Sage Financial Management Group, Inc. Portfolio Holdings by Sector
Sage Financial Management Group, Inc.
- $211 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV BIV SCHX VEU BSV VCSH SPYG VOO 39 stocks |
$204,449
96.81% of portfolio
|
  21  
|
  11  
|
  2  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$1,627
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ ABBV MRK 3 stocks |
$1,024
0.48% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$923
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$625
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$590
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$358
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$337
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$286
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$272
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$246
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$232
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$221
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|