SageGuard Financial Group, LLC
197 holdingsFiling period: 2026-03-31Current AUM: $703.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 142.8K | $36.2M | $44.1M | 6.27% | -2,255 | 2026-03-31 |
| 2 | WMT | WALMART INC | 195.0K | $24.2M | $21.7M | 3.08% | -10,447 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 127.6K | $22.2M | $25.6M | 3.64% | -13,192 | 2026-03-31 |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | 352.5K | $19.6M | $20.5M | 2.92% | -13,846 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 93.6K | $19.5M | $25.4M | 3.61% | -3,346 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 50.3K | $18.6M | $23.4M | 3.32% | -3,044 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 37.3K | $17.9M | $17.9M | 2.54% | -2,101 | 2026-03-31 |
| 8 | KO | COCA COLA CO | 211.5K | $16.1M | $18.5M | 2.63% | -32,769 | 2026-03-31 |
| 9 | GLD | SPDR GOLD TR | 36.0K | $15.5M | $13.4M | 1.90% | -14,655 | 2026-03-31 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 15.3K | $15.3M | $14.6M | 2.08% | -213 | 2026-03-31 |
| 11 | QQQ | INVESCO QQQ TR | 25.1K | $14.5M | $17.3M | 2.46% | +796 | 2026-03-31 |
| 12 | BUFR | FIRST TR EXCHNG TRADED FD VI | 381.9K | $12.9M | $14.0M | 2.00% | -73,446 | 2026-03-31 |
| 13 | DUK | DUKE ENERGY CORP NEW | 97.1K | $12.7M | $12.2M | 1.73% | +223 | 2026-03-31 |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | 224.2K | $12.7M | $12.9M | 1.83% | -74,218 | 2026-03-31 |
| 15 | LMT | LOCKHEED MARTIN CORP | 20.2K | $12.2M | $11.8M | 1.67% | -8,482 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 67.6K | $11.5M | $10.5M | 1.49% | +341 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 67.6K | $11.5M | $10.5M | 1.49% | +341 | 2026-03-31 |
| 18 | GE | GE AEROSPACE | 40.2K | $11.4M | $14.5M | 2.06% | +1.6K | 2026-03-31 |
| 19 | MCD | MCDONALDS CORP | 36.2K | $11.2M | $9.8M | 1.39% | -310 | 2026-03-31 |
| 20 | PGR | PROGRESSIVE CORP | 55.4K | $11.0M | $11.7M | 1.66% | -2,311 | 2026-03-31 |
| 21 | CAT | CATERPILLAR INC | 15.3K | $10.8M | $12.5M | 1.77% | -43 | 2026-03-31 |
| 22 | XLP | SELECT SECTOR SPDR TR | 115.2K | $9.4M | $9.8M | 1.39% | -5,751 | 2026-03-31 |
| 23 | CL | COLGATE PALMOLIVE CO | 102.8K | $8.8M | $9.4M | 1.33% | -44,615 | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 14.9K | $8.5M | $8.3M | 1.18% | +1.2K | 2026-03-31 |
| 25 | XLF | SELECT SECTOR SPDR TR | 168.2K | $8.3M | $9.6M | 1.36% | -7,416 | 2026-03-31 |
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