Sage View Advisory Group, LLC Incresed Positions in Q3 2025

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
14K
+ 17.9%
N/A
92K $6.06B
Innovator Etfs Trust
44.4K
+ 93.51%
N/A
91.9K $2.51B
TXN
Texas Instruments Inc

Technology
7.35K
+ 42.93%
N/A
24.5K $4.49B
EMR
Emerson Electric CO

Industrials
9.84K
+ 271.5%
$128.6 - $149.63 $1.27M - $1.47M
13.5K $1.77B
KO
Coca Cola CO

Consumer Defensive
18.2K
+ 65.63%
$65.67 - $71.67 $1.19M - $1.3M
45.9K $3.04B
VEA
Vanguard Ftse Developed Market

ETFs
14.6K
+ 24.43%
$56.02 - $60.3 $818K - $881K
74.4K $4.46B
EOCT
Innovator Etfs Tr Emerging Mar
26.9K
+ 37.46%
N/A
98.5K $3.06B
EMB
Ishares Tr

ETFs
3.34K
+ 1.35%
$91.52 - $95.59 $305K - $319K
250K $23.8B
SYK
Stryker Corp

Healthcare
2.62K
+ 176.55%
$368.57 - $403.53 $966K - $1.06M
4.1K $1.52B
GOOG
Alphabet Inc.

Communication Services
796
+ 6.0%
$175.16 - $255.24 $139K - $203K
14.1K $3.42B
NFLX
Netflix Inc

Communication Services
435
+ 11.39%
$1147.87 - $1297.18 $499K - $564K
4.25K $5.1B
BAC
Bank Of America Corp

Financial Services
6.36K
+ 7.8%
$44.92 - $52.42 $286K - $334K
87.9K $4.54B
PULS
Pgim ETF Tr

ETFs
11.6K
+ 34.7%
$49.58 - $49.83 $577K - $580K
45.2K $2.25B
PLTR
Palantir Technologies Inc.

Technology
2.33K
+ 39.16%
$130.68 - $186.97 $305K - $436K
8.29K $1.51B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
233
+ 0.24%
$109.47 - $119.06 $25.5K - $27.7K
98.2K $11.6B
NKE
Nike, Inc.

Consumer Cyclical
8.45K
+ 169.36%
$69.24 - $79.24 $585K - $669K
13.4K $937M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.77K
+ 1.48%
$64.58 - $69.94 $114K - $123K
121K $8.38B
EAPR
Innovator Etfs Tr Emerging Mkt
15.4K
+ 16.53%
$27.94 - $29.17 $430K - $448K
108K $3.16B
DFAT
Dimensional ETF Tr U S Target

ETFs
8.51K
+ 59.23%
$53.36 - $59.69 $454K - $508K
22.9K $1.33B
TJX
Tjx Companies Inc

Consumer Cyclical
1.35K
+ 7.84%
$121.35 - $144.54 $164K - $195K
18.5K $2.68B
SHOP
Shopify Inc.

Technology
2.74K
+ 58.21%
$112.11 - $157.12 $307K - $430K
7.44K $1.11B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.82K
+ 7.92%
$92.26 - $97.51 $352K - $372K
52K $5.02B
VTV
Vanguard Value ETF

ETFs
1.52K
+ 8.07%
$175.51 - $186.57 $267K - $283K
20.4K $3.8B
HYD
Vaneck High Yield Muni ETF

ETFs
5.21K
+ 7.08%
$48.85 - $50.94 $255K - $266K
78.8K $4.01B
MO
Altria Group, Inc.

Consumer Defensive
2.41K
+ 7.3%
$57.75 - $67.68 $139K - $163K
35.5K $2.35B
MSFT
Microsoft Corp

Technology
12
+ 0.02%
$491.09 - $535.64 $5.89K - $6.43K
70K $36.3B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.37K
+ 20.33%
$87.29 - $93.61 $294K - $316K
20K $1.86B
INTC
Intel Corp

Technology
4.77K
+ 28.25%
$19.31 - $35.5 $92.1K - $169K
21.7K $727M
IWM
Ishares Russell 2000 ETF

ETFs
884
+ 10.48%
$214.92 - $244.84 $190K - $216K
9.32K $2.26B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.98K
+ 7.09%
$46.86 - $48.27 $280K - $289K
90.4K $4.34B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.66K
+ 14.72%
$113.73 - $121.28 $303K - $323K
20.8K $2.48B
CBRE
Cbre Group, Inc.

Real Estate
1.79K
+ 43.89%
$137.04 - $165.9 $245K - $297K
5.87K $925M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.17K
+ 28.25%
$100.16 - $100.7 $318K - $319K
14.4K $1.45B
CAT
Caterpillar Inc

Industrials
534
+ 36.35%
$390.92 - $477.15 $209K - $255K
2K $956M
IWL
Ishares Tr Russell 200 ETF

ETFs
1
+ 0.0%
$152.78 - $166.59 $153 - $167
37.9K $6.3B
MU
Micron Technology Inc

Technology
63
+ 1.22%
$104.88 - $168.89 $6.61K - $10.6K
5.24K $877M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.33K
+ 0.78%
$62.49 - $64.56 $82.9K - $85.7K
172K $11B
CVS
Cvs Health Corp

Healthcare
414
+ 2.71%
$58.75 - $76.5 $24.3K - $31.7K
15.7K $1.18B
AJG
Arthur J. Gallagher & Co.

Financial Services
871
+ 127.34%
$284.17 - $319.49 $248K - $278K
1.56K $482M
PFE
Pfizer Inc

Healthcare
8.02K
+ 15.77%
$23.29 - $25.88 $187K - $208K
58.9K $1.5B
VZ
Verizon Communications Inc

Communication Services
4.4K
+ 11.26%
$40.84 - $45.06 $180K - $198K
43.4K $1.91B
MCK
Mckesson Corp

Healthcare
201
+ 13.34%
$659.01 - $772.54 $132K - $155K
1.71K $1.32B
VUG
Vanguard Growth ETF

ETFs
32
+ 0.32%
$433.97 - $484.08 $13.9K - $15.5K
10.1K $4.83B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.21K
+ 16.37%
$50.82 - $51.09 $214K - $215K
29.9K $1.53B
UBER
Uber Technologies, Inc

Technology
1.73K
+ 32.0%
$86.91 - $99.57 $150K - $172K
7.12K $698M
IWF
Ishares Russell 1000 Gr ETF

ETFs
264
+ 8.39%
$420.11 - $472.68 $111K - $125K
3.41K $1.6B
LOW
Lowes Companies Inc

Consumer Cyclical
233
+ 3.35%
$215.01 - $273.02 $50.1K - $63.6K
7.19K $1.81B
J P Morgan Exchange Traded F
2.96K
+ 38.14%
N/A
10.7K $697M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
128
+ 0.42%
$126.64 - $135.65 $16.2K - $17.4K
30.4K $4.12B
Activity Summary
Buys All Purchases 338 New Holdings 52 Increased Positions 286 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 0 Puts 0
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