Sageguard Financial Group, LLC Top Holdings and 13F Report (2026) About Sageguard Financial Group, LLCInvestment ActivitySageguard Financial Group, LLC has $646.25 million in total holdings as of March 31, 2026.Sageguard Financial Group, LLC owns shares of 196 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 11.31% of the portfolio was purchased this quarter.About 8.26% of the portfolio was sold this quarter.This quarter, Sageguard Financial Group, LLC has purchased 177 new stocks and bought additional shares in 65 stocks.Sageguard Financial Group, LLC sold shares of 95 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $36,231,455WALMART INC $24,239,332NVIDIA $22,247,097JPMorgan Nasdaq Equity Premium Income ETF $19,568,993Amazon.com $19,495,290 Largest New Holdings this Quarter 33738D788 - FIRST TR EXCHANGE-TRADED FD $6,288,893 Holding33739Q408 - First Trust Enhanced Short Maturity ETF $5,012,429 Holding33738R704 - First Trust RBA American Industrial Renaissance ETF $2,888,659 Holding33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $2,730,296 Holding87283Q784 - T ROWE PRICE ETF INC $2,119,026 Holding Largest Purchases this Quarter FIRST TR EXCHANGE-TRADED FD 300,043 shares (about $6.29M)iShares 7-10 Year Treasury Bond ETF 64,181 shares (about $6.13M)First Trust Enhanced Short Maturity ETF 83,848 shares (about $5.01M)iShares Core Total USD Bond Market ETF 84,979 shares (about $3.93M)PROSHARES TR 74,470 shares (about $3.23M) Largest Sales this Quarter SPDR Gold Shares 14,655 shares (about $6.31M)Lockheed Martin 8,482 shares (about $5.13M)JPMorgan Equity Premium Income ETF 74,218 shares (about $4.21M)Colgate-Palmolive 44,615 shares (about $3.80M)RBB FD INC 110,778 shares (about $3.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSageguard Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$36,231,455$572,295 â–¼-1.6%142,7625.6%Computer and TechnologyWALMART INC$24,239,332$1,298,354 â–¼-5.1%195,0383.8%COMNVDANVIDIA$22,247,097$2,300,678 â–¼-9.4%127,5643.4%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$19,568,993$768,731 â–¼-3.8%352,4673.0%ETFAMZNAmazon.com$19,495,290$696,870 â–¼-3.5%93,6063.0%Retail/WholesaleMSFTMicrosoft$18,602,040$1,126,791 â–¼-5.7%50,2532.9%Computer and TechnologyBRK.BBerkshire Hathaway$17,879,671$1,006,786 â–¼-5.3%37,3122.8%FinanceKOCocaCola$16,084,624$2,492,078 â–¼-13.4%211,5012.5%Consumer StaplesGLDSPDR Gold Shares$15,483,986$6,305,900 â–¼-28.9%35,9852.4%FinanceCOSTCostco Wholesale$15,291,480$212,243 â–¼-1.4%15,3462.4%Retail/WholesaleQQQInvesco QQQ$14,508,048$459,437 â–²3.3%25,1362.2%FinanceBUFRFT Vest Laddered Buffer ETF$12,898,249$2,480,271 â–¼-16.1%381,9442.0%ETFDUKDuke Energy$12,710,783$29,200 â–²0.2%97,0732.0%UtilitiesJEPIJPMorgan Equity Premium Income ETF$12,709,349$4,206,674 â–¼-24.9%224,2302.0%ETFLMTLockheed Martin$12,190,432$5,126,388 â–¼-29.6%20,1701.9%AerospaceXOMExxonMobil$11,461,568$57,854 â–²0.5%67,5561.8%EnergyGEGE Aerospace$11,420,669$467,088 â–²4.3%40,2461.8%AerospaceMCDMcDonald's$11,236,794$96,344 â–¼-0.9%36,1561.7%Retail/WholesalePGRProgressive$10,975,837$458,136 â–¼-4.0%55,3661.7%FinanceCATCaterpillar$10,844,132$30,463 â–¼-0.3%15,3071.7%IndustrialsXLPConsumer Staples Select Sector SPDR Fund$9,447,578$471,469 â–¼-4.8%115,2421.5%ETFCLColgate-Palmolive$8,764,162$3,802,520 â–¼-30.3%102,8301.4%Consumer StaplesMETAMeta Platforms$8,518,192$712,853 â–²9.1%14,8891.3%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$8,306,077$366,129 â–¼-4.2%168,2411.3%ETFIBMInternational Business Machines$7,239,009$748,019 â–¼-9.4%29,8651.1%Computer and TechnologyPPAInvesco Aerospace & Defense ETF$7,222,134$1,657 â–¼0.0%43,5861.1%ETFIAUiShares Gold Trust$6,982,270$2,857,970 â–²69.3%79,2001.1%FinanceGOOGAlphabet$6,895,562$96,098 â–¼-1.4%24,0381.1%Computer and TechnologySTLDSteel Dynamics$6,753,099$1,949,411 â–¼-22.4%37,5171.0%Basic MaterialsCEGConstellation Energy$6,715,495$183,190 â–²2.8%24,0481.0%EnergyIUSBiShares Core Total USD Bond Market ETF$6,550,238$3,925,173 â–²149.5%141,8111.0%ManufacturingSPYINEOS S&P 500 High Income ETF$6,476,940$1,152,097 â–¼-15.1%131,1921.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$6,462,388$6,125,392 â–²1,817.6%67,7121.0%ETFFIRST TR EXCHANGE-TRADED FD$6,288,893$6,288,893 â–²New Holding300,0431.0%CORE INVESTMENTXLKTechnology Select Sector SPDR Fund$6,281,993$2,321,742 â–²58.6%47,2691.0%ETFETEnergy Transfer$6,257,072$164,648 â–¼-2.6%324,2011.0%EnergyTAT&T$5,981,017$565,682 â–²10.4%206,3130.9%Computer and TechnologyINVESCO ACTIVELY MANAGED EXC$5,579,986$224,748 â–²4.2%111,8740.9%QQQ INCOME ADVANVGTVanguard Information Technology ETF$5,486,873$5,582 â–²0.1%7,8640.8%ETFCVXChevron$5,366,958$313,038 â–²6.2%25,9400.8%EnergyRBB FD INC$5,290,144$3,016,490 â–¼-36.3%194,2760.8%MOTLEY FOOL CAPIFENYFidelity MSCI Energy Index ETF$5,130,074$2,728,537 â–²113.6%150,7960.8%ETFFTSMFirst Trust Enhanced Short Maturity ETF$5,012,429$5,012,429 â–²New Holding83,8480.8%ManufacturingPROSHARES TR$4,903,871$3,228,267 â–²192.7%113,1230.8%S&P 500 HIGH INCWMWaste Management$4,900,558$1,226,863 â–¼-20.0%21,3260.8%Business ServicesHCAHCA Healthcare$4,659,477$21,296 â–²0.5%9,8460.7%MedicalABBVAbbVie$4,066,878$901,068 â–²28.5%18,6990.6%MedicalGE VERNOVA INC$3,888,061$1,670,801 â–²75.4%4,4540.6%COMJPMJPMorgan Chase & Co.$3,874,952$881,888 â–²29.5%13,1730.6%FinanceXLIIndustrial Select Sector SPDR Fund$3,688,896$2,012,243 â–²120.0%22,8090.6%ETFINVESCO ACTIVELY MANAGED EXC$3,603,273$81,906 â–¼-2.2%68,3210.6%MSCI EAFE INCOMESLViShares Silver Trust$3,527,676$3,069,434 â–²669.8%51,7710.5%ETFINVESCO ACTIVELY MANAGED EXC$3,503,285$158,034 â–¼-4.3%70,0730.5%S&P 500 EQUAL WESCHDSchwab US Dividend Equity ETF$3,446,126$29,422 â–¼-0.8%112,3250.5%ETFLLYEli Lilly and Company$3,214,135$2,056,899 â–²177.7%3,4940.5%MedicalFIRST TR EXCHANGE-TRADED FD$3,077,428$1,358,911 â–²79.1%157,1720.5%VEST INVESTMENTPROSHARES TR$3,071,288$1,262,734 â–²69.8%77,2070.5%RUSSELL 2000 HIGNOCNorthrop Grumman$3,035,473$10,234 â–²0.3%4,4490.5%AerospaceXLVHealth Care Select Sector SPDR Fund$2,973,795$211,555 â–²7.7%20,2840.5%ETFFIRST TR EXCHANGE-TRADED FD$2,956,949$1,249,666 â–²73.2%153,5280.5%VEST HIGH YIELDPROSHARES TR$2,895,113$1,173,038 â–²68.1%69,4410.4%NASDAQ 100 HIGHAIRRFirst Trust RBA American Industrial Renaissance ETF$2,888,659$2,888,659 â–²New Holding26,0760.4%ManufacturingCIBRFirst Trust Nasdaq Cybersecurity ETF$2,748,646$1,898,704 â–²223.4%43,8520.4%ManufacturingGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$2,730,296$2,730,296 â–²New Holding16,6910.4%ETFVOOVanguard S&P 500 ETF$2,700,186$207,936 â–¼-7.2%4,5190.4%ETFOKEONEOK$2,598,836$298,381 â–¼-10.3%28,7510.4%EnergyVUGVanguard Growth ETF$2,553,698$101,327 â–¼-3.8%5,8470.4%ETFBUFTFT Vest Buffered Allocation Defensive ETF$2,398,333$321,562 â–¼-11.8%96,6680.4%ETFTSMTaiwan Semiconductor Manufacturing$2,338,276$604,930 â–²34.9%6,9190.4%Computer and TechnologyAVGOBroadcom$2,155,859$546,626 â–²34.0%6,9650.3%Computer and TechnologyBRK.ABerkshire Hathaway$2,154,4200.0%30.3%FinanceT ROWE PRICE ETF INC$2,119,026$2,119,026 â–²New Holding94,8110.3%CAPITAL APPRECIAVRTXVertex Pharmaceuticals$2,044,260$1,574,053 â–¼-43.5%4,5780.3%MedicalQYLDGlobal X Nasdaq 100 Covered Call ETF$2,024,849$161,227 â–¼-7.4%118,0670.3%ManufacturingNFLXNetflix$1,907,231$1,237,931 â–²185.0%19,8360.3%Consumer DiscretionaryWESWestern Midstream Partners$1,825,645$26,966 â–¼-1.5%44,3440.3%EnergyHONHoneywell International$1,801,667$9,267 â–²0.5%7,9710.3%Multi-Sector ConglomeratesTSLATesla$1,736,444$282,530 â–²19.4%4,6710.3%Auto/Tires/TrucksMRKMerck & Co., Inc.$1,685,295$32,479 â–¼-1.9%14,0100.3%MedicalVTIVanguard Total Stock Market ETF$1,618,603$30,479 â–²1.9%5,0450.3%ETFCOFCapital One Financial$1,618,196$147,772 â–²10.0%8,8700.3%FinanceCRCrane$1,600,018$513 â–²0.0%9,3570.2%IndustrialsOHIOmega Healthcare Investors$1,560,420$104,072 â–¼-6.3%35,6100.2%FinanceAMDAdvanced Micro Devices$1,478,122$26,039 â–¼-1.7%7,2660.2%Computer and TechnologyHYFIAB High Yield ETF$1,442,072$1,442,072 â–²New Holding38,7760.2%ETFAXPAmerican Express$1,387,069$39,017 â–¼-2.7%4,5860.2%FinanceXYLDGlobal X S&P 500 Covered Call ETF$1,221,948$249,179 â–¼-16.9%31,2280.2%ETFHDHome Depot$1,195,521$233,513 â–¼-16.3%3,6350.2%Retail/WholesaleJNJJohnson & Johnson$1,179,970$23,956 â–¼-2.0%4,8270.2%MedicalLUVSouthwest Airlines$1,150,272$1,150,272 â–²New Holding30,6170.2%TransportationSPHSuburban Propane Partners$1,144,698$9,806 â–¼-0.8%58,1360.2%EnergyMPCMarathon Petroleum$1,035,020$244 â–²0.0%4,2390.2%EnergyBJBJ's Wholesale Club$993,845$683,035 â–¼-40.7%10,0980.2%Consumer StaplesATOAtmos Energy$989,524$5,172 â–²0.5%5,3570.2%UtilitiesBNDVanguard Total Bond Market ETF$989,436$614,458 â–¼-38.3%13,4360.2%ETFRYLDGlobal X Russell 2000 Covered Call ETF$929,241$225,863 â–¼-19.6%62,1570.1%ETFMPLXMplx$914,090$37,780 â–¼-4.0%16,0170.1%EnergyVLOValero Energy$893,147$127,734 â–¼-12.5%3,6150.1%EnergyBBDCBarings Bdc$889,806$7,448 â–²0.8%108,1170.1%FinancePMPhilip Morris International$855,798$446,417 â–¼-34.3%5,1760.1%Consumer StaplesShowing 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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