Sage Private Wealth Group, LLC Sells in Q3 2025

Sage Private Wealth Group, LLC

  • $162 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-208K
- 48.69%
$84.28 - $89.46 $17.5M - $18.6M
219K $19.5M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-150K
- 85.5%
$59.5 - $62.99 $8.94M - $9.46M
25.5K $1.6M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-193K
- 70.7%
$43.65 - $46.42 $8.41M - $8.94M
79.8K $3.71M
AVGO
Broadcom Inc.

Technology
-1.71K
- 30.91%
$264.74 - $369.57 $454K - $633K
3.83K $1.26M
LLY
Eli Lilly & CO

Healthcare
-239
- 15.77%
$625.65 - $812.69 $150K - $194K
1.28K $974K
ETN
Eaton Corp PLC

Industrials
-351
- 14.58%
$342.99 - $392.76 $120K - $138K
2.06K $769K
JCI
Johnson Controls International PLC

Industrials
-380
- 10.76%
$103.24 - $111.73 $39.2K - $42.5K
3.15K $346K
AXP
American Express CO

Financial Services
-5
- 0.28%
$294.27 - $342.31 $1.47K - $1.71K
1.77K $586K
JPM
Jpmorgan Chase & CO

Financial Services
-291
- 6.5%
$282.78 - $316.06 $82.3K - $92K
4.18K $1.32M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-67
- 3.78%
$201.83 - $230.93 $13.5K - $15.5K
1.71K $379K
CMI
Cummins Inc

Industrials
-40
- 4.8%
$327.85 - $426.39 $13.1K - $17.1K
794 $335K
HD
Home Depot, Inc.

Consumer Cyclical
-16
- 0.81%
$357.4 - $423.42 $5.72K - $6.77K
1.97K $798K
JNJ
Johnson & Johnson

Healthcare
-136
- 4.12%
$155.17 - $185.42 $21.1K - $25.2K
3.17K $587K
MSI
Motorola Solutions, Inc.

Technology
-9
- 0.37%
$408.73 - $490.3 $3.68K - $4.41K
2.43K $1.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-128
- 9.75%
$293.94 - $444.72 $37.6K - $56.9K
1.19K $526K
FSLR
First Solar, Inc.

Technology
-252
- 8.34%
$160.84 - $223.53 $40.5K - $56.3K
2.77K $610K
TJX
Tjx Companies Inc

Consumer Cyclical
-25
- 0.45%
$121.35 - $144.54 $3.03K - $3.61K
5.56K $804K
INCY
Incyte Corp

Healthcare
-686
- 6.65%
$67.27 - $86.96 $46.1K - $59.7K
9.63K $816K
INTC
Intel Corp

Technology
-2.56K
- 11.66%
$19.31 - $35.5 $49.5K - $91K
19.4K $651K
GOOG
Alphabet Inc.

Communication Services
-587
- 10.99%
$175.16 - $255.24 $103K - $150K
4.75K $1.16M
AAPL
Apple Inc.

Technology
-291
- 1.86%
$202.38 - $256.87 $58.9K - $74.7K
15.4K $3.92M
GLDM
World Gold Trust

ETFs
-5.34K
- 3.03%
$64.73 - $76.45 $345K - $408K
171K $13M
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
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