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Saratoga Investment shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Saratoga Investment (SAR) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Saratoga Investment

Tip: Access up to 7 years of quarterly data

All positions including Saratoga Investment held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Saratoga Investment by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0k 125 24.39
2025-06-30 $3.1k 125 24.80

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Saratoga Investment

Lido Advisors
Hennion & Walsh Asset Management
Private Advisor
Advisors Asset Management
Two Sigma Investments
LPL Financial
Two Sigma Advisers
BlackRock
Legal & General Group
Wells Fargo & Company
Morgan Stanley
Ameriprise Financial
Susquehanna International
Ethos Financial Group
International Assets Investment Management

View all funds holding Saratoga Investment