Sagace Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$126M
Signature - Title
Dodd Disler - CEO/CCO
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by Sagace Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sagace Wealth Management LLC reported 60 stock holdings with total value $126M as of Q3 2024. Top holdings included VCIT, VCLT, XMHQ, VB, and SPHQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 60 $126M +$23.6M -$610K +$22.9M VCIT, VCLT, XMHQ, VB, SPHQ 13F-HR 10/15/2024, 02:10 PM
Q2 2024 48 $102M $0 $0 VCIT, VCLT, XMHQ, VB, SPHQ 13F-HR 7/23/2024, 11:06 AM