SageGuard Financial Group
Latest statistics and disclosures from SageGuard Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, SPDW, SPAB, SPEM, XLK, and represent 52.32% of SageGuard Financial Group's stock portfolio.
- Reduced shares in these 10 stocks: AMZN (-$14M), PPA (-$11M), , AAPL (-$9.8M), , MSFT (-$8.3M), , QQQ (-$7.2M), , BRK.B (-$6.1M).
- Sold out of its positions in T, ARKQ, ABBV, AMD, AWF, AB, GOOG, AIG, Annaly Capital Management, AAPL.
- SageGuard Financial Group was a net seller of stock by $-213M.
- SageGuard Financial Group has $6.4M in assets under management (AUM), dropping by -97.11%.
- Central Index Key (CIK): 0001861378
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Portfolio Holdings for SageGuard Financial Group
SageGuard Financial Group holds 15 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 18.1 | $1.2M | -30% | 23k | 50.45 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 13.9 | $888k | -28% | 25k | 36.20 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 8.6 | $547k | -28% | 18k | 29.87 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 6.0 | $381k | -29% | 9.0k | 42.53 |
|
| Select Sector Spdr Tr Technology (XLK) | 5.7 | $363k | -91% | 2.4k | 149.26 |
|
| Select Sector Spdr Tr Communication (XLC) | 5.6 | $354k | -32% | 4.4k | 80.04 |
|
| Caterpillar (CAT) | 5.2 | $333k | -89% | 1.7k | 192.15 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.2 | $331k | -80% | 3.5k | 94.33 |
|
| Microsoft Corporation (MSFT) | 5.2 | $330k | -96% | 1.2k | 281.57 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 4.8 | $309k | -27% | 6.0k | 51.24 |
|
| Amazon (AMZN) | 4.8 | $309k | -97% | 94.00 | 3287.23 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 4.8 | $306k | -39% | 4.8k | 64.11 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.7 | $297k | -33% | 4.7k | 62.58 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 4.2 | $269k | -60% | 6.5k | 41.26 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 3.2 | $201k | -29% | 4.4k | 46.06 |
|
Past Filings by SageGuard Financial Group
SEC 13F filings are viewable for SageGuard Financial Group going back to 2020
- SageGuard Financial Group 2021 Q3 filed Nov. 15, 2021
- SageGuard Financial Group 2021 Q2 filed Aug. 16, 2021
- SageGuard Financial Group 2021 Q1 filed May 17, 2021
- SageGuard Financial Group 2020 Q4 filed May 14, 2021