Sar Wealth Management Group, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 41 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 $29.1B, Spdr Series Tr Spdr S&P Divide with a value of $12.9B, Vanguard Total Stock Market Et with a value of $12.2B, Ishares Core S&P Total U.S. St with a value of $8.01B, and Fidelity Merrimack Str Tr Tota with a value of $5.61B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $99.1B to 111B.

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.

Portfolio value $111 Billion
ETFs: $95.7 Billion
Technology: $3.58 Billion
Consumer Defensive: $2.64 Billion
Consumer Cyclical: $1.7 Billion
Energy: $1.28 Billion
Healthcare: $1.26 Billion
Utilities: $1.21 Billion
Communication Services: $1.18 Billion
Other: $1.05 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $111 Billion
  • Prior Value $99.1 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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