Sage Private Wealth Group, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Vi Smid Cap Risin with a value of $20.6M, Wisdomtree Tr Us Quality Divid with a value of $19.7M, Xtrackers Msci Eafe Hedged Equ with a value of $16.9M, First Tr Vi Rba Amern Indl Ren with a value of $13.5M, and Litman Gregory Fds Tr Imgp Dbi with a value of $10.9M.
Examining the 13F form we can see an increase of $6.22M in the current position value, from $127M to 133M.
Also it can be appreciated an additional of 6 stocks purchases and 12 closed positions.
Below you can find more details about Sage Private Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$133 Million
ETFs: $91 Million
Technology: $15.9 Million
Financial Services: $6.06 Million
Consumer Cyclical: $4.86 Million
Healthcare: $4.56 Million
Consumer Defensive: $3.69 Million
Communication Services: $3.43 Million
Industrials: $2.09 Million
Other: $1.52 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
