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
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
383
+ 0.36%
$21.66 - $22.69 $8.3K - $8.69K
107K $2.34B
UNH
Unitedhealth Group Inc

Healthcare
1.24K
+ 13.45%
$485.52 - $625.25 $604K - $777K
10.5K $5.3B
TXT
Textron Inc

Industrials
131
+ 1.34%
$75.82 - $90.32 $9.93K - $11.8K
9.93K $760M
VTV
Vanguard Value ETF

ETFs
52
+ 0.23%
$168.32 - $181.87 $8.75K - $9.46K
22.8K $3.87B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
423
+ 1.01%
$33.39 - $37.66 $14.1K - $15.9K
42.4K $1.41B
PFF
Ishares Trust Ishares Pfd And

ETFs
759
+ 0.98%
$31.23 - $33.51 $23.7K - $25.4K
78.5K $2.47B
VZ
Verizon Communications Inc

Communication Services
1.28K
+ 3.68%
$39.6 - $45.21 $50.5K - $57.7K
36K $1.44B
NOC
Northrop Grumman Corp

Industrials
133
+ 4.07%
$466.52 - $543.88 $62K - $72.3K
3.4K $1.59B
AWK
American Water Works Company, Inc.

Utilities
77
+ 1.2%
$123.83 - $146.07 $9.53K - $11.2K
6.52K $812M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
56
+ 0.06%
$77.02 - $78.58 $4.31K - $4.4K
99.7K $7.71B
CVS
Cvs Health Corp

Healthcare
1.74K
+ 14.23%
$43.78 - $67.46 $76.1K - $117K
14K $626M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.79K
+ 2.29%
$22.72 - $25.76 $40.7K - $46.2K
79.9K $1.86B
IXUS
Ishares Tr

ETFs
3.89K
+ 6.19%
$65.95 - $72.56 $256K - $282K
66.7K $4.41B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.3K
+ 2.5%
$41.17 - $43.34 $177K - $186K
176K $7.27B
FNDA
Schwab Fundamental U S Small C

ETFs
21.2K
+ 78.71%
$29.26 - $59.11 $621K - $1.26M
48.2K $1.43B
ADNT
Adient PLC

Consumer Cyclical
2
+ 0.0%
$16.85 - $22.74 $33.7 - $45.5
40.7K $701M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16.6K
+ 68.63%
$22.63 - $47.53 $377K - $791K
40.9K $929M
PEP
Pepsico Inc

Consumer Defensive
294
+ 1.84%
$151.29 - $176.1 $44.5K - $51.8K
16.3K $2.47B
DFIC
Dimensional ETF Tr Dimensional

ETFs
994
+ 0.84%
$25.61 - $28.0 $25.5K - $27.8K
120K $3.1B
AMD
Advanced Micro Devices Inc

Technology
156
+ 2.42%
$118.88 - $172.8 $18.5K - $27K
6.61K $799M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.22K
+ 1.56%
$56.61 - $61.63 $69.2K - $75.3K
79.8K $4.52B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.9K
+ 1.5%
$61.87 - $64.86 $179K - $188K
196K $12.2B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
440
+ 0.78%
$75.65 - $83.47 $33.3K - $36.7K
56.9K $4.33B
LLY
Eli Lilly & CO

Healthcare
230
+ 2.09%
$727.2 - $932.06 $167K - $214K
11.2K $8.67B
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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