Sage Private Wealth Group, LLC Portfolio Holdings

Sage Private Wealth Group, LLC

  • $75.7 Million
  • Q3 2022

Sage Private Wealth Group, LLC has filed its 13F form on November 08, 2022 for Q3 2022 where it was disclosed a total value porftolio of $75.7 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $14.9M, Pacer Fds Tr Pacer Us Small Ca with a value of $13.6M, Invesco Db Commodity Index Tracking Fund with a value of $6.41M, Vanguard Extended Duration Tre with a value of $5.92M, and Cme Group Inc. with a value of $5.09M.

Examining the 13F form we can see an increase of $6.18M in the current position value, from $69.5M to 75.7M.

Below you can find more details about Sage Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $75.7 Million
ETFs: $44.3 Million
Financial Services: $12.3 Million
Technology: $7.37 Million
Consumer Cyclical: $3.26 Million
Consumer Defensive: $2.91 Million
Industrials: $1.73 Million
Healthcare: $1.38 Million
Communication Services: $1.2 Million
Other: $1.21 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $75.7 Million
  • Prior Value $69.5 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 08, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 27 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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