Fund Holdings — Sage Capital Management, LLC

Total Portfolio Value
$222.21M
Total Bought
$16.45M
Total Sold
$5.40M
Net Transaction
+$11.05M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)75,55277,012+1,46011,93714,3696.47%+2,432
GLOBAL X FDS
DATA CTR DIG ETF
085,375+85,37501,7480.79%+1,748
PIMCO ETF TR
ENHAN SHRT MA AC
27,17240,193+13,0212,7324,0471.82%+1,315
INVESCO QQQ TR12,48313,485+1,0026,8858,0963.64%+1,211
SELECT SECTOR SPDR TR
ST STR TECHN ETF
33,80434,024+2208,5619,5904.32%+1,030
EA SERIES TRUST
STRIVE 500 ETF
115,721129,083+13,3624,6365,5762.51%+941
APPLE INC(AAPL)13,50813,516+82,7723,4421.55%+671
GLOBAL X FDS
US INFR DEV ETF
226,772221,524-5,2489,88310,5514.75%+668
SPDR S&P 500 ETF TR(SPY)12,22112,287+667,5528,1853.68%+634
PROSHARES TR
ULTRAPRO QQQ
22,60322,909+3061,8762,3691.07%+493
ETF SER SOLUTIONS
DEFIA QUANT ETF
34,94634,309-6373,2093,5991.62%+391
SPDR SERIES TRUST
ST STR CONV ETF
49,24649,271+254,0714,4592.01%+388
GLOBAL X FDS
RBTCS ARTFL INTE
103,245102,972-2733,3713,6481.64%+277
GLOBAL X FDS
LITHIUM BTRY ETF
12,35512,721+3664747230.33%+249
GLOBAL X FDS
U S ELECT ETF
07,710+7,71002280.10%+228
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
26,87326,935+624,8845,1102.30%+226
DIREXION SHS ETF TR
DA TE BU 3X ETF
6,2906,503+2135898090.36%+220
SCHWAB STRATEGIC TR09,300+9,30002170.10%+217
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
15,07515,258+1832,0962,3061.04%+210
ALPHABET INC(GOOG)2,5852,586+14566290.28%+173
SPDR SERIES TRUST
ST STR SP BIOT
21,30319,342-1,9611,7661,9380.87%+171
ISHARES TR4,3764,331-451,8582,0290.91%+171
DBX ETF TR38,34339,618+1,2751,6781,8390.83%+162
ABBVIE INC(ABBV)3,4643,471+76438040.36%+161
NUVEEN S&P 500 BUY-WRITE INC255,095255,618+5233,5413,6911.66%+150
CALAMOS CONV & HIGH INCOME F
COM SHS
013,000+13,00001460.07%+146
SPDR SERIES TRUST
ST STR SP HOME
11,50611,520+141,1341,2760.57%+142
ADVANCED MICRO DEVICES INC(AMD)3,3733,822+4494796190.28%+140
MICROSOFT CORP(MSFT)5,8065,813+72,8883,0111.35%+122
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
13,38813,001-3871,6281,7480.79%+119
WISDOMTREE TR(WT)34,80735,547+7401,6751,7920.81%+117
TESLA INC(TSLA)84684602693760.17%+107
CALAMOS GBL DYN INCOME FUND(CHW)014,000+14,00001060.05%+106
AGNC INVT CORP(AGNC)010,500+10,50001030.05%+103
PALANTIR TECHNOLOGIES INC(PLTR)2,2002,20003004010.18%+101
SPDR DOW JONES INDL AVERAGE(DIA)4,1494,158+91,8281,9280.87%+100
ISHARES TR1,7891,802+131,1101,2060.54%+96
FIRST TR EXCHANGE-TRADED FD
WTR ETF
10,92811,333+4051,1801,2730.57%+93
JOHNSON & JOHNSON(JNJ)2,7612,771+104225140.23%+92
ROCKET LAB CORP(RKLB)7,2577,25702603480.16%+88
ALPS ETF TR
SECTR DIV DOGS
28,59228,695+1031,6431,7280.78%+85
FIRST TR EXCHANGE-TRADED FD6,0086,071+631,6181,6990.76%+81
SELECT SECTOR SPDR TR
ST STR UTIL ETF
13,29913,365+661,0861,1650.52%+79
SPDR SERIES TRUST
ST STR SP DIV
23,63823,452-1863,2083,2851.48%+76
GENERAL DYNAMICS CORP(GD)1,3721,37204004680.21%+68
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2331,234+12793450.16%+65
BERKSHIRE HATHAWAY INC DEL3,8213,82101,8561,9210.86%+65
PIONEER PWR SOLUTIONS INC(PPSI)015,000+15,0000650.03%+65
HOME DEPOT INC(HD)1,6321,63205986610.30%+63
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,7472,753+65976600.30%+62
ISHARES TR2,9762,988+124695280.24%+59
ISHARES TR
MSCI UK ETF NEW
25,82325,82301,0261,0840.49%+58
BANK NEW YORK MELLON CORP2,9092,910+12653170.14%+52
ISHARES TR1,4891,491+24264770.21%+51
FIDELITY COVINGTON TRUST
ENHANCED LARGE
12,34412,353+94575080.23%+51
JEFFERIES FINL GROUP INC(JEF)4,4424,469+272432920.13%+49
GLOBAL X FDS
GLOBAL X URANIUM
5,3695,36902082560.12%+48
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
7,2837,328+455185620.25%+44
EXXON MOBIL CORP8,0948,126+328739160.41%+44
VANGUARD WORLD FD
MATERIALS ETF
4,0104,023+137818240.37%+43
LTC PPTYS INC(LTC)16,58516,699+1145746160.28%+42
ISHARES TR3,5843,597+133573980.18%+41
ISHARES TR
US INFRASTRUC
10,97810,991+135405810.26%+41
NORFOLK SOUTHN CORP(NSC)89589502292690.12%+40
VANGUARD SPECIALIZED FUNDS3,4433,450+77057450.34%+40
PROSHARES TR
PSHS ULT S&P 500
2,6802,686+62623010.14%+39
GABELLI CONV & INC SECS FD I(GCV)12,00020,000+8,00046830.04%+37
SELECT SECTOR SPDR TR
ST STR CARE ETF
7,5917,613+221,0231,0590.48%+36
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
9,2779,286+93784140.19%+36
ISHARES TR3,3533,380+274454800.22%+35
JPMORGAN CHASE & CO.(JPM)1,2871,290+33734070.18%+34
CEMEX SAB DE CV(CX)16,13216,13201121450.07%+33
HOST HOTELS & RESORTS INC(HST)18,70018,827+1272873200.14%+33
AMERICAN EXPRESS CO(AXP)2,4952,49507968290.37%+33
ISHARES TR3,3193,326+73633950.18%+33
VANGUARD INDEX FDS1,2411,242+13774080.18%+31
WALMART INC(WMT)5,6745,678+45555850.26%+30
LAMAR ADVERTISING CO NEW(LAMR)14,13414,255+1211,7151,7450.79%+30
NUVEEN VRIABL RAT PFD & INM(NPFD)12,50013,500+1,0002412690.12%+28
ISHARES TR1,2531,231-222702980.13%+28
ISHARES TR2,8352,83503293570.16%+28
PEPSICO INC(PEP)2,8692,882+133794050.18%+26
SPDR SERIES TRUST
ST STR SP BANK
6,2176,255+383473720.17%+25
SELECT SECTOR SPDR TR
ST STR MATER ETF
10,95010,997+479629850.44%+24
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
33,72933,987+2581,9171,9410.87%+23
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
38,50038,50003413640.16%+23
PROSHARES TR
PSHS ULT MCAP400
3,9073,921+142482710.12%+23
ADVENT CONV & INCOME FD(AVK)33,20033,20004024250.19%+23
VANGUARD WHITEHALL FDS2,6342,649+153513730.17%+22
CROWDSTRIKE HLDGS INC(CRWD)3,8174,009+1921,9441,9650.88%+21
NUVEEN PFD & INCOME OPPORTUN(JPC)20,50022,500+2,0001641850.08%+20
CHEVRON CORP NEW(CVX)1,5501,55002222410.11%+19
ISHARES TR17,38517,459+745335520.25%+19
ISHARES TR7,6747,698+244334520.20%+19
PROLOGIS INC.(PLD)1,9301,931+12032210.10%+18
VANGUARD MALVERN FDS22,71022,886+1761,1421,1590.52%+17
VANGUARD INDEX FDS5,1955,240+454634790.22%+16
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
6,8296,904+755665810.26%+14
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33,36833,36802,5222,5361.14%+14
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,9001,908+82802940.13%+14
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Sage Capital Management, LLC — 13F Holdings — Q3 2025 | TickerTrail