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
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
2.27K
+ 89.54%
$90.62 - $104.87 $206K - $238K
4.8K $453M
Brookfield Asset Managmt LTD
4.35K
New
N/A
4.35K $206M
ALL
Allstate Corp

Financial Services
299
+ 6.22%
$158.43 - $192.86 $47.4K - $57.7K
5.1K $968M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.29K
New
$55.51 - $61.51 $183K - $202K
3.29K $200M
BOKF
Bok Financial Corp

Financial Services
1.91K
New
$87.91 - $107.34 $168K - $205K
1.91K $200M
SKX
Skechers Usa Inc

Consumer Cyclical
3.04K
+ 57.95%
$59.45 - $70.15 $180K - $213K
8.27K $554M
IREN
Iris Energy LTD

Financial Services
25.2K
+ 202.16%
$6.44 - $15.03 $162K - $378K
37.6K $318M
MMSI
Merit Medical Systems Inc

Healthcare
1.33K
+ 38.08%
$84.12 - $100.23 $112K - $133K
4.83K $477M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.72K
+ 4.62%
$47.0 - $47.84 $128K - $130K
61.6K $2.94B
MSA
Msa Safety Inc

Industrials
1K
+ 88.6%
$167.74 - $199.9 $168K - $200K
2.14K $379M
AVUS
American Centy ETF Tr Avantis

ETFs
133
+ 0.46%
$86.27 - $95.15 $11.5K - $12.7K
28.9K $2.75B
URI
United Rentals, Inc.

Industrials
54
+ 8.6%
$627.41 - $814.1 $33.9K - $44K
682 $552M
AMSWA
American Software Inc

Technology
10.8K
+ 89.56%
$8.94 - $11.51 $96.1K - $124K
22.8K $255M
BCPC
Balchem Corp

Basic Materials
169
+ 3.77%
$154.1 - $181.56 $26K - $30.7K
4.65K $819M
VONE
Vanguard Russell 1000 ETF

ETFs
440
+ 47.72%
$234.0 - $260.07 $103K - $114K
1.36K $354M
BNDX
Vanguard Total International B

ETFs
1.4K
+ 4.43%
$48.42 - $50.35 $67.6K - $70.3K
32.9K $1.65B
UNF
Unifirst Corp

Industrials
361
+ 30.83%
$164.34 - $198.74 $59.3K - $71.7K
1.53K $304M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.23K
+ 3.47%
$40.69 - $42.46 $49.9K - $52.1K
36.6K $1.55B
AVDE
American Centy ETF Tr Avantis

ETFs
139
+ 0.72%
$60.09 - $67.67 $8.35K - $9.41K
19.3K $1.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.23%
$162.83 - $179.16 $2.44K - $2.69K
6.44K $1.15B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
452
+ 10.82%
$95.1 - $106.76 $43K - $48.3K
4.63K $494M
ORI
Old Republic International Corp

Financial Services
5
+ 0.03%
$29.89 - $35.9 $149 - $180
18.6K $657M
BSX
Boston Scientific Corp

Healthcare
259
+ 2.88%
$72.96 - $84.0 $18.9K - $21.8K
9.26K $776M
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
16.8K
+ 90.37%
$4.39 - $4.64 $73.8K - $78K
35.4K $164M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
833
+ 2.14%
$25.21 - $28.46 $21K - $23.7K
39.8K $1.12B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
486
+ 0.88%
$51.78 - $52.98 $25.2K - $25.7K
55.7K $2.95B
GLDG
Gold Mining Inc.

Basic Materials
81K
New
$0.78 - $1.04 $63.2K - $84.2K
81K $76.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.06K
+ 10.3%
$51.58 - $53.79 $54.8K - $57.1K
11.4K $610M
UBER
Uber Technologies, Inc

Technology
578
+ 5.01%
$58.48 - $77.47 $33.8K - $44.8K
12.1K $911M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
238
+ 1.1%
$33.88 - $36.77 $8.06K - $8.75K
21.9K $800M
DISV
Dimensional ETF Tr Dimensional

ETFs
225
+ 0.94%
$26.06 - $29.18 $5.86K - $6.57K
24.1K $699M
LQD
Ishares Iboxx $ Investment Gra

ETFs
367
+ 17.57%
$106.11 - $113.72 $38.9K - $41.7K
2.46K $278M
LCUT
Lifetime Brands, Inc

Consumer Cyclical
11.5K
+ 89.31%
$6.18 - $9.02 $71.2K - $104K
24.4K $160M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14
+ 0.16%
$75.47 - $83.18 $1.06K - $1.16K
8.93K $742M
DIHP
Dimensional ETF Tr Dimensional

ETFs
401
+ 1.63%
$25.23 - $27.94 $10.1K - $11.2K
25K $692M
IWY
Ishares Tr Russell 200 Growth

ETFs
8
+ 0.11%
$194.66 - $225.97 $1.56K - $1.81K
7.07K $1.55B
FNDC
Schwab Fundamental Intl Small

ETFs
67
+ 0.67%
$33.85 - $38.5 $2.27K - $2.58K
10.1K $384M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
63
+ 0.19%
$47.01 - $48.2 $2.96K - $3.04K
33.3K $1.61B
FTCS
First Trust Capital Strength E

ETFs
8
+ 0.16%
$83.58 - $90.94 $669 - $728
4.97K $452M
GROY
Gold Royalty Corp.

Basic Materials
25.2K
New
$1.2 - $1.57 $30.2K - $39.6K
25.2K $34.3M
HSIC
Henry Schein Inc

Healthcare
1
+ 0.03%
$63.92 - $73.22 $63.9 - $73.2
3.8K $277M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
358
+ 5.6%
$44.9 - $47.55 $16.1K - $17K
6.76K $319M
FNDE
Schwab Fundamental Emerging Mk

ETFs
11
+ 0.11%
$28.02 - $32.68 $308 - $359
10.4K $335M
PAUG
Innovator U.S. Equity Power Bu

ETFs
300
+ 4.19%
$35.57 - $37.86 $10.7K - $11.4K
7.45K $282M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.01%
$37.19 - $44.15 $37.2 - $44.2
12.2K $528M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
286
+ 3.69%
$25.73 - $28.81 $7.36K - $8.24K
8.03K $229M
USTB
Victory Portfolios Ii Victorys

ETFs
19
+ 0.46%
$49.79 - $50.91 $946 - $967
4.19K $213M
XYL
Xylem Inc.

Industrials
27
+ 1.01%
$126.14 - $141.53 $3.41K - $3.82K
2.69K $364M
SSP
E.W. Scripps CO

Communication Services
2K
+ 20.0%
$1.73 - $3.87 $3.46K - $7.74K
12K $26.9M
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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