Sage View Advisory Group, LLC Purchases in Q3 2025

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EVR
Evercore Inc.

Financial Services
1.04K
New
$276.5 - $362.79 $287K - $377K
1.04K $350M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.66K
+ 14.72%
$113.73 - $121.28 $303K - $323K
20.8K $2.48B
VGT
Vanguard Information Technolog

ETFs
458
New
$656.44 - $753.15 $301K - $345K
458 $342M
CBRE
Cbre Group, Inc.

Real Estate
1.79K
+ 43.89%
$137.04 - $165.9 $245K - $297K
5.87K $925M
UTG
Reaves Utility Income Fund

Financial Services
8.19K
New
$35.81 - $39.62 $293K - $324K
8.19K $324M
EL
Estee Lauder Companies Inc

Consumer Defensive
3.68K
New
$83.65 - $95.26 $307K - $350K
3.68K $324M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.17K
+ 28.25%
$100.16 - $100.7 $318K - $319K
14.4K $1.45B
CAT
Caterpillar Inc

Industrials
534
+ 36.35%
$390.92 - $477.15 $209K - $255K
2K $956M
IWL
Ishares Tr Russell 200 ETF

ETFs
1
+ 0.0%
$152.78 - $166.59 $153 - $167
37.9K $6.3B
WM
Waste Management Inc

Industrials
1.42K
New
$213.88 - $237.1 $304K - $337K
1.42K $314M
MU
Micron Technology Inc

Technology
63
+ 1.22%
$104.88 - $168.89 $6.61K - $10.6K
5.24K $877M
ABC
Amerisourcebergen Corp

Healthcare
935
New
N/A
935 $292M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.33K
+ 0.78%
$62.49 - $64.56 $82.9K - $85.7K
172K $11B
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.96K
New
$46.37 - $47.77 $276K - $285K
5.96K $283M
Astera Labs Inc
1.44K
New
N/A
1.44K $283M
CVS
Cvs Health Corp

Healthcare
414
+ 2.71%
$58.75 - $76.5 $24.3K - $31.7K
15.7K $1.18B
AJG
Arthur J. Gallagher & Co.

Financial Services
871
+ 127.34%
$284.17 - $319.49 $248K - $278K
1.56K $482M
AIZ
Assurant, Inc.

Financial Services
1.22K
New
$184.56 - $218.69 $226K - $267K
1.22K $265M
PFE
Pfizer Inc

Healthcare
8.02K
+ 15.77%
$23.29 - $25.88 $187K - $208K
58.9K $1.5B
SYY
Sysco Corp

Consumer Defensive
3.2K
New
$76.33 - $82.51 $244K - $264K
3.2K $263M
Grayscale Ethereum Trust ETF
7.62K
New
N/A
7.62K $261M
GDV
Gabelli Dividend & Income Trust

Financial Services
9.59K
New
$25.8 - $27.4 $247K - $263K
9.59K $260M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.49K
New
$55.61 - $57.37 $250K - $258K
4.49K $256M
VZ
Verizon Communications Inc

Communication Services
4.4K
+ 11.26%
$40.84 - $45.06 $180K - $198K
43.4K $1.91B
MCK
Mckesson Corp

Healthcare
201
+ 13.34%
$659.01 - $772.54 $132K - $155K
1.71K $1.32B
VUG
Vanguard Growth ETF

ETFs
32
+ 0.32%
$433.97 - $484.08 $13.9K - $15.5K
10.1K $4.83B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.38K
New
$103.83 - $179.9 $143K - $248K
1.38K $246M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.81K
New
$68.94 - $86.3 $194K - $243K
2.81K $243M
HPQ
Hp Inc

Technology
8.86K
New
$24.45 - $29.35 $217K - $260K
8.86K $241M
ED
Consolidated Edison Inc

Utilities
2.35K
New
$95.57 - $105.36 $224K - $247K
2.35K $236M
PSX
Phillips 66

Energy
1.69K
New
$118.37 - $139.46 $200K - $236K
1.69K $230M
VMC
Vulcan Materials CO

Basic Materials
747
New
$260.62 - $307.62 $195K - $230K
747 $230M
HOG
Harley Davidson, Inc.

Consumer Cyclical
8.04K
New
$22.95 - $31.03 $185K - $250K
8.04K $224M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.21K
+ 16.37%
$50.82 - $51.09 $214K - $215K
29.9K $1.53B
SLV
I Shares Silver Trust

ETFs
5.04K
New
$32.73 - $42.5 $165K - $214K
5.04K $214M
Fidelity Ethereum Fd
5.1K
New
N/A
5.1K $212M
PNQI
Invesco Nasdaq Internet ETF

ETFs
3.75K
New
$51.24 - $57.08 $192K - $214K
3.75K $209M
Vanguard Calif Tax Free Fds
2.1K
New
N/A
2.1K $209M
UBER
Uber Technologies, Inc

Technology
1.73K
+ 32.0%
$86.91 - $99.57 $150K - $172K
7.12K $698M
IWF
Ishares Russell 1000 Gr ETF

ETFs
264
+ 8.39%
$420.11 - $472.68 $111K - $125K
3.41K $1.6B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.15K
New
$25.24 - $25.56 $206K - $208K
8.15K $208M
LOW
Lowes Companies Inc

Consumer Cyclical
233
+ 3.35%
$215.01 - $273.02 $50.1K - $63.6K
7.19K $1.81B
Labcorp Holdings Inc
716
New
N/A
716 $206M
MBB
Ishares Tr

ETFs
2.15K
New
$92.46 - $95.73 $199K - $206K
2.15K $205M
J P Morgan Exchange Traded F
2.96K
+ 38.14%
N/A
10.7K $697M
Fidelity Covington Trust
5.5K
New
N/A
5.5K $201M
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.2K
New
$10.78 - $19.82 $109K - $201K
10.2K $198M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
128
+ 0.42%
$126.64 - $135.65 $16.2K - $17.4K
30.4K $4.12B
GS
Goldman Sachs Group Inc

Financial Services
46
+ 2.12%
$696.56 - $806.32 $32K - $37.1K
2.21K $1.76B
Activity Summary
Buys All Purchases 338 New Holdings 52 Increased Positions 286 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 0 Puts 0
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