Sagace Wealth Management LLC Reduced Holdings in Q2 2025

Sagace Wealth Management LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
-56.9K
- 28.05%
$39.47 - $41.59 $2.25M - $2.37M
146K $6.07B
VAW
Vanguard Materials ETF

ETFs
-12.1K
- 54.1%
$163.82 - $196.64 $1.98M - $2.38M
10.3K $2B
VB
Vanguard Small Cap ETF

ETFs
-7.63K
- 33.53%
$193.73 - $237.37 $1.48M - $1.81M
15.1K $3.59B
DJP
Barclays Bank PLC

ETFs
-40.7K
- 86.72%
N/A
6.24K $212M
VO
Vanguard Mid Cap ETF

ETFs
-4.38K
- 12.85%
$228.54 - $279.83 $1M - $1.22M
29.7K $8.3B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.8K
- 20.52%
$59.24 - $71.39 $462K - $557K
30.2K $2.15B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-16.2K
- 12.91%
$35.9 - $43.76 $583K - $710K
109K $4.73B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.11K
- 8.38%
$152.93 - $181.74 $476K - $565K
34K $6.18B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.26K
- 27.91%
$162.76 - $195.77 $204K - $246K
3.24K $632M
COST
Costco Wholesale Corp

Consumer Defensive
-226
- 47.78%
$908.13 - $1056.85 $205K - $239K
247 $245M
VIG
Vanguard Dividend Appreciation

ETFs
-1.17K
- 11.34%
N/A
9.12K $1.87B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.72K
- 9.52%
$82.17 - $99.96 $306K - $372K
35.4K $3.48B
AAPL
Apple Inc.

Technology
-27
- 0.54%
$172.42 - $223.89 $4.66K - $6.05K
4.94K $1.01B
VTV
Vanguard Value ETF

ETFs
-753
- 6.6%
$153.67 - $176.74 $116K - $133K
10.7K $1.88B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-771
- 5.12%
$66.5 - $71.25 $51.3K - $54.9K
14.3K $994M
VEA
Vanguard Ftse Developed Market

ETFs
-11.6K
- 12.0%
$45.65 - $57.01 $531K - $663K
85.3K $4.86B
V
Visa Inc.

Financial Services
-167
- 11.35%
$308.27 - $373.31 $51.5K - $62.3K
1.31K $463M
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.35%
$157.66 - $172.39 $1.42K - $1.55K
2.59K $412M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-571
- 1.81%
$26.18 - $26.93 $14.9K - $15.4K
30.9K $825M
EFV
Msci Eafe Value ETF

ETFs
-2.15K
- 7.69%
$52.4 - $64.65 $113K - $139K
25.8K $1.64B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-527
- 1.24%
$75.05 - $77.34 $39.6K - $40.8K
42.1K $3.26B
MA
Mastercard Inc

Financial Services
-23
- 2.96%
$479.92 - $590.74 $11K - $13.6K
755 $424M
VOE
Vanguard Mid Cap Value Index F

ETFs
-266
- 2.15%
$141.87 - $164.49 $37.7K - $43.8K
12.1K $1.99B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-351
- 0.52%
$77.94 - $79.5 $27.4K - $27.9K
66.6K $5.3B
GE
General Electric CO

Industrials
-154
- 13.7%
$166.81 - $257.39 $25.7K - $39.6K
970 $250M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-685
- 8.78%
$456.74 - $568.03 $313K - $389K
7.12K $4.04B
MSFT
Microsoft Corp

Technology
-137
- 11.78%
$354.56 - $497.45 $48.6K - $68.2K
1.03K $510M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-987
- 1.53%
$26.66 - $33.09 $26.3K - $32.7K
63.3K $2.09B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.05K
- 2.34%
$39.89 - $49.46 $41.7K - $51.7K
43.6K $2.15B
AVGO
Broadcom Inc.

Technology
-174
- 6.69%
$146.29 - $275.65 $25.5K - $48K
2.43K $668M
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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