Sage Private Wealth Group, LLC Top Holdings and 13F Report (2026) About Sage Private Wealth Group, LLCInvestment ActivitySage Private Wealth Group, LLC has $198.69 million in total holdings as of March 31, 2026.Sage Private Wealth Group, LLC owns shares of 97 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 16.71% of the portfolio was purchased this quarter.About 12.99% of the portfolio was sold this quarter.This quarter, Sage Private Wealth Group, LLC has purchased 90 new stocks and bought additional shares in 47 stocks.Sage Private Wealth Group, LLC sold shares of 37 stocks and completely divested from 2 stocks this quarter.Largest Holdings First Trust RBA American Industrial Renaissance ETF $21,861,926First Trust Developed Markets ex-US AlphaDEX Fund $18,773,774Capital Group Dividend Value ETF $17,920,043iShares Gold Trust $16,484,740FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $16,366,564 Largest New Holdings this Quarter 14020W106 - Capital Group Dividend Value ETF $17,920,043 Holding28176E108 - Edwards Lifesciences $292,212 Holding98978V103 - Zoetis $261,835 Holding25278X109 - Diamondback Energy $250,586 HoldingN6596X109 - NXP Semiconductors $239,848 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 421,281 shares (about $17.92M)NVIDIA 30,470 shares (about $5.31M)First Trust Developed Markets ex-US AlphaDEX Fund 36,932 shares (about $3.21M)VanEck Uranium and Nuclear ETF 8,332 shares (about $1.11M)Amazon.com 2,624 shares (about $546.50K) Largest Sales this Quarter Xtrackers MSCI EAFE Hedged Equity ETF 55,281 shares (about $2.73M)SPDR Gold MiniShares Trust 8,260 shares (about $765.59K)Global X MLP & Energy Infrastructure ETF 7,117 shares (about $526.21K)Alphabet 965 shares (about $277.51K)Bank of America 4,100 shares (about $199.88K) 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 PortfolioSectorAIRRFirst Trust RBA American Industrial Renaissance ETF$21,861,926$74,330 ▼-0.3%197,35511.0%ManufacturingFDTFirst Trust Developed Markets ex-US AlphaDEX Fund$18,773,774$3,210,339 ▲20.6%215,9759.4%ManufacturingCGDVCapital Group Dividend Value ETF$17,920,043$17,920,043 ▲New Holding421,2819.0%ETFIAUiShares Gold Trust$16,484,740$57,213 ▲0.3%186,9958.3%FinanceFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$16,366,564$35,921 ▼-0.2%685,7158.2%ETFGLDMSPDR Gold MiniShares Trust$15,350,426$765,589 ▼-4.8%165,6177.7%FinanceDBMFiMGP DBi Managed Futures Strategy ETF$14,938,357$42,089 ▲0.3%495,4677.5%ETFNLRVanEck Uranium and Nuclear ETF$12,631,728$1,109,680 ▲9.6%94,8456.4%ETFNVDANVIDIA$9,010,569$5,313,979 ▲143.8%51,6664.5%Computer and TechnologyAAPLApple$4,211,899$342,109 ▲8.8%16,5962.1%Computer and TechnologyMSFTMicrosoft$2,986,008$341,649 ▲12.9%8,0671.5%Computer and TechnologyAMZNAmazon.com$1,802,785$546,500 ▲43.5%8,6560.9%Retail/WholesaleJPMJPMorgan Chase & Co.$1,329,924$105,606 ▲8.6%4,5210.7%FinanceGLDSPDR Gold Shares$1,320,9900.0%3,0700.7%FinanceLLYEli Lilly and Company$1,253,647$103,934 ▲9.0%1,3630.6%MedicalGOOGAlphabet$1,208,416$147,718 ▼-10.9%4,2130.6%Computer and TechnologyAVGOBroadcom$1,143,008$17,642 ▲1.6%3,6930.6%Computer and TechnologyDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,131,686$2,730,837 ▼-70.7%22,9090.6%ETFMSIMotorola Solutions$1,043,281$32,548 ▼-3.0%2,4040.5%Computer and TechnologyCMECME Group$1,004,814$10,928 ▼-1.1%3,4020.5%FinanceMLPXGlobal X MLP & Energy Infrastructure ETF$972,945$526,214 ▼-35.1%13,1590.5%ETFGOOGLAlphabet$970,573$277,512 ▼-22.2%3,3750.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$965,381$130,054 ▲15.6%2,2640.5%ETFABBVAbbVie$914,742$15,659 ▲1.7%4,2060.5%MedicalWALMART INC COM$909,249$42,380 ▼-4.5%7,3160.5%StockADIAnalog Devices$905,170$57,587 ▼-6.0%2,8450.5%Computer and TechnologyINCYIncyte$897,152$13,553 ▼-1.5%9,5320.5%MedicalTJXTJX Companies$896,908$11,339 ▲1.3%5,6160.5%Retail/WholesaleVVisa$806,314$2,116 ▲0.3%2,6680.4%Business ServicesILMNIllumina$784,673$65,698 ▼-7.7%6,3660.4%MedicalETNEaton$766,448$31,116 ▲4.2%2,1430.4%IndustrialsCMCSAComcast$741,480$82,080 ▲12.4%25,8270.4%Consumer DiscretionaryMPCMarathon Petroleum$718,011$85,966 ▼-10.7%2,9400.4%EnergyINTCIntel$696,392$158,211 ▼-18.5%15,7800.4%Computer and TechnologyHDHome Depot$690,674$97,023 ▲16.3%2,1000.3%Retail/WholesaleIWBiShares Russell 1000 ETF$686,378$88,427 ▼-11.4%1,9250.3%ETFCSCOCisco Systems$630,543$1,474 ▼-0.2%8,1270.3%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$626,957$73,271 ▲13.2%13,4340.3%ETFFDSFactSet Research Systems$623,446$141,702 ▲29.4%2,8730.3%Business ServicesCRMSalesforce$616,521$108,820 ▲21.4%3,3030.3%Computer and TechnologyCBChubb$596,590$19,234 ▼-3.1%1,8300.3%FinanceAPDAir Products and Chemicals$585,652$110,391 ▲23.2%2,0160.3%Basic MaterialsAFLAflac$583,620$37,189 ▲6.8%5,3200.3%FinanceTGTTarget$573,319$39,393 ▼-6.4%4,7300.3%Retail/WholesaleTTTrane Technologies$561,487$108,796 ▲24.0%1,3470.3%ConstructionJNJJohnson & Johnson$554,823$27,619 ▼-4.7%2,2700.3%MedicalFSLRFirst Solar$544,635$3,156 ▼-0.6%2,7610.3%EnergyAXPAmerican Express$542,451$9,681 ▼-1.8%1,7930.3%FinanceQCOMQualcomm$500,344$82,038 ▲19.6%3,8850.3%Computer and TechnologySTESTERIS$497,165$72,098 ▲17.0%2,2480.3%MedicalACNAccenture$495,832$87,826 ▲21.5%2,5010.2%Computer and TechnologyUNHUnitedHealth Group$488,178$13,530 ▲2.9%1,8040.2%MedicalMNSTMonster Beverage$462,440$32,607 ▼-6.6%6,3820.2%Consumer StaplesINTUIntuit$460,555$113,733 ▲32.8%1,0650.2%Computer and TechnologyTSLATesla$457,253$12,640 ▲2.8%1,2300.2%Auto/Tires/TrucksFISFidelity National Information Services$447,395$170,007 ▲61.3%9,5370.2%Business ServicesORealty Income$442,345$37,566 ▼-7.8%7,2300.2%FinanceVZVerizon Communications$433,231$2,058 ▼-0.5%8,6300.2%Computer and TechnologyDRIDarden Restaurants$421,062$8,037 ▲1.9%2,1480.2%Retail/WholesaleAMDAdvanced Micro Devices$417,642$88,492 ▲26.9%2,0530.2%Computer and TechnologyBBYBest Buy$413,903$152,862 ▲58.6%6,4470.2%Retail/WholesaleMAMastercard$412,163$50,459 ▼-10.9%8250.2%Business ServicesIVViShares Core S&P 500 ETF$409,713$112,393 ▼-21.5%6270.2%ETFCMGChipotle Mexican Grill$404,959$130,505 ▲47.6%12,6510.2%Retail/WholesaleMETAMeta Platforms$391,586$71,562 ▲22.4%6840.2%Computer and TechnologyJCIJohnson Controls International$388,540$7,988 ▼-2.0%2,9670.2%ConstructionMOAltria Group$382,493$528 ▲0.1%5,7960.2%Consumer StaplesMCDMcDonald's$375,106$4,040 ▼-1.1%1,2070.2%Retail/WholesaleMDLZMondelez International$366,345$3,343 ▲0.9%6,3560.2%Consumer StaplesDKSDICK'S Sporting Goods$359,681$2,578 ▲0.7%1,8140.2%Retail/WholesaleSJMJ. M. Smucker$352,215$106,571 ▼-23.2%3,6520.2%Consumer StaplesUNPUnion Pacific$352,103$59,210 ▲20.2%1,4510.2%TransportationCMICummins$344,014$85,061 ▼-19.8%6390.2%Auto/Tires/TrucksNFLXNetflix$338,736$42,017 ▲14.2%3,5230.2%Consumer DiscretionaryCOSTCostco Wholesale$314,592$9,955 ▲3.3%3160.2%Retail/WholesalePEGPublic Service Enterprise Group$299,080$66,453 ▲28.6%3,6950.2%UtilitiesUAAUnder Armour$297,521$30,401 ▼-9.3%50,3420.1%Consumer DiscretionaryPEPPepsiCo$296,380$9,781 ▼-3.2%1,9090.1%Consumer StaplesEWEdwards Lifesciences$292,212$292,212 ▲New Holding3,6490.1%MedicalSAMBoston Beer$285,005$14,515 ▼-4.8%1,2370.1%Consumer StaplesCATCaterpillar$283,3840.0%4000.1%IndustrialsNEENextEra Energy$264,326$19,783 ▼-7.0%2,8460.1%UtilitiesZTSZoetis$261,835$261,835 ▲New Holding2,2150.1%MedicalKIMBERLY-CLARK CORP COM$260,8550.0%2,7040.1%StockFANGDiamondback Energy$250,586$250,586 ▲New Holding1,2670.1%EnergyADSKAutodesk$244,427$37,346 ▲18.0%1,0210.1%Computer and TechnologyNXPINXP Semiconductors$239,848$239,848 ▲New Holding1,2180.1%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$239,669$4,631 ▲2.0%4,7610.1%FinanceRVTRoyce Small-Cap Trust$233,728$233,728 ▲New Holding14,0800.1%FinanceBACBank of America$230,100$199,875 ▼-46.5%4,7200.1%FinanceADBEAdobe$227,766$46,185 ▲25.4%9370.1%Computer and TechnologyCSXCSX$225,323$38,710 ▼-14.7%5,4890.1%TransportationSPGIS&P Global$221,719$221,719 ▲New Holding5210.1%FinancePMPhilip Morris International$218,445$1,819 ▲0.8%1,3210.1%Consumer StaplesALLAllstate$215,611$215,611 ▲New Holding1,0400.1%FinanceNADNuveen Quality Municipal Income Fund$193,0510.0%16,7870.1%Financial ServicesNVGNuveen AMT-Free Municipal Credit Income Fund$141,462$141,462 ▲New Holding11,4730.1%Financial ServicesDGRWWisdomTree U.S. Quality Dividend Growth Fund$0$19,461,585 ▼-100.0%00.0%ManufacturingMDTMedtronic$0$388,915 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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