SAGE PRIVATE WEALTH GROUP, LLC
Q4 2024 13F Holdings
- Locationoakbrook terrace, IL
- Num holdings
86
- Value ($000)
$133,206
- Date Filed01/29/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $20.56M | 15 % | 573,402 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $19.69M | 15 % | 243,275 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $16.85M | 13 % | 407,069 | ||
AIRR FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 33738R704 | $13.50M | 10 % | 175,273 | ||
DBMF LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $10.91M | 8 % | 417,169 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $5.81M | 4 % | 117,380 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.51M | 3 % | 26,154 | ||
AAPL APPLE INC | COM | 037833100 | $3.27M | 3 % | 13,040 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.05M | 2 % | 7,227 | ||
AVGO BROADCOM INC | COM | 11135F101 | $1.41M | 1 % | 6,096 |
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