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Sage Private Wealth Group, Llc Buys Caterpillar Inc, Devon Energy Corp, Darden Restaurants Inc, Sells Chevron Corp, International Business Machines Corp, Halliburton Co

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Nov 02, 2021
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Investment company Sage Private Wealth Group, Llc (Current Portfolio) buys Caterpillar Inc, Devon Energy Corp, Darden Restaurants Inc, Roper Technologies Inc, Keysight Technologies Inc, sells Chevron Corp, International Business Machines Corp, Halliburton Co, Allstate Corp, Kansas City Southern during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sage Private Wealth Group, Llc. As of 2021Q3, Sage Private Wealth Group, Llc owns 177 stocks with a total value of $72 million. These are the details of the buys and sells.

For the details of SAGE PRIVATE WEALTH GROUP, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sage+private+wealth+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of SAGE PRIVATE WEALTH GROUP, LLC
  1. iShares Russell 1000 ETF (IWB) - 84,760 shares, 28.30% of the total portfolio. Shares added by 0.32%
  2. iShares Russell 2000 Value ETF (IWN) - 118,963 shares, 26.33% of the total portfolio. Shares added by 1.65%
  3. Intercontinental Exchange Inc (ICE) - 54,571 shares, 8.66% of the total portfolio. Shares added by 0.05%
  4. CME Group Inc (CME) - 29,178 shares, 7.80% of the total portfolio. Shares added by 1.30%
  5. Apple Inc (AAPL) - 10,094 shares, 1.97% of the total portfolio. Shares added by 0.26%
New Purchase: Caterpillar Inc (CAT)

Sage Private Wealth Group, Llc initiated holding in Caterpillar Inc. The purchase prices were between $189.84 and $221.66, with an estimated average price of $208.43. The stock is now traded at around $204.610000. The impact to a portfolio due to this purchase was 0.11%. The holding were 400 shares as of 2021-09-30.

New Purchase: Devon Energy Corp (DVN)

Sage Private Wealth Group, Llc initiated holding in Devon Energy Corp. The purchase prices were between $24.93 and $35.75, with an estimated average price of $28.39. The stock is now traded at around $42.200000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,525 shares as of 2021-09-30.

New Purchase: Darden Restaurants Inc (DRI)

Sage Private Wealth Group, Llc initiated holding in Darden Restaurants Inc. The purchase prices were between $134.82 and $159.81, with an estimated average price of $147.01. The stock is now traded at around $145.185000. The impact to a portfolio due to this purchase was 0.06%. The holding were 285 shares as of 2021-09-30.

New Purchase: Roper Technologies Inc (ROP)

Sage Private Wealth Group, Llc initiated holding in Roper Technologies Inc. The purchase prices were between $446.13 and $496.63, with an estimated average price of $479.11. The stock is now traded at around $480.330000. The impact to a portfolio due to this purchase was 0.04%. The holding were 63 shares as of 2021-09-30.

New Purchase: Keysight Technologies Inc (KEYS)

Sage Private Wealth Group, Llc initiated holding in Keysight Technologies Inc. The purchase prices were between $153.15 and $181.46, with an estimated average price of $167.84. The stock is now traded at around $183.640000. The impact to a portfolio due to this purchase was 0.04%. The holding were 182 shares as of 2021-09-30.

New Purchase: NiSource Inc (NI)

Sage Private Wealth Group, Llc initiated holding in NiSource Inc. The purchase prices were between $23.84 and $25.75, with an estimated average price of $24.93. The stock is now traded at around $24.665000. The impact to a portfolio due to this purchase was 0.03%. The holding were 912 shares as of 2021-09-30.

Added: iShares Russell 2000 ETF (IWM)

Sage Private Wealth Group, Llc added to a holding in iShares Russell 2000 ETF by 64.13%. The purchase prices were between $211.09 and $230.69, with an estimated average price of $221.07. The stock is now traded at around $233.840000. The impact to a portfolio due to this purchase was 0.02%. The holding were 151 shares as of 2021-09-30.

Added: Zimmer Biomet Holdings Inc (ZBH)

Sage Private Wealth Group, Llc added to a holding in Zimmer Biomet Holdings Inc by 46.51%. The purchase prices were between $140.44 and $163.52, with an estimated average price of $151.62. The stock is now traded at around $145.260000. The impact to a portfolio due to this purchase was 0.01%. The holding were 126 shares as of 2021-09-30.

Sold Out: International Business Machines Corp (IBM)

Sage Private Wealth Group, Llc sold out a holding in International Business Machines Corp. The sale prices were between $132.97 and $146.84, with an estimated average price of $139.83.

Sold Out: Organon & Co (OGN)

Sage Private Wealth Group, Llc sold out a holding in Organon & Co. The sale prices were between $28.63 and $35.64, with an estimated average price of $32.03.



Here is the complete portfolio of SAGE PRIVATE WEALTH GROUP, LLC. Also check out:

1. SAGE PRIVATE WEALTH GROUP, LLC's Undervalued Stocks
2. SAGE PRIVATE WEALTH GROUP, LLC's Top Growth Companies, and
3. SAGE PRIVATE WEALTH GROUP, LLC's High Yield stocks
4. Stocks that SAGE PRIVATE WEALTH GROUP, LLC keeps buying
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