Sage Private Wealth Group, LLC Reduced Holdings in Q1 2025

Sage Private Wealth Group, LLC

  • $132 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-923
- 3.53%
$106.98 - $149.43 $98.7K - $138K
25.2K $2.73M
AVGO
Broadcom Inc.

Technology
-338
- 5.54%
$167.43 - $244.7 $56.6K - $82.7K
5.76K $964K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.44K
- 0.59%
$78.0 - $84.37 $112K - $122K
242K $19.3M
ETN
Eaton Corp PLC

Industrials
-132
- 4.64%
$271.83 - $371.23 $35.9K - $49K
2.71K $737K
IVV
Ishares Core S&P 500 ETF

ETFs
-194
- 19.5%
$554.06 - $615.85 $107K - $119K
801 $450K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.5K
- 15.33%
$36.64 - $45.76 $55K - $68.7K
8.29K $310K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-81
- 6.74%
$360.07 - $417.26 $29.2K - $33.8K
1.12K $404K
MSI
Motorola Solutions, Inc.

Technology
-60
- 2.95%
$411.73 - $482.1 $24.7K - $28.9K
1.98K $865K
WMT
Walmart Inc.

Consumer Defensive
-422
- 5.08%
$84.5 - $105.05 $35.7K - $44.3K
7.88K $691K
MPC
Marathon Petroleum Corp

Energy
-544
- 13.23%
$134.72 - $159.03 $73.3K - $86.5K
3.57K $519K
FIS
Fidelity National Information Services, Inc.

Technology
-135
- 3.44%
$68.12 - $83.42 $9.2K - $11.3K
3.79K $282K
JPM
Jpmorgan Chase & CO

Financial Services
-245
- 5.11%
$225.19 - $279.95 $55.2K - $68.6K
4.55K $1.12M
ADI
Analog Devices Inc

Technology
-8
- 0.5%
$201.56 - $243.82 $1.61K - $1.95K
1.58K $319K
JCI
Johnson Controls International PLC

Industrials
-192
- 4.96%
$76.12 - $90.6 $14.6K - $17.4K
3.68K $294K
APD
Air Products & Chemicals, Inc.

Basic Materials
-60
- 4.48%
$283.24 - $338.07 $17K - $20.3K
1.28K $377K
NEE
Nextera Energy Inc

Utilities
-5
- 0.1%
$66.96 - $76.16 $335 - $381
5.01K $355K
UNP
Union Pacific Corp

Industrials
-9
- 0.82%
$225.21 - $254.42 $2.03K - $2.29K
1.08K $255K
NFLX
Netflix Inc

Communication Services
-2
- 0.56%
$828.4 - $1058.6 $1.66K - $2.12K
354 $330K
SBUX
Starbucks Corp

Consumer Cyclical
-194
- 4.12%
$91.75 - $115.81 $17.8K - $22.5K
4.52K $443K
DRI
Darden Restaurants Inc

Consumer Cyclical
-119
- 5.51%
$180.02 - $208.56 $21.4K - $24.8K
2.04K $423K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-33
- 6.72%
$442.66 - $534.52 $14.6K - $17.6K
458 $243K
MDT
Medtronic PLC

Healthcare
-164
- 4.49%
$79.84 - $94.5 $13.1K - $15.5K
3.49K $313K
CB
Chubb LTD

Financial Services
-23
- 1.41%
$257.71 - $301.99 $5.93K - $6.95K
1.61K $486K
VZ
Verizon Communications Inc

Communication Services
-287
- 3.12%
$37.81 - $46.49 $10.9K - $13.3K
8.92K $404K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-329
- 2.09%
$33.63 - $37.64 $11.1K - $12.4K
15.4K $568K
KO
Coca Cola CO

Consumer Defensive
-201
- 3.43%
$60.81 - $72.32 $12.2K - $14.5K
5.66K $405K
JNJ
Johnson & Johnson

Healthcare
-84
- 2.79%
$142.06 - $167.7 $11.9K - $14.1K
2.92K $484K
LLY
Eli Lilly & CO

Healthcare
-14
- 0.91%
$725.72 - $929.72 $10.2K - $13K
1.53K $1.26M
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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