Sargent Investment Group, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $449 Million distributed in 201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 3 12 Month T Bi with a value of $45M, Apple Inc. with a value of $26.2M, Microsoft Corp with a value of $20.3M, Carlyle Group Inc. with a value of $13.6M, and Palantir Technologies Inc. with a value of $12.8M.
Examining the 13F form we can see an decrease of $1.87M in the current position value, from $451M to 449M.
Below you can find more details about Sargent Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$449 Million
ETFs: $130 Million
Technology: $117 Million
Financial Services: $60.6 Million
Healthcare: $31.5 Million
Industrials: $30.5 Million
Consumer Cyclical: $22.6 Million
Real Estate: $19.8 Million
Energy: $12.1 Million
Other: $25.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more