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
IWB
Ishares Tr Russell 1000 ETF

ETFs
723
New
$311.11 - $335.64 $225K - $243K
723 $233M
DASH
Door Dash, Inc.

Communication Services
1.37K
New
$141.93 - $180.48 $194K - $247K
1.37K $229M
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.44K
New
$47.96 - $55.17 $213K - $245K
4.44K $228M
SMOT
Vaneck ETF Tr Morningstar Smid
6.56K
New
N/A
6.56K $226M
Te Connectivity PLC
1.83K
+ 40.13%
N/A
6.39K $914M
First Tr Exchng Traded Fd Vi
7.27K
New
N/A
7.27K $224M
Labcorp Holdings Inc
978
New
N/A
978 $224M
RWO
Spdr Dow Jones Global Real Est

ETFs
5.15K
New
$42.41 - $47.31 $219K - $244K
5.15K $221M
GE
General Electric CO

Industrials
2.28K
+ 31.2%
$159.95 - $194.23 $364K - $442K
9.57K $1.6B
BAX
Baxter International Inc

Healthcare
7.56K
New
$28.63 - $37.84 $216K - $286K
7.56K $220M
PDCO
Patterson Companies, Inc.

Healthcare
7K
New
$19.57 - $31.4 $137K - $220K
7K $216M
MSI
Motorola Solutions, Inc.

Technology
466
New
$449.08 - $504.6 $209K - $235K
466 $216M
PANW
Palo Alto Networks Inc

Technology
5.8K
+ 110.38%
$181.96 - $405.9 $1.06M - $2.36M
11.1K $2.01B
BA
Boeing CO

Industrials
915
+ 42.92%
$138.14 - $180.72 $126K - $165K
3.05K $539M
BJAN
Innovator U.S. Equity Buffer E

ETFs
4.48K
New
$46.38 - $47.95 $208K - $215K
4.48K $215M
MRVL
Marvell Technology, Inc.

Technology
1.94K
New
$70.31 - $124.78 $136K - $242K
1.94K $214M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.72K
+ 31.09%
$44.04 - $49.49 $296K - $333K
28.3K $1.25B
CRH.L
Crh PLC

Basic Materials
2.31K
New
N/A
2.31K $213M
RNR
Renaissancere Holdings LTD

Financial Services
856
New
$241.97 - $287.47 $207K - $246K
856 $213M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
176
New
$1146.59 - $1270.6 $202K - $224K
176 $209M
LNG
Cheniere Energy, Inc.

Energy
962
New
$181.07 - $225.92 $174K - $217K
962 $207M
OMF
One Main Holdings, Inc.

Financial Services
3.94K
New
$45.27 - $57.43 $178K - $226K
3.94K $205M
TRV
Travelers Companies, Inc.

Financial Services
851
New
$225.97 - $266.66 $192K - $227K
851 $205M
Grayscale Ethereum Trust ETF
7.24K
New
N/A
7.24K $203M
BK
Bank Of New York Mellon Corp

Financial Services
1.54K
+ 9.21%
$70.82 - $81.87 $109K - $126K
18.3K $1.4B
First Tr Exchng Traded Fd Vi
5.76K
New
N/A
5.76K $201M
IYF
Ishares Tr

ETFs
1.82K
New
$102.7 - $119.05 $187K - $217K
1.82K $201M
AJG
Arthur J. Gallagher & Co.

Financial Services
709
New
$278.49 - $315.16 $197K - $223K
709 $201M
SOFI
So Fi Technologies, Inc.

Financial Services
12.9K
New
$7.63 - $16.88 $98.3K - $218K
12.9K $198M
VNQ
Vanguard Specialized Funds Van

ETFs
3.32K
+ 28.39%
$87.85 - $98.6 $292K - $328K
15K $1.34B
PAUG
Innovator U.S. Equity Power Bu

ETFs
4.82K
+ 64.62%
$37.61 - $38.92 $181K - $187K
12.3K $472M
American Healthcare Reit Inc
5.91K
+ 68.02%
N/A
14.6K $415M
MS
Morgan Stanley

Financial Services
361
+ 5.49%
$104.42 - $134.99 $37.7K - $48.7K
6.94K $872M
IP
International Paper CO

Consumer Cyclical
2.4K
+ 21.66%
$46.64 - $59.57 $112K - $143K
13.5K $727M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.58K
+ 61.12%
$66.77 - $71.52 $172K - $184K
6.8K $469M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.8K
+ 13.87%
$58.88 - $64.8 $633K - $697K
88.3K $5.2B
CRWD
Crowd Strike Holdings, Inc.

Technology
299
+ 23.21%
$275.15 - $388.2 $82.3K - $116K
1.59K $543M
VIG
Vanguard Dividend Appreciation

ETFs
990
+ 15.4%
N/A
7.42K $1.45B
RTX
Raytheon Technologies Corp

Industrials
2.1K
+ 17.59%
$114.45 - $127.21 $240K - $267K
14K $1.62B
SYK
Stryker Corp

Healthcare
493
+ 45.65%
$345.14 - $392.15 $170K - $193K
1.57K $566M
GLD
Spdr Gold Trust

ETFs
742
+ 17.89%
$236.59 - $257.5 $176K - $191K
4.89K $1.18B
AVUS
American Centy ETF Tr Avantis

ETFs
1.24K
+ 4.3%
$94.36 - $102.06 $117K - $127K
30.2K $2.93B
PH
Parker Hannifin Corp

Industrials
254
+ 12.28%
$621.74 - $709.46 $158K - $180K
2.32K $1.48B
TAXF
American Centy ETF Tr Diversif

ETFs
3.54K
+ 29.13%
$49.94 - $51.44 $177K - $182K
15.7K $787M
MRK
Merck & Co., Inc.

Healthcare
4.44K
+ 22.32%
$96.31 - $114.76 $428K - $510K
24.4K $2.42B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.98K
+ 45.8%
$76.72 - $82.83 $152K - $164K
6.29K $486M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 30.37%
$65.67 - $69.79 $149K - $159K
9.76K $654M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.02K
+ 3.66%
$176.42 - $186.91 $180K - $191K
29K $5.16B
FDX
Fedex Corp

Industrials
491
+ 43.84%
$260.5 - $305.15 $128K - $150K
1.61K $453M
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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