Sar Wealth Management Group, LLC Incresed Positions in Q2 2025

Sar Wealth Management Group, LLC

  • $162 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
5.01K
+ 1.1%
$48.43 - $59.26 $243K - $297K
461K $27.3B
VTI
Vanguard Total Stock Market Et

ETFs
746
+ 1.35%
$243.75 - $303.93 $182K - $227K
55.9K $17B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.1K
+ 1.27%
$152.93 - $181.74 $168K - $200K
87.8K $16B
ITOT
Ishares Core S&P Total U.S. St

ETFs
14
+ 0.02%
$108.12 - $135.04 $1.51K - $1.89K
63.1K $8.52B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.63K
+ 22.84%
$100.04 - $100.54 $563K - $566K
30.3K $3.04B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.16K
+ 3.17%
$90.56 - $109.49 $195K - $236K
70.1K $7.66B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11K
+ 2.2%
$44.68 - $45.96 $490K - $504K
510K $23.3B
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 28.58%
$167.32 - $223.3 $181K - $241K
4.85K $1.06B
NVDA
Nvidia Corp

Technology
353
+ 6.04%
$94.31 - $157.99 $33.3K - $55.8K
6.2K $979M
T Rowe Price ETF Inc
5K
+ 9.44%
N/A
57.9K $2.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
615
+ 86.99%
$483.48 - $539.8 $297K - $332K
1.32K $642M
PLTR
Palantir Technologies Inc.

Technology
437
+ 14.1%
$74.01 - $144.25 $32.3K - $63K
3.54K $482M
META
Meta Platforms, Inc.

Communication Services
21
+ 3.01%
$484.66 - $738.09 $10.2K - $15.5K
719 $530M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
61
+ 0.3%
$29.12 - $35.84 $1.78K - $2.19K
20.5K $734M
T
At&T Inc.

Communication Services
1.15K
+ 7.0%
$26.33 - $28.94 $30.2K - $33.2K
17.5K $507M
SFLR
Innovator Etfs Tr Equity Manag
17
+ 0.09%
N/A
19.7K $662M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$144.7 - $178.6 $145 - $179
1.87K $329M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
64
+ 0.35%
$12.75 - $16.34 $816 - $1.05K
18.4K $300M
EFA
Ishares Tr Msci Eafe ETF

ETFs
54
+ 1.76%
$72.96 - $90.39 $3.94K - $4.88K
3.12K $279M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
56
+ 0.37%
N/A
15.2K $357M
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 1.82%
$335.24 - $380.78 $18.1K - $20.6K
3.02K $1.11B
SO
Southern CO

Utilities
60
+ 0.79%
$84.91 - $92.56 $5.09K - $5.55K
7.69K $707M
KO
Coca Cola CO

Consumer Defensive
110
+ 1.12%
$68.37 - $73.9 $7.52K - $8.13K
9.94K $703M
DVY
Ishares Tr

ETFs
6
+ 0.36%
$118.37 - $134.86 $710 - $809
1.68K $223M
DNP
Dnp Select Income Fund Inc

Financial Services
4
+ 0.02%
$8.89 - $9.88 $35.6 - $39.5
20.2K $198M
UPS
United Parcel Service Inc

Industrials
291
+ 7.95%
$91.92 - $110.2 $26.7K - $32.1K
3.95K $399M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
367
+ 0.89%
$68.13 - $74.77 $25K - $27.4K
41.7K $3.04B
XOM
Exxon Mobil Corp

Energy
98
+ 1.35%
$99.93 - $119.04 $9.79K - $11.7K
7.34K $791M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.72K
+ 1.59%
$24.32 - $27.87 $163K - $187K
430K $11.4B
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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