Sage Private Wealth Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| FIRST TR EXCHANGE TRADED FD | $19.47M | 10.5% |
| WISDOMTREE TR | $19.46M | 10.5% |
| TIDAL TRUST I | $17.02M | 9.1% |
| ISHARES GOLD TR | $15.13M | 8.1% |
| WORLD GOLD TR | $14.84M | 8.0% |
| FIRST TR EXCH TRD ALPHDX FD | $14.22M | 7.6% |
| LITMAN GREGORY FDS TR | $13.86M | 7.5% |
| VANECK ETF TRUST | $10.74M | 5.8% |
| Apple Inc. | $4.15M | 2.2% |
| NVIDIA Corp | $3.95M | 2.1% |
| DBX ETF TR | $3.76M | 2.0% |
| MICROSOFT CORP | $3.46M | 1.9% |
| Alphabet Inc. | $1.48M | 0.8% |
| Amazon.com Inc | $1.39M | 0.7% |
| Alphabet Inc. | $1.36M | 0.7% |
| ELI LILLY & Co | $1.34M | 0.7% |
| JPMORGAN CHASE & CO | $1.34M | 0.7% |
| Broadcom Inc. | $1.26M | 0.7% |
| GLOBAL X FDS | $1.23M | 0.7% |
| SPDR GOLD TR | $1.22M | 0.7% |
| INCYTE CORP | $955.7K | 0.5% |
| Motorola Solutions, Inc. | $950.2K | 0.5% |
| AbbVie Inc. | $944.7K | 0.5% |
| CME Group Inc | $939.3K | 0.5% |
| Visa Inc | $933.3K | 0.5% |
| ISHARES TR | $927.1K | 0.5% |
| Illumina Inc | $904.9K | 0.5% |
| Walmart Inc. | $853.0K | 0.5% |
| TJX Cos Inc/The | $851.8K | 0.5% |
| ANALOG DEVICES INC | $820.6K | 0.4% |
| ISHARES TR | $811.5K | 0.4% |
| First Solar Inc | $725.4K | 0.4% |
| Salesforce Inc | $720.7K | 0.4% |
| INTEL CORP | $714.6K | 0.4% |
| Comcast Corp. | $686.5K | 0.4% |
| AMERICAN EXPRESS CO | $675.0K | 0.4% |
| Eaton Corp plc | $654.8K | 0.4% |
| FactSet Research Systems Inc | $644.2K | 0.3% |
| CISCO SYSTEMS, INC. | $627.5K | 0.3% |
| HOME DEPOT, INC. | $621.0K | 0.3% |
| Global X Artificial Intelligence & Technology ETF | $603.4K | 0.3% |
| Chubb Ltd | $589.7K | 0.3% |
| UNITEDHEALTH GROUP INC | $579.1K | 0.3% |
| QUALCOMM INC/DE | $555.6K | 0.3% |
| Accenture plc | $552.2K | 0.3% |
| AFLAC INC | $549.3K | 0.3% |
| ISHARES TR | $547.1K | 0.3% |
| Tesla Inc | $537.9K | 0.3% |
| Marathon Petroleum Corp | $535.4K | 0.3% |
| INTUIT INC. | $531.3K | 0.3% |