StockDriftsStockDriftsTop 50 Sargent Bickham Lagudis Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 8.09% | 1.02M | $98.7M | -1.54%(-15.97K) | — | 2022-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 5.8% | 185.0K | $70.8M | -6.33%(-12.51K) | — | 2022-12-31 | |
| VOO | VANGUARD INDEX FDS | 5.39% | 187.3K | $65.8M | +6.38%(+11.23K) | — | 2022-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.29% | 1.25M | $52.3M | +35.03%(+323.18K) | — | 2022-12-31 | |
| IVV | ISHARES TR | 3.29% | 104.4K | $40.1M | -11.86%(-14.04K) | — | 2022-12-31 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 2.93% | 507.2K | $35.7M | +16.75%(+72.77K) | — | 2022-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.74% | 675.5K | $33.4M | -0.82%(-5.57K) | — | 2022-12-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.53% | 357.6K | $30.8M | -8.63%(-33.77K) | — | 2022-12-31 | |
| ACWI | ISHARES TR | 1.89% | 272.0K | $23.1M | +27.41%(+58.51K) | — | 2022-12-31 | |
| AAPL | APPLE INC | 1.87% | 175.6K | $22.8M | -0.72%(-1.27K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Sargent Bickham Lagudis Llc reports $1.22B in US-listed equity holdings across 1,409 positions in its most recent 13F filing. Its largest disclosed positions are AGG (8.1%), SPY (5.8%) and VOO (5.4%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sargent Bickham Lagudis Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1613939). View Sargent Bickham Lagudis Llc’s 13F filings on SEC