SAGE PRIVATE WEALTH GROUP, LLC
Q2 2025 13F Holdings
- Locationoakbrook terrace, IL
- Num holdings
86
- Value ($000)
$156,110
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001845635
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $35.71 M | 23 % | 426,417 | ||
AIRR FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | $13.58 M | 9 % | 166,803 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $11.92 M | 8 % | 272,472 | ||
DBMF LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $11.86 M | 8 % | 460,951 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $11.53 M | 7 % | 175,961 | ||
MLPX GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | $11.01 M | 7 % | 175,687 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $10.68 M | 7 % | 171,284 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.73 M | 2 % | 23,583 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.69 M | 2 % | 7,421 | ||
AAPL APPLE INC | COM | 037833100 | $3.22 M | 2 % | 15,681 |
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