Sar Wealth Management Group, LLC Portfolio Holdings

Sar Wealth Management Group, LLC

  • $142 Billion
  • Q2 2024

Sar Wealth Management Group, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 45 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 $26B, Fidelity Merrimack Str Tr Tota with a value of $21.7B, Vanguard Total Stock Market Et with a value of $14.1B, Invesco S&P 500 Equal Weight E with a value of $13.8B, and Spdr Series Tr Spdr S&P Divide with a value of $11.5B.

Examining the 13F form we can see an increase of $31.8B in the current position value, from $111B to 142B.

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 $142 Billion
ETFs: $125 Billion
Technology: $4.71 Billion
Consumer Defensive: $2.69 Billion
Consumer Cyclical: $1.64 Billion
Healthcare: $1.41 Billion
Energy: $1.27 Billion
Utilities: $1.25 Billion
Communication Services: $1.11 Billion
Other: $1.3 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$289 Million 0.2% of portfolio
25,276
Q4 2023 New
$0
$166 Million 0.12% of portfolio
20,174
Q2 2024 New
$0
$117 Million 0.08% of portfolio
14,944
Q2 2024 New
$0
$30.2 Million 0.02% of portfolio
11,280
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $142 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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