Sage Private Wealth Group, LLC Incresed Positions 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
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
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
453
+ 8.57%
$167.32 - $223.3 $75.8K - $101K
5.74K $1.26M
UAA
Under Armour, Inc.

Consumer Cyclical
26.8K
+ 99.68%
$4.94 - $7.03 $132K - $188K
53.7K $366K
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
STE
Steris PLC

Healthcare
93
+ 5.5%
$208.55 - $252.55 $19.4K - $23.5K
1.78K $428K
MDT
Medtronic PLC

Healthcare
587
+ 16.84%
$80.68 - $88.86 $47.4K - $52.2K
4.07K $354K
UNP
Union Pacific Corp

Industrials
202
+ 18.67%
$208.27 - $238.46 $42.1K - $48.2K
1.28K $295K
NEE
Nextera Energy Inc

Utilities
579
+ 11.55%
$64.11 - $75.0 $37.1K - $43.4K
5.59K $388K
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.86%
$149.23 - $184.95 $1.64K - $2.03K
1.29K $234K
V
Visa Inc.

Financial Services
54
+ 2.22%
$308.27 - $373.31 $16.6K - $20.2K
2.49K $882K
PEP
Pepsico Inc

Consumer Defensive
385
+ 28.14%
$128.02 - $151.37 $49.3K - $58.3K
1.75K $231K
APD
Air Products & Chemicals, Inc.

Basic Materials
138
+ 10.79%
$248.61 - $294.96 $34.3K - $40.7K
1.42K $399K
CB
Chubb LTD

Financial Services
138
+ 8.57%
$274.32 - $302.46 $37.9K - $41.7K
1.75K $506K
JNJ
Johnson & Johnson

Healthcare
381
+ 13.03%
$146.36 - $159.82 $55.8K - $60.9K
3.3K $504K
MDLZ
Mondelez International, Inc.

Consumer Defensive
248
+ 5.04%
$63.54 - $68.5 $15.8K - $17K
5.17K $348K
ADSK
Autodesk, Inc.

Technology
42
+ 5.38%
N/A
822 $202K
AFL
Aflac Inc

Financial Services
238
+ 5.54%
$99.77 - $112.45 $23.7K - $26.8K
4.54K $478K
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
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