SP

SAGE PRIVATE WEALTH GROUP, LLC

13F
SAGE PRIVATE WEALTH GROUP, LLC
Last update 2025-05-02 88 Stocks (7 new)
Value $132.00 Mil Turnover 4 %
Countries:
Top Holdings: SDVY(14.84%)DGRW(14.62%)DBEF(13.63%)AIRR(9.18%)DBMF(8.02%)
Summary Stock Picks Current Portfolio
SAGE PRIVATE WEALTH GROUP, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
584,927
19,595.0
+2.01%
14.840
+0.29%
0.250
+15.23%
+2.49%
8,416.3
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
241,834
19,312.5
-0.59%
14.620
-0.09%
0.130
+10.73%
+6.09%
16,022.3
 
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
415,795
18,004.2
+2.14%
13.630
+0.29%
0.230
+9.27%
+9.95%
7,847.4
 
AIRR
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
177,835
12,130.2
+1.46%
9.180
+0.13%
0.390
+29.25%
+9.66%
4,060.0
 
DBMF
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
419,089
10,586.2
+0.46%
8.020
+0.04%
-
+3.77%
-0.13%
1,204.1
 
IAU
iShares Gold Trust
136,782
8,064.4
+16.53%
6.110
+0.87%
0.020
+7.29%
+26.98%
47,365.6
 
AAPL
Apple Inc
13,058
2,900.6
+0.14%
2.200
0%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MSFT
Microsoft Corp
7,369
2,766.5
+1.96%
2.090
+0.04%
0.000
+33.94%
+18.80%
3,707,650.2
Software
NVDA
NVIDIA Corp
25,231
2,734.5
-3.53%
2.070
-0.09%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
LLY
Eli Lilly and Co
1,529
1,262.8
-0.91%
0.960
-0.01%
0.000
-0.86%
+1.50%
700,835.3
Drug Manufacturers

SAGE PRIVATE WEALTH GROUP, LLC's Historical Top Holdings Breakdowns

SAGE PRIVATE WEALTH GROUP, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IAU
iShares Gold Trust
2025-03-31
Add
Add
+0.87%
●
49.74 ($54.09) 58.96
$62.87
16.23%
Add 16.53%
136,782
19,402
VTV
Vanguard Value ETF
2025-03-31
New Buy
New Buy
+0.49%
●
167.73 ($174.39) 179.21
$179.63
3.00%
New holding
3,752
3,752
VUG
Vanguard Growth ETF
2025-03-31
New Buy
New Buy
+0.36%
●
369.1 ($404.54) 427.61
$441.98
9.25%
New holding
1,281
1,281
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
2025-03-31
Add
Add
+0.29%
●
41.61 ($43.53) 44.72
$44.08
1.26%
Add 2.14%
415,795
8,726
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.29%
●
32.49 ($35.67) 37.99
$36.45
2.19%
Add 2.01%
584,927
11,525
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
New Buy
New Buy
+0.23%
●
59.61 ($63.9) 66.74
$67.95
6.34%
New holding
4,997
4,997
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+0.23%
●
69.57 ($74.78) 78.65
$83.57
11.75%
New holding
4,070
4,070
DFIV
Dimensional International Value ETF
2025-03-31
New Buy
New Buy
+0.19%
●
35.33 ($38.16) 40.8
$43.27
13.39%
New holding
6,440
6,440
SAM
Boston Beer Co Inc
2025-03-31
Sold Out
Sold Out
-0.18%
●
219.16 ($243.6) 301.26
$201.08
-17.45%
Sold Out
0
-787
BBY
Best Buy Co Inc
2025-03-31
Sold Out
Sold Out
-0.17%
●
70.3 ($82.44) 91.1
$72.10
-12.54%
Sold Out
0
-2,671

SAGE PRIVATE WEALTH GROUP, LLC Total Holding History ($B)

To

SAGE PRIVATE WEALTH GROUP, LLC's Asset Allocation

To

SAGE PRIVATE WEALTH GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SAGE PRIVATE WEALTH GROUP, LLC's Hypothetical Growth since 2025-03-31

SAGE PRIVATE WEALTH GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SAGE PRIVATE WEALTH GROUP, LLC's Holdings Heat Map

Size field:

SAGE PRIVATE WEALTH GROUP, LLC's Holdings Bubble Chart

SAGE PRIVATE WEALTH GROUP, LLC News

  • 1

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