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Sage Private Wealth Group, Llc

Portfolio Manager
Sage Private Wealth Group, Llc
Performance
+3.68% (2026 Q1)
AUM (13F)
$198.69M
# of Holdings
97
Performance Rank
Allocation (Top 20)
81.45%

Sage Private Wealth Group, Llc Holdings Map

Top 50 Sage Private Wealth Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AIRR
First Trust - American Industrial Renaissance ETF
11%197.4K$21.9M
-0.34%(-671)
2025-Q1: 177.8K shares2025-Q2: 166.8K shares2025-Q3: 194.5K shares2025-Q4: 198.0K shares2026-Q1: 197.4K shares
$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)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 169.3K shares2025-Q4: 179.0K shares2026-Q1: 216.0K shares
$74.21(+34.63%)
2026-03-31
CGDV
Capital Group Dividend Value ETF
9.02%421.3K$17.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 421.3K shares
$43.09(+10.93%)
2026-03-31
IAU
iShares Gold Trust
8.3%187.0K$16.5M
+0.35%(+649)
2025-Q1: 136.8K shares2025-Q2: 171.3K shares2025-Q3: 182.3K shares2025-Q4: 186.3K shares2026-Q1: 187.0K shares
$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)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 690.2K shares2025-Q4: 687.2K shares2026-Q1: 685.7K shares
$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)
2025-Q1: 0 shares2025-Q2: 176.0K shares2025-Q3: 170.6K shares2025-Q4: 173.9K shares2026-Q1: 165.6K shares
$63.60(+45.87%)
2026-03-31
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
7.52%495.5K$14.9M
+0.28%(+1.40K)
2025-Q1: 419.1K shares2025-Q2: 461.0K shares2025-Q3: 484.1K shares2025-Q4: 494.1K shares2026-Q1: 495.5K shares
$28.94(+7.52%)
2026-03-31
NLR
VANECK URANIUM AND NUCLEAR ETF
6.36%94.8K$12.6M
+9.63%(+8.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 80.8K shares2025-Q4: 86.5K shares2026-Q1: 94.8K shares
$124.27(+9.76%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
4.54%51.7K$9.0M
+143.75%(+30.47K)
2025-Q1: 25.2K shares2025-Q2: 23.6K shares2025-Q3: 23.7K shares2025-Q4: 21.2K shares2026-Q1: 51.7K shares
$155.29(+45.43%)
2026-03-31
AAPL
APPLE INC COM
2.12%16.6K$4.2M
+8.84%(+1.35K)
2025-Q1: 13.1K shares2025-Q2: 15.7K shares2025-Q3: 15.4K shares2025-Q4: 15.2K shares2026-Q1: 16.6K shares
$173.86(+71.90%)
2026-03-31

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