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CIK: 0001845635
Total reported value
$222.4M
$222.4M
88 檔
35.8%
As reported in its official Q1 2025 Form 13F filing, Sage Private Wealth Group, LLC's tracked investment portfolio stood at $222.4M with 88 total positions.
In Q1 2025, Sage Private Wealth Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | ETF-Other | 14.84% | — | +2.01% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 14.62% | — | -0.59% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 13.63% | -0.57% | EXIT | |
| 4 | AIRR | First Trust Rba American Ind | ETF-Other | 9.18% | +1.37% | +1.46% | |
| 5 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 8.02% | -0.16% | +0.46% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 6.11% | -1.34% | +16.53% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.13% | +0.14% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.01% | +1.96% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | +0.17% | -3.53% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.12% | -0.91% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | -5.11% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.06% | +2.42% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.22% | -5.54% | |
| 14 | CME | Cme Group Inc | Stock-Financials | 0.71% | -0.18% | +0.34% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.15% | — | |
| 16 | MSI | Motorola Solutions Inc | Stock-Tech | 0.66% | -0.06% | -2.95% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.15% | +2.57% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.11% | +0.94% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 0.56% | +0.03% | -4.64% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.08% | -5.08% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.01% | -1.39% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.06% | +2.70% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | -0.04% | +6.28% | |
| 25 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.43% | — | -2.09% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.41% | -0.08% | +4.60% | |
| 27 | INCY | Incyte CORP | Stock-Healthcare | 0.41% | +0.01% | +2.61% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | — | +0.46% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.06% | +5.99% | |
| 30 | FDS | Factset Research Systems Inc | Stock-Financials | 0.40% | -0.03% | +3.01% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | -0.03% | +3.91% | |
| 32 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.39% | -0.02% | -13.23% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.38% | — | +0.92% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.38% | — | +0.49% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.37% | -0.01% | -1.41% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.19% | -2.79% | |
| 37 | AFL | Aflac Inc | Stock-Financials | 0.36% | -0.03% | +6.97% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | — | — | |
| 39 | JBSS | John B. Sanfilippo & Son Inc | Stock-Other | 0.34% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | — | -19.50% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.34% | — | -4.12% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | +0.12% | +1.26% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.33% | -0.02% | +7.61% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.32% | +0.49% | +8.53% | |
| 45 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.32% | -0.01% | -5.51% | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.32% | -0.02% | +1.79% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.04% | +1.83% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | -0.25% | EXIT | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | — | -3.43% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.08% | -6.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | — | NEW | New buy |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | — | NEW | New buy |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | — | NEW | New buy |
| 4 | AIRR | First Trust Rba American Ind | — | NEW | New buy |
| 5 | DBMF | Imgp Dbi Managed Futures Str | — | NEW | New buy |
| 6 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | AVGO | Broadcom Inc | — | NEW | New buy |
| 14 | CME | Cme Group Inc | — | NEW | New buy |
| 15 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 16 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 17 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 19 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 20 | WMT | Walmart Inc | — | NEW | New buy |
| 21 | HD | Home Depot Inc | — | NEW | New buy |
| 22 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 24 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 25 | GCOW | Pacer Global Cash Cows Divid | — | NEW | New buy |
| 26 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 27 | INCY | Incyte CORP | — | NEW | New buy |
| 28 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 29 | CRM | Salesforce Inc | — | NEW | New buy |
| 30 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 31 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 32 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 33 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 34 | AXP | American Express Co | — | NEW | New buy |
| 35 | CB | Chubb Limited | — | NEW | New buy |
| 36 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 37 | AFL | Aflac Inc | — | NEW | New buy |
| 38 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 39 | JBSS | John B. Sanfilippo & Son Inc | — | NEW | New buy |
| 40 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 41 | SBUX | Starbucks CORP | — | NEW | New buy |
| 42 | MA | Mastercard Inc - A | — | NEW | New buy |
| 43 | INTU | Intuit Inc | — | NEW | New buy |
| 44 | INTC | Intel CORP | — | NEW | New buy |
| 45 | DRI | Darden Restaurants Inc | — | NEW | New buy |
| 46 | MO | Altria Group Inc | — | NEW | New buy |
| 47 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 48 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 49 | KO | Coca-cola Co/the | — | NEW | New buy |
| 50 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
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 88 disclosed positions in Q1 2025.
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 35.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SDVY
市值: $19.6M
During Q1 2025, Sage Private Wealth Group, LLC's top holdings by market value included SDVY (14.8%)、DGRW (14.6%)、DBEF (13.6%). The largest single position, SDVY, represented 14.8% of total portfolio value.
In Q1 2025, Sage Private Wealth Group, LLC made 50 total portfolio adjustments, initiating 50 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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