Sage Private Wealth Group, LLC Portfolio Holdings

Sage Private Wealth Group, LLC

  • $132 Million
  • Q1 2025

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 $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $132 Million
  • Prior Value $133 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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