SAGE PRIVATE WEALTH GROUP, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    oakbrook terrace, IL
  • CIK
    0001845635
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

86

$133.21M
SDVY, DGRW, DBEF, AIRR
13F-HR
Jan 29, 2025
000108514625000601

92

$126.98M
DGRW, SDVY, DBEF, AIRR
13F-HR
Jan 29, 2025
000108514625000600

86

$118.80M
DGRW, CALF, DBEF, DBMF
13F-HR
Jan 29, 2025
000108514625000599

83

$124.78M
CALF, DGRW, SSUS, ICOW
13F-HR
Jan 29, 2025
000108514625000598

60

$112.10M
CALF, IWR, DGRW, GCOW
13F-HR
Jan 29, 2025
000108514625000597

49

$72.61M
CALF, GCOW, SSUS, DBMF
13F-HR
Jan 29, 2025
000108514625000596

48

$73.40M
CALF, GCOW, MUB, DBMF
13F-HR
Jan 29, 2025
000108514625000595

46

$87.09M
GCOW, CALF, MUB, EDV
13F-HR
Jan 29, 2025
000108514625000594

45

$84.27M
GCOW, CALF, MUB, XLV
13F-HR
Jan 29, 2025
000108514625000592

191

$75.71M
IWB, CALF, DBC, EDV
13F-HR
Nov 8, 2022
000139834422021600

168

$69.53M
IWB, CALF, DBC, CME
13F-HR
Aug 1, 2022
000139834422014477

178

$102.78M
IWB, CALF, ARKK, COIN
13F-HR
May 13, 2022
000139834422009503

176

$80.37M
IWB, IWN, ICE, CME
13F-HR
Jan 24, 2022
000139834422000888

177

$72.39M
IWB, IWN, ICE, CME
13F-HR
Nov 2, 2021
000139834421020792

161

$73.89M
IWB, IWN, ICE, CME
13F-HR
Aug 16, 2021
000139834421016284

164

$57.94M
IWB, IWN, AAPL, AMZN
13F-HR
May 18, 2021
000139834421011004

156

$35.84M
IWB, AAPL, AMZN, DIS
13F-HR
Mar 2, 2021
000139834421005301
Sage Private Wealth Group, Llc 13F Filings