SAGE FINANCIAL MANAGEMENT GROUP, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHW | 5K | $1.62M |
 | AAPL | 5K | $1.16M |
 | JNJ | 3K | $598.35K |
 | KO | 3K | $200.02K |
 | UNP | 2K | $511.74K |
 | MSFT | 2K | $1.07M |
 | IBM | 2K | $442.99K |
 | JPM | 1K | $467.78K |
 | ABBV | 1K | $322.54K |
 | CB | 1K | $366.93K |
 | AMZN | 1K | $247.24K |
 | GOOG | 960 | $233.81K |
 | MA | 403 | $229.23K |
The Sherwin-Williams Company
SHW
Shares Held
5K
Value
$1.62M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.16M
Johnson & Johnson
JNJ
Shares Held
3K
Value
$598.35K
The Coca-Cola Company
KO
Shares Held
3K
Value
$200.02K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$511.74K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.07M
International Business Machines Corporation
IBM
Shares Held
2K
Value
$442.99K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$467.78K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$322.54K
Chubb Limited
CB
Shares Held
1K
Value
$366.93K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$247.24K
Alphabet Inc.
GOOG
Shares Held
960
Value
$233.81K
Mastercard Incorporated
MA
Shares Held
403
Value
$229.23K