Skip to content
Disclosery

13F-HR filed by SAGE PRIVATE WEALTH GROUP, LLC

SAGE PRIVATE WEALTH GROUP, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-02, with 88 holding rows worth $132,076,467.

Accession
0001085146-25-002538
Filer
CIK 1845635
Filed
2025-05-02
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 88 entries on the cover page, a total value of $132,076,467 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,076,467 with VALUE read as dollars as filed, 13F file number 028-21081. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF584,927$19,594,956dollars as filed
WISDOMTREE TR97717X669US QTLY DIV GRT241,834$19,312,446dollars as filed
DBX ETF TR233051200XTRACK MSCI EAFE415,795$18,004,158dollars as filed
FIRST TR EXCHANGE TRADED FD33738R704RBA INDL ETF177,835$12,130,185dollars as filed
LITMAN GREGORY FDS TR53700T827IMGP DBI MAN ETF419,089$10,586,240dollars as filed
iShares Gold Trust464285204COM136,782$8,064,403dollars as filed
Apple Inc037833100COM13,058$2,900,641dollars as filed
Microsoft Corp594918104COM7,369$2,766,540dollars as filed
NVIDIA Corp67066G104COM25,231$2,734,538dollars as filed
Eli Lilly and Company532457108COM1,529$1,262,816dollars as filed
JPMorgan Chase & Co46625H100COM4,547$1,115,390dollars as filed
Amazon.com, Inc023135106COM5,286$1,005,714dollars as filed
Broadcom Inc.11135F101COM5,758$964,067dollars as filed
CME Group Inc. Class A12572Q105COM3,519$933,721dollars as filed
SPDR GOLD TR78463V107GOLD SHS3,070$884,590dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,977$865,581dollars as filed
Visa Inc92826C839COM2,431$852,073dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,925$769,574dollars as filed
Eaton Corp. PlcG29183103COM2,712$737,211dollars as filed
Walmart Inc.931142103COM7,878$691,686dollars as filed
Home Depot, Inc437076102COM1,849$677,901dollars as filed
Vanguard Value ETF922908744SHS3,752$648,120dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,808$588,949dollars as filed
TJX Companies Inc872540109COM4,703$572,945dollars as filed
PACER FDS TR69374H709GLOBL CASH ETF15,376$568,615dollars as filed
Comcast Corp20030N101COM14,760$544,655dollars as filed
INCYTE CORP COM45337C102Stock8,898$538,774dollars as filed
Merck & Co.,Inc.58933Y105COM5,933$532,554dollars as filed
Salesforce.com, Inc79466L302COM1,981$531,794dollars as filed
FACTSET RESH SYS INC COM303075105Stock1,162$528,496dollars as filed
Cisco Systems,Inc.17275R102COM8,509$525,125dollars as filed
MARATHON PETE CORP COM56585A102Stock3,569$519,977dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,648$505,508dollars as filed
American Express Company025816109COM1,858$500,157dollars as filed
Chubb LimitedH1467J104COM1,610$486,320dollars as filed
Johnson & Johnson478160104COM2,923$484,822dollars as filed
AFLAC INC COM001055102Stock4,299$478,050dollars as filed
Vanguard Growth922908736COM1,281$475,020dollars as filed
SANFILIPPO JOHN B & SON INC800422107COM6,378$451,945dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS801$450,604dollars as filed
Starbucks Corporation855244109COM4,519$443,319dollars as filed
MasterCard, Inc57636Q104COM806$442,329dollars as filed
Intuit Inc.461202103COM707$434,485dollars as filed
Intel Corp458140100COM18,670$424,007dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock2,039$423,764dollars as filed
Altria Group Inc02209S103COM7,005$420,450dollars as filed
McDonalds Corporation580135101COM1,336$417,583dollars as filed
UnitedHealth Group Inc91324P102COM794$416,018dollars as filed
Coca-Cola Company191216100COM5,664$405,712dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,121$404,943dollars as filed
Verizon Communications Inc92343V104COM8,918$404,536dollars as filed
Qualcomm Incorporated747525103COM2,580$396,390dollars as filed
Accenture Plc Class AG1151C101COM1,256$392,086dollars as filed
Tesla Motors, Inc88160R101COM1,491$386,408dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,704$384,563dollars as filed
STERIS PLC SHS USDG8473T100Stock1,690$383,216dollars as filed
AIR PRODS & CHEMS INC009158106COM1,279$377,263dollars as filed
AbbVie,Inc.00287Y109COM1,732$362,894dollars as filed
STRATEGY SHS86280R803DAY HAGAN SMART8,773$357,149dollars as filed
NextEra Energy,Inc.65339F101COM5,011$355,269dollars as filed
Mondelez International,Inc. Class A609207105COM4,921$333,956dollars as filed
Netflix, Inc64110L106COM354$330,116dollars as filed
Analog Devices,Inc.032654105COM1,583$319,412dollars as filed
Medtronic PlcG5960L103COM3,485$313,178dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS8,288$310,800dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS4,070$307,896dollars as filed
Costco Wholesale Corporation22160K105COM325$307,751dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF4,997$302,219dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock882$297,252dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock3,682$295,027dollars as filed
ILLUMINA INC452327109COM3,704$293,875dollars as filed
Walt Disney Co254687106COM2,924$288,691dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock3,785$282,679dollars as filed
CSX Corporation126408103COM9,021$265,488dollars as filed
META PLATFORMS INC CL A30303M102COM453$261,215dollars as filed
Union Pacific Corporation907818108COM1,082$255,681dollars as filed
Dimensional International Value ETF25434V807SHS6,440$253,478dollars as filed
Berkshire Hathaway Inc084670702COM458$243,922dollars as filed
TARGET CORP COM87612E106Stock2,276$237,556dollars as filed
FIRST SOLAR INC COM336433107Stock1,760$222,517dollars as filed
Southern Company842587107COM2,305$211,945dollars as filed
NUVEEN MUN HIGH INCOME OPPOR670682103COM18,986$207,137dollars as filed
PepsiCo,Inc.713448108COM1,368$205,155dollars as filed
AUTODESK INC COM052769106Stock780$204,204dollars as filed
Philip Morris International Inc.718172109COM1,276$202,581dollars as filed
NUVEEN QUALITY MUNCP INCOME67066V101COM16,787$193,386dollars as filed
UNDER ARMOUR INC904311107CL A26,891$168,069dollars as filed
NUVEEN AMT FREE MUN CR INC F67071L106COM11,473$142,036dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-002538this filing2025-05-02acceptance time not in the bulk data set