Filer Name: SAGE PRIVATE WEALTH GROUP, LLC
CIK: 1845635
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 86
Portfolio Value: $0.13B

Sage Private Wealth Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SDVY US FIRST TRUST SMID CAP RISING 573,402 $21M 15.43% - -
DGRW US WISDOMTREE U.S. QUALITY DIVI 243,275 $20M 14.78% - -
DBEF US XTRACKERS MSCI EAFE HEDGED E 407,069 $17M 12.65% - -
AIRR US FIRST TRUST RBA AMERICAN IND 175,273 $14M 10.14% - -
DBMF US IMGP DBI MANAGED FUTURES STR 417,169 $11M 8.19% - -
IAU US ISHARES GOLD TRUST 117,380 $6M 4.36% - -
NVDA US NVIDIA CORP 26,154 $4M 2.64% - -
AAPL US APPLE INC 13,040 $3M 2.45% - -
MSFT US MICROSOFT CORP 7,227 $3M 2.29% - -
AVGO US BROADCOM INC 6,096 $1M 1.06% - -
LLY US ELI LILLY & CO 1,543 $1M 0.89% - -
JPM US JPMORGAN CHASE & CO 4,792 $1M 0.86% - -
AMZN US AMAZON.COM INC 5,161 $1M 0.85% - -
ETN US EATON CORP PLC 2,844 $1M 0.71% - -
MSI US MOTOROLA SOLUTIONS INC 2,037 $1M 0.71% - -
GOOG US ALPHABET INC-CL C 4,879 $1M 0.70% - -
CME US CME GROUP INC 3,507 $1M 0.61% - -
GLD US SPDR GOLD SHARES 3,070 $1M 0.56% - -
WMT US WALMART INC 8,300 $1M 0.56% - -
V US VISA INC-CLASS A SHARES 2,370 $1M 0.56% - -
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