Sage Private Wealth Group, LLC Incresed Positions in Q1 2025

Sage Private Wealth Group, LLC

  • $132 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
19.4K
+ 16.53%
$49.74 - $58.96 $965K - $1.14M
137K $8.06M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.73K
+ 2.14%
$41.61 - $44.72 $363K - $390K
416K $18M
CME
Cme Group Inc.

Financial Services
12
+ 0.34%
$225.82 - $266.54 $2.71K - $3.2K
3.52K $933K
V
Visa Inc.

Financial Services
61
+ 2.57%
$306.92 - $362.71 $18.7K - $22.1K
2.43K $851K
INTC
Intel Corp

Technology
1.47K
+ 8.53%
$19.1 - $27.39 $28K - $40.2K
18.7K $423K
ABBV
Abb Vie Inc.

Healthcare
123
+ 7.64%
$169.2 - $216.66 $20.8K - $26.6K
1.73K $362K
STE
Steris PLC

Healthcare
153
+ 9.95%
$202.46 - $232.74 $31K - $35.6K
1.69K $383K
AFL
Aflac Inc

Financial Services
280
+ 6.97%
$100.99 - $111.19 $28.3K - $31.1K
4.3K $478K
MO
Altria Group, Inc.

Consumer Defensive
123
+ 1.79%
$50.81 - $60.02 $6.25K - $7.38K
7.01K $420K
MDLZ
Mondelez International, Inc.

Consumer Defensive
175
+ 3.69%
$56.12 - $68.15 $9.82K - $11.9K
4.92K $333K
TJX
Tjx Companies Inc

Consumer Cyclical
278
+ 6.28%
$112.81 - $126.16 $31.4K - $35.1K
4.7K $572K
MCD
Mcdonalds Corp

Consumer Cyclical
24
+ 1.83%
$279.74 - $321.29 $6.71K - $7.71K
1.34K $417K
UNH
Unitedhealth Group Inc

Healthcare
44
+ 5.87%
$461.52 - $548.18 $20.3K - $24.1K
794 $415K
QCOM
Qualcomm Inc

Technology
166
+ 6.88%
$151.94 - $175.86 $25.2K - $29.2K
2.58K $396K
INTU
Intuit Inc

Technology
50
+ 7.61%
$555.63 - $630.23 $27.8K - $31.5K
707 $434K
MA
Mastercard Inc

Financial Services
10
+ 1.26%
$504.67 - $576.31 $5.05K - $5.76K
806 $441K
CMCSA
Comcast Corp

Communication Services
649
+ 4.6%
$33.19 - $38.23 $21.5K - $24.8K
14.8K $544K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.93%
$890.62 - $1076.86 $2.67K - $3.23K
325 $307K
ADSK
Autodesk, Inc.

Technology
44
+ 5.98%
N/A
780 $191K
META
Meta Platforms, Inc.

Communication Services
17
+ 3.9%
$576.36 - $736.67 $9.8K - $12.5K
453 $261K
PEP
Pepsico Inc

Consumer Defensive
34
+ 2.55%
$142.64 - $156.42 $4.85K - $5.32K
1.37K $205K
TT
Trane Technologies PLC

Industrials
60
+ 7.3%
$332.0 - $400.86 $19.9K - $24.1K
882 $297K
FDS
Factset Research Systems Inc

Financial Services
34
+ 3.01%
$427.5 - $476.51 $14.5K - $16.2K
1.16K $528K
IWB
Ishares Tr Russell 1000 ETF

ETFs
15
+ 0.92%
$302.31 - $337.54 $4.53K - $5.06K
1.65K $505K
ACN
Accenture PLC

Technology
79
+ 6.71%
$300.91 - $398.25 $23.8K - $31.5K
1.26K $391K
DIS
Walt Disney CO

Communication Services
2
+ 0.07%
$96.87 - $114.0 $194 - $228
2.92K $288K
FSLR
First Solar, Inc.

Technology
246
+ 16.25%
$126.34 - $197.73 $31.1K - $48.6K
1.76K $222K
UAA
Under Armour, Inc.

Consumer Cyclical
725
+ 2.77%
$6.25 - $8.66 $4.53K - $6.28K
26.9K $168K
AXP
American Express CO

Financial Services
9
+ 0.49%
$255.39 - $325.87 $2.3K - $2.93K
1.86K $499K
MRK
Merck & Co., Inc.

Healthcare
27
+ 0.46%
$83.01 - $101.02 $2.24K - $2.73K
5.93K $532K
TGT
Target Corp

Consumer Defensive
87
+ 3.97%
$103.65 - $142.5 $9.02K - $12.4K
2.28K $237K
INCY
Incyte Corp

Healthcare
226
+ 2.61%
$60.0 - $75.26 $13.6K - $17K
8.9K $538K
CRM
Salesforce, Inc.

Technology
112
+ 5.99%
$268.36 - $359.95 $30.1K - $40.3K
1.98K $531K
GOOGL
Alphabet Inc.

Communication Services
100
+ 2.7%
$154.33 - $206.19 $15.4K - $20.6K
3.81K $588K
AMZN
Amazon Com Inc

Consumer Cyclical
125
+ 2.42%
$190.26 - $242.06 $23.8K - $30.3K
5.29K $1.01M
GOOG
Alphabet Inc.

Communication Services
46
+ 0.94%
$156.06 - $207.71 $7.18K - $9.55K
4.93K $769K
ILMN
Illumina, Inc.

Healthcare
115
+ 3.2%
$79.34 - $144.22 $9.12K - $16.6K
3.7K $293K
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.61%
$222.15 - $428.22 $2K - $3.85K
1.49K $386K
MSFT
Microsoft Corp

Technology
142
+ 1.96%
$375.39 - $447.2 $53.3K - $63.5K
7.37K $2.77M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.92K
+ 0.46%
$24.88 - $26.85 $47.8K - $51.6K
419K $10.6M
AAPL
Apple Inc.

Technology
18
+ 0.14%
$209.68 - $247.1 $3.77K - $4.45K
13.1K $2.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.5K
+ 2.01%
$32.49 - $37.99 $374K - $438K
585K $19.6M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.56K
+ 1.46%
$67.24 - $84.27 $172K - $216K
178K $12.1M
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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