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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.8K
+ 189.72%
$24.32 - $27.87 $530K - $607K
33.3K $905M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.07K
+ 55.22%
$77.94 - $79.5 $551K - $562K
19.9K $1.57B
COF
Capital One Financial Corp

Financial Services
1.35K
+ 17.11%
$150.57 - $212.76 $203K - $286K
9.21K $1.97B
SRE
Sempra Energy

Utilities
74
+ 0.12%
$63.78 - $78.91 $4.72K - $5.84K
61.5K $4.94B
WMT
Walmart Inc.

Consumer Defensive
1.07K
+ 2.34%
$81.79 - $99.98 $87.5K - $107K
46.8K $4.56B
Ishares Tr
4.07K
+ 10.89%
N/A
41.4K $2.02B
Lam Research Corp
4.77K
+ 163.81%
N/A
7.68K $757M
NSC
Norfolk Southern Corp

Industrials
1.08K
+ 23.08%
$206.34 - $257.46 $223K - $278K
5.76K $1.65B
BA
Boeing CO

Industrials
1.25K
+ 36.14%
$136.59 - $217.51 $170K - $271K
4.69K $1.11B
IBM
International Business Machines Corp

Technology
1.43K
+ 14.51%
$221.03 - $294.78 $316K - $422K
11.3K $2.97B
PLTR
Palantir Technologies Inc.

Technology
631
+ 11.85%
$74.01 - $144.25 $46.7K - $91K
5.96K $940M
PNOV
Innovator U.S. Equity Power Bu
6.73K
+ 9.16%
N/A
80.3K $3.23B
GLW
Corning Inc

Technology
5.27K
+ 27.15%
$39.07 - $52.59 $206K - $277K
24.7K $1.37B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.46K
+ 12.63%
$46.41 - $47.7 $439K - $451K
84.4K $3.98B
MRK
Merck & Co., Inc.

Healthcare
6.06K
+ 34.93%
$73.47 - $87.12 $445K - $528K
23.4K $1.97B
MMM
3 M CO

Industrials
2.51K
+ 63.68%
$126.09 - $154.15 $317K - $388K
6.46K $983M
BK
Bank Of New York Mellon Corp

Financial Services
814
+ 4.48%
$73.31 - $91.62 $59.7K - $74.6K
19K $1.91B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
217
+ 0.24%
N/A
92.5K $3.67B
PANW
Palo Alto Networks Inc

Technology
143
+ 1.38%
$152.44 - $204.64 $21.8K - $29.3K
10.5K $2.15B
FAST
Fastenal CO

Industrials
40.5K
+ 81.98%
$40.65 - $83.16 $1.65M - $3.37M
90K $4.21B
ABBV
Abb Vie Inc.

Healthcare
4.02K
+ 21.84%
$170.16 - $206.27 $684K - $829K
22.4K $4.23B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.43K
+ 12.46%
$57.14 - $72.68 $139K - $176K
21.9K $1.61B
CECE
Ceco Environmental Corp

Industrials
290
+ 0.99%
N/A
29.6K $1.03B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.06K
+ 3274.05%
$87.84 - $1441.89 $532K - $8.73M
6.24K $608M
D
Dominion Energy, Inc

Utilities
4.96K
+ 21.53%
$49.66 - $58.0 $246K - $287K
28K $1.62B
AMP
Ameriprise Financial Inc

Financial Services
584
+ 110.4%
$422.19 - $533.73 $247K - $312K
1.11K $577M
TTWO
Take Two Interactive Software Inc

Communication Services
1.21K
+ 48.36%
$194.58 - $243.05 $235K - $294K
3.71K $839M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
676
+ 1.88%
$73.02 - $90.22 $49.4K - $61K
36.5K $3.25B
LHX
L3 Harris Technologies, Inc.

Industrials
65
+ 1.3%
$200.21 - $256.99 $13K - $16.7K
5.05K $1.36B
F
Ford Motor CO

Consumer Cyclical
23.9K
+ 63.38%
$8.69 - $10.85 $207K - $259K
61.5K $694M
SPOT
Spotify Technology S.A.

Communication Services
258
+ 30.18%
$503.3 - $775.9 $130K - $200K
1.11K $780M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
19
+ 0.96%
$177.93 - $313.14 $3.38K - $5.95K
2K $703M
C
Citigroup Inc

Financial Services
604
+ 6.31%
$58.13 - $85.12 $35.1K - $51.4K
10.2K $972M
AMT
American Tower Corp

Real Estate
1.02K
+ 11.56%
$203.96 - $228.19 $207K - $232K
9.82K $2.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
786
+ 1.58%
$22.27 - $29.21 $17.5K - $23K
50.6K $1.53B
GILD
Gilead Sciences, Inc.

Healthcare
2.43K
+ 35.66%
$96.91 - $113.0 $235K - $274K
9.23K $1.04B
Innovator Etfs Trust
7.23K
+ 11.55%
N/A
69.8K $1.71B
IXUS
Ishares Tr

ETFs
58
+ 0.17%
$62.37 - $77.63 $3.62K - $4.5K
33.3K $2.6B
VO
Vanguard Mid Cap ETF

ETFs
295
+ 4.73%
$228.54 - $279.83 $67.4K - $82.5K
6.53K $1.88B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.86K
+ 49.78%
$35.3 - $37.51 $242K - $257K
20.6K $772M
CVX
Chevron Corp

Energy
2.77K
+ 18.08%
$133.73 - $168.51 $370K - $467K
18.1K $2.83B
Blackrock Inc
16
+ 1.13%
N/A
1.43K $1.6B
Ishares Tr
6.24K
+ 11.01%
N/A
62.9K $1.92B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.16%
$320.42 - $424.58 $1.6K - $2.12K
3.15K $1.39B
KOCT
Innovator Laddered Fund Of U.S
5.02K
+ 10.2%
N/A
54.2K $1.69B
LLY
Eli Lilly & CO

Healthcare
539
+ 4.82%
$713.71 - $898.95 $385K - $485K
11.7K $9.46B
MA
Mastercard Inc

Financial Services
212
+ 3.75%
$479.92 - $590.74 $102K - $125K
5.86K $3.33B
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
3.03K
+ 7.5%
$32.79 - $36.78 $99.5K - $112K
43.5K $1.63B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
5.16K
+ 38.95%
$32.77 - $36.44 $169K - $188K
18.4K $683M
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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