Sage View Advisory Group, LLC Purchases in Q1 2025

Sage View Advisory Group, LLC

  • $2.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CPB
Campbell Soup CO

Consumer Defensive
5.13K
New
$37.29 - $42.04 $191K - $216K
5.13K $205M
NFLX
Netflix Inc

Communication Services
56
+ 1.52%
$828.4 - $1058.6 $46.4K - $59.3K
3.73K $3.48B
PFE
Pfizer Inc

Healthcare
10.1K
+ 21.46%
$25.01 - $27.13 $254K - $275K
57.4K $1.45B
AVLV
American Centy ETF Tr Avantis
3.27K
+ 40.08%
$63.51 - $70.42 $207K - $230K
11.4K $744M
BSX
Boston Scientific Corp

Healthcare
702
+ 7.23%
$89.38 - $106.18 $62.7K - $74.5K
10.4K $1.05B
SONY
Sony Group Corp

Technology
167
+ 0.42%
$19.88 - $25.64 $3.32K - $4.28K
39.5K $1B
MMM
3 M CO

Industrials
772
+ 24.31%
$129.7 - $155.12 $100K - $120K
3.95K $580M
EXC
Exelon Corp

Utilities
1.3K
+ 10.5%
$37.3 - $46.08 $48.5K - $59.9K
13.7K $630M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
545
+ 0.31%
$40.79 - $42.32 $22.2K - $23.1K
177K $7.43B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.31K
+ 45.45%
$36.63 - $37.45 $158K - $161K
13.8K $507M
CSX
Csx Corp

Industrials
5.63K
+ 51.21%
$29.11 - $33.67 $164K - $189K
16.6K $489M
EFA
Ishares Tr Msci Eafe ETF

ETFs
488
+ 3.18%
$74.85 - $84.89 $36.5K - $41.4K
15.8K $1.29B
PAYX
Paychex Inc

Industrials
1
+ 0.01%
$136.06 - $154.52 $136 - $155
9.42K $1.45B
Liberty Global LTD
11.4K
New
N/A
11.4K $131M
SHOP
Shopify Inc.

Technology
1.66K
+ 52.3%
$90.59 - $129.31 $151K - $215K
4.84K $462M
ASTE
Astec Industries Inc

Industrials
3.04K
+ 32.45%
$30.4 - $36.83 $92.3K - $112K
12.4K $427M
KR
Kroger CO

Consumer Defensive
121
+ 0.77%
$58.36 - $67.72 $7.06K - $8.19K
15.9K $1.07B
Atlanta Braves Hldgs Inc
2K
+ 32.88%
N/A
8.08K $354M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
176
+ 0.92%
$68.32 - $75.06 $12K - $13.2K
19.3K $1.45B
BAC
Bank Of America Corp

Financial Services
6.2K
+ 8.86%
$39.61 - $47.74 $246K - $296K
76.2K $3.18B
VLO
Valero Energy Corp

Energy
599
+ 23.85%
$121.76 - $142.99 $72.9K - $85.7K
3.11K $411M
AVDE
American Centy ETF Tr Avantis

ETFs
122
+ 0.65%
$60.63 - $68.55 $7.4K - $8.36K
18.9K $1.25B
VOYA
Voya Financial, Inc.

Financial Services
1.55K
+ 31.71%
$65.1 - $75.67 $101K - $117K
6.44K $436M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.08K
+ 9.22%
$77.7 - $78.94 $83.9K - $85.3K
12.8K $1.01B
TXT
Textron Inc

Industrials
1.9K
+ 19.12%
$70.19 - $81.2 $133K - $154K
11.8K $855M
CCI
Crown Castle International Corp

Real Estate
200
+ 3.77%
$84.33 - $106.39 $16.9K - $21.3K
5.5K $574M
BMY
Bristol Myers Squibb CO

Healthcare
647
+ 5.46%
$53.9 - $63.11 $34.9K - $40.8K
12.5K $762M
VIACA
Paramount Global

Communication Services
3.7K
+ 25.87%
N/A
18K $409M
XEL
Xcel Energy Inc

Utilities
1.07K
+ 27.11%
$63.37 - $72.1 $67.9K - $77.2K
5.02K $356M
JCI
Johnson Controls International PLC

Industrials
972
+ 13.67%
$76.12 - $90.6 $74K - $88.1K
8.08K $648M
FLS
Flowserve Corp

Industrials
2.5K
+ 55.56%
$46.47 - $64.75 $116K - $162K
7K $342M
AZO
Autozone Inc

Consumer Cyclical
5
+ 5.0%
$3193.96 - $3828.11 $16K - $19.1K
105 $400M
AMSWA
American Software Inc

Technology
45
+ 0.2%
N/A
22.8K $325M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.15K
+ 11.17%
$20.7 - $21.15 $85.9K - $87.8K
41.3K $855M
HON
Honeywell International Inc

Industrials
748
+ 12.18%
$202.75 - $226.52 $152K - $169K
6.89K $1.46B
LCUT
Lifetime Brands, Inc

Consumer Cyclical
20.9K
+ 60.35%
$4.81 - $6.29 $101K - $131K
55.5K $274M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
769
+ 16.15%
$64.2 - $69.24 $49.4K - $53.2K
5.53K $379M
IWD
Ishares Russell 1000 Val ETF

ETFs
333
+ 28.56%
$182.82 - $196.21 $60.9K - $65.3K
1.5K $282M
JNK
Spdr Bloomberg High Yield Bond

ETFs
714
+ 5.46%
$94.86 - $97.12 $67.7K - $69.3K
13.8K $1.31B
ELV
Elevance Health, Inc.

Healthcare
49
+ 7.32%
$365.9 - $436.25 $17.9K - $21.4K
718 $312M
DFIP
Dimensional ETF Tr Inflation P

ETFs
108
+ 0.29%
$40.27 - $42.11 $4.35K - $4.55K
37.6K $1.58B
UNM
Unum Group

Financial Services
339
+ 7.64%
$71.8 - $83.34 $24.3K - $28.3K
4.78K $389M
MDLZ
Mondelez International, Inc.

Consumer Defensive
297
+ 5.55%
$56.12 - $68.15 $16.7K - $20.2K
5.65K $383M
HCA
Hca Healthcare, Inc.

Healthcare
70
+ 8.34%
$296.7 - $345.55 $20.8K - $24.2K
909 $314M
RWO
Spdr Dow Jones Global Real Est

ETFs
1.31K
+ 25.44%
$41.41 - $45.24 $54.3K - $59.3K
6.47K $282M
MMSI
Merit Medical Systems Inc

Healthcare
153
+ 3.11%
$95.64 - $110.29 $14.6K - $16.9K
5.07K $535M
Prairie Oper CO
11K
New
N/A
11K $58.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
608
+ 5.54%
$81.83 - $82.73 $49.8K - $50.3K
11.6K $958M
TFC
Truist Financial Corp

Financial Services
1.71K
+ 30.92%
$39.48 - $48.15 $67.5K - $82.3K
7.24K $298M
Activity Summary
Buys All Purchases 291 New Holdings 38 Increased Positions 253 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 0 Puts 0
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