Sage View Advisory Group, LLC Incresed Positions in Q1 2025

Sage View Advisory Group, LLC

  • $2.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
129
+ 0.13%
$158.56 - $176.26 $20.5K - $22.7K
98.4K $16.8B
VCIT
Vanguard Intermediate Term Cor

ETFs
2.77K
+ 6.35%
$79.17 - $82.04 $219K - $227K
46.3K $3.79B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.48K
+ 0.75%
$61.23 - $63.33 $90.3K - $93.4K
198K $12.4B
CAH
Cardinal Health Inc

Healthcare
1.45K
+ 38.38%
$118.02 - $137.77 $171K - $200K
5.23K $720M
IAU
Ishares Gold Trust

ETFs
3.72K
+ 83.59%
$49.74 - $58.96 $185K - $219K
8.17K $482M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.42K
+ 63.57%
$97.38 - $104.52 $236K - $253K
6.22K $636M
HWM
Howmet Aerospace Inc.

Industrials
957
+ 14.94%
$110.79 - $139.39 $106K - $133K
7.36K $955M
EAPR
Innovator Etfs Tr Emerging Mkt
8.06K
+ 16.52%
$25.4 - $27.53 $205K - $222K
56.8K $1.51B
CSCO
Cisco Systems, Inc.

Technology
96
+ 0.11%
$58.74 - $64.87 $5.64K - $6.23K
88.5K $5.46B
ITW
Illinois Tool Works Inc

Industrials
917
+ 57.1%
$244.9 - $274.48 $225K - $252K
2.52K $626M
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.78K
+ 28.53%
$30.71 - $30.87 $208K - $209K
30.5K $941M
VZ
Verizon Communications Inc

Communication Services
361
+ 1.0%
$37.81 - $46.49 $13.6K - $16.8K
36.3K $1.65B
MU
Micron Technology Inc

Technology
2.26K
+ 52.52%
$86.89 - $109.38 $197K - $248K
6.57K $571M
VNQ
Vanguard Specialized Funds Van

ETFs
2.03K
+ 13.5%
$85.55 - $94.34 $174K - $191K
17.1K $1.54B
NFLX
Netflix Inc

Communication Services
56
+ 1.52%
$828.4 - $1058.6 $46.4K - $59.3K
3.73K $3.48B
PFE
Pfizer Inc

Healthcare
10.1K
+ 21.46%
$25.01 - $27.13 $254K - $275K
57.4K $1.45B
AVLV
American Centy ETF Tr Avantis
3.27K
+ 40.08%
$63.51 - $70.42 $207K - $230K
11.4K $744M
BSX
Boston Scientific Corp

Healthcare
702
+ 7.23%
$89.38 - $106.18 $62.7K - $74.5K
10.4K $1.05B
SONY
Sony Group Corp

Technology
167
+ 0.42%
$19.88 - $25.64 $3.32K - $4.28K
39.5K $1B
MMM
3 M CO

Industrials
772
+ 24.31%
$129.7 - $155.12 $100K - $120K
3.95K $580M
EXC
Exelon Corp

Utilities
1.3K
+ 10.5%
$37.3 - $46.08 $48.5K - $59.9K
13.7K $630M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
545
+ 0.31%
$40.79 - $42.32 $22.2K - $23.1K
177K $7.43B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.31K
+ 45.45%
$36.63 - $37.45 $158K - $161K
13.8K $507M
BAX
Baxter International Inc

Healthcare
3.35K
+ 44.37%
$29.26 - $36.57 $98.1K - $123K
10.9K $374M
CSX
Csx Corp

Industrials
5.63K
+ 51.21%
$29.11 - $33.67 $164K - $189K
16.6K $489M
EFA
Ishares Tr Msci Eafe ETF

ETFs
488
+ 3.18%
$74.85 - $84.89 $36.5K - $41.4K
15.8K $1.29B
PAYX
Paychex Inc

Industrials
1
+ 0.01%
$136.06 - $154.52 $136 - $155
9.42K $1.45B
SHOP
Shopify Inc.

Technology
1.66K
+ 52.3%
$90.59 - $129.31 $151K - $215K
4.84K $462M
ASTE
Astec Industries Inc

Industrials
3.04K
+ 32.45%
$30.4 - $36.83 $92.3K - $112K
12.4K $427M
KR
Kroger CO

Consumer Defensive
121
+ 0.77%
$58.36 - $67.72 $7.06K - $8.19K
15.9K $1.07B
Atlanta Braves Hldgs Inc
2K
+ 32.88%
N/A
8.08K $354M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
176
+ 0.92%
$68.32 - $75.06 $12K - $13.2K
19.3K $1.45B
BAC
Bank Of America Corp

Financial Services
6.2K
+ 8.86%
$39.61 - $47.74 $246K - $296K
76.2K $3.18B
VLO
Valero Energy Corp

Energy
599
+ 23.85%
$121.76 - $142.99 $72.9K - $85.7K
3.11K $411M
AVDE
American Centy ETF Tr Avantis

ETFs
122
+ 0.65%
$60.63 - $68.55 $7.4K - $8.36K
18.9K $1.25B
VOYA
Voya Financial, Inc.

Financial Services
1.55K
+ 31.71%
$65.1 - $75.67 $101K - $117K
6.44K $436M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.08K
+ 9.22%
$77.7 - $78.94 $83.9K - $85.3K
12.8K $1.01B
TXT
Textron Inc

Industrials
1.9K
+ 19.12%
$70.19 - $81.2 $133K - $154K
11.8K $855M
CCI
Crown Castle International Corp

Real Estate
200
+ 3.77%
$84.33 - $106.39 $16.9K - $21.3K
5.5K $574M
BMY
Bristol Myers Squibb CO

Healthcare
647
+ 5.46%
$53.9 - $63.11 $34.9K - $40.8K
12.5K $762M
VIACA
Paramount Global

Communication Services
3.7K
+ 25.87%
N/A
18K $409M
XEL
Xcel Energy Inc

Utilities
1.07K
+ 27.11%
$63.37 - $72.1 $67.9K - $77.2K
5.02K $356M
JCI
Johnson Controls International PLC

Industrials
972
+ 13.67%
$76.12 - $90.6 $74K - $88.1K
8.08K $648M
FLS
Flowserve Corp

Industrials
2.5K
+ 55.56%
$46.47 - $64.75 $116K - $162K
7K $342M
AZO
Autozone Inc

Consumer Cyclical
5
+ 5.0%
$3193.96 - $3828.11 $16K - $19.1K
105 $400M
AMSWA
American Software Inc

Technology
45
+ 0.2%
N/A
22.8K $325M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.15K
+ 11.17%
$20.7 - $21.15 $85.9K - $87.8K
41.3K $855M
HON
Honeywell International Inc

Industrials
748
+ 12.18%
$202.75 - $226.52 $152K - $169K
6.89K $1.46B
LCUT
Lifetime Brands, Inc

Consumer Cyclical
20.9K
+ 60.35%
$4.81 - $6.29 $101K - $131K
55.5K $274M
Activity Summary
Buys All Purchases 291 New Holdings 38 Increased Positions 253 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 0 Puts 0
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