SARD WEALTH MANAGEMENT GROUP, LLC
CIK
2010095
City
ATLANTA
State / Country
GA
Top Portfolio Positions
30 positions ·
$22,529,667 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,446 | $3,158,670 | 14.02% | |
| MSFT |
Microsoft Corp
Technology
|
4,470 | $1,654,659 | 7.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,833 | $1,631,378 | 7.24% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
10,670 | $1,541,174 | 6.84% | |
| MCK |
Mckesson Corp
Healthcare
|
1,581 | $1,368,134 | 6.07% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,530 | $1,277,539 | 5.67% | |
| NVDA |
Nvidia Corp
Technology
|
7,309 | $1,274,689 | 5.66% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
3,120 | $1,026,136 | 4.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,853 | $887,957 | 3.94% | |
| SO |
Southern Co
Utilities
|
8,469 | $817,427 | 3.63% |
Portfolio Trend
10 quarters · across all stocks
Holdings in FMN
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,136 | 20,598 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $228,843 | 20,598 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $227,401 | 20,598 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $219,162 | 20,598 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $274,497 | 25,276 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $275,761 | 25,276 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $313,927 | 25,276 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $288,904 | 25,276 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $279,805 | 25,276 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $277,783 | 25,276 | Shares | Sole | 2024-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||