SageGuard Financial Group, LLC - Portfolio overview

SageGuard Financial Group, LLC has 196 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.61%
2. WMT - WALMART INC, 3.75%
3. NVDA - NVIDIA CORPORATION, 3.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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