SAGE PRIVATE WEALTH GROUP, LLC

13F Filings History

Latest 13F report
Q3 2022 - Nov 8, 2022
Value $
$75.7M
Signature - Title
Khaled Taha - MANAGING MEMBER
Location
Oakbrook Terrace, IL
Summary
This page shows a list of all the recent 13F filings made by SAGE PRIVATE WEALTH GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAGE PRIVATE WEALTH GROUP, LLC reported 187 stock holdings with total value $75.7M as of Q3 2022. Top holdings included IWB, CALF, DBC, EDV, and CME.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 187 $75.7M +$11.3M -$1.62M +$9.68M IWB, CALF, DBC, EDV, CME 13F-HR 11/8/2022, 11:02 AM
Q2 2022 164 $69.5M +$1.84M -$10M -$8.18M IWB, CALF, DBC, CME, ICE 13F-HR 8/1/2022, 03:41 PM
Q1 2022 171 $88.5M +$45.2M -$19.7M +$25.5M IWB, CALF, ARKK, COIN, DBC 13F-HR 5/13/2022, 12:24 PM
Q4 2021 169 $66.4M +$2.27M -$750K +$1.52M IWB, IWN, AAPL, ARKK, MSFT 13F-HR 1/24/2022, 11:30 AM
Q3 2021 171 $72.4M +$941K -$479K +$462K IWB, IWN, ICE, CME, AAPL 13F-HR 11/1/2021, 09:04 PM
Q2 2021 161 $73.9M +$13.8M -$860K +$13M IWB, IWN, ICE, CME, AAPL 13F-HR 8/16/2021, 12:24 PM
Q1 2021 164 $57.9M +$21.4M -$1.27M +$20.1M IWB, IWN, AAPL, AMZN, MO 13F-HR 5/17/2021, 07:25 PM
Q4 2020 155 $35.8M $0 $0 IWB, AAPL, AMZN, DIS, SBUX 13F-HR 3/1/2021, 08:48 PM