Sar Wealth Management Group, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Dorsey Wright Focu with a value of $26.6B, Fidelity Merrimack Str Tr Tota with a value of $21.9B, Vanguard Total Stock Market Et with a value of $15.6B, Invesco S&P 500 Equal Weight E with a value of $14.9B, and Spdr Series Tr Spdr S&P Divide with a value of $11.8B.
Examining the 13F form we can see an decrease of $2.4B in the current position value, from $151B to 149B.
Sar Wealth Management Group, LLC is based out at Atlanta, GA
Below you can find more details about Sar Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
