SAGE FINANCIAL MANAGEMENT GROUP, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHW | 5K | $1.52M |
 | AAPL | 5K | $1.24M |
 | JNJ | 3K | $667.83K |
 | KO | 3K | $210.85K |
 | MSFT | 2K | $1.05M |
 | UNP | 2K | $500.81K |
 | JPM | 2K | $517.81K |
 | IBM | 2K | $465.05K |
 | ABBV | 1K | $318.29K |
 | GOOG | 1K | $420.81K |
 | CB | 1K | $405.76K |
 | AMZN | 1K | $242.13K |
 | GOOGL | 674 | $210.96K |
 | MA | 403 | $230.06K |
The Sherwin-Williams Company
SHW
Shares Held
5K
Value
$1.52M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.24M
Johnson & Johnson
JNJ
Shares Held
3K
Value
$667.83K
The Coca-Cola Company
KO
Shares Held
3K
Value
$210.85K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.05M
Union Pacific Corporation
UNP
Shares Held
2K
Value
$500.81K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$517.81K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$465.05K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$318.29K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$420.81K
Chubb Limited
CB
Shares Held
1K
Value
$405.76K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$242.13K
Alphabet Inc.
GOOGL
Shares Held
674
Value
$210.96K
Mastercard Incorporated
MA
Shares Held
403
Value
$230.06K