| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC COM | 4 | Q3 2021 | 8.6% |
| SPDR SER TR | 4 | Q3 2021 | 18.1% |
| SPDR INDEX SHS FDS | 4 | Q3 2021 | 13.9% |
| MICROSOFT CORP COM | 4 | Q3 2021 | 5.2% |
| SELECT SECTOR SPDR TRUST TECHNOLOGY ETF | 4 | Q3 2021 | 5.7% |
| SPDR SER TR | 4 | Q3 2021 | 8.6% |
| CATERPILLAR INC COM | 4 | Q3 2021 | 5.2% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2021 | 5.2% |
| SPDR INDEX SHS FDS | 4 | Q3 2021 | 6.0% |
| SELECT SECTOR SPDR TRUST COMMUNICATION ETF | 4 | Q3 2021 | 5.6% |
View SageGuard Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-05-14 |
View SageGuard Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.