Sage Private Wealth Group, LLC Incresed Positions in Q3 2025

Sage Private Wealth Group, LLC

  • $162 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
27.7K
+ 16.62%
$82.22 - $96.68 $2.28M - $2.68M
195K $18.8M
IAU
Ishares Gold Trust

ETFs
11K
+ 6.42%
$61.62 - $72.77 $678K - $800K
182K $13.3M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
23.1K
+ 5.02%
$25.43 - $27.31 $588K - $632K
484K $13.2M
NVDA
Nvidia Corp

Technology
142
+ 0.6%
$153.3 - $186.58 $21.8K - $26.5K
23.7K $4.43M
ABBV
Abb Vie Inc.

Healthcare
1.27K
+ 45.92%
$184.85 - $231.54 $235K - $295K
4.04K $935K
GOOGL
Alphabet Inc.

Communication Services
326
+ 7.71%
$174.36 - $254.72 $56.8K - $83K
4.55K $1.11M
ADI
Analog Devices Inc

Technology
965
+ 47.82%
$220.68 - $255.63 $213K - $247K
2.98K $732K
MSFT
Microsoft Corp

Technology
118
+ 1.59%
$491.09 - $535.64 $57.9K - $63.2K
7.54K $3.9M
TT
Trane Technologies PLC

Industrials
504
+ 49.41%
$398.96 - $472.54 $201K - $238K
1.52K $643K
IWF
Ishares Russell 1000 Gr ETF

ETFs
211
+ 12.98%
$420.11 - $472.68 $88.6K - $99.7K
1.84K $860K
UNH
Unitedhealth Group Inc

Healthcare
72
+ 4.36%
$237.77 - $353.61 $17.1K - $25.5K
1.72K $594K
WMT
Walmart Inc.

Consumer Defensive
298
+ 3.77%
$94.4 - $104.27 $28.1K - $31.1K
8.21K $846K
O
Realty Income Corp

Real Estate
796
+ 11.57%
$56.13 - $60.79 $44.7K - $48.4K
7.67K $466K
META
Meta Platforms, Inc.

Communication Services
90
+ 17.37%
$695.21 - $791.73 $62.6K - $71.3K
608 $446K
AFL
Aflac Inc

Financial Services
296
+ 6.52%
$98.09 - $111.7 $29K - $33.1K
4.83K $539K
SJM
J M Smucker CO

Consumer Defensive
181
+ 4.86%
$102.24 - $113.2 $18.5K - $20.5K
3.9K $423K
ACN
Accenture PLC

Technology
535
+ 36.44%
$232.56 - $304.78 $124K - $163K
2K $493K
AMZN
Amazon Com Inc

Consumer Cyclical
239
+ 4.16%
$211.65 - $238.24 $50.6K - $56.9K
5.98K $1.31M
QCOM
Qualcomm Inc

Technology
161
+ 5.29%
$145.84 - $173.55 $23.5K - $27.9K
3.21K $533K
NEE
Nextera Energy Inc

Utilities
186
+ 3.33%
$69.77 - $77.54 $13K - $14.4K
5.78K $436K
MA
Mastercard Inc

Financial Services
69
+ 7.81%
$550.18 - $598.96 $38K - $41.3K
952 $541K
MO
Altria Group, Inc.

Consumer Defensive
69
+ 1.27%
$57.75 - $67.68 $3.98K - $4.67K
5.48K $362K
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 18.66%
$915.95 - $994.57 $68.7K - $74.6K
477 $441K
BBY
Best Buy CO Inc

Consumer Cyclical
123
+ 3.09%
$64.12 - $78.46 $7.89K - $9.65K
4.11K $310K
AMD
Advanced Micro Devices Inc

Technology
76
+ 5.06%
$134.8 - $184.42 $10.2K - $14K
1.58K $255K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.12%
$620.67 - $670.08 $621 - $670
803 $537K
SAM
Boston Beer CO Inc

Consumer Defensive
28
+ 1.82%
$191.38 - $226.97 $5.36K - $6.36K
1.56K $330K
MDT
Medtronic PLC

Healthcare
34
+ 0.83%
$87.67 - $95.74 $2.98K - $3.26K
4.11K $391K
MNST
Monster Beverage Corp

Consumer Defensive
85
+ 1.33%
$58.65 - $67.31 $4.99K - $5.72K
6.48K $436K
STE
Steris PLC

Healthcare
75
+ 4.21%
$221.21 - $252.43 $16.6K - $18.9K
1.86K $459K
CME
Cme Group Inc.

Financial Services
177
+ 5.53%
$258.83 - $287.1 $45.8K - $50.8K
3.38K $912K
PEP
Pepsico Inc

Consumer Defensive
119
+ 6.79%
$133.81 - $152.16 $15.9K - $18.1K
1.87K $262K
APD
Air Products & Chemicals, Inc.

Basic Materials
154
+ 10.87%
$265.78 - $299.3 $40.9K - $46.1K
1.57K $428K
CB
Chubb LTD

Financial Services
147
+ 8.41%
$265.99 - $289.59 $39.1K - $42.6K
1.9K $534K
UNP
Union Pacific Corp

Industrials
72
+ 5.61%
$214.91 - $237.16 $15.5K - $17.1K
1.36K $320K
CRM
Salesforce, Inc.

Technology
428
+ 19.21%
$231.66 - $273.65 $99.2K - $117K
2.66K $629K
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 2.48%
$291.67 - $316.99 $8.17K - $8.88K
1.16K $351K
ADBE
Adobe Inc.

Technology
120
+ 19.83%
$333.65 - $392.1 $40K - $47.1K
725 $255K
VZ
Verizon Communications Inc

Communication Services
329
+ 3.99%
$40.84 - $45.06 $13.4K - $14.8K
8.58K $377K
ILMN
Illumina, Inc.

Healthcare
253
+ 3.81%
$91.69 - $109.88 $23.2K - $27.8K
6.9K $655K
CMCSA
Comcast Corp

Communication Services
3.17K
+ 16.98%
$31.41 - $36.33 $99.5K - $115K
21.8K $686K
TGT
Target Corp

Consumer Defensive
599
+ 14.32%
$86.56 - $107.43 $51.8K - $64.4K
4.78K $428K
FIS
Fidelity National Information Services, Inc.

Technology
1.31K
+ 28.72%
$63.37 - $82.35 $83K - $108K
5.87K $387K
MDLZ
Mondelez International, Inc.

Consumer Defensive
657
+ 12.71%
$60.9 - $70.75 $40K - $46.5K
5.83K $363K
CSCO
Cisco Systems, Inc.

Technology
305
+ 3.91%
$66.2 - $71.79 $20.2K - $21.9K
8.1K $554K
PEG
Public Service Enterprise Group Inc

Utilities
133
+ 4.93%
$79.99 - $90.14 $10.6K - $12K
2.83K $236K
DRI
Darden Restaurants Inc

Consumer Cyclical
289
+ 16.23%
$184.73 - $220.27 $53.4K - $63.7K
2.07K $394K
ADSK
Autodesk, Inc.

Technology
14
+ 1.7%
N/A
836 $205K
V
Visa Inc.

Financial Services
103
+ 4.14%
$332.09 - $358.86 $34.2K - $37K
2.59K $883K
Activity Summary
Buys All Purchases 63 New Holdings 7 Increased Positions 56 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sage Private Wealth Group, LLC Portfolio

Follow Sage Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email