Sargent Bickham Lagudis LLC has filed its 13F form on January 23, 2023 for Q4 2022 where it was disclosed a total value porftolio of $1.22 Billion distributed in 1409 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $98.7M, Spdr S&P 500 ETF Trust with a value of $70.8M, Vanguard Index Fds S&P 500 ETF with a value of $65.8M, Vanguard Ftse Developed Market with a value of $52.3M, and Ishares Core S&P 500 ETF with a value of $40.1M.

Examining the 13F form we can see an increase of $97.5M in the current position value, from $1.12B to 1.22B.

Below you can find more details about Sargent Bickham Lagudis LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.22 Billion
ETFs: $852 Billion
Healthcare: $68.6 Billion
Financial Services: $58.4 Billion
Technology: $55.5 Billion
Consumer Cyclical: $40 Billion
Industrials: $34.3 Billion
Consumer Defensive: $27 Billion
Communication Services: $22.2 Billion
Other: $40.8 Billion

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 1,409
  • Current Value $1.22 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q4 2022
  • Filing Date January 23, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 90 stocks
  • Additional Purchases 208 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 222 stocks
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