Sage View Advisory Group, LLC Incresed Positions in Q2 2025

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
170K
+ 8.51%
$82.51 - $109.2 $14M - $18.5M
2.16M $246B
VONV
Vanguard Russell 1000 Value Et

ETFs
205K
+ 7.98%
$73.19 - $85.21 $15M - $17.5M
2.78M $242B
VXF
Vanguard Extended Market ETF

ETFs
53.9K
+ 9.41%
$150.43 - $192.71 $8.11M - $10.4M
627K $125B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
459K
+ 6.74%
$17.76 - $22.1 $8.14M - $10.1M
7.26M $161B
SCHC
Schwab Strategic Tr Intl Small

ETFs
130K
+ 7.26%
$32.41 - $42.59 $4.22M - $5.55M
1.93M $82.7B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
178K
+ 4.97%
$24.38 - $30.18 $4.34M - $5.38M
3.76M $116B
NVDA
Nvidia Corp

Technology
3.6K
+ 2.38%
$94.31 - $157.99 $339K - $568K
155K $27.3B
MSFT
Microsoft Corp

Technology
1.95K
+ 2.86%
$354.56 - $497.45 $691K - $970K
70K $35.9B
REET
Ishares Global Reit ETF

ETFs
288K
+ 10.82%
$21.59 - $25.16 $6.22M - $7.25M
2.95M $73B
Ardent Health Inc
621K
+ 367.2%
N/A
791K $8.43B
AVGO
Broadcom Inc.

Technology
5.95K
+ 24.68%
$146.29 - $275.65 $871K - $1.64M
30.1K $8.85B
IVV
Ishares Core S&P 500 ETF

ETFs
136
+ 0.3%
$498.8 - $620.9 $67.8K - $84.4K
44.8K $28.7B
META
Meta Platforms, Inc.

Communication Services
1.03K
+ 5.25%
$484.66 - $738.09 $497K - $757K
20.6K $14.8B
JPM
Jpmorgan Chase & CO

Financial Services
1.68K
+ 3.8%
$210.28 - $289.91 $352K - $486K
45.8K $13.6B
POCT
Innovator U.S. Equity Power Bu

ETFs
58.8K
+ 75.33%
$36.35 - $41.3 $2.14M - $2.43M
137K $5.75B
PDEC
Innovator U.S. Equity Power Bu
61.1K
+ 84.86%
N/A
133K $5.42B
ORCL
Oracle Corp

Technology
3.94K
+ 25.77%
$122.82 - $218.63 $484K - $861K
19.2K $4.76B
IWR
Ishares Russell Mid Cap ETF

ETFs
24.6K
+ 104.08%
$74.88 - $91.97 $1.84M - $2.26M
48.2K $4.57B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
633
+ 2.17%
$456.74 - $568.03 $289K - $360K
29.9K $17.5B
CSWI
Csw Industrials, Inc.

Industrials
8.22K
+ 42.93%
$254.34 - $336.43 $2.09M - $2.76M
27.4K $7.74B
Innovator Etfs Trust
66.5K
+ 81.81%
N/A
148K $4.08B
IOCT
Innovator Etfs Tr Intl Dev Pow
56.2K
+ 82.46%
N/A
124K $4.07B
Innovator Etfs Trust
59.7K
+ 82.38%
N/A
132K $4.07B
GE
General Electric CO

Industrials
4.06K
+ 39.37%
$166.81 - $257.39 $678K - $1.05M
14.4K $3.89B
MUB
Ishares National Muni Bond ETF

ETFs
21.6K
+ 8.13%
$102.31 - $105.8 $2.21M - $2.29M
288K $29.8B
ADSK
Autodesk, Inc.

Technology
32
+ 0.09%
N/A
33.9K $10.3B
Ge Vernova Inc
1.21K
+ 65.49%
N/A
3.06K $1.98B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
42.8K
+ 3.98%
$22.4 - $23.8 $959K - $1.02M
1.12M $26.5B
TSLA
Tesla, Inc.

Consumer Cyclical
712
+ 5.09%
$221.86 - $362.89 $158K - $258K
14.7K $4.79B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.4K
+ 4.75%
$52.84 - $65.52 $285K - $354K
119K $7.84B
EAPR
Innovator Etfs Tr Emerging Mkt
36.2K
+ 63.7%
$24.71 - $27.99 $894K - $1.01M
93K $2.63B
EOCT
Innovator Etfs Tr Emerging Mar
32.8K
+ 84.43%
N/A
71.7K $2.05B
NFLX
Netflix Inc

Communication Services
88
+ 2.36%
$855.86 - $1339.13 $75.3K - $118K
3.82K $4.48B
MPC
Marathon Petroleum Corp

Energy
5.45K
+ 319.46%
$118.55 - $170.08 $646K - $927K
7.16K $1.25B
VTWO
Vanguard Russell 2000 ETF

ETFs
10.7K
+ 292.77%
$70.56 - $87.22 $752K - $929K
14.3K $1.3B
AMD
Advanced Micro Devices Inc

Technology
2.68K
+ 42.16%
$78.21 - $143.81 $209K - $385K
9.03K $1.57B
ABT
Abbott Laboratories

Healthcare
7.9K
+ 43.16%
$123.95 - $138.08 $979K - $1.09M
26.2K $3.31B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.39K
+ 8.13%
$50.08 - $63.14 $270K - $340K
71.7K $4.54B
IWM
Ishares Russell 2000 ETF

ETFs
3.24K
+ 62.25%
$174.82 - $215.79 $566K - $699K
8.44K $1.89B
SCHW
Schwab Charles Corp

Financial Services
3.96K
+ 17.7%
$69.06 - $91.24 $273K - $361K
26.3K $2.58B
BAC
Bank Of America Corp

Financial Services
5.38K
+ 7.06%
$34.39 - $47.46 $185K - $255K
81.6K $3.93B
KAPR
Innovator U.S. Small Cap Power

ETFs
18.9K
+ 40.46%
$28.5 - $32.39 $538K - $611K
65.5K $2.16B
EMB
Ishares Tr

ETFs
2.32K
+ 0.95%
$86.54 - $92.62 $201K - $215K
247K $22.9B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
225
+ 0.24%
$55.54 - $69.09 $12.5K - $15.5K
93.7K $6.52B
TXN
Texas Instruments Inc

Technology
3.06K
+ 21.75%
N/A
17.1K $3.24B
BX
Blackstone Inc.

Financial Services
3.19K
+ 81.75%
$120.07 - $151.11 $383K - $482K
7.09K $1.25B
PM
Philip Morris International Inc.

Consumer Defensive
4.27K
+ 17.36%
$149.23 - $184.95 $638K - $790K
28.9K $4.56B
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.77K
+ 155.31%
$63.54 - $68.5 $557K - $601K
14.4K $1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.38K
+ 63.75%
$82.21 - $83.12 $607K - $613K
19K $1.56B
Activity Summary
Buys All Purchases 308 New Holdings 47 Increased Positions 261 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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