SAGE PRIVATE WEALTH GROUP, LLC
Q1 2025 13F Holdings
- Locationoakbrook terrace, IL
- Num holdings
88
- Value ($000)
$132,076
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001845635
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $19.59M | 15 % | 584,927 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $19.31M | 15 % | 241,834 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $18.00M | 14 % | 415,795 | ||
AIRR FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | $12.13M | 9 % | 177,835 | ||
DBMF LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $10.59M | 8 % | 419,089 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $8.06M | 6 % | 136,782 | ||
AAPL APPLE INC | COM | 037833100 | $2.90M | 2 % | 13,058 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.77M | 2 % | 7,369 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.73M | 2 % | 25,231 | ||
LLY ELI LILLY & CO | COM | 532457108 | $1.26M | 1 % | 1,529 |
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