Sage Private Wealth Group, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Million distributed in 89 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 $19.5M, First Tr Vi Rba Amern Indl Ren with a value of $18.8M, Ishares Gold Trust with a value of $13.3M, Litman Gregory Fds Tr Imgp Dbi with a value of $13.2M, and World Gold Trust with a value of $13M.
Examining the 13F form we can see an increase of $6.44M in the current position value, from $156M to 162M.
Below you can find more details about Sage Private Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
ETFs: $111 Million
Technology: $20.5 Million
Financial Services: $6.38 Million
Consumer Cyclical: $5.61 Million
Healthcare: $5.41 Million
Consumer Defensive: $4.69 Million
Communication Services: $4.13 Million
Industrials: $2.66 Million
Other: $2.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
