Sar Wealth Management Group, LLC Incresed Positions in Q3 2025

Sar Wealth Management Group, LLC

  • $175 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
613
+ 1.1%
$303.93 - $329.86 $186K - $202K
56.5K $18.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27.6K
+ 5.42%
$45.26 - $46.63 $1.25M - $1.29M
537K $24.8B
FV
First Trust Dorsey Wright Focu

ETFs
3.77K
+ 0.82%
$59.23 - $62.14 $223K - $234K
464K $28.8B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.51K
+ 1.72%
$181.56 - $190.33 $274K - $287K
89.3K $16.9B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.4K
+ 3.8%
$26.38 - $27.95 $431K - $457K
447K $12.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
804
+ 1.15%
$108.46 - $120.63 $87.2K - $97K
70.9K $8.43B
Capital Group International
14.8K
+ 11.67%
N/A
141K $4.35B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
497
+ 0.53%
$136.48 - $142.97 $67.8K - $71.1K
93.8K $13.1B
MSFT
Microsoft Corp

Technology
481
+ 13.0%
$491.09 - $535.64 $236K - $258K
4.18K $2.17B
T Rowe Price ETF Inc
4.48K
+ 7.73%
N/A
62.4K $2.35B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
8.73K
+ 57.26%
N/A
24K $610M
NVDA
Nvidia Corp

Technology
119
+ 1.92%
$153.3 - $186.58 $18.2K - $22.2K
6.31K $1.18B
BAC
Bank Of America Corp

Financial Services
2.46K
+ 43.76%
$44.92 - $52.42 $111K - $129K
8.09K $417M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.39K
+ 4.59%
$100.16 - $100.7 $139K - $140K
31.7K $3.19B
SFLR
Innovator Etfs Tr Equity Manag
2.19K
+ 11.09%
N/A
21.9K $789M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.17%
$357.4 - $423.42 $1.79K - $2.12K
3.03K $1.23B
MCK
Mckesson Corp

Healthcare
2
+ 0.11%
$659.01 - $772.54 $1.32K - $1.55K
1.78K $1.38B
IWM
Ishares Russell 2000 ETF

ETFs
7
+ 0.26%
$214.92 - $244.84 $1.5K - $1.71K
2.65K $642M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
583
+ 1.4%
$72.01 - $74.44 $42K - $43.4K
42.3K $3.11B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
57
+ 0.28%
$36.04 - $38.78 $2.05K - $2.21K
20.5K $792M
JNJ
Johnson & Johnson

Healthcare
16
+ 1.14%
$155.17 - $185.42 $2.48K - $2.97K
1.42K $263M
SO
Southern CO

Utilities
261
+ 3.39%
$90.83 - $96.0 $23.7K - $25.1K
7.96K $754M
XOM
Exxon Mobil Corp

Energy
17
+ 0.23%
$105.83 - $117.22 $1.8K - $1.99K
7.36K $830M
Ishares Bitcoin Trust ETF
231
+ 3.9%
N/A
6.15K $400M
D
Dominion Energy, Inc

Utilities
2
+ 0.03%
$56.32 - $62.1 $113 - $124
7.49K $458M
WMT
Walmart Inc.

Consumer Defensive
118
+ 3.63%
$94.4 - $104.27 $11.1K - $12.3K
3.37K $347M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.38%
$459.11 - $506.91 $2.3K - $2.53K
1.33K $667M
DVY
Ishares Tr

ETFs
6
+ 0.36%
$133.88 - $142.57 $803 - $855
1.68K $239M
AMZN
Amazon Com Inc

Consumer Cyclical
27
+ 0.56%
$211.65 - $238.24 $5.71K - $6.43K
4.88K $1.07B
META
Meta Platforms, Inc.

Communication Services
6
+ 0.83%
$695.21 - $791.73 $4.17K - $4.75K
725 $532M
ED
Consolidated Edison Inc

Utilities
1
+ 0.03%
$95.57 - $105.36 $95.6 - $105
3.46K $347M
KO
Coca Cola CO

Consumer Defensive
162
+ 1.63%
$65.67 - $71.67 $10.6K - $11.6K
10.1K $670M
Activity Summary
Buys All Purchases 40 New Holdings 7 Increased Positions 33 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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