Sage Private Wealth Group, LLC Top Holdings and 13F Report (2025) About Sage Private Wealth Group, LLCInvestment ActivitySage Private Wealth Group, LLC has $133.21 million in total holdings as of December 31, 2024.Sage Private Wealth Group, LLC owns shares of 86 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 9.71% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Sage Private Wealth Group, LLC has purchased 92 new stocks and bought additional shares in 31 stocks.Sage Private Wealth Group, LLC sold shares of 42 stocks and completely divested from 12 stocks this quarter.Largest Holdings First Trust SMID Cap Rising Dividend Archievers ETF $20,556,474WisdomTree U.S. Quality Dividend Growth Fund $19,688,341Xtrackers MSCI EAFE Hedged Equity ETF $16,852,647First Trust RBA American Industrial Renaissance ETF $13,503,115iMGP DBi Managed Futures Strategy ETF $10,913,051 Largest New Holdings this Quarter iShares Gold Trust $5,811,484 HoldingFirst Solar $266,827 HoldingBerkshire Hathaway $222,560 HoldingDICK'S Sporting Goods $209,614 HoldingPepsiCo $202,888 Holding Largest Purchases this Quarter iShares Gold Trust 117,380 shares (about $5.81M)NVIDIA 22,059 shares (about $2.96M)Xtrackers MSCI EAFE Hedged Equity ETF 32,358 shares (about $1.34M)iMGP DBi Managed Futures Strategy ETF 24,514 shares (about $641.28K)First Trust RBA American Industrial Renaissance ETF 5,126 shares (about $394.91K) Largest Sales this Quarter WisdomTree U.S. Quality Dividend Growth Fund 12,754 shares (about $1.03M)Pacer Global Cash Cows Dividend ETF 5,398 shares (about $182.14K)JPMorgan Chase & Co. 638 shares (about $152.96K)Nuveen Municipal High Income Opportunity Fund 13,007 shares (about $140.61K)Walt Disney 852 shares (about $94.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSage Private Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$20,556,474$66,645 ▼-0.3%573,40215.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$19,688,341$1,032,186 ▼-5.0%243,27514.8%ManufacturingDBEFXtrackers MSCI EAFE Hedged Equity ETF$16,852,647$1,339,620 ▲8.6%407,06912.7%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$13,503,115$394,909 ▲3.0%175,27310.1%ManufacturingDBMFiMGP DBi Managed Futures Strategy ETF$10,913,051$641,281 ▲6.2%417,1698.2%ETFIAUiShares Gold Trust$5,811,484$5,811,484 ▲New Holding117,3804.4%FinanceNVDANVIDIA$3,512,223$2,962,305 ▲538.7%26,1542.6%Computer and TechnologyAAPLApple$3,265,662$22,038 ▼-0.7%13,0402.5%Computer and TechnologyMSFTMicrosoft$3,046,360$42,152 ▲1.4%7,2272.3%Computer and TechnologyAVGOBroadcom$1,413,432$10,434 ▲0.7%6,0961.1%Computer and TechnologyLLYEli Lilly and Company$1,191,196$73,340 ▼-5.8%1,5430.9%MedicalJPMJPMorgan Chase & Co.$1,148,900$152,963 ▼-11.7%4,7920.9%FinanceAMZNAmazon.com$1,132,272$12,725 ▼-1.1%5,1610.9%Retail/WholesaleETNEaton$943,978$5,975 ▼-0.6%2,8440.7%Industrial ProductsMSIMotorola Solutions$941,904$1,850 ▲0.2%2,0370.7%Computer and TechnologyGOOGAlphabet$929,222$21,521 ▲2.4%4,8790.7%Computer and TechnologyCMECME Group$814,466$53,880 ▼-6.2%3,5070.6%FinanceWMTWalmart$749,961$21,053 ▼-2.7%8,3000.6%Retail/WholesaleVVisa$749,265$6,639 ▼-0.9%2,3700.6%Business ServicesGLDSPDR Gold Shares$743,3390.0%3,0700.6%FinanceHDHome Depot$729,424$16,728 ▼-2.2%1,8750.5%Retail/WholesaleGOOGLAlphabet$701,982$40,892 ▲6.2%3,7080.5%Computer and TechnologyCRMSalesforce$625,015$19,061 ▼-3.0%1,8690.5%Computer and TechnologyINCYIncyte$598,975$14,505 ▼-2.4%8,6720.4%MedicalTSLATesla$598,491$3,231 ▼-0.5%1,4820.4%Auto/Tires/TrucksMRKMerck & Co., Inc.$587,547$14,226 ▲2.5%5,9060.4%MedicalIVViShares Core S&P 500 ETF$585,946$589 ▲0.1%9950.4%ETFMPCMarathon Petroleum$573,833$20,230 ▼-3.4%4,1130.4%Oils/EnergyJBSSJohn B. Sanfilippo & Son$555,5880.0%6,3780.4%Consumer StaplesAXPAmerican Express$548,834$14,545 ▼-2.6%1,8490.4%FinanceFDSFactSet Research Systems$541,837$2,402 ▲0.4%1,1280.4%Business ServicesTJXTJX Companies$534,622$1,450 ▼-0.3%4,4250.4%Retail/WholesaleGCOWPacer Global Cash Cows Dividend ETF$529,909$182,136 ▼-25.6%15,7050.4%ETFCMCSAComcast$529,593$17,940 ▼-3.3%14,1110.4%Consumer DiscretionaryIWBiShares Russell 1000 ETF$526,087$1,933 ▼-0.4%1,6330.4%ETFCSCOCisco Systems$484,824$29,661 ▼-5.8%8,1890.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$482,814$74,712 ▲18.3%1,2020.4%ETFILMNIllumina$479,598$10,690 ▼-2.2%3,5890.4%MedicalCBChubb$451,451$26,540 ▼-5.6%1,6330.3%FinanceJNJJohnson & Johnson$434,978$868 ▲0.2%3,0070.3%MedicalCALFPacer US Small Cap Cash Cows 100 ETF$430,682$55,964 ▼-11.5%9,7890.3%ETFSBUXStarbucks$430,097$22,541 ▼-5.0%4,7130.3%Retail/WholesaleMAMastercard$419,570$11,596 ▼-2.7%7960.3%Business ServicesAFLAflac$415,811$12,312 ▲3.1%4,0190.3%FinanceACNAccenture$414,079$11,258 ▲2.8%1,1770.3%Computer and TechnologyINTUIntuit$413,254$15,096 ▲3.8%6570.3%Computer and TechnologyDRIDarden Restaurants$402,982$8,030 ▲2.0%2,1580.3%Retail/WholesaleAPDAir Products and Chemicals$388,517$20,021 ▼-4.9%1,3390.3%Basic MaterialsMCDMcDonald's$380,412$47,841 ▲14.4%1,3120.3%Retail/WholesaleUNHUnitedHealth Group$379,484$142,180 ▲59.9%7500.3%MedicalQCOMQUALCOMM$370,859$19,511 ▲5.6%2,4140.3%Computer and TechnologySSUSDay Hagan/Ned Davis Research Smart Sector ETF$369,0800.0%8,7730.3%ETFVZVerizon Communications$368,116$5,359 ▼-1.4%9,2050.3%Computer and TechnologyKOCoca-Cola$365,195$36,302 ▼-9.0%5,8650.3%Consumer StaplesMOAltria Group$359,869$7,948 ▼-2.2%6,8820.3%Consumer StaplesNEENextEra Energy$359,650$12,404 ▲3.6%5,0160.3%UtilitiesKMBKimberly-Clark$354,3320.0%2,7040.3%Consumer StaplesINTCIntel$344,910$39,219 ▲12.8%17,2020.3%Computer and TechnologyADIAnalog Devices$338,129$31,454 ▲10.3%1,5910.3%Computer and TechnologyDISWalt Disney$325,455$94,897 ▼-22.6%2,9220.2%Consumer DiscretionaryNFLXNetflix$317,310$2,674 ▼-0.8%3560.2%Consumer DiscretionaryFISFidelity National Information Services$316,644$32,634 ▲11.5%3,9200.2%Business ServicesSTESTERIS$316,035$12,543 ▲4.1%1,5370.2%MedicalJCIJohnson Controls International$305,824$9,236 ▲3.1%3,8740.2%ConstructionTTTrane Technologies$303,639$35,092 ▲13.1%8220.2%ConstructionTGTTarget$296,025$6,626 ▼-2.2%2,1890.2%Retail/WholesaleCOSTCostco Wholesale$295,332$13,758 ▼-4.5%3220.2%Retail/WholesaleMDTMedtronic$291,552$4,714 ▼-1.6%3,6490.2%MedicalCSXCSX$291,1080.0%9,0210.2%TransportationABBVAbbVie$286,007$3,377 ▲1.2%1,6090.2%MedicalMDLZMondelez International$283,520$7,647 ▼-2.6%4,7460.2%Consumer StaplesFSLRFirst Solar$266,827$266,827 ▲New Holding1,5140.2%Oils/EnergyMETAMeta Platforms$255,375$29,872 ▲13.2%4360.2%Computer and TechnologyUNPUnion Pacific$248,991$12,552 ▼-4.8%1,0910.2%TransportationSAMBoston Beer$236,084$8,399 ▼-3.4%7870.2%Consumer StaplesBBYBest Buy$229,225$7,209 ▲3.2%2,6710.2%Retail/WholesaleBRK.BBerkshire Hathaway$222,560$222,560 ▲New Holding4910.2%FinanceADSKAutodesk$217,540$3,547 ▼-1.6%7360.2%Computer and TechnologyUAAUnder Armour$216,654$20,435 ▼-8.6%26,1660.2%Consumer DiscretionaryICEIntercontinental Exchange$215,170$39,488 ▼-15.5%1,4440.2%FinanceDKSDICK'S Sporting Goods$209,614$209,614 ▲New Holding9150.2%Retail/WholesaleNMZNuveen Municipal High Income Opportunity Fund$205,239$140,606 ▼-40.7%18,9860.2%Financial ServicesPEPPepsiCo$202,888$202,888 ▲New Holding1,3340.2%Consumer StaplesPEGPublic Service Enterprise Group$201,486$201,486 ▲New Holding2,3840.2%UtilitiesNADNuveen Quality Municipal Income Fund$195,7360.0%16,7870.1%Financial ServicesNVGNuveen AMT-Free Municipal Credit Income Fund$140,6590.0%11,4730.1%Financial ServicesFFord Motor$0$463,856 ▼-100.0%00.0%Auto/Tires/TrucksHASHasbro$0$426,965 ▼-100.0%00.0%Consumer DiscretionaryICOWPacer Developed Markets International Cash Cows 100 ETF$0$413,282 ▼-100.0%00.0%ETFDVNDevon Energy$0$360,146 ▼-100.0%00.0%Oils/EnergyIWRiShares Russell Mid-Cap ETF$0$329,898 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$244,096 ▼-100.0%00.0%ETFELEstée Lauder Companies$0$225,338 ▼-100.0%00.0%Consumer StaplesMUBiShares National Muni Bond ETF$0$215,848 ▼-100.0%00.0%ETFIVWiShares S&P 500 Growth ETF$0$209,310 ▼-100.0%00.0%ETFSOSouthern$0$207,865 ▼-100.0%00.0%UtilitiesADBEAdobe$0$204,005 ▼-100.0%00.0%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$0$202,656 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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