SageGuard Financial Group, LLC
Top Portfolio Positions
126 positions ·
$436,075,814 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
142,762 | $36,231,567 | 8.31% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
195,038 | $24,239,322 | 5.56% | |
| NVDA |
Nvidia Corp
Technology
|
127,564 | $22,247,161 | 5.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
93,606 | $19,495,321 | 4.47% | |
| MSFT |
Microsoft Corp
Technology
|
50,253 | $18,602,153 | 4.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
37,312 | $17,879,910 | 4.10% | |
| KO |
Coca Cola Co
Consumer Defensive
|
211,501 | $16,084,651 | 3.69% | |
| GLD |
Spdr Gold Trust
|
35,985 | $15,483,985 | 3.55% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
15,346 | $15,291,214 | 3.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
25,136 | $14,507,996 | 3.33% |
Portfolio Trend
6 quarters · across all stocks
Holdings in DMLP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $469,805 | 17,336 | Shares | Sole | 2026-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||