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Value $
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$149M
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Signature - Title
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Jonathan Sard - Chief Compliance Officer
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Location
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Atlanta, GA
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Summary
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This page shows a list of all the recent 13F filings made by SARD WEALTH MANAGEMENT GROUP, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. SARD WEALTH MANAGEMENT GROUP, LLC reported 46 stock holdings with total value $149M as of Q4 2024. Top holdings included FV, FBND, VTI, RSP, and SDY.