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
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
769
+ 16.15%
$64.2 - $69.24 $49.4K - $53.2K
5.53K $379M
IWD
Ishares Russell 1000 Val ETF

ETFs
333
+ 28.56%
$182.82 - $196.21 $60.9K - $65.3K
1.5K $282M
JNK
Spdr Bloomberg High Yield Bond

ETFs
714
+ 5.46%
$94.86 - $97.12 $67.7K - $69.3K
13.8K $1.31B
ELV
Elevance Health, Inc.

Healthcare
49
+ 7.32%
$365.9 - $436.25 $17.9K - $21.4K
718 $312M
DFIP
Dimensional ETF Tr Inflation P

ETFs
108
+ 0.29%
$40.27 - $42.11 $4.35K - $4.55K
37.6K $1.58B
UNM
Unum Group

Financial Services
339
+ 7.64%
$71.8 - $83.34 $24.3K - $28.3K
4.78K $389M
MDLZ
Mondelez International, Inc.

Consumer Defensive
297
+ 5.55%
$56.12 - $68.15 $16.7K - $20.2K
5.65K $383M
HCA
Hca Healthcare, Inc.

Healthcare
70
+ 8.34%
$296.7 - $345.55 $20.8K - $24.2K
909 $314M
RWO
Spdr Dow Jones Global Real Est

ETFs
1.31K
+ 25.44%
$41.41 - $45.24 $54.3K - $59.3K
6.47K $282M
MMSI
Merit Medical Systems Inc

Healthcare
153
+ 3.11%
$95.64 - $110.29 $14.6K - $16.9K
5.07K $535M
TFC
Truist Financial Corp

Financial Services
1.71K
+ 30.92%
$39.48 - $48.15 $67.5K - $82.3K
7.24K $298M
VONE
Vanguard Russell 1000 ETF

ETFs
296
+ 21.73%
$250.16 - $278.79 $74K - $82.5K
1.66K $421M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9
+ 5.11%
$1187.71 - $1432.58 $10.7K - $12.9K
185 $265M
NKE
Nike, Inc.

Consumer Cyclical
1.75K
+ 38.88%
$63.29 - $81.72 $110K - $143K
6.23K $396M
PEP
Pepsico Inc

Consumer Defensive
603
+ 3.71%
$142.64 - $156.42 $86K - $94.3K
16.9K $2.53B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.77K
+ 18.18%
$27.01 - $28.54 $47.7K - $50.4K
11.5K $321M
INTC
Intel Corp

Technology
375
+ 2.33%
$19.1 - $27.39 $7.16K - $10.3K
16.5K $374M
COF
Capital One Financial Corp

Financial Services
233
+ 3.05%
$163.87 - $209.82 $38.2K - $48.9K
7.86K $1.41B
BA
Boeing CO

Industrials
401
+ 13.16%
$148.15 - $186.25 $59.4K - $74.7K
3.45K $588M
SO
Southern CO

Utilities
87
+ 2.12%
$80.96 - $92.96 $7.04K - $8.09K
4.19K $385M
CI
Cigna Corp

Healthcare
23
+ 3.12%
$274.49 - $329.0 $6.31K - $7.57K
760 $250M
DFSD
Dimensional ETF Tr Short Durat

ETFs
85
+ 0.14%
$46.74 - $47.55 $3.97K - $4.04K
62.9K $2.99B
DRI
Darden Restaurants Inc

Consumer Cyclical
23
+ 1.24%
$180.02 - $208.56 $4.14K - $4.8K
1.89K $392M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.09K
+ 2.66%
$22.46 - $23.26 $24.4K - $25.3K
42K $973M
WFC
Wells Fargo & Company

Financial Services
297
+ 2.06%
$66.78 - $81.42 $19.8K - $24.2K
14.7K $1.06B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
16
+ 1.3%
$208.48 - $244.03 $3.34K - $3.9K
1.25K $304M
PNFP
Pinnacle Financial Partners Inc

Financial Services
603
+ 21.98%
$99.42 - $126.15 $60K - $76.1K
3.35K $355M
VGIT
Vanguard Intermediate Term Tre

ETFs
561
+ 10.83%
$57.44 - $59.4 $32.2K - $33.3K
5.74K $341M
QCOM
Qualcomm Inc

Technology
251
+ 7.58%
$151.94 - $175.86 $38.1K - $44.1K
3.56K $547M
FISV
Fiserv Inc

Technology
62
+ 4.04%
N/A
1.6K $353M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
193
+ 1.01%
$9.19 - $12.93 $1.77K - $2.5K
19.3K $215M
TW
Tradeweb Markets Inc.

Financial Services
39
+ 2.18%
$123.42 - $148.46 $4.81K - $5.79K
1.83K $271M
PLD
Prologis, Inc.

Real Estate
127
+ 3.49%
$103.59 - $124.04 $13.2K - $15.8K
3.77K $421M
VO
Vanguard Mid Cap ETF

ETFs
261
+ 4.37%
$251.87 - $277.95 $65.7K - $72.5K
6.24K $1.61B
TRV
Travelers Companies, Inc.

Financial Services
55
+ 6.46%
$232.43 - $265.13 $12.8K - $14.6K
906 $240M
NEE
Nextera Energy Inc

Utilities
753
+ 3.1%
$66.96 - $76.16 $50.4K - $57.3K
25.1K $1.78B
MWA
Mueller Water Products, Inc.

Industrials
17
+ 0.15%
$21.65 - $28.24 $368 - $480
11.4K $290M
WMK
Weis Markets Inc

Consumer Defensive
68
+ 2.25%
$62.92 - $82.56 $4.28K - $5.61K
3.09K $238M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
550
+ 8.48%
$49.67 - $51.43 $27.3K - $28.3K
7.04K $359M
DASH
Door Dash, Inc.

Communication Services
69
+ 5.05%
$168.37 - $213.38 $11.6K - $14.7K
1.44K $262M
CMS
Cms Energy Corp

Utilities
4
+ 0.11%
$64.99 - $75.11 $260 - $300
3.77K $283M
META
Meta Platforms, Inc.

Communication Services
359
+ 1.87%
$576.36 - $736.67 $207K - $264K
19.5K $11.3B
CNHI
Cnh Industrial N.V.

Industrials
245
+ 0.91%
N/A
27.2K $335M
GD
General Dynamics Corp

Industrials
63
+ 6.79%
$241.94 - $272.58 $15.2K - $17.2K
991 $270M
KMB
Kimberly Clark Corp

Consumer Defensive
28
+ 1.64%
$124.46 - $147.4 $3.48K - $4.13K
1.73K $247M
IJAN
Innovator Etfs Tr Intl Dev Pwr
176
+ 1.78%
N/A
10K $321M
ADP
Automatic Data Processing Inc

Industrials
22
+ 1.96%
$286.85 - $318.64 $6.31K - $7.01K
1.14K $350M
HUM
Humana Inc

Healthcare
22
+ 1.61%
$249.11 - $303.11 $5.48K - $6.67K
1.39K $367M
FNDE
Schwab Fundamental Emerging Mk

ETFs
77
+ 0.81%
$28.11 - $32.0 $2.16K - $2.46K
9.64K $297M
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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