Sage Private Wealth Group, LLC Top Holdings and 13F Report (2025) About Sage Private Wealth Group, LLCInvestment ActivitySage Private Wealth Group, LLC has $132.08 million in total holdings as of March 31, 2025.Sage Private Wealth Group, LLC owns shares of 88 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.92% of the portfolio was purchased this quarter.About 1.52% of the portfolio was sold this quarter.This quarter, Sage Private Wealth Group, LLC has purchased 86 new stocks and bought additional shares in 44 stocks.Sage Private Wealth Group, LLC sold shares of 29 stocks and completely divested from 5 stocks this quarter.Largest Holdings First Trust SMID Cap Rising Dividend Achievers ETF $19,594,956WisdomTree U.S. Quality Dividend Growth Fund $19,312,446Xtrackers MSCI EAFE Hedged Equity ETF $18,004,158First Trust RBA American Industrial Renaissance ETF $12,130,185iMGP DBi Managed Futures Strategy ETF $10,586,240 Largest New Holdings this Quarter 922908744 - Vanguard Value ETF $648,120 Holding922908736 - Vanguard Growth ETF $475,020 Holding46432F842 - iShares Core MSCI EAFE ETF $307,896 Holding25434V401 - Dimensional U.S. Equity ETF $302,219 Holding25434V807 - Dimensional International Value ETF $253,478 Holding Largest Purchases this Quarter iShares Gold Trust 19,402 shares (about $1.14M)Vanguard Value ETF 3,752 shares (about $648.12K)Vanguard Growth ETF 1,281 shares (about $475.02K)First Trust SMID Cap Rising Dividend Achievers ETF 11,525 shares (about $386.09K)Xtrackers MSCI EAFE Hedged Equity ETF 8,726 shares (about $377.84K) Largest Sales this Quarter WisdomTree U.S. Quality Dividend Growth Fund 1,441 shares (about $115.08K)iShares Core S&P 500 ETF 194 shares (about $109.14K)NVIDIA 923 shares (about $100.03K)Marathon Petroleum 544 shares (about $79.26K)JPMorgan Chase & Co. 245 shares (about $60.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSage Private Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$19,594,956$386,086 ▲2.0%584,92714.8%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$19,312,446$115,076 ▼-0.6%241,83414.6%ManufacturingDBEFXtrackers MSCI EAFE Hedged Equity ETF$18,004,158$377,841 ▲2.1%415,79513.6%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$12,130,185$174,755 ▲1.5%177,8359.2%ManufacturingDBMFiMGP DBi Managed Futures Strategy ETF$10,586,240$48,499 ▲0.5%419,0898.0%ETFIAUiShares Gold Trust$8,064,403$1,143,905 ▲16.5%136,7826.1%FinanceAAPLApple$2,900,641$3,998 ▲0.1%13,0582.2%Computer and TechnologyMSFTMicrosoft$2,766,540$53,311 ▲2.0%7,3692.1%Computer and TechnologyNVDANVIDIA$2,734,538$100,035 ▼-3.5%25,2312.1%Computer and TechnologyLLYEli Lilly and Company$1,262,816$11,563 ▼-0.9%1,5291.0%MedicalJPMJPMorgan Chase & Co.$1,115,390$60,099 ▼-5.1%4,5470.8%FinanceAMZNAmazon.com$1,005,714$23,782 ▲2.4%5,2860.8%Retail/WholesaleAVGOBroadcom$964,067$56,592 ▼-5.5%5,7580.7%Computer and TechnologyCMECME Group$933,721$3,184 ▲0.3%3,5190.7%FinanceGLDSPDR Gold Shares$884,5900.0%3,0700.7%FinanceMSIMotorola Solutions$865,581$26,270 ▼-2.9%1,9770.7%Computer and TechnologyVVisa$852,073$21,381 ▲2.6%2,4310.6%Business ServicesGOOGAlphabet$769,574$7,188 ▲0.9%4,9250.6%Computer and TechnologyETNEaton$737,211$35,882 ▼-4.6%2,7120.6%IndustrialsWMTWalmart$691,686$37,051 ▼-5.1%7,8780.5%Retail/WholesaleHDHome Depot$677,901$9,532 ▼-1.4%1,8490.5%Retail/WholesaleVTVVanguard Value ETF$648,120$648,120 ▲New Holding3,7520.5%ETFGOOGLAlphabet$588,949$15,466 ▲2.7%3,8080.4%Computer and TechnologyTJXTJX Companies$572,945$33,867 ▲6.3%4,7030.4%Retail/WholesaleGCOWPacer Global Cash Cows Dividend ETF$568,615$12,167 ▼-2.1%15,3760.4%ETFCMCSAComcast$544,655$23,949 ▲4.6%14,7600.4%Consumer DiscretionaryINCYIncyte$538,774$13,684 ▲2.6%8,8980.4%MedicalMRKMerck & Co., Inc.$532,554$2,424 ▲0.5%5,9330.4%MedicalCRMSalesforce$531,794$30,066 ▲6.0%1,9810.4%Computer and TechnologyFDSFactSet Research Systems$528,496$15,464 ▲3.0%1,1620.4%Business ServicesCSCOCisco Systems$525,125$19,749 ▲3.9%8,5090.4%Computer and TechnologyMPCMarathon Petroleum$519,977$79,257 ▼-13.2%3,5690.4%EnergyIWBiShares Russell 1000 ETF$505,508$4,601 ▲0.9%1,6480.4%ETFAXPAmerican Express$500,157$2,423 ▲0.5%1,8580.4%FinanceCBChubb$486,320$6,947 ▼-1.4%1,6100.4%FinanceJNJJohnson & Johnson$484,822$13,933 ▼-2.8%2,9230.4%MedicalAFLAflac$478,050$31,136 ▲7.0%4,2990.4%FinanceVUGVanguard Growth ETF$475,020$475,020 ▲New Holding1,2810.4%ETFJBSSJohn B. Sanfilippo & Son$451,9450.0%6,3780.3%Consumer StaplesIVViShares Core S&P 500 ETF$450,604$109,135 ▼-19.5%8010.3%ETFSBUXStarbucks$443,319$19,032 ▼-4.1%4,5190.3%Retail/WholesaleMAMastercard$442,329$5,488 ▲1.3%8060.3%Business ServicesINTUIntuit$434,485$30,727 ▲7.6%7070.3%Computer and TechnologyINTCIntel$424,007$33,339 ▲8.5%18,6700.3%Computer and TechnologyDRIDarden Restaurants$423,764$24,732 ▼-5.5%2,0390.3%Retail/WholesaleMOAltria Group$420,450$7,383 ▲1.8%7,0050.3%Consumer StaplesMCDMcDonald's$417,583$7,501 ▲1.8%1,3360.3%Retail/WholesaleUNHUnitedHealth Group$416,018$23,054 ▲5.9%7940.3%MedicalKOCoca-Cola$405,712$14,398 ▼-3.4%5,6640.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$404,943$29,260 ▼-6.7%1,1210.3%ETFVZVerizon Communications$404,536$13,019 ▼-3.1%8,9180.3%Computer and TechnologyQCOMQUALCOMM$396,390$25,504 ▲6.9%2,5800.3%Computer and TechnologyACNAccenture$392,086$24,661 ▲6.7%1,2560.3%Computer and TechnologyTSLATesla$386,408$2,332 ▲0.6%1,4910.3%Auto/Tires/TrucksKMBKimberly-Clark$384,5630.0%2,7040.3%Consumer StaplesSTESTERIS$383,216$34,694 ▲10.0%1,6900.3%MedicalAPDAir Products and Chemicals$377,263$17,698 ▼-4.5%1,2790.3%Basic MaterialsABBVAbbVie$362,894$25,771 ▲7.6%1,7320.3%MedicalSSUSDay Hagan/Ned Davis Research Smart Sector ETF$357,1490.0%8,7730.3%ETFNEENextEra Energy$355,269$354 ▼-0.1%5,0110.3%UtilitiesMDLZMondelez International$333,956$11,876 ▲3.7%4,9210.3%Consumer StaplesNFLXNetflix$330,116$1,865 ▼-0.6%3540.2%Consumer DiscretionaryADIAnalog Devices$319,412$1,614 ▼-0.5%1,5830.2%Computer and TechnologyMDTMedtronic$313,178$14,738 ▼-4.5%3,4850.2%MedicalCALFPacer US Small Cap Cash Cows ETF$310,800$56,288 ▼-15.3%8,2880.2%ETFIEFAiShares Core MSCI EAFE ETF$307,896$307,896 ▲New Holding4,0700.2%ETFCOSTCostco Wholesale$307,751$2,841 ▲0.9%3250.2%Retail/WholesaleDFUSDimensional U.S. Equity ETF$302,219$302,219 ▲New Holding4,9970.2%ETFTTTrane Technologies$297,252$20,221 ▲7.3%8820.2%ConstructionJCIJohnson Controls International$295,027$15,384 ▼-5.0%3,6820.2%ConstructionILMNIllumina$293,875$9,124 ▲3.2%3,7040.2%MedicalDISWalt Disney$288,691$197 ▲0.1%2,9240.2%Consumer DiscretionaryFISFidelity National Information Services$282,679$10,082 ▼-3.4%3,7850.2%Business ServicesCSXCSX$265,4880.0%9,0210.2%TransportationMETAMeta Platforms$261,215$9,803 ▲3.9%4530.2%Computer and TechnologyUNPUnion Pacific$255,681$2,127 ▼-0.8%1,0820.2%TransportationDFIVDimensional International Value ETF$253,478$253,478 ▲New Holding6,4400.2%ETFBRK.BBerkshire Hathaway$243,922$17,575 ▼-6.7%4580.2%FinanceTGTTarget$237,556$9,081 ▲4.0%2,2760.2%Retail/WholesaleFSLRFirst Solar$222,517$31,102 ▲16.2%1,7600.2%EnergySOSouthern$211,945$211,945 ▲New Holding2,3050.2%UtilitiesNMZNuveen Municipal High Income Opportunity Fund$207,1370.0%18,9860.2%Financial ServicesPEPPepsiCo$205,155$5,099 ▲2.5%1,3680.2%Consumer StaplesADSKAutodesk$204,204$11,519 ▲6.0%7800.2%Computer and TechnologyPMPhilip Morris International$202,581$202,581 ▲New Holding1,2760.2%Consumer StaplesNADNuveen Quality Municipal Income Fund$193,3860.0%16,7870.1%Financial ServicesUAAUnder Armour$168,069$4,531 ▲2.8%26,8910.1%Consumer DiscretionaryNVGNuveen AMT-Free Municipal Credit Income Fund$142,0360.0%11,4730.1%Financial ServicesSAMBoston Beer$0$236,084 ▼-100.0%00.0%Consumer StaplesBBYBest Buy$0$229,225 ▼-100.0%00.0%Retail/WholesaleICEIntercontinental Exchange$0$215,170 ▼-100.0%00.0%FinanceDKSDICK'S Sporting Goods$0$209,614 ▼-100.0%00.0%Retail/WholesalePEGPublic Service Enterprise Group$0$201,486 ▼-100.0%00.0%UtilitiesShowing 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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