SW
| |
SARD WEALTH MANAGEMENT GROUP, LLC13F | |
SARD WEALTH MANAGEMENT GROUP, LLC | |
Last update 2025-04-11 | 48 Stocks (2 new) |
Value $149.00 Mil | Turnover 2 % |
SARD WEALTH MANAGEMENT GROUP, ... 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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FV |
First Trust Dorsey Wright Focus 5 ETF
First Trust Dorsey Wright Focus 5 ETF
| 455,580 | 24,993.1 | +1.34% | 16.750 | +0.22% | 0.720 | +23.25% | +1.18% | 3,679.9 | ||
FBND | Fidelity Total Bond ETF | 498,577 | 22,760.0 | +1.96% | 15.250 | +0.29% | 0.130 | +2.04% | +3.48% | 18,452.6 | ||
VTI | Vanguard Total Stock Market ETF | 55,108 | 15,145.9 | +2.26% | 10.150 | +0.22% | 0.000 | +25.81% | +6.19% | 469,766.8 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 86,710 | 15,020.7 | +2.10% | 10.070 | +0.21% | 0.020 | +20.72% | +5.86% | 72,786.8 | ||
SDY | SPDR Dividend ETF | 91,183 | 12,371.7 | +2.47% | 8.290 | +0.20% | 0.060 | +14.12% | +5.67% | 20,228.0 | ||
SCHD | Schwab US Dividend Equity ETF | 423,551 | 11,842.5 | +2.39% | 7.940 | +0.19% | 0.020 | +12.94% | +1.45% | 70,860.1 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 63,069 | 7,695.0 | -0.57% | 5.160 | -0.03% | 0.010 | +25.94% | +6.17% | 70,613.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 67,960 | 7,106.5 | +3.33% | 4.760 | +0.15% | 0.010 | +23.83% | -2.38% | 80,592.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 22,326 | 4,331.0 | +0.13% | 2.900 | 0% | 0.000 | +19.26% | +6.30% | 88,605.9 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 41,340 | 3,088.9 | +0.67% | 2.070 | +0.01% | 0.040 | +7.03% | +4.62% | 7,651.5 |
SARD WEALTH MANAGEMENT GROUP, LLC's Historical Top Holdings Breakdowns
SARD WEALTH MANAGEMENT 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 |
---|---|---|---|---|---|---|---|---|---|---|---|
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.29% | 44.41 ($45.29) 45.98 | $45.38 | 0.19% | Add 1.96% | 498,577 | 9,593 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.28% | 209.68 ($231.67) 247.1 | $209.54 | -9.55% | Add 18.44% | 12,248 | 1,907 | |
FV |
First Trust Dorsey Wright Focus 5 ETF
First Trust Dorsey Wright Focus 5 ETF
| 2025-03-31 | Add Add | +0.22% | 53.91 ($59.31) 63.03 | $59.59 | 0.48% | Add 1.34% | 455,580 | 6,030 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.22% | 271.18 ($290.53) 303.12 | $305.50 | 5.15% | Add 2.26% | 55,108 | 1,217 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.21% | 169.43 ($177.82) 182.84 | $183.75 | 3.33% | Add 2.1% | 86,710 | 1,785 | |
SDY | SPDR Dividend ETF | 2025-03-31 | Add Add | +0.20% | 128.74 ($134.5) 138.67 | $137.87 | 2.51% | Add 2.47% | 91,183 | 2,198 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | New Buy New Buy | +0.19% | 44.91 ($52.94) 60.42 | $61.80 | 16.74% | New holding | 5,920 | 5,920 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.19% | 27.01 ($27.88) 28.54 | $27.19 | -2.48% | Add 2.39% | 423,551 | 9,878 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.15% | 102.49 ($112.84) 119.96 | $111.56 | -1.13% | Add 3.33% | 67,960 | 2,191 | |
ALL | Allstate Corp | 2025-03-31 | New Buy New Buy | +0.14% | 180.99 ($194.74) 210.18 | $194.37 | -0.19% | New holding | 985 | 985 |
SARD WEALTH MANAGEMENT GROUP, LLC Total Holding History ($B)
SARD WEALTH MANAGEMENT GROUP, LLC's Asset Allocation
SARD WEALTH MANAGEMENT GROUP, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
SARD WEALTH MANAGEMENT GROUP, LLC's Hypothetical Growth since 2025-03-31
SARD WEALTH MANAGEMENT GROUP, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
SARD WEALTH MANAGEMENT GROUP, LLC's Holdings Heat Map
Size field:
SARD WEALTH MANAGEMENT GROUP, LLC's Holdings Bubble Chart
SARD WEALTH MANAGEMENT GROUP, LLC News
- 1