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
AFL
Aflac Inc

Financial Services
171
+ 9.06%
$100.37 - $115.27 $17.2K - $19.7K
2.06K $213M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
150
+ 3.39%
$45.38 - $46.88 $6.81K - $7.03K
4.57K $209M
WEC
Wec Energy Group, Inc.

Utilities
134
+ 2.49%
$92.94 - $101.82 $12.5K - $13.6K
5.52K $519M
Presidio Ppty Tr Inc
17K
New
N/A
17K $593K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.8K
+ 199.78%
$27.54 - $83.04 $491K - $1.48M
26.8K $741M
MMSI
Merit Medical Systems Inc

Healthcare
86
+ 1.78%
$93.76 - $105.52 $8.06K - $9.07K
4.91K $475M
PFG
Principal Financial Group Inc

Financial Services
229
+ 8.52%
$74.91 - $91.26 $17.2K - $20.9K
2.92K $226M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.49K
+ 201.4%
$26.93 - $84.95 $175K - $551K
9.71K $265M
Atlanta Braves Hldgs Inc
25
+ 0.41%
N/A
6.08K $248M
WTS
Watts Water Technologies Inc

Industrials
17
+ 0.6%
$190.59 - $221.46 $3.24K - $3.76K
2.87K $583M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
454
+ 0.95%
$24.61 - $25.12 $11.2K - $11.4K
48.1K $1.19B
HSIC
Henry Schein Inc

Healthcare
20
+ 0.53%
$66.54 - $77.66 $1.33K - $1.55K
3.82K $265M
STX
Seagate Technology Holdings PLC

Technology
486
+ 20.41%
$86.31 - $112.64 $41.9K - $54.7K
2.87K $247M
HPQ
Hp Inc

Technology
425
+ 5.0%
$32.46 - $39.3 $13.8K - $16.7K
8.92K $291M
ZTS
Zoetis Inc.

Healthcare
935
+ 18.13%
$162.24 - $194.42 $152K - $182K
6.09K $993M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
72
+ 0.84%
$24.74 - $27.68 $1.78K - $1.99K
8.62K $213M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7
+ 0.09%
$26.16 - $29.13 $183 - $204
8.04K $211M
FIS
Fidelity National Information Services, Inc.

Technology
160
+ 1.45%
$80.14 - $90.95 $12.8K - $14.6K
11.2K $903M
DEO
Diageo PLC

Consumer Defensive
351
+ 7.01%
$118.0 - $139.88 $41.4K - $49.1K
5.36K $682M
BBY
Best Buy CO Inc

Consumer Cyclical
211
+ 8.87%
$85.2 - $101.35 $18K - $21.4K
2.59K $222M
GD
General Dynamics Corp

Industrials
39
+ 4.39%
$260.28 - $314.03 $10.2K - $12.2K
928 $244M
DFIP
Dimensional ETF Tr Inflation P

ETFs
934
+ 2.56%
$40.31 - $42.43 $37.6K - $39.6K
37.5K $1.52B
SBUX
Starbucks Corp

Consumer Cyclical
471
+ 4.15%
$87.44 - $102.5 $41.2K - $48.3K
11.8K $1.08B
DUK
Duke Energy Corp

Utilities
347
+ 3.82%
$105.76 - $120.76 $36.7K - $41.9K
9.42K $1.02B
XLV
Select Sector Spdr Fund Health

ETFs
109
+ 3.88%
$136.28 - $154.74 $14.9K - $16.9K
2.92K $402M
FNF
Fidelity National Financial, Inc.

Financial Services
74
+ 1.19%
$55.19 - $63.83 $4.08K - $4.72K
6.28K $352M
UNF
Unifirst Corp

Industrials
48
+ 3.13%
$171.0 - $206.22 $8.21K - $9.9K
1.58K $270M
LCII
Lci Industries

Consumer Cyclical
11
+ 0.48%
$101.78 - $126.7 $1.12K - $1.39K
2.31K $239M
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.8K
+ 94.59%
$25.74 - $53.78 $277K - $579K
22.1K $572M
FNDC
Schwab Fundamental Intl Small

ETFs
41
+ 0.41%
$33.92 - $38.03 $1.39K - $1.56K
10.1K $345M
XYL
Xylem Inc.

Industrials
98
+ 3.64%
$116.02 - $137.45 $11.4K - $13.5K
2.79K $324M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
478
+ 0.86%
$51.58 - $52.91 $24.7K - $25.3K
56.2K $2.9B
FE
Firstenergy Corp

Utilities
57
+ 0.53%
$39.14 - $44.52 $2.23K - $2.54K
10.7K $427M
NSC
Norfolk Southern Corp

Industrials
66
+ 1.44%
$230.6 - $277.0 $15.2K - $18.3K
4.67K $1.09B
ELV
Elevance Health, Inc.

Healthcare
101
+ 17.78%
$365.96 - $514.62 $37K - $52K
669 $247M
ADI
Analog Devices Inc

Technology
97
+ 2.34%
$206.35 - $236.48 $20K - $22.9K
4.24K $902M
HCA
Hca Healthcare, Inc.

Healthcare
88
+ 11.72%
$297.52 - $415.61 $26.2K - $36.6K
839 $252M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
180
+ 1.45%
$52.1 - $57.26 $9.38K - $10.3K
12.6K $657M
EAPR
Innovator Etfs Tr Emerging Mkt
15
+ 0.03%
$25.87 - $27.33 $388 - $410
48.8K $1.26B
DIHP
Dimensional ETF Tr Dimensional

ETFs
263
+ 1.05%
$25.15 - $27.57 $6.61K - $7.25K
25.2K $637M
VOE
Vanguard Mid Cap Value Index F

ETFs
160
+ 1.15%
$160.89 - $176.18 $25.7K - $28.2K
14.1K $2.28B
ADBE
Adobe Inc.

Technology
777
+ 13.98%
$437.39 - $552.96 $340K - $430K
6.33K $2.82B
GIS
General Mills Inc

Consumer Defensive
623
+ 6.22%
$62.78 - $74.62 $39.1K - $46.5K
10.6K $679M
HRB
H&R Block Inc

Consumer Cyclical
90
+ 1.22%
$52.14 - $63.36 $4.69K - $5.7K
7.44K $393M
UPS
United Parcel Service Inc

Industrials
66
+ 0.81%
$122.65 - $138.35 $8.09K - $9.13K
8.24K $1.04B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
58
+ 0.15%
$26.16 - $28.82 $1.52K - $1.67K
39.9K $1.04B
LOW
Lowes Companies Inc

Consumer Cyclical
324
+ 4.83%
$244.52 - $284.07 $79.2K - $92K
7.03K $1.74B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
67
+ 0.06%
$42.33 - $43.3 $2.84K - $2.9K
112K $4.76B
LMT
Lockheed Martin Corp

Industrials
493
+ 14.85%
$479.66 - $614.62 $236K - $303K
3.81K $1.85B
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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