Institutions / SAGE PRIVATE WEALTH GROUP, LLC / Holdings
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Sage Private Wealth Group, LLC

All holdings · as of Dec 31, 2025

90 positions

CompanyClassValueShares% of portfolio
Mastercard Inc—$528.4K9260.3%
Monster Beverage Corp—$523.8K6,8320.3%
TARGET CORP—$494.1K5,0550.3%
JOHNSON & JOHNSON—$493.2K2,3830.3%
STERIS plc—$487.2K1,9220.3%
BANK OF AMERICA CORP /DE—$485.1K8,8200.3%
J M SMUCKER Co—$465.3K4,7570.3%
REALTY INCOME CORP—$442.2K7,8440.2%
Trane Technologies plc—$422.7K1,0860.2%
CUMMINS INC—$407.0K7970.2%
Air Products & Chemicals, Inc.—$404.1K1,6360.2%
Fidelity National Information Services Inc—$393.0K5,9130.2%
Medtronic plc—$388.9K4,0490.2%
DARDEN RESTAURANTS INC—$387.8K2,1070.2%
MCDONALD'S CORP—$373.0K1,2200.2%
Meta Platforms Inc—$369.2K5590.2%
Johnson Controls International plc—$362.6K3,0280.2%
Dick's Sporting Goods Inc—$356.5K1,8010.2%
VERIZON COMMUNICATIONS INC—$353.2K8,6710.2%
ADVANCED MICRO DEVICES INC—$346.5K1,6180.2%
Mondelez International, Inc.—$339.0K6,2980.2%
ALTRIA GROUP, INC.—$333.7K5,7880.2%
Chipotle Mexican Grill Inc—$317.2K8,5740.2%
Netflix Inc—$289.3K3,0860.2%
PEPSICO INC—$283.0K1,9720.2%
Union Pacific Corp—$279.2K1,2070.2%
Under Armour Inc—$275.8K55,4860.1%
KIMBERLY CLARK CORP—$272.8K2,7040.1%
BEST BUY CO INC—$272.1K4,0660.1%
COSTCO WHOLESALE CORP /NEW—$263.6K3060.1%
ADOBE INC.—$261.4K7470.1%
Autodesk, Inc.—$256.0K8650.1%
BOSTON BEER CO INC—$253.7K1,3000.1%
NEXTERA ENERGY INC—$245.6K3,0590.1%
WISDOMTREE TR—$234.9K4,6690.1%
CSX CORP—$233.2K6,4320.1%
PUBLIC SERVICE ENTERPRISE GROUP INC—$230.8K2,8740.1%
CATERPILLAR INC—$229.1K4000.1%
Philip Morris International Inc.—$210.1K1,3100.1%
Nuveen Quality Municipal Income FundNADClosed-End Fund$201.8K16,7870.1%
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