Sage View Advisory Group, LLC Purchases in Q3 2024

Sage View Advisory Group, LLC

  • $1.97 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
4.4K
+ 0.94%
$163.98 - $182.92 $722K - $806K
475K $86.4B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
23K
+ 13.51%
$61.6 - $65.13 $1.42M - $1.5M
193K $12.6B
PFF
Ishares Trust Ishares Pfd And

ETFs
39.7K
+ 104.2%
$31.18 - $33.5 $1.24M - $1.33M
77.8K $2.58B
IJUL
Innovator Etfs Tr

ETFs
41K
New
$27.47 - $29.55 $1.13M - $1.21M
41K $1.2B
TSLA
Tesla, Inc.

Consumer Cyclical
667
+ 4.67%
$191.76 - $263.26 $128K - $176K
14.9K $3.91B
USEP
Innovator U.S. Equity Ultra Bu
31.2K
New
N/A
31.2K $1.08B
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.59K
+ 4.86%
$71.45 - $75.64 $399K - $423K
121K $9.06B
Te Connectivity PLC
4.56K
New
N/A
4.56K $689M
MUB
Ishares National Muni Bond ETF

ETFs
2.75K
+ 1.54%
$106.13 - $108.7 $292K - $299K
181K $19.7B
VCIT
Vanguard Intermediate Term Cor

ETFs
6.56K
+ 23.9%
$79.29 - $84.02 $520K - $551K
34K $2.85B
CEG
Constellation Energy Corp

Utilities
1.41K
+ 42.45%
$167.08 - $262.86 $236K - $371K
4.74K $1.23B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.02K
+ 3.63%
$41.34 - $43.55 $249K - $262K
172K $7.42B
OMCL
Omnicell, Inc

Healthcare
11K
New
$25.61 - $45.43 $282K - $501K
11K $480M
AVLV
American Centy ETF Tr Avantis
6.93K
New
$60.05 - $65.83 $416K - $456K
6.93K $456M
PJUL
Innovator U.S. Equity Power Bu

ETFs
9.96K
+ 64.95%
$37.89 - $40.48 $377K - $403K
25.3K $1.02B
GENC
Gencor Industries Inc

Industrials
18.8K
New
$18.18 - $24.63 $342K - $463K
18.8K $392M
CECE
Ceco Environmental Corp

Industrials
13.6K
+ 89.43%
N/A
28.8K $813M
SSB
South State Corp

Financial Services
3.82K
New
$75.47 - $101.63 $289K - $389K
3.82K $372M
CPSI
Computer Programs & Systems Inc

Healthcare
26.2K
+ 89.44%
N/A
55.5K $664M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
571
+ 0.73%
$55.06 - $62.25 $31.4K - $35.5K
78.5K $4.83B
CTAS
Cintas Corp

Industrials
12.2K
+ 279.18%
$201.38 - $819.83 $2.46M - $10M
16.6K $3.42B
WEX
Wex Inc.

Technology
1.62K
New
$168.01 - $209.77 $272K - $340K
1.62K $340M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.31K
New
$89.91 - $101.33 $298K - $335K
3.31K $325M
AUB
Atlantic Union Bankshares Corp

Financial Services
8.62K
New
$32.43 - $41.89 $279K - $361K
8.62K $325M
COLM
Columbia Sportswear CO

Consumer Cyclical
3.7K
New
$76.16 - $83.74 $282K - $310K
3.7K $308M
HFWA
Heritage Financial Corp

Financial Services
14.1K
New
$17.13 - $23.17 $242K - $327K
14.1K $307M
BOCT
Innovator U.S. Equity Buffer E

ETFs
7.19K
New
$40.71 - $42.45 $293K - $305K
7.19K $305M
ASTE
Astec Industries Inc

Industrials
9.36K
New
$28.71 - $35.24 $269K - $330K
9.36K $299M
BK
Bank Of New York Mellon Corp

Financial Services
1.63K
+ 10.8%
$59.54 - $72.17 $97.1K - $118K
16.7K $1.2B
SHW
Sherwin Williams CO

Basic Materials
778
New
$294.65 - $384.0 $229K - $299K
778 $297M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.32K
New
$77.22 - $89.49 $257K - $297K
3.32K $296M
Ge Vernova Inc
698
+ 59.2%
N/A
1.88K $479M
FBNC
First Bancorp

Financial Services
6.3K
New
$31.65 - $44.54 $199K - $281K
6.3K $262M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.56K
+ 1.33%
$25.36 - $28.37 $39.7K - $44.4K
119K $3.34B
Innovex International Inc
17.5K
New
N/A
17.5K $257M
CENT
Central Garden & Pet CO

Consumer Defensive
7.01K
New
$36.45 - $40.59 $256K - $285K
7.01K $256M
GS
Goldman Sachs Group Inc

Financial Services
349
+ 19.05%
$459.02 - $510.25 $160K - $178K
2.18K $1.08B
TNC
Tennant CO

Industrials
2.56K
New
$90.62 - $108.78 $232K - $279K
2.56K $246M
Innovator Etfs Trust
8.76K
New
N/A
8.76K $235M
PJUN
Innovator U.S. Equity Power Bu

ETFs
5.44K
+ 25.37%
$34.72 - $36.88 $189K - $201K
26.9K $991M
American Healthcare Reit Inc
8.69K
New
N/A
8.69K $227M
Innovator Etfs Trust
8.65K
New
N/A
8.65K $226M
GE
General Electric CO

Industrials
13
+ 0.18%
$156.66 - $189.66 $2.04K - $2.47K
7.29K $1.38B
TW
Tradeweb Markets Inc.

Financial Services
1.75K
New
$104.25 - $123.67 $183K - $217K
1.75K $217M
PB
Prosperity Bancshares Inc

Financial Services
2.94K
New
$59.22 - $74.29 $174K - $218K
2.94K $212M
IFF
International Flavors & Fragrances Inc

Basic Materials
2.01K
New
$93.14 - $105.12 $188K - $212K
2.01K $211M
ABCB
Ameris Bancorp

Financial Services
2.52K
+ 57.36%
$48.61 - $65.14 $123K - $164K
6.92K $432M
WMK
Weis Markets Inc

Consumer Defensive
3.02K
New
$62.09 - $75.45 $187K - $228K
3.02K $208M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.42K
New
$45.6 - $46.83 $202K - $207K
4.42K $207M
Activity Summary
Buys All Purchases 104 New Holdings 34 Increased Positions 70 Sells All Sells 386 Reductions 386 Sold out 0 Options Calls 0 Puts 0
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