SARD WEALTH MANAGEMENT GROUP, LLC
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
46
- Value ($000)
$148,901
- Date Filed01/15/2025
- Form type13F-HR
- CIK0002010095
- 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 |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 33738R605 | $26.55M | 18 % | 449,550 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $21.94M | 15 % | 488,984 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.62M | 11 % | 53,891 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $14.88M | 10 % | 84,925 | ||
KRE SPDR SER TR | S&P DIVID ETF | 78464A763 | $11.75M | 8 % | 88,985 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.30M | 8 % | 413,673 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $8.16M | 6 % | 63,430 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.58M | 5 % | 65,769 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.37M | 3 % | 22,298 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $2.87M | 2 % | 41,063 |
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