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Portfolio (Quarterly) Guide ↗

SAGE PRIVATE WEALTH GROUP, LLC

· CIK 0001845635
13F Portfolio $222M AUM 100 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 100 New
Page 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC COM Technology 1,972.0 $1.1M 0.52% NEW $580.91 -17.8%
22 ADI ANALOG DEVICES INC COM Technology 2,859.0 $1.1M 0.51% NEW $397.23 -8.8%
23 GLD SPDR GOLD SHARES Financial Services 3,070.0 $1.1M 0.51% NEW $368.38 +10.4%
24 JNJ JOHNSON & JOHNSON COM Healthcare 4,156.0 $1.1M 0.47% NEW $253.98 +8.4%
25 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 2,528.0 $1.0M 0.47% NEW $415.33 +12.7%
26 ABBV ABBVIE INC COM Healthcare 4,109.0 $1.0M 0.47% NEW $251.62 +1.9%
27 INCY INCYTE CORP COM Healthcare 9,084.0 $1.0M 0.46% NEW $113.36 +11.8%
28 ILMN ILLUMINA INC COM Healthcare 5,755.0 $1.0M 0.46% NEW $175.83 +24.1%
29 ETN EATON CORP PLC SHS Industrials 2,194.0 $935K 0.42% NEW $426.13 -3.6%
30 TJX TJX COS INC NEW COM Consumer Cyclical 6,072.0 $920K 0.41% NEW $151.50 -12.8%
31 WMT WALMART INC COM Consumer Defensive 7,462.0 $845K 0.38% NEW $113.26 -5.4%
32 AIQ Global X Artificial Intelligence & Technology ETF 12,536.0 $822K 0.37% NEW $65.61 -2.0%
33 IWB ISHARES RUSSELL 1000 ETF 1,891.0 $774K 0.35% NEW $409.50 +2.9%
34 MPC MARATHON PETE CORP COM Energy 2,959.0 $756K 0.34% NEW $255.65 +52.1%
35 HD HOME DEPOT INC COM Consumer Cyclical 2,138.0 $754K 0.34% NEW $352.75 -9.0%
36 CME CME GROUP INC COM Financial Services 3,351.0 $740K 0.33% NEW $220.83 +27.4%
37 MA MASTERCARD INCORPORATED CL A Financial Services 1,437.0 $738K 0.33% NEW $513.66 +12.8%
38 QCOM QUALCOMM INC COM Technology 3,512.0 $649K 0.29% NEW $184.79 -8.7%
39 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,317.0 $647K 0.29% NEW $490.99 -8.8%
40 CB CHUBB LIMITED COM Financial Services 1,893.0 $645K 0.29% NEW $340.67 +0.3%
Page 2 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.6%
Technology 30.8%
Consumer Cyclical 7.1%
Healthcare 7.0%
Consumer Defensive 5.0%
Industrials 4.3%
Communication Services 2.9%
Energy 1.6%
Basic Materials 0.9%
Real Estate 0.5%