Sage Oak Financial, LLC Portfolio Holdings by Sector
Sage Oak Financial, LLC
- $113 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFSD DFCF DFIC DFEM SPUS WWJD DFAU 20 stocks |
$74.4 Million
94.48% of portfolio
|
  10  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1.23 Million
1.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
OKE 1 stocks |
$1.11 Million
1.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$721,256
0.92% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
DOV 1 stocks |
$593,798
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$385,223
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$299,186
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|