SAGE PRIVATE WEALTH GROUP, LLC - Portfolio overview

SAGE PRIVATE WEALTH GROUP, LLC has 101 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AIRR - First Trust - American Industrial Renaissance ETF, 9.98%
2. DGRW - WisdomTree, 8.89%
3. FDT - FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND, 8.57%

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

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