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  Name: SAR WEALTH MANAGEMENT GROUP LLC
  City: ATLANTA
  State: GA
  Zip: 30342
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $110,677,000
  Total Value Change : $11,604,000
  Securities Held Change : -1
   
All Securities Held : 41
  New Positions : 2
  Closed Positions : 3
  Increased Positions : 19
  Unchanged Positions : 3
  Decreased Positions : 17

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Holdings Found : 17     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FV)1 Year Chart         FV First Trust Dorsey Wright F... 1 - $55.70 $29,118,000 508,791 26.31% 2,620,000 -5,232 0.856    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 4 - $114.50 $8,009,000 69,458 7.24% 687,000 -122 0.019    Closed - End Fund - E...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 6 - $124.38 $5,530,000 44,892 5% 191,000 -651 0.03    Closed - End Fund - E...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 7 - $65.40 $5,110,000 77,570 4.62% 243,000 -96 0.05    N/A
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 9 - $0.00 $3,973,000 36,681 3.59% 143,000 -1,182 0.004    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 11 - $165.87 $1,893,000 11,667 1.71% 147,000 -251 0    Cleaning Products
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 14 - $117.91 $1,277,000 10,983 1.15% 174,000 -46 0    Integrated Oil & Gas
   (MCK)1 Year Chart         MCK McKesson Corp 17 - $531.10 $999,000 1,860 0.9% 47,000 -195 0.001    Drugs Wholesale
   (SPYD)1 Year Chart         SPYD Spdr S&p 500 High Dividend Etf 18 - $40.96 $958,000 23,531 0.87% 30,000 -158 0.012    N/A
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 21 - $31.62 $750,000 23,475 0.68% -73,000 -4,687 0.003    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 23 - $150.60 $543,000 3,654 0.49% -34,000 -16 0.001    AirDelivery & Freight...
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 27 - $0.00 $403,000 12,586 0.36% 18,000 -1,048 0.012    N/A
   (T)1 Year Chart         T AT&T Corp 28 - $17.26 $399,000 22,657 0.36% -4,000 -1,362 0    Long Distance Carriers
   (ED)1 Year Chart         ED Consolidated Edison Inc 30 - $97.64 $314,000 3,455 0.28% -4,000 -39 0.001    Multi Utilities
   (PDBC)1 Year Chart         PDBC Invesco Actively Managd ETF 31 - $14.17 $308,000 22,215 0.28% 9,000 -301 0.002    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 32 - $169.14 $292,000 1,935 0.26% 17,000 -31 0    Search Engines & Info...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 35 - $151.22 $262,000 1,656 0.24% -6,000 -54 0    Drug Manufacturers - ...
      17 Records Found
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