Sage Private Wealth Group, LLC Purchases in Q2 2025

Sage Private Wealth Group, LLC

  • $156 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
185K
+ 76.33%
$71.28 - $83.74 $13.2M - $15.5M
426K $35.7M
GLDM
World Gold Trust

ETFs
176K
New
$58.96 - $67.97 $10.4M - $12M
176K $11.5M
MLPX
Global X Mlp & Energy Infrastr

ETFs
176K
New
$55.32 - $65.02 $9.72M - $11.4M
176K $11M
IAU
Ishares Gold Trust

ETFs
34.5K
+ 25.22%
$56.1 - $64.74 $1.94M - $2.23M
171K $10.7M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
41.9K
+ 9.99%
$24.61 - $25.89 $1.03M - $1.08M
461K $11.9M
MSFT
Microsoft Corp

Technology
52
+ 0.71%
$354.56 - $497.45 $18.4K - $25.9K
7.42K $3.69M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.08K
New
$45.98 - $56.15 $371K - $454K
8.08K $453K
MNST
Monster Beverage Corp

Consumer Defensive
6.4K
New
$55.01 - $64.24 $352K - $411K
6.4K $400K
O
Realty Income Corp

Real Estate
6.88K
New
$52.27 - $58.52 $360K - $403K
6.88K $396K
SJM
J M Smucker CO

Consumer Defensive
3.72K
New
$94.41 - $118.52 $351K - $441K
3.72K $365K
ILMN
Illumina, Inc.

Healthcare
2.95K
+ 79.51%
$70.3 - $95.41 $207K - $281K
6.65K $634K
AAPL
Apple Inc.

Technology
2.62K
+ 20.09%
$172.42 - $223.89 $452K - $587K
15.7K $3.22M
SAM
Boston Beer CO Inc

Consumer Defensive
1.54K
New
$187.06 - $249.73 $287K - $383K
1.54K $292K
IWF
Ishares Russell 1000 Gr ETF

ETFs
505
+ 45.05%
$320.42 - $424.58 $162K - $214K
1.63K $690K
FSLR
First Solar, Inc.

Technology
1.26K
+ 71.59%
$120.38 - $192.98 $152K - $243K
3.02K $499K
CMI
Cummins Inc

Industrials
834
New
$267.12 - $336.65 $223K - $281K
834 $273K
BBY
Best Buy CO Inc

Consumer Cyclical
3.99K
New
$56.17 - $75.73 $224K - $302K
3.99K $267K
AMZN
Amazon Com Inc

Consumer Cyclical
453
+ 8.57%
$167.32 - $223.3 $75.8K - $101K
5.74K $1.26M
ADBE
Adobe Inc.

Technology
605
New
$340.0 - $420.68 $206K - $255K
605 $234K
PEG
Public Service Enterprise Group Inc

Utilities
2.7K
New
$77.13 - $84.18 $208K - $227K
2.7K $227K
NVO
Novo Nordisk A S

Healthcare
3.27K
New
$58.08 - $81.05 $190K - $265K
3.27K $225K
AMD
Advanced Micro Devices Inc

Technology
1.5K
New
$78.21 - $143.81 $118K - $216K
1.5K $213K
UAA
Under Armour, Inc.

Consumer Cyclical
26.8K
+ 99.68%
$4.94 - $7.03 $132K - $188K
53.7K $366K
GOOG
Alphabet Inc.

Communication Services
415
+ 8.43%
$146.58 - $180.01 $60.8K - $74.7K
5.34K $947K
TGT
Target Corp

Consumer Defensive
1.91K
+ 83.74%
$88.76 - $105.77 $169K - $202K
4.18K $412K
INCY
Incyte Corp

Healthcare
1.42K
+ 15.92%
$55.17 - $71.22 $78.2K - $101K
10.3K $702K
IWB
Ishares Tr Russell 1000 ETF

ETFs
321
+ 19.48%
$272.36 - $339.57 $87.4K - $109K
1.97K $668K
ADI
Analog Devices Inc

Technology
435
+ 27.48%
$164.6 - $238.02 $71.6K - $104K
2.02K $480K
MSI
Motorola Solutions, Inc.

Technology
459
+ 23.22%
$394.72 - $440.39 $181K - $202K
2.44K $1.02M
GOOGL
Alphabet Inc.

Communication Services
418
+ 10.98%
$144.7 - $178.6 $60.5K - $74.7K
4.23K $744K
ABBV
Abb Vie Inc.

Healthcare
1.04K
+ 59.93%
$170.16 - $206.27 $177K - $214K
2.77K $514K
TT
Trane Technologies PLC

Industrials
138
+ 15.65%
$315.21 - $437.41 $43.5K - $60.4K
1.02K $446K
INTU
Intuit Inc

Technology
1
+ 0.14%
$544.07 - $787.63 $544 - $788
708 $557K
CMCSA
Comcast Corp

Communication Services
3.91K
+ 26.47%
$32.84 - $36.72 $128K - $143K
18.7K $666K
META
Meta Platforms, Inc.

Communication Services
65
+ 14.35%
$484.66 - $738.09 $31.5K - $48K
518 $382K
TJX
Tjx Companies Inc

Consumer Cyclical
886
+ 18.84%
$119.13 - $135.03 $106K - $120K
5.59K $690K
UNH
Unitedhealth Group Inc

Healthcare
857
+ 107.93%
$274.35 - $599.47 $235K - $514K
1.65K $515K
COST
Costco Wholesale Corp

Consumer Defensive
77
+ 23.69%
$908.13 - $1056.85 $69.9K - $81.4K
402 $397K
FIS
Fidelity National Information Services, Inc.

Technology
776
+ 20.5%
$68.14 - $82.13 $52.9K - $63.7K
4.56K $371K
QCOM
Qualcomm Inc

Technology
465
+ 18.02%
$124.66 - $159.48 $58K - $74.2K
3.05K $484K
WMT
Walmart Inc.

Consumer Defensive
36
+ 0.46%
$81.79 - $99.98 $2.94K - $3.6K
7.91K $773K
FDS
Factset Research Systems Inc

Financial Services
193
+ 16.61%
$398.85 - $473.32 $77K - $91.4K
1.36K $606K
CRM
Salesforce, Inc.

Technology
247
+ 12.47%
$236.26 - $291.15 $58.4K - $71.9K
2.23K $607K
MPC
Marathon Petroleum Corp

Energy
8
+ 0.22%
$118.55 - $170.08 $948 - $1.36K
3.58K $594K
INTC
Intel Corp

Technology
3.32K
+ 17.77%
$18.13 - $22.69 $60.1K - $75.3K
22K $492K
MA
Mastercard Inc

Financial Services
77
+ 9.55%
$479.92 - $590.74 $37K - $45.5K
883 $496K
HD
Home Depot, Inc.

Consumer Cyclical
137
+ 7.41%
$335.24 - $380.78 $45.9K - $52.2K
1.99K $728K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.12%
$498.8 - $620.9 $499 - $621
802 $497K
ACN
Accenture PLC

Technology
212
+ 16.88%
$279.23 - $323.21 $59.2K - $68.5K
1.47K $438K
Activity Summary
Buys All Purchases 63 New Holdings 14 Increased Positions 49 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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