Sage Private Wealth Group, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $156 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $35.7M, First Tr Vi Rba Amern Indl Ren with a value of $13.6M, Xtrackers Msci Eafe Hedged Equ with a value of $11.9M, Litman Gregory Fds Tr Imgp Dbi with a value of $11.9M, and World Gold Trust with a value of $11.5M.
Examining the 13F form we can see an increase of $24M in the current position value, from $132M to 156M.
Below you can find more details about Sage Private Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$156 Million
ETFs: $109 Million
Technology: $18.3 Million
Financial Services: $6.04 Million
Healthcare: $5.29 Million
Consumer Cyclical: $5.25 Million
Consumer Defensive: $4.12 Million
Communication Services: $3.47 Million
Industrials: $2.48 Million
Other: $2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
