SARD WEALTH MANAGEMENT GROUP, LLC
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
48
- Value ($000)
$149,210
- Date Filed04/11/2025
- Form type13F-HR
- CIK0002010095
- 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 |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | $24.99M | 17 % | 455,580 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $22.76M | 15 % | 498,577 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.15M | 10 % | 55,108 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $15.02M | 10 % | 86,710 | ||
KRE SPDR SER TR | S&P DIVID ETF | 78464A763 | $12.37M | 8 % | 91,183 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.84M | 8 % | 423,551 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $7.70M | 5 % | 63,069 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.11M | 5 % | 67,960 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.33M | 3 % | 22,326 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $3.09M | 2 % | 41,340 |
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