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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 : 2     View All Holdings Currently Viewing:  New 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
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 26 New $79.30 $491,000 6,084 0.44% 491,000 6,084 0.002    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 36 New $476.20 $256,000 526 0.23% 256,000 526 0    Internet Service Prov...

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