Sage View Advisory Group, LLC Incresed Positions in Q3 2024

Sage View Advisory Group, LLC

  • $1.97 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
4.4K
+ 0.94%
$163.98 - $182.92 $722K - $806K
475K $86.4B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
23K
+ 13.51%
$61.6 - $65.13 $1.42M - $1.5M
193K $12.6B
PFF
Ishares Trust Ishares Pfd And

ETFs
39.7K
+ 104.2%
$31.18 - $33.5 $1.24M - $1.33M
77.8K $2.58B
TSLA
Tesla, Inc.

Consumer Cyclical
667
+ 4.67%
$191.76 - $263.26 $128K - $176K
14.9K $3.91B
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.59K
+ 4.86%
$71.45 - $75.64 $399K - $423K
121K $9.06B
MUB
Ishares National Muni Bond ETF

ETFs
2.75K
+ 1.54%
$106.13 - $108.7 $292K - $299K
181K $19.7B
VCIT
Vanguard Intermediate Term Cor

ETFs
6.56K
+ 23.9%
$79.29 - $84.02 $520K - $551K
34K $2.85B
CEG
Constellation Energy Corp

Utilities
1.41K
+ 42.45%
$167.08 - $262.86 $236K - $371K
4.74K $1.23B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.02K
+ 3.63%
$41.34 - $43.55 $249K - $262K
172K $7.42B
PJUL
Innovator U.S. Equity Power Bu

ETFs
9.96K
+ 64.95%
$37.89 - $40.48 $377K - $403K
25.3K $1.02B
CPSI
Computer Programs & Systems Inc

Healthcare
26.2K
+ 89.44%
N/A
55.5K $664M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
571
+ 0.73%
$55.06 - $62.25 $31.4K - $35.5K
78.5K $4.83B
CTAS
Cintas Corp

Industrials
12.2K
+ 279.18%
$201.38 - $819.83 $2.46M - $10M
16.6K $3.42B
BK
Bank Of New York Mellon Corp

Financial Services
1.63K
+ 10.8%
$59.54 - $72.17 $97.1K - $118K
16.7K $1.2B
Ge Vernova Inc
698
+ 59.2%
N/A
1.88K $479M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.56K
+ 1.33%
$25.36 - $28.37 $39.7K - $44.4K
119K $3.34B
GS
Goldman Sachs Group Inc

Financial Services
349
+ 19.05%
$459.02 - $510.25 $160K - $178K
2.18K $1.08B
PJUN
Innovator U.S. Equity Power Bu

ETFs
5.44K
+ 25.37%
$34.72 - $36.88 $189K - $201K
26.9K $991M
GE
General Electric CO

Industrials
13
+ 0.18%
$156.66 - $189.66 $2.04K - $2.47K
7.29K $1.38B
ABCB
Ameris Bancorp

Financial Services
2.52K
+ 57.36%
$48.61 - $65.14 $123K - $164K
6.92K $432M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
2.27K
+ 89.54%
$90.62 - $104.87 $206K - $238K
4.8K $453M
ALL
Allstate Corp

Financial Services
299
+ 6.22%
$158.43 - $192.86 $47.4K - $57.7K
5.1K $968M
SKX
Skechers Usa Inc

Consumer Cyclical
3.04K
+ 57.95%
$59.45 - $70.15 $180K - $213K
8.27K $554M
IREN
Iris Energy LTD

Financial Services
25.2K
+ 202.16%
$6.44 - $15.03 $162K - $378K
37.6K $318M
MMSI
Merit Medical Systems Inc

Healthcare
1.33K
+ 38.08%
$84.12 - $100.23 $112K - $133K
4.83K $477M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.72K
+ 4.62%
$47.0 - $47.84 $128K - $130K
61.6K $2.94B
MSA
Msa Safety Inc

Industrials
1K
+ 88.6%
$167.74 - $199.9 $168K - $200K
2.14K $379M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.48K
+ 2.62%
$28.25 - $31.7 $41.9K - $47K
58K $1.78B
AVUS
American Centy ETF Tr Avantis

ETFs
133
+ 0.46%
$86.27 - $95.15 $11.5K - $12.7K
28.9K $2.75B
URI
United Rentals, Inc.

Industrials
54
+ 8.6%
$627.41 - $814.1 $33.9K - $44K
682 $552M
AMSWA
American Software Inc

Technology
10.8K
+ 89.56%
$8.94 - $11.51 $96.1K - $124K
22.8K $255M
BCPC
Balchem Corp

Basic Materials
169
+ 3.77%
$154.1 - $181.56 $26K - $30.7K
4.65K $819M
VONE
Vanguard Russell 1000 ETF

ETFs
440
+ 47.72%
$234.0 - $260.07 $103K - $114K
1.36K $354M
BNDX
Vanguard Total International B

ETFs
1.4K
+ 4.43%
$48.42 - $50.35 $67.6K - $70.3K
32.9K $1.65B
UNF
Unifirst Corp

Industrials
361
+ 30.83%
$164.34 - $198.74 $59.3K - $71.7K
1.53K $304M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.23K
+ 3.47%
$40.69 - $42.46 $49.9K - $52.1K
36.6K $1.55B
AVDE
American Centy ETF Tr Avantis

ETFs
139
+ 0.72%
$60.09 - $67.67 $8.35K - $9.41K
19.3K $1.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.23%
$162.83 - $179.16 $2.44K - $2.69K
6.44K $1.15B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
452
+ 10.82%
$95.1 - $106.76 $43K - $48.3K
4.63K $494M
ORI
Old Republic International Corp

Financial Services
5
+ 0.03%
$29.89 - $35.9 $149 - $180
18.6K $657M
BSX
Boston Scientific Corp

Healthcare
259
+ 2.88%
$72.96 - $84.0 $18.9K - $21.8K
9.26K $776M
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
16.8K
+ 90.37%
$4.39 - $4.64 $73.8K - $78K
35.4K $164M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
833
+ 2.14%
$25.21 - $28.46 $21K - $23.7K
39.8K $1.12B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
486
+ 0.88%
$51.78 - $52.98 $25.2K - $25.7K
55.7K $2.95B
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.06K
+ 10.3%
$51.58 - $53.79 $54.8K - $57.1K
11.4K $610M
UBER
Uber Technologies, Inc

Technology
578
+ 5.01%
$58.48 - $77.47 $33.8K - $44.8K
12.1K $911M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
238
+ 1.1%
$33.88 - $36.77 $8.06K - $8.75K
21.9K $800M
DISV
Dimensional ETF Tr Dimensional

ETFs
225
+ 0.94%
$26.06 - $29.18 $5.86K - $6.57K
24.1K $699M
LQD
Ishares Iboxx $ Investment Gra

ETFs
367
+ 17.57%
$106.11 - $113.72 $38.9K - $41.7K
2.46K $278M
Activity Summary
Buys All Purchases 104 New Holdings 34 Increased Positions 70 Sells All Sells 386 Reductions 386 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email