18 - $104.04 $5.53K - $6.45K
39.1K $3.58B
MSFT
Microsoft Corp

Technology
-432
- 27.08%
$375.39 - $447.2 $162K - $193K
1.16K $437M
SRLN
Ssga Active Trust

ETFs
-2K
- 0.98%
$41.02 - $41.99 $82.1K - $84.1K
203K $8.35B
AAPL
Apple Inc.

Technology
-31
- 0.62%
$209.68 - $247.1 $6.5K - $7.66K
4.97K $1.1B
MA
Mastercard Inc

Financial Services
-287
- 26.95%
$504.67 - $576.31 $145K - $165K
778 $426M
AMZN
Amazon Com Inc

Consumer Cyclical
-184
- 5.64%
$190.26 - $242.06 $35K - $44.5K
3.08K $586M
PFF
Ishares Trust Ishares Pfd And

ETFs
-381
- 0.33%
$30.73 - $32.26 $11.7K - $12.3K
115K $3.53B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.76K
- 3.57%
$76.94 - $78.28 $135K - $138K
47.6K $3.72B
VBR
Vanguard Small Cap Value ETF

ETFs
-117
- 2.54%
$183.02 - $207.75 $21.4K - $24.3K
4.5K $838M
VIG
Vanguard Dividend Appreciation

ETFs
-283
- 2.68%
N/A
10.3K $1.99B
IVW
Ishares S&P 500 Growth ETF

ETFs
-480
- 14.67%
$92.45 - $106.69 $44.4K - $51.2K
2.79K $259M
V
Visa Inc.

Financial Services
-265
- 15.26%
$306.92 - $362.71 $81.3K - $96.1K
1.47K $516M
VTV
Vanguard Value ETF

ETFs
-258
- 2.21%
$167.73 - $179.21 $43.3K - $46.2K
11.4K $1.97B
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.25%
$890.62 - $1076.86 $5.34K - $6.46K
473 $447M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-303
- 1.97%
$66.9 - $71.57 $20.3K - $21.7K
15.1K $1.06B
HYG
Ishares Tr

ETFs
-37
- 0.07%
$78.51 - $80.11 $2.9K - $2.96K
50.8K $4.01B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-625
- 0.92%
$77.7 - $78.94 $48.6K - $49.3K
67K $5.29B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-417
- 0.98%
$73.11 - $77.43 $30.5K - $32.3K
42.2K $3.2B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-319
- 0.74%
$73.78 - $76.59 $23.5K - $24.4K
42.6K $3.26B
VCIT
Vanguard Intermediate Term Cor

ETFs
-851
- 0.68%
$79.17 - $82.04 $67.4K - $69.8K
125K $10.2B
DJP
Barclays Bank PLC

ETFs
-717
- 1.5%
N/A
47K $1.66B
EFV
Msci Eafe Value ETF

ETFs
-939
- 3.25%
$51.88 - $60.73 $48.7K - $57K
28K $1.65B
VEA
Vanguard Ftse Developed Market

ETFs
-1.51K
- 1.53%
$47.4 - $52.99 $71.5K - $79.9K
97K $4.93B
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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