Sage Private Wealth Group, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Million distributed in 88 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 $19.6M, Wisdomtree Tr Us Quality Divid with a value of $19.3M, Xtrackers Msci Eafe Hedged Equ with a value of $18M, First Tr Vi Rba Amern Indl Ren with a value of $12.1M, and Litman Gregory Fds Tr Imgp Dbi with a value of $10.6M.
Examining the 13F form we can see an decrease of $1.11M in the current position value, from $133M to 132M.
Below you can find more details about Sage Private Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$132 Million
ETFs: $93.2 Million
Technology: $13.9 Million
Financial Services: $6.12 Million
Healthcare: $4.58 Million
Consumer Cyclical: $4.09 Million
Consumer Defensive: $3.64 Million
Communication Services: $3.18 Million
Industrials: $1.85 Million
Other: $1.46 Million
Stock Holdings Table Market Cap. of $200 Billions or more
