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Jonathan Sard

@Sard Wealth Management Group, Llc

Latest period2024 - Q4ReportedManaged Assets$148.901MTotal holdings46
Assets growth rate-1.58%Assets growth rate (2-Q avg)2.32%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sard Wealth Management Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Sard Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 148.901M in assets, with a quarterly growth rate of -1.58% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by Jonathan Sard, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWMIshares Tr
Recent Activity
Decreased -2.51%
0.45%
$667,006
3,019 shares@ $220.94 avg price
TAt&t Inc
Recent Activity
Decreased -0.5%
0.25%
$369,854
16,243 shares@ $22.78 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -10.04%
0.24%
$352,647
1,863 shares@ $189.29 avg price
WMTWalmart Inc
Recent Activity
Decreased -3.23%
0.19%
$269,964
2,988 shares@ $90.35 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.2%
0.15%
$217,799
1,506 shares@ $144.63 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Decreased -20.9%
0.15%
$208,682
16,065 shares@ $12.99 avg price
SBIWestern Asset Inter Muni Fd
Recent Activity
Decreased -20.42%
0.07%
$92,044
11,892 shares@ $7.74 avg price