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
COST
Costco Wholesale Corp

Consumer Defensive
353
+ 7.06%
$873.59 - $994.69 $308K - $351K
5.36K $4.91B
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.39K
+ 32.07%
$124.26 - $134.12 $421K - $455K
14K $1.8B
SCHW
Schwab Charles Corp

Financial Services
4.02K
+ 21.76%
$63.31 - $82.85 $255K - $333K
22.5K $1.67B
GS
Goldman Sachs Group Inc

Financial Services
521
+ 23.89%
$486.1 - $608.57 $253K - $317K
2.7K $1.55B
KMI
Kinder Morgan, Inc.

Energy
17K
New
$22.59 - $28.54 $384K - $486K
17K $466M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
13.2K
New
$34.96 - $35.65 $463K - $472K
13.2K $465M
PLTR
Palantir Technologies Inc.

Technology
6.06K
New
$36.46 - $82.38 $221K - $500K
6.06K $459M
USRT
Ishares Core U.S. Reit ETF

ETFs
7.92K
New
$55.97 - $62.75 $443K - $497K
7.92K $454M
CAH
Cardinal Health Inc

Healthcare
3.78K
New
$107.89 - $125.33 $408K - $473K
3.78K $447M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.77K
+ 78.95%
$75.1 - $82.99 $508K - $562K
15.3K $1.16B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.74K
New
$91.29 - $91.8 $433K - $435K
4.74K $434M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.2K
+ 13.14%
$49.79 - $51.14 $506K - $519K
87.5K $4.39B
AMAT
Applied Materials Inc

Technology
3.02K
+ 190.66%
$161.44 - $213.89 $488K - $646K
4.61K $749M
ISRG
Intuitive Surgical Inc

Healthcare
653
+ 22.97%
$471.27 - $550.62 $308K - $360K
3.5K $1.82B
BMY
Bristol Myers Squibb CO

Healthcare
7.17K
+ 153.29%
$51.92 - $59.94 $372K - $430K
11.8K $670M
USB
Us Bancorp \De\

Financial Services
7.33K
+ 20.65%
$43.98 - $53.66 $323K - $394K
42.9K $2.05B
MCD
Mcdonalds Corp

Consumer Cyclical
2.12K
+ 15.58%
$288.47 - $316.54 $611K - $671K
15.7K $4.56B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.17K
+ 167.84%
$50.73 - $51.08 $414K - $417K
13K $663M
MMM
3 M CO

Industrials
3.18K
New
$124.74 - $137.12 $396K - $435K
3.18K $410M
PECO
Phillips Edison & Company, Inc.

Real Estate
10.9K
New
$35.96 - $39.8 $391K - $433K
10.9K $407M
ITW
Illinois Tool Works Inc

Industrials
1.61K
New
$253.56 - $278.5 $407K - $447K
1.61K $407M
TTD
Trade Desk, Inc.

Technology
619
+ 1.46%
$108.7 - $139.51 $67.3K - $86.4K
42.9K $5.05B
WFC
Wells Fargo & Company

Financial Services
3.63K
+ 33.52%
$54.98 - $77.35 $199K - $280K
14.4K $1.01B
EQT
Eqt Corp

Energy
8.7K
New
$35.62 - $46.89 $310K - $408K
8.7K $401M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.66K
+ 73.31%
$94.43 - $105.47 $345K - $386K
8.65K $878M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.9K
+ 167.27%
$100.22 - $100.73 $391K - $393K
6.23K $625M
Arista Networks Inc
3.49K
New
N/A
3.49K $386M
PFE
Pfizer Inc

Healthcare
17.2K
+ 57.47%
$24.8 - $30.19 $428K - $521K
47.2K $1.25B
SPMD
Spdr Portfolio

ETFs
7K
New
$54.13 - $59.56 $379K - $417K
7K $383M
GM
General Motors CO

Consumer Cyclical
7.17K
New
$44.82 - $60.2 $322K - $432K
7.17K $382M
SPYG
Spdr Portfolio

ETFs
4.3K
New
$81.74 - $91.38 $351K - $393K
4.3K $378M
HCAT
Health Catalyst, Inc.

Healthcare
53.4K
New
$6.9 - $9.02 $368K - $481K
53.4K $377M
TMUS
T Mobile Us, Inc.

Communication Services
659
+ 4.12%
$206.1 - $246.94 $136K - $163K
16.7K $3.68B
PM
Philip Morris International Inc.

Consumer Defensive
3.26K
+ 17.44%
$118.38 - $133.06 $386K - $434K
21.9K $2.64B
IWF
Ishares Russell 1000 Gr ETF

ETFs
762
+ 31.58%
$370.24 - $418.94 $282K - $319K
3.18K $1.27B
Ge Vernova Inc
683
+ 36.39%
N/A
2.56K $842M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
10.3K
+ 60.29%
$33.03 - $34.15 $341K - $353K
27.5K $928M
NOW
Service Now, Inc.

Technology
107
+ 7.26%
$867.18 - $1148.42 $92.8K - $123K
1.58K $1.68B
VOT
Vanguard Mid Cap Growth Index

ETFs
672
+ 3.74%
$241.48 - $274.89 $162K - $185K
18.6K $4.73B
UL
Unilever PLC

Consumer Defensive
6.19K
New
$56.7 - $64.64 $351K - $400K
6.19K $351M
D
Dominion Energy, Inc

Utilities
7.69K
+ 47.8%
$52.63 - $60.92 $405K - $468K
23.8K $1.28B
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.2K
+ 8.47%
$71.75 - $75.11 $733K - $767K
131K $9.41B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.47K
New
$36.54 - $37.53 $346K - $356K
9.47K $349M
HEIA
Heico Crp Cl A
1.87K
New
N/A
1.87K $348M
HUM
Humana Inc

Healthcare
1.36K
New
$233.89 - $304.18 $319K - $415K
1.36K $346M
IR
Ingersoll Rand Inc.

Industrials
3.82K
New
$90.46 - $105.35 $346K - $403K
3.82K $346M
AMP
Ameriprise Financial Inc

Financial Services
648
New
$473.15 - $574.01 $307K - $372K
648 $345M
HUBB
Hubbell Inc

Industrials
815
New
$418.89 - $472.12 $341K - $385K
815 $341M
NKE
Nike, Inc.

Consumer Cyclical
4.49K
New
$73.36 - $89.13 $329K - $400K
4.49K $340M
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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