Sage Financial Group Inc Portfolio Holdings

Sage Financial Group Inc

  • $1.22 Billion
  • Q3 2024

Sage Financial Group Inc has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.22 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $567M, Ishares Core S&P Mid Cap ETF with a value of $78.4M, Vanguard Growth ETF with a value of $61.8M, Vanguard Value ETF with a value of $61.1M, and Ishares Core S&P Sm Cap ETF with a value of $58.2M.

Examining the 13F form we can see an increase of $69.3M in the current position value, from $1.15B to 1.22B.

Below you can find more details about Sage Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.22 Billion
ETFs: $1.22 Billion
Technology: $722,000
Healthcare: $298,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$227,000 0.02% of portfolio
977
Q2 2024 New
$354B
$286,000 0.02% of portfolio
2,360
Q3 2024 Reduced 9.23%
$3.11T
$209,000 0.02% of portfolio
487
Q3 2024 Reduced 7.59%
$406B
$298,000 0.02% of portfolio
1,840
Q1 2023 Reduced 26.34%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $1.22 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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