Sar Wealth Management Group, LLC Top Holdings and 13F Report (2025) About Sar Wealth Management Group, LLCInvestment ActivitySar Wealth Management Group, LLC has $148.90 million in total holdings as of December 31, 2024.Sar Wealth Management Group, LLC owns shares of 46 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 6.67% of the portfolio was purchased this quarter.About 1.68% of the portfolio was sold this quarter.This quarter, Sar Wealth Management Group, LLC has purchased 45 new stocks and bought additional shares in 20 stocks.Sar Wealth Management Group, LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings First Trust Dorsey Wright Focus 5 ETF $26,550,446Fidelity Total Bond ETF $21,940,691Vanguard Total Stock Market ETF $15,618,085Invesco S&P 500 Equal Weight ETF $14,881,392SPDR S&P Dividend ETF $11,754,946 Largest New Holdings this Quarter Walmart $269,964 HoldingBerkshire Hathaway $252,477 HoldingPALANTIR TECHNOLOGIES INC $222,352 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 276,138 shares (about $7.54M)Vanguard Total Stock Market ETF 1,289 shares (about $373.56K)Walmart 2,988 shares (about $269.96K)Berkshire Hathaway 557 shares (about $252.48K)Fidelity Total Bond ETF 5,615 shares (about $251.94K) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 4,634 shares (about $596.03K)Exxon Mobil 3,738 shares (about $402.11K)First Trust Dorsey Wright Focus 5 ETF 4,033 shares (about $238.19K)SPDR S&P Dividend ETF 1,484 shares (about $196.04K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 1,680 shares (about $168.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSar Wealth Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFVFirst Trust Dorsey Wright Focus 5 ETF$26,550,446$238,189 ▼-0.9%449,55017.8%ManufacturingFBNDFidelity Total Bond ETF$21,940,691$251,945 ▲1.2%488,98414.7%ETFVTIVanguard Total Stock Market ETF$15,618,085$373,564 ▲2.5%53,89110.5%ETFRSPInvesco S&P 500 Equal Weight ETF$14,881,392$115,301 ▲0.8%84,92510.0%ETFSDYSPDR S&P Dividend ETF$11,754,946$196,037 ▼-1.6%88,9857.9%ETFSCHDSchwab US Dividend Equity ETF$11,301,538$7,544,085 ▲200.8%413,6737.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$8,158,367$596,025 ▼-6.8%63,4305.5%ETFIJRiShares Core S&P Small-Cap ETF$7,577,877$228,020 ▲3.1%65,7695.1%ETFVIGVanguard Dividend Appreciation ETF$4,366,589$89,885 ▲2.1%22,2982.9%ETFSPLVInvesco S&P 500 Low Volatility ETF$2,874,439$11,410 ▲0.4%41,0631.9%ETFAAPLApple$2,589,565$27,045 ▼-1.0%10,3411.7%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,441,875$168,571 ▼-6.5%24,3361.6%ETFPGProcter & Gamble$1,928,552$28,837 ▼-1.5%11,5031.3%Consumer StaplesMSFTMicrosoft$1,604,468$10,536 ▼-0.7%3,8071.1%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$1,538,463$234,852 ▲18.0%46,2421.0%ETFHDHome Depot$1,147,955$8,169 ▲0.7%2,9510.8%Retail/WholesaleMCKMcKesson$1,085,991$72,361 ▼-6.2%1,9060.7%MedicalXOMExxon Mobil$780,450$402,112 ▼-34.0%7,2550.5%Oils/EnergyNVDANVIDIA$778,874$85,945 ▼-9.9%5,8000.5%Computer and TechnologyAMZNAmazon.com$739,783$21,720 ▲3.0%3,3720.5%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$704,175$3,978 ▲0.6%20,3580.5%ETFIWMiShares Russell 2000 ETF$667,006$15,245 ▼-2.2%3,0190.4%FinanceSFLRInnovator Equity Managed Floor ETF$642,145$209,706 ▲48.5%19,6680.4%ETFSOSouthern$623,601$9,550 ▲1.6%7,5750.4%UtilitiesKOCoca-Cola$612,032$69,858 ▲12.9%9,8300.4%Consumer StaplesCGGRCapital Group Growth ETF$469,434$1,598 ▲0.3%12,6290.3%ETFUPSUnited Parcel Service$461,155$378 ▲0.1%3,6570.3%TransportationMETAMeta Platforms$414,3940.0%7080.3%Computer and TechnologyDDominion Energy$403,4040.0%7,4900.3%UtilitiesTAT&T$369,854$82,929 ▼-18.3%16,2430.2%Computer and TechnologyGOOGLAlphabet$352,647$38,994 ▼-10.0%1,8630.2%Computer and TechnologyPXHInvesco FTSE RAFI Emerging Markets ETF$310,225$4,116 ▲1.3%15,1480.2%ETFEDConsolidated Edison$308,2790.0%3,4550.2%UtilitiesFMNFederated Hermes Premier Municipal Income Fund$275,7620.0%25,2760.2%Financial ServicesWMTWalmart$269,964$269,964 ▲New Holding2,9880.2%Retail/WholesalePPIAXS Astoria Inflation Sensitive ETF$264,495$165,400 ▼-38.5%18,2540.2%ETFBRK.BBerkshire Hathaway$252,477$252,477 ▲New Holding5570.2%FinanceSPGPInvesco S&P 500 GARP ETF$246,0480.0%2,3460.2%ETFEFAiShares MSCI EAFE ETF$231,778$2,874 ▲1.3%3,0650.2%FinanceBACBank of America$224,257$2,417 ▲1.1%5,1030.2%FinancePALANTIR TECHNOLOGIES INC$222,352$222,352 ▲New Holding2,9400.1%CL ADVYiShares Select Dividend ETF$218,586$22,056 ▼-9.2%1,6650.1%ETFJNJJohnson & Johnson$217,799$5,206 ▼-2.3%1,5060.1%MedicalPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$208,682$79,888 ▼-27.7%16,0650.1%ManufacturingDNPDNP Select Income Fund$178,000$62 ▲0.0%20,1810.1%FinanceSBIWestern Asset Intermediate Muni Fund$92,044$23,622 ▼-20.4%11,8920.1%Financial ServicesPEPPepsiCo$0$208,273 ▼-100.0%00.0%Consumer StaplesABRDN ASIA PACIFIC INCOME FU$0$30,231 ▼-100.0%00.0%COMShowing 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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