Fund HoldingsSage Capital Management, LLC

Total Portfolio Value
$184.27M
Total Bought
$23.35M
Total Sold
$8.78M
Net Transaction
+$14.57M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AMPLIFY ETF TR080,080+80,08005,1342.79%+5,134
NVIDIA CORPORATION(NVDA)6,3766,492+1163,1575,8663.18%+2,708
GLOBAL X FDS
US INFR DEV ETF
228,110228,774+6647,8619,1074.94%+1,247
EA SERIES TRUST
STRIVE 500 ETF
44,35976,396+32,0371,3562,5721.40%+1,215
INVESCO QQQ TR7,3629,378+2,0163,0154,1642.26%+1,149
PIMCO ETF TR
ENHAN SHRT MA AC
20,42527,574+7,1492,0382,7721.50%+734
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
116,711117,715+1,0047,1037,8374.25%+734
SPDR S&P 500 ETF TR(SPY)14,69414,710+166,9867,6964.18%+710
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
26,58734,830+8,2431,4622,0151.09%+553
SELECT SECTOR SPDR TR
ST STR TECHN ETF
33,17033,209+396,3856,9163.75%+532
INTERNATIONAL BUSINESS MACHS(IBM)17,75017,808+582,9033,4011.85%+498
FIDELITY COVINGTON TRUST
ENHANCED LARGE
012,210+12,21003610.20%+361
IRON MTN INC DEL(IRM)31,55431,823+2692,2082,5521.39%+345
WISDOMTREE TR(WT)90,11191,424+1,3134,1174,4592.42%+342
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
11,82413,718+1,8941,2381,5720.85%+334
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
28,44328,448+54,4884,8182.61%+330
MICROSOFT CORP(MSFT)7,3717,368-32,7723,1001.68%+329
GLOBAL X FDS
RBTCS ARTFL INTE
102,619101,529-1,0902,9253,2301.75%+305
PROSHARES TR
ULTRAPRO QQQ
24,48524,555+701,2411,5120.82%+270
SELECT SECTOR SPDR TR
ST STR STAPL ETF
62,73362,320-4134,5194,7592.58%+240
SPDR SER TR
ST STR SP HOME
14,83814,861+231,4191,6580.90%+239
ABRDN HEALTHCARE INVESTORS(HQH)186,337196,638+10,3013,0883,3151.80%+228
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,324+2,32402190.12%+219
BERKSHIRE HATHAWAY INC DEL3,3563,35601,1971,4110.77%+214
ELI LILLY & CO(LLY)1,0871,08706338460.46%+213
LAMAR ADVERTISING CO NEW(LAMR)13,75814,013+2551,4621,6730.91%+211
FIRST TR EXCHANGE-TRADED FD
WTR ETF
7,8749,374+1,5007469570.52%+211
PROSHARES TR
LONG ONLINE SHRT
05,145+5,14502080.11%+208
PROSHARES TR
PSHS ULT S&P 500
02,665+2,66502070.11%+207
FEDEX CORP(FDX)0699+69902020.11%+202
ECOLAB INC(ECL)2,3002,836+5364566550.36%+199
EXXON MOBIL CORP11,06211,120+581,1061,2930.70%+187
SPDR SER TR
ST STR SP DIV
24,20124,334+1333,0243,1941.73%+169
INVESCO EXCHANGE TRADED FD T
FOOD & BEVERAGE
55,55155,614+632,5472,7101.47%+162
DIREXION SHS ETF TR
DA TE BU 3X ETF
12,73212,580-1528491,0080.55%+159
ISHARES TR4,6074,611+41,3971,5540.84%+158
META PLATFORMS INC(META)1,1411,14104045540.30%+151
WISDOMTREE TR(WT)26,35826,35801,1301,2730.69%+144
SPDR SER TR
ST STR SP BIOT
24,68624,68602,2042,3431.27%+138
DIGITAL RLTY TR INC(DLR)2,9593,697+7383985320.29%+134
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
15,67915,67901,3741,4990.81%+124
DBX ETF TR30,78030,78001,1381,2600.68%+122
FIRST TR EXCHANGE-TRADED FD6,5156,51501,2151,3360.73%+121
COSTCO WHSL CORP NEW(COST)1,1791,227+487788990.49%+121
ISHARES TR4,40122,059+17,6581,2191,3400.73%+120
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,8309,855+251,3411,4560.79%+115
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
19,47719,317-1601,0531,1670.63%+114
ONEOK INC NEW(OKE)10,03810,182+1447058160.44%+111
AMERICAN EXPRESS CO(AXP)2,5062,493-134695680.31%+98
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
013,615+13,61504480.24%+448
SELECT SECTOR SPDR TR
ST STR MATER ETF
12,42212,465+431,0631,1580.63%+95
ABBVIE INC(ABBV)3,3663,373+75226140.33%+93
ALPS ETF TR
SECTR DIV DOGS
28,56028,836+2761,4641,5560.84%+92
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
35,28135,294+131,8991,9901.08%+91
ISHARES TR1,7621,763+18429270.50%+86
PROCTER AND GAMBLE CO(PG)5,2535,240-137708500.46%+80
PROSHARES TR
PSHS ULT MCAP400
7,2517,255+44204960.27%+76
VANGUARD WORLD FD
MATERIALS ETF
4,6834,698+158899600.52%+71
HOME DEPOT INC(HD)1,7861,787+16196850.37%+67
WESTERN MIDSTREAM PARTNERS L(WES)13,48312,886-5973954580.25%+64
ISHARES TR24,62825,680+1,0527688280.45%+59
MARRIOTT INTL INC NEW(MAR)2,2192,21905005600.30%+59
SPDR SER TR
ST STR CONV ETF
53,53953,657+1183,8633,9192.13%+56
JPMORGAN CHASE & CO(JPM)01,788+1,78803580.19%+358
ISHARES TR2,20811,064+8,8566326850.37%+53
ORAMED PHARMACEUTICALS INC016,750+16,7500490.03%+49
ISHARES TR
MSCI UK ETF NEW
27,15827,658+5008989460.51%+49
WALMART INC(WMT)06,281+6,28103780.21%+378
SPDR DOW JONES INDL AVERAGE(DIA)2,2042,209+58318790.48%+48
ISHARES TR10,34210,345+35586060.33%+48
HOST HOTELS & RESORTS INC(HST)33,29133,652+3616486960.38%+48
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
09,589+9,58903370.18%+337
INVESCO EXCH TRADED FD TR II21,03221,085+538929360.51%+44
ENERGY TRANSFER L P(ET)019,607+19,60703080.17%+308
WILLIAMS COS INC(WMB)09,562+9,56203730.20%+373
JEFFERIES FINL GROUP INC(JEF)10,90110,978+774414840.26%+44
VANGUARD SPECIALIZED FUNDS3,4093,416+75816240.34%+43
CHURCH & DWIGHT CO INC(CHD)4,2614,26104034440.24%+42
NUVEEN S&P 500 BUY-WRITE INC215,447211,962-3,4852,7642,8041.52%+40
ISHARES TR
MSCI INDIA ETF
13,35713,35706526890.37%+37
SELECT SECTOR SPDR TR
ST STR UTIL ETF
13,39013,471+818488840.48%+36
VANGUARD INDEX FDS1,5251,528+33623970.22%+36
CEDAR FAIR L P07,413+7,41303110.17%+311
ISHARES TR1,8671,870+34715060.27%+35
ISHARES TR
US INFRASTRUC
10,89710,908+114394730.26%+34
ISHARES TR02,835+2,83502860.16%+286
VANGUARD WHITEHALL FDS02,453+2,45302970.16%+297
CONOCOPHILLIPS(COP)02,000+2,00002550.14%+255
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,867+1,86702350.13%+235
ADVENT CONV & INCOME FD020,500+20,50002450.13%+245
ISHARES TR3,1923,217+253743960.22%+22
FIRST TR INTER DURATN PFD &(FPF)013,000+13,00002330.13%+233
EATON VANCE TAX-MANAGED GLOB
COM
46,43146,43103583790.21%+20
COHEN & STEERS LTD DURATION011,800+11,80002370.13%+237
ABRDN WORLD HEALTHCARE FUND012,200+12,20001610.09%+161
ISHARES TR4,3504,367+176766930.38%+18
ISHARES TR01,763+1,76303710.20%+371
PEPSICO INC(PEP)3,0053,014+95105270.29%+17
NORFOLK SOUTHN CORP(NSC)0895+89502280.12%+228
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
7,0267,065+393834000.22%+16
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