Sage View Advisory Group, LLC Purchases in Q4 2024

Sage View Advisory Group, LLC

  • $2.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
249K
+ 15.52%
$95.27 - $107.82 $23.7M - $26.9M
1.85M $192B
VONV
Vanguard Russell 1000 Value Et

ETFs
366K
+ 18.29%
$80.87 - $87.69 $29.6M - $32.1M
2.37M $193B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
370K
+ 13.32%
$96.64 - $101.23 $35.7M - $37.4M
3.14M $305B
VXF
Vanguard Extended Market ETF

ETFs
83.5K
+ 17.59%
$179.17 - $207.15 $15M - $17.3M
558K $106B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.07M
+ 157.61%
$18.41 - $40.87 $74.9M - $166M
6.65M $123B
IVV
Ishares Core S&P 500 ETF

ETFs
27.9K
+ 165.87%
$570.51 - $610.59 $15.9M - $17M
44.7K $26.3B
PG
Procter & Gamble CO

Consumer Defensive
83.3K
+ 556.49%
$161.05 - $179.7 $13.4M - $15M
98.2K $16.5B
AAPL
Apple Inc.

Technology
38.8K
+ 26.74%
$221.69 - $259.02 $8.61M - $10.1M
184K $46.1B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
305K
+ 19.12%
$49.87 - $52.46 $15.2M - $16M
1.9M $95B
MUB
Ishares National Muni Bond ETF

ETFs
96.8K
+ 53.44%
$105.78 - $108.7 $10.2M - $10.5M
278K $29.6B
SCHC
Schwab Strategic Tr Intl Small

ETFs
403K
+ 31.99%
$33.93 - $38.37 $13.7M - $15.5M
1.66M $57.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
112K
+ 362.94%
$61.68 - $67.87 $6.89M - $7.59M
143K $8.88B
AMZN
Amazon Com Inc

Consumer Cyclical
21.6K
+ 41.59%
$180.88 - $232.93 $3.91M - $5.03M
73.5K $16.1B
MSFT
Microsoft Corp

Technology
15.9K
+ 30.98%
$406.35 - $454.46 $6.47M - $7.24M
67.4K $28.4B
NVDA
Nvidia Corp

Technology
33.6K
+ 26.98%
$117.0 - $148.88 $3.94M - $5.01M
158K $21.3B
REET
Ishares Global Reit ETF

ETFs
461K
+ 24.05%
$23.43 - $26.54 $10.8M - $12.2M
2.38M $57B
SUB
Ishares Short Term National Mu

ETFs
39.8K
+ 96.4%
$104.94 - $106.2 $4.18M - $4.23M
81.2K $8.56B
IEFA
Ishares Tr

ETFs
72.9K
+ 49.75%
$70.06 - $77.43 $5.11M - $5.64M
219K $15.4B
JPM
Jpmorgan Chase & CO

Financial Services
12.4K
+ 37.84%
$205.18 - $250.29 $2.54M - $3.1M
45K $10.8B
CSWI
Csw Industrials, Inc.

Industrials
10.8K
+ 99.44%
$352.8 - $432.01 $3.79M - $4.65M
21.6K $7.61B
VB
Vanguard Small Cap ETF

ETFs
13.8K
+ 69.83%
$233.76 - $261.58 $3.23M - $3.62M
33.6K $8.08B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
162K
+ 21.09%
$23.29 - $23.93 $3.77M - $3.88M
930K $21.8B
GOOGL
Alphabet Inc.

Communication Services
12.3K
+ 30.89%
$161.86 - $196.66 $1.99M - $2.42M
52.1K $9.86B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27.2K
+ 198.25%
$113.92 - $127.38 $3.1M - $3.47M
41K $4.72B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
25.8K
New
$112.69 - $123.97 $2.91M - $3.2M
25.8K $2.91B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
51.3K
+ 991.23%
$55.45 - $61.08 $2.84M - $3.13M
56.5K $3.13B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
113K
+ 665.54%
$22.39 - $23.45 $2.54M - $2.66M
130K $3B
AVGO
Broadcom Inc.

Technology
3.61K
+ 19.92%
$159.67 - $250.0 $577K - $904K
21.8K $5.04B
GOOG
Alphabet Inc.

Communication Services
8.61K
+ 140.59%
$163.08 - $198.16 $1.4M - $1.71M
14.7K $2.81B
PNOV
Innovator U.S. Equity Power Bu
44.8K
New
N/A
44.8K $1.7B
PDEC
Innovator U.S. Equity Power Bu
43.3K
New
N/A
43.3K $1.66B
VTI
Vanguard Total Stock Market Et

ETFs
4.68K
+ 10.7%
$280.04 - $302.45 $1.31M - $1.42M
48.4K $14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.68K
+ 35.74%
$442.29 - $483.08 $1.63M - $1.78M
14K $6.33B
V
Visa Inc.

Financial Services
2.72K
+ 15.23%
$273.87 - $320.91 $745K - $873K
20.6K $6.5B
PSEP
Innovator U.S. Equity Power Bu
40.4K
New
N/A
40.4K $1.58B
META
Meta Platforms, Inc.

Communication Services
2.31K
+ 13.69%
$554.08 - $632.68 $1.28M - $1.46M
19.2K $11.2B
POCT
Innovator U.S. Equity Power Bu

ETFs
38.9K
+ 260.21%
$38.63 - $40.03 $1.5M - $1.56M
53.8K $2.13B
VV
Vanguard Large Cap ETF

ETFs
4.31K
+ 7.59%
$260.27 - $280.65 $1.12M - $1.21M
61.1K $16.5B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
25.6K
+ 312.69%
$60.13 - $67.31 $1.54M - $1.72M
33.8K $2.05B
Blackrock Inc
1.41K
New
N/A
1.41K $1.44B
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
40.5K
New
$34.64 - $35.72 $1.4M - $1.45M
40.5K $1.43B
CRM
Salesforce, Inc.

Technology
2.91K
+ 40.43%
$270.87 - $367.87 $787K - $1.07M
10.1K $3.37B
PULS
Pgim ETF Tr

ETFs
24.9K
New
$49.51 - $49.79 $1.23M - $1.24M
24.9K $1.23B
IOCT
Innovator Etfs Tr Intl Dev Pow
41.7K
New
N/A
41.7K $1.22B
BAC
Bank Of America Corp

Financial Services
23K
+ 48.91%
$39.22 - $47.77 $902K - $1.1M
70K $3.08B
ETN
Eaton Corp PLC

Industrials
3.64K
+ 156.27%
$326.96 - $377.52 $1.19M - $1.37M
5.97K $1.98B
Innovator Etfs Trust
42.7K
New
N/A
42.7K $1.18B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
108K
+ 343.97%
$22.01 - $66.82 $2.38M - $7.23M
140K $3.17B
UNOV
Earth Science Tech, Inc.

ETFs
29.8K
+ 221.2%
$33.84 - $35.03 $1.01M - $1.04M
43.2K $1.5B
Activity Summary
Buys All Purchases 425 New Holdings 107 Increased Positions 318 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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