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Dodd Disler

@Sagace Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$133.784MTotal holdings59
Assets growth rate3.23%Assets growth rate (2-Q avg)14.99%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sagace Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Sagace Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 133.784M in assets, with a quarterly growth rate of 3.23% and a 2-quarter average growth rate of 14.99%. The portfolio is managed by Dodd Disler, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGKVanguard Intl Equity Index F
Recent Activity
Exited
0%
$3.32M
47,493 shares@ $69.91 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Exited
0%
$1.955M
30,185 shares@ $64.77 avg price
INDAIshares Tr
Recent Activity
Exited
0%
$923,483
16,111 shares@ $57.33 avg price
NVDANvidia Corporation
Recent Activity
Exited
0%
$338,824
2,454 shares@ $138.08 avg price
GOOGAlphabet Inc
Recent Activity
Exited
0%
$285,789
1,718 shares@ $166.35 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$268,558
3,818 shares@ $70.34 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$253,036
2,979 shares@ $84.94 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$233,853
1,214 shares@ $192.64 avg price
PGRProgressive Corp
Recent Activity
Exited
0%
$219,387
871 shares@ $251.88 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$214,703
545 shares@ $393.96 avg price