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SARD WEALTH MANAGEMENT GROUP, LLC

13F
SARD WEALTH MANAGEMENT GROUP, LLC
Last update 2025-04-11 48 Stocks (2 new)
Value $149.00 Mil Turnover 2 %
Countries:
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)

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SARD WEALTH MANAGEMENT GROUP, LLC's Asset Allocation

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SARD WEALTH MANAGEMENT GROUP, LLC Past Portfolios

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

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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

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