Sar Wealth Management Group, LLC Top Holdings and 13F Report (2025) About Sar Wealth Management Group, LLCInvestment ActivitySar Wealth Management Group, LLC has $149.21 million in total holdings as of March 31, 2025.Sar Wealth Management Group, LLC owns shares of 48 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.44% of the portfolio was purchased this quarter.About 0.10% of the portfolio was sold this quarter.This quarter, Sar Wealth Management Group, LLC has purchased 46 new stocks and bought additional shares in 31 stocks.Sar Wealth Management Group, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings First Trust Dorsey Wright Focus 5 ETF $24,993,139Fidelity Total Bond ETF $22,760,030Vanguard Total Stock Market ETF $15,145,847Invesco S&P 500 Equal Weight ETF $15,020,698SPDR S&P Dividend ETF $12,371,701 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TRUST ETF $277,115 Holding020002101 - Allstate $203,988 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 9,593 shares (about $437.92K)Apple 1,907 shares (about $423.61K)Vanguard Total Stock Market ETF 1,217 shares (about $334.48K)First Trust Dorsey Wright Focus 5 ETF 6,030 shares (about $330.81K)Invesco S&P 500 Equal Weight ETF 1,785 shares (about $309.21K) Largest Sales this Quarter Procter & Gamble 489 shares (about $83.34K)iShares Core S&P Total U.S. Stock Market ETF 361 shares (about $44.05K)McKesson 15 shares (about $10.09K)Johnson & Johnson 52 shares (about $8.63K)Meta Platforms 10 shares (about $5.76K) 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$24,993,139$330,806 ▲1.3%455,58016.8%ManufacturingFBNDFidelity Total Bond ETF$22,760,030$437,920 ▲2.0%498,57715.3%ETFVTIVanguard Total Stock Market ETF$15,145,847$334,479 ▲2.3%55,10810.2%ETFRSPInvesco S&P 500 Equal Weight ETF$15,020,698$309,214 ▲2.1%86,71010.1%ETFSDYSPDR S&P Dividend ETF$12,371,701$298,224 ▲2.5%91,1838.3%ETFSCHDSchwab US Dividend Equity ETF$11,842,492$276,189 ▲2.4%423,5517.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$7,695,014$44,045 ▼-0.6%63,0695.2%ETFIJRiShares Core S&P Small-Cap ETF$7,106,526$229,111 ▲3.3%67,9604.8%ETFVIGVanguard Dividend Appreciation ETF$4,331,030$5,432 ▲0.1%22,3262.9%ETFSPLVInvesco S&P 500 Low Volatility ETF$3,088,939$20,698 ▲0.7%41,3402.1%ETFAAPLApple$2,720,731$423,615 ▲18.4%12,2481.8%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,478,842$30,186 ▲1.2%24,6361.7%ETFPGProcter & Gamble$1,877,017$83,336 ▼-4.3%11,0141.3%Consumer StaplesTCAFT. Rowe Price Capital Appreciation Equity ETF$1,707,926$215,242 ▲14.4%52,9101.1%ETFMSFTMicrosoft$1,430,219$1,126 ▲0.1%3,8101.0%Computer and TechnologyMCKMcKesson$1,272,560$10,094 ▼-0.8%1,8910.9%MedicalHDHome Depot$1,087,960$6,596 ▲0.6%2,9690.7%Retail/WholesaleXOMExxon Mobil$861,321$1,546 ▼-0.2%7,2420.6%EnergyAMZNAmazon.com$718,232$76,675 ▲12.0%3,7750.5%Retail/WholesaleKOCoca-Cola$703,829$215 ▼0.0%9,8270.5%Consumer StaplesSOSouthern$701,919$5,425 ▲0.8%7,6340.5%UtilitiesDFACDimensional U.S. Core Equity 2 ETF$673,267$1,650 ▲0.2%20,4080.5%ETFNVDANVIDIA$633,149$4,552 ▲0.7%5,8420.4%Computer and TechnologySFLRInnovator Equity Managed Floor ETF$618,060$691 ▲0.1%19,6900.4%ETFIWMiShares Russell 2000 ETF$603,500$1,197 ▲0.2%3,0250.4%FinanceTAT&T$462,728$3,365 ▲0.7%16,3620.3%Computer and TechnologyCGGRCapital Group Growth ETF$432,5560.0%12,6290.3%ETFDDominion Energy$419,9570.0%7,4900.3%UtilitiesUPSUnited Parcel Service$402,552$330 ▲0.1%3,6600.3%TransportationMETAMeta Platforms$402,389$5,765 ▼-1.4%6980.3%Computer and TechnologyEDConsolidated Edison$382,0750.0%3,4550.3%UtilitiesBRK.BBerkshire Hathaway$376,534$79,887 ▲26.9%7070.3%FinancePXHInvesco FTSE RAFI Emerging Markets ETF$330,285$957 ▲0.3%15,1920.2%ETFWMTWalmart$289,193$26,865 ▲10.2%3,2940.2%Retail/WholesaleGOOGLAlphabet$288,362$309 ▲0.1%1,8650.2%Computer and TechnologyISHARES BITCOIN TRUST ETF$277,115$277,115 ▲New Holding5,9200.2%SHS BEN INTFMNFederated Hermes Premier Municipal Income Fund$274,4980.0%25,2760.2%Financial ServicesPPIAXS Astoria Inflation Sensitive ETF$265,209$710 ▲0.3%18,3030.2%ETFPALANTIR TECHNOLOGIES INC$261,556$13,420 ▲5.4%3,0990.2%CL AEFAiShares MSCI EAFE ETF$250,5380.0%3,0650.2%FinanceJNJJohnson & Johnson$241,173$8,625 ▼-3.5%1,4540.2%MedicalBACBank of America$235,064$22,117 ▲10.4%5,6330.2%FinanceSPGPInvesco S&P 500 GARP ETF$234,3180.0%2,3460.2%ETFDVYiShares Select Dividend ETF$224,264$671 ▲0.3%1,6700.2%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$218,9640.0%16,0650.1%ManufacturingALLAllstate$203,988$203,988 ▲New Holding9850.1%FinanceDNPDNP Select Income Fund$199,632$40 ▲0.0%20,1850.1%FinanceSBIWestern Asset Intermediate Muni Fund$92,7580.0%11,8920.1%Financial ServicesShowing 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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