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
GS
Goldman Sachs Group Inc

Financial Services
46
+ 2.12%
$696.56 - $806.32 $32K - $37.1K
2.21K $1.76B
LHX
L3 Harris Technologies, Inc.

Industrials
33
+ 0.65%
$252.18 - $305.41 $8.32K - $10.1K
5.08K $1.55B
WFC
Wells Fargo & Company

Financial Services
2.13K
+ 13.93%
$77.05 - $85.16 $164K - $181K
17.4K $1.46B
C
Citigroup Inc

Financial Services
1.22K
+ 11.95%
$85.57 - $103.49 $104K - $126K
11.4K $1.16B
RTX
Raytheon Technologies Corp

Industrials
20
+ 0.13%
$144.19 - $167.33 $2.88K - $3.35K
15.3K $2.56B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.16K
+ 2.42%
$81.75 - $84.54 $95K - $98.2K
49.3K $4.14B
IXUS
Ishares Tr

ETFs
188
+ 0.56%
$76.35 - $82.58 $14.4K - $15.5K
33.5K $2.77B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.94K
+ 9.75%
$78.96 - $80.04 $153K - $155K
21.8K $1.74B
GME
Game Stop Corp.

Consumer Cyclical
2.98K
+ 14.86%
$22.1 - $27.28 $65.9K - $81.3K
23K $629M
MPC
Marathon Petroleum Corp

Energy
182
+ 2.54%
$158.59 - $198.69 $28.9K - $36.2K
7.34K $1.41B
AXP
American Express CO

Financial Services
4
+ 0.06%
$294.27 - $342.31 $1.18K - $1.37K
7.13K $2.37B
Arista Networks Inc
309
+ 8.5%
N/A
3.94K $575M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
76
+ 2.21%
$224.68 - $282.71 $17.1K - $21.5K
3.52K $983M
Ishares Tr
640
+ 1.55%
N/A
42K $2.17B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
738
+ 62.02%
$196.15 - $217.83 $145K - $161K
1.93K $389M
Ishares Tr
2.57K
+ 4.09%
N/A
65.4K $2.06B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
219
+ 0.24%
N/A
92.7K $3.81B
VLO
Valero Energy Corp

Energy
319
+ 9.64%
$131.77 - $175.63 $42K - $56K
3.63K $618M
NSC
Norfolk Southern Corp

Industrials
186
+ 3.23%
$259.49 - $300.41 $48.3K - $55.9K
5.94K $1.78B
QCOM
Qualcomm Inc

Technology
692
+ 19.71%
$145.84 - $173.55 $101K - $120K
4.2K $699M
NEM
Newmont Corp

Basic Materials
206
+ 3.81%
$57.35 - $85.25 $11.8K - $17.6K
5.61K $473M
ORI
Old Republic International Corp

Financial Services
135
+ 0.73%
$35.74 - $42.47 $4.82K - $5.73K
18.8K $796M
TTWO
Take Two Interactive Software Inc

Communication Services
18
+ 0.48%
$217.37 - $259.96 $3.91K - $4.68K
3.73K $964M
KOCT
Innovator Laddered Fund Of U.S
606
+ 1.12%
N/A
54.8K $1.81B
HUM
Humana Inc

Healthcare
298
+ 21.5%
$220.41 - $312.0 $65.7K - $93K
1.68K $438M
TMO
Thermo Fisher Scientific Inc.

Healthcare
241
+ 8.72%
$404.94 - $499.99 $97.6K - $120K
3K $1.46B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
479
+ 7.67%
$89.32 - $107.82 $42.8K - $51.6K
6.72K $725M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13.6K
+ 96.01%
$7.98 - $8.29 $108K - $113K
27.7K $227M
HCA
Hca Healthcare, Inc.

Healthcare
63
+ 6.3%
$334.32 - $426.2 $21.1K - $26.9K
1.06K $453M
HDV
Ishares Core High Dividend ETF

ETFs
868
+ 47.3%
$118.16 - $123.66 $103K - $107K
2.7K $331M
Blackrock Inc
37
+ 2.59%
N/A
1.47K $1.71B
EIX
Edison International

Utilities
1.72K
+ 35.71%
$50.42 - $56.35 $86.7K - $96.9K
6.54K $361M
COP
Conocophillips

Energy
1.28K
+ 26.72%
$91.0 - $98.99 $116K - $126K
6.05K $572M
CRWD
Crowd Strike Holdings, Inc.

Technology
196
+ 39.04%
$412.46 - $514.1 $80.8K - $101K
698 $342M
IGM
Ishares Expanded Tech Sector E

ETFs
597
+ 23.32%
$110.96 - $127.67 $66.2K - $76.2K
3.16K $398M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
1.74K
+ 35.19%
$62.21 - $69.26 $108K - $121K
6.7K $430M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
524
+ 0.92%
$50.9 - $52.37 $26.7K - $27.4K
57.8K $3.02B
BX
Blackstone Inc.

Financial Services
815
+ 11.49%
$152.77 - $188.68 $125K - $154K
7.91K $1.35B
HOOD
Robinhood Markets, Inc.

Technology
182
+ 9.57%
$91.27 - $143.18 $16.6K - $26.1K
2.08K $298M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.01%
N/A
13K $802M
ADI
Analog Devices Inc

Technology
109
+ 2.48%
$220.68 - $255.63 $24.1K - $27.9K
4.5K $1.11B
FNDF
Schwab Fundamental Intl Large

ETFs
1.8K
+ 31.96%
$39.84 - $43.15 $71.8K - $77.8K
7.44K $320M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.57K
+ 6.82%
$41.58 - $44.7 $65.4K - $70.4K
24.7K $1.08B
Te Connectivity PLC
107
+ 1.7%
N/A
6.39K $1.4B
IAU
Ishares Gold Trust

ETFs
136
+ 1.81%
$61.62 - $72.77 $8.38K - $9.9K
7.67K $558M
Ishares Bitcoin Trust ETF
1.43K
+ 46.41%
N/A
4.52K $294M
AZO
Autozone Inc

Consumer Cyclical
9
+ 9.57%
$3649.42 - $4354.54 $32.8K - $39.2K
103 $442M
OMF
One Main Holdings, Inc.

Financial Services
1.61K
+ 38.24%
$55.61 - $62.61 $89.6K - $101K
5.83K $329M
XJR
Ishares Tresg Screened S&P Sma

ETFs
1.07K
+ 6.84%
$39.17 - $43.37 $42.1K - $46.6K
16.8K $714M
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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