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CIK: 0001845635
Total reported value
$222.4M
$222.4M
86 檔
36.6%
According to the latest 13F quarterly dataset, Sage Private Wealth Group, LLC managed an equity portfolio of $222.4M at the end of Q4 2024, spanning 86 distinct U.S. exchange-listed positions.
During Q4 2024, Sage Private Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | ETF-Other | 15.43% | — | -0.32% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 14.78% | — | -4.98% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 12.65% | -0.57% | EXIT | |
| 4 | AIRR | First Trust Rba American Ind | ETF-Other | 10.14% | +1.37% | +3.01% | |
| 5 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 8.19% | -0.16% | +6.24% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 4.36% | -1.34% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.17% | +538.68% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.13% | -0.67% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.29% | -0.01% | +1.40% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.22% | +0.74% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.12% | -5.80% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | — | -11.75% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.06% | -1.11% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | +0.03% | -0.63% | |
| 15 | MSI | Motorola Solutions Inc | Stock-Tech | 0.71% | -0.06% | +0.20% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.11% | +2.37% | |
| 17 | CME | Cme Group Inc | Stock-Financials | 0.61% | -0.18% | -6.20% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.08% | -2.73% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.15% | -0.88% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | -0.15% | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.01% | -2.24% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.06% | +6.19% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.06% | -2.96% | |
| 24 | INCY | Incyte CORP | Stock-Healthcare | 0.45% | +0.01% | -2.36% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.01% | -0.54% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | — | +2.48% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | +0.10% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.43% | -0.02% | -3.41% | |
| 29 | JBSS | John B. Sanfilippo & Son Inc | Stock-Other | 0.42% | — | — | |
| 30 | AXP | American Express Co | Stock-Financials | 0.41% | — | -2.58% | |
| 31 | FDS | Factset Research Systems Inc | Stock-Financials | 0.41% | -0.03% | +0.45% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.40% | -0.04% | -0.27% | |
| 33 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.40% | — | -25.58% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.40% | -0.08% | -3.28% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | — | -0.37% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | -0.03% | -5.77% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.08% | +18.31% | |
| 38 | ILMN | Illumina Inc | Stock-Healthcare | 0.36% | +0.07% | -2.18% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.34% | -0.01% | -5.55% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | +0.19% | +0.20% | |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.32% | — | -11.50% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.32% | — | -4.98% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | +0.12% | -2.69% | |
| 44 | AFL | Aflac Inc | Stock-Financials | 0.31% | -0.03% | +3.05% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.31% | -0.11% | +2.79% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.31% | -0.02% | +3.79% | |
| 47 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.30% | -0.01% | +2.03% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.29% | -0.01% | -4.90% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.04% | +14.39% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | -0.25% | EXIT |
According to official SEC Form 13F filings, Sage Private Wealth Group, LLC reported a total U.S. public equity portfolio value of $222.4M across 86 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SDVY, DGRW, DBEF) accounted for 36.6% of total reported equity market value during Q4 2024.
During Q4 2024, Sage Private Wealth Group, LLC's top holdings by market value included SDVY (15.4%)、DGRW (14.8%)、DBEF (12.7%). The largest single position, SDVY, represented 15.4% of total portfolio value.
In Q4 2024, Sage Private Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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