Sagace Wealth Management LLC Portfolio Holdings by Sector

Sagace Wealth Management LLC

$134 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VCIT VO RSP SRLN VCSH VOT VEA IQLT 38 stocks	$120 Million 91.22% of portfolio	15	22	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate DLR 1 stocks	$2.48 Million 1.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.01 Million 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$887,605 0.68% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD 2 stocks	$762,961 0.58% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Application \| Technology UBER ADSK CRM 3 stocks	$747,379 0.57% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$743,732 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$670,904 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$668,451 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$662,067 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$472,303 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$412,320 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$361,669 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$327,841 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$316,234 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$257,133 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$257,033 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$249,668 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$244,515 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts

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