Top 50 Sage Private Wealth Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AIRR | First Trust - American Industrial Renaissance ETF | 11% | 197.4K | $21.9M | -0.34%(-671) | $65.83(+96.69%) | 2026-03-31 | |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | 9.45% | 216.0K | $18.8M | +20.63%(+36.93K) | $74.21(+34.63%) | 2026-03-31 | |
| CGDV | Capital Group Dividend Value ETF | 9.02% | 421.3K | $17.9M | new | $43.09(+10.93%) | 2026-03-31 | |
| IAU | iShares Gold Trust | 8.3% | 187.0K | $16.5M | +0.35%(+649) | $53.82(+63.86%) | 2026-03-31 | |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 8.24% | 685.7K | $16.4M | -0.22%(-1.50K) | $23.84(+13.15%) | 2026-03-31 | |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 7.73% | 165.6K | $15.4M | -4.75%(-8.26K) | $63.60(+45.87%) | 2026-03-31 | |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 7.52% | 495.5K | $14.9M | +0.28%(+1.40K) | $28.94(+7.52%) | 2026-03-31 | |
| NLR | VANECK URANIUM AND NUCLEAR ETF | 6.36% | 94.8K | $12.6M | +9.63%(+8.33K) | $124.27(+9.76%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 4.54% | 51.7K | $9.0M | +143.75%(+30.47K) | $155.29(+45.43%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.12% | 16.6K | $4.2M | +8.84%(+1.35K) | $173.86(+71.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.25% | +41.43% |
| Top 20 Holdings Unweighted | +16.41% | +57.74% |
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