SageGuard Financial Group, LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$628.3M
Holdings
177
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (177 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $39K |
NVDANVIDIA CORPORATION | $26K |
MSFTMICROSOFT CORP | $26K |
WMTWALMART INC | $23K |
AMZNAMAZON COM INC | $22K |
JEPQJ P MORGAN EXCHANGE TRADED F | $21K |
GQ9SPDR GOLD TR | $20K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $20K |
JEPIJ P MORGAN EXCHANGE TRADED F | $17K |
KOCOCA COLA CO | $17K |
BUFRFIRST TR EXCHNG TRADED FD VI | $16K |
NDQINVESCO QQQ TR | $15K |
LMTLOCKHEED MARTIN CORP | $14K |
COSTCOSTCO WHSL CORP NEW | $13K |
PGRPROGRESSIVE CORP | $13K |
GEGE AEROSPACE | $12K |
CLCOLGATE PALMOLIVE CO | $12K |
DUKDUKE ENERGY CORP NEW | $11K |
MCDMCDONALDS CORP | $11K |
IBMINTERNATIONAL BUSINESS MACHS | $10K |
XLFSELECT SECTOR SPDR TR | $10K |
XLFISELECT SECTOR SPDR TR | $9K |
METAMETA PLATFORMS INC | $9K |
TMFERBB FD INC | $9K |
CATCATERPILLAR INC | $9K |
CEGCONSTELLATION ENERGY CORP | $8K |
STLDSTEEL DYNAMICS INC | $8K |
SPYINEOS ETF TRUST | $8K |
XOMEXXON MOBIL CORP | $8K |
GOOGALPHABET INC | $8K |
PPAINVESCO EXCHANGE TRADED FD T | $7K |
VGTVANGUARD WORLD FD | $6K |
WMWASTE MGMT INC DEL | $6K |
QQAINVESCO ACTIVELY MANAGED EXC | $6K |
ETENERGY TRANSFER L P | $5K |
TAT&T INC | $5K |
HCAHCA HEALTHCARE INC | $5K |
XLKSELECT SECTOR SPDR TR | $4K |
IAU*ISHARES GOLD TR | $4K |
EFAAINVESCO ACTIVELY MANAGED EXC | $4K |
RSPAINVESCO ACTIVELY MANAGED EXC | $4K |
CVXCHEVRON CORP NEW | $4K |
VRTXVERTEX PHARMACEUTICALS INC | $4K |
ABBVABBVIE INC | $3K |
JPMJPMORGAN CHASE & CO. | $3K |
SCHDSCHWAB STRATEGIC TR | $3K |
VOOVANGUARD INDEX FDS | $3K |
VUGVANGUARD INDEX FDS | $3K |
XLVSELECT SECTOR SPDR TR | $3K |
BUFTFIRST TR EXCHNG TRADED FD VI | $3K |
IUSBISHARES TR | $3K |
NOCNORTHROP GRUMMAN CORP | $3K |
OKEONEOK INC NEW | $2K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2K |
QYLDGLOBAL X FDS | $2K |
COFCAPITAL ONE FINL CORP | $2K |
IQQQPROSHARES TR | $2K |
ITWOPROSHARES TR | $2K |
AVGOBROADCOM INC | $2K |
WESWESTERN MIDSTREAM PARTNERS L | $2K |
LQTIFIRST TR EXCHANGE-TRADED FD | $2K |
ISPYPROSHARES TR | $2K |
TSLATESLA INC | $2K |
HYTIFIRST TR EXCHANGE-TRADED FD | $2K |
FENYFIDELITY COVINGTON TRUST | $2K |
AXPAMERICAN EXPRESS CO | $2K |
CRCRANE COMPANY | $2K |
OHIOMEGA HEALTHCARE INVS INC | $2K |
GEVGE VERNOVA INC | $2K |
VTIVANGUARD INDEX FDS | $2K |
BNDVANGUARD BD INDEX FDS | $2K |
XLISELECT SECTOR SPDR TR | $2K |
AMDADVANCED MICRO DEVICES INC | $2K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2K |
HONHONEYWELL INTL INC | $2K |
BJBJS WHSL CLUB HLDGS INC | $2K |
XYLDGLOBAL X FDS | $2K |
MRKMERCK & CO INC | $2K |
HDHOME DEPOT INC | $1K |
LLYELI LILLY & CO | $1K |
4I1PHILIP MORRIS INTL INC | $1K |
RYLDGLOBAL X FDS | $1K |
KRKROGER CO | $1K |
BUFGFIRST TR EXCHNG TRADED FD VI | $1K |
SPHSUBURBAN PROPANE PARTNERS L | $1K |
GRALGRAIL INC | $1K |
JNJJOHNSON & JOHNSON | $1K |
TRYBARINGS BDC INC | $984 |
TMFGRBB FD INC | $976 |
CIBRFIRST TR EXCHANGE TRADED FD | $968 |
ATOATMOS ENERGY CORP | $893 |
SPYSPDR S&P 500 ETF TR | $892 |
MPLXMPLX LP | $890 |
GOOGLALPHABET INC | $870 |
XLUSELECT SECTOR SPDR TR | $813 |
AQLTISHARES TR | $773 |
HSYHERSHEY CO | $735 |
MOALTRIA GROUP INC | $714 |
MPCMARATHON PETE CORP | $689 |
SCHGSCHWAB STRATEGIC TR | $680 |
Page 1 of 2Next