CIK 1861378
SageGuard Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
177
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 177
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 145K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 141K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 53K | $1M+ | SH |
| WMT | WALMART INC | 205K | $1M+ | SH |
| AMZN | AMAZON COM INC | 97K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 366K | $1M+ | SH |
| GLD | SPDR GOLD TR | 51K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 39K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 298K | $1M+ | SH |
| KO | COCA COLA CO | 244K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 455K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 24K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 29K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 16K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 58K | $1M+ | SH |
| GE | GE AEROSPACE | 39K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 147K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 97K | $1M+ | SH |
| MCD | MCDONALDS CORP | 36K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 33K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 176K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 121K | $1M+ | SH |
| META | META PLATFORMS INC | 14K | $1M+ | SH |
| TMFE | RBB FD INC | 305K | $1M+ | SH |
| CAT | CATERPILLAR INC | 15K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 23K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 48K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 155K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 67K | $1M+ | SH |
| GOOG | ALPHABET INC | 24K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 44K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 8K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 27K | $1M+ | SH |
| QQA | INVESCO ACTIVELY MANAGED EXC | 107K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 333K | $1M+ | SH |
| T | AT&T INC | 187K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 10K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 30K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 47K | $1M+ | SH |
| EFAA | INVESCO ACTIVELY MANAGED EXC | 70K | $1M+ | SH |
| RSPA | INVESCO ACTIVELY MANAGED EXC | 73K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 24K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 8K | $1M+ | SH |
| ABBV | ABBVIE INC | 15K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 10K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 113K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |
| BUFT | FIRST TR EXCHNG TRADED FD VI | 110K | $1M+ | SH |