SAGACE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DLR | 16K | $2.87M |
 | NFLX | 6K | $605.55K |
 | AAPL | 5K | $1.15M |
 | C | 4K | $433.79K |
 | CSCO | 4K | $280.95K |
 | AMZN | 3K | $651.88K |
 | NEM | 3K | $315.22K |
 | XOM | 3K | $484.04K |
 | NEE | 3K | $233.97K |
 | JCI | 3K | $328.55K |
 | PG | 2K | $305.20K |
 | JNJ | 2K | $458.32K |
 | IBM | 2K | $370.37K |
 | AVGO | 2K | $470.45K |
 | MMM | 1K | $207.68K |
 | V | 1K | $408.63K |
 | MSFT | 951 | $352.03K |
 | HD | 881 | $289.75K |
 | BRK-B | 858 | $411.15K |
 | ETN | 752 | $268.97K |
Digital Realty Trust, Inc.
DLR
Shares Held
16K
Value
$2.87M
Netflix, Inc.
NFLX
Shares Held
6K
Value
$605.55K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.15M
Citigroup Inc.
C
Shares Held
4K
Value
$433.79K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$280.95K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$651.88K
Newmont Corporation
NEM
Shares Held
3K
Value
$315.22K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$484.04K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$233.97K
Johnson Controls International plc
JCI
Shares Held
3K
Value
$328.55K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$305.20K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$458.32K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$370.37K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$470.45K
3M Company
MMM
Shares Held
1K
Value
$207.68K
Visa Inc.
V
Shares Held
1K
Value
$408.63K
Microsoft Corporation
MSFT
Shares Held
951
Value
$352.03K
The Home Depot, Inc.
HD
Shares Held
881
Value
$289.75K
Berkshire Hathaway Inc.
BRK-B
Shares Held
858
Value
$411.15K
Eaton Corporation plc
ETN
Shares Held
752
Value
$268.97K