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
MA
Mastercard Inc

Financial Services
124
+ 2.12%
$550.18 - $598.96 $68.2K - $74.3K
5.98K $3.4B
APD
Air Products & Chemicals, Inc.

Basic Materials
679
+ 13.85%
$265.78 - $299.3 $180K - $203K
5.58K $1.52B
MPWR
Monolithic Power Systems Inc

Technology
18
+ 5.94%
$711.24 - $922.81 $12.8K - $16.6K
321 $296M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
587
+ 2.96%
$42.5 - $45.6 $24.9K - $26.8K
20.4K $925M
NPK
National Presto Industries Inc

Industrials
45
+ 1.1%
$95.36 - $116.43 $4.29K - $5.24K
4.15K $465M
DFSV
Dimensional ETF Tr Dimensional

ETFs
193
+ 0.33%
$29.2 - $32.74 $5.64K - $6.32K
58.3K $1.86B
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.64K
+ 18.84%
$24.02 - $27.91 $39.5K - $45.9K
10.4K $289M
SPG
Simon Property Group Inc

Real Estate
104
+ 5.0%
$159.93 - $187.67 $16.6K - $19.5K
2.18K $410M
CMF
Ishares California Muni Bond E

ETFs
1.02K
+ 23.71%
$55.16 - $57.13 $56.4K - $58.4K
5.34K $304M
AEP
American Electric Power CO Inc

Utilities
341
+ 5.79%
$103.26 - $115.0 $35.2K - $39.2K
6.23K $701M
GM
General Motors CO

Consumer Cyclical
409
+ 7.81%
$48.89 - $61.24 $20K - $25K
5.65K $344M
CRH.L
Crh PLC

Basic Materials
42
+ 1.55%
N/A
2.74K $329M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
482
+ 4.46%
$54.35 - $59.32 $26.2K - $28.6K
11.3K $668M
COIN
Coinbase Global, Inc.

Technology
281
+ 36.3%
$297.99 - $419.78 $83.7K - $118K
1.06K $356M
ALL
Allstate Corp

Financial Services
140
+ 9.85%
$192.0 - $214.65 $26.9K - $30.1K
1.56K $335M
SCHW
Schwab Charles Corp

Financial Services
1.29K
+ 4.89%
$91.03 - $98.69 $117K - $127K
27.6K $2.63B
RWO
Spdr Dow Jones Global Real Est

ETFs
996
+ 13.84%
$43.53 - $46.27 $43.4K - $46.1K
8.19K $375M
KR
Kroger CO

Consumer Defensive
1.31K
+ 8.15%
$64.52 - $74.35 $84.6K - $97.5K
17.4K $1.17B
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
2.37K
+ 8.09%
$21.47 - $21.83 $50.9K - $51.8K
31.7K $689M
PLD
Prologis, Inc.

Real Estate
222
+ 5.63%
$104.08 - $115.35 $23.1K - $25.6K
4.16K $477M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
399
+ 5.87%
$72.65 - $78.68 $29K - $31.4K
7.2K $564M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.13K
+ 1.41%
$22.9 - $24.1 $25.8K - $27.1K
81.2K $1.94B
HIG
Hartford Financial Services Group, Inc.

Financial Services
30
+ 0.75%
$119.73 - $134.7 $3.59K - $4.04K
4.04K $540M
OMC
Omnicom Group Inc.

Communication Services
406
+ 14.65%
$70.41 - $81.53 $28.6K - $33.1K
3.18K $259M
MRVL
Marvell Technology, Inc.

Technology
297
+ 8.99%
$62.31 - $84.07 $18.5K - $25K
3.6K $303M
CB
Chubb LTD

Financial Services
53
+ 2.36%
$265.99 - $289.59 $14.1K - $15.3K
2.3K $648M
ABCB
Ameris Bancorp

Financial Services
1
+ 0.01%
$65.68 - $76.41 $65.7 - $76.4
7.23K $530M
AVLV
American Centy ETF Tr Avantis
355
+ 3.15%
$68.33 - $72.69 $24.3K - $25.8K
11.6K $839M
UNP
Union Pacific Corp

Industrials
114
+ 3.94%
$214.91 - $237.16 $24.5K - $27K
3K $710M
VBK
Vanguard Small Cap Growth ETF

ETFs
125
+ 16.8%
$276.51 - $305.12 $34.6K - $38.1K
869 $259M
GD
General Dynamics Corp

Industrials
45
+ 4.18%
$293.92 - $341.0 $13.2K - $15.3K
1.12K $383M
XYL
Xylem Inc.

Industrials
8
+ 0.28%
$129.67 - $147.5 $1.04K - $1.18K
2.89K $426M
DASH
Door Dash, Inc.

Communication Services
26
+ 1.75%
$234.5 - $272.5 $6.1K - $7.09K
1.51K $411M
APH
Amphenol Corp

Technology
90
+ 4.66%
$97.39 - $125.4 $8.77K - $11.3K
2.02K $250M
DHR
Danaher Corp

Healthcare
302
+ 8.32%
$181.46 - $212.2 $54.8K - $64.1K
3.93K $780M
F
Ford Motor CO

Consumer Cyclical
10
+ 0.02%
$10.82 - $12.09 $108 - $121
61.5K $735M
Linde PLC
20
+ 0.48%
N/A
4.16K $1.98B
VOYA
Voya Financial, Inc.

Financial Services
245
+ 4.06%
$67.31 - $77.62 $16.5K - $19K
6.27K $469M
ITT
Itt Inc.

Industrials
30
+ 1.43%
$155.93 - $182.88 $4.68K - $5.49K
2.13K $381M
STT
State Street Corp

Financial Services
142
+ 2.19%
$102.01 - $117.25 $14.5K - $16.6K
6.63K $769M
SCHA
Schwab Strategic Tr Us Small C

ETFs
607
+ 4.58%
$25.29 - $28.33 $15.4K - $17.2K
13.9K $386M
Tko Group Holdings Inc
8
+ 0.68%
N/A
1.18K $239M
SUB
Ishares Short Term National Mu

ETFs
233
+ 0.29%
$106.17 - $107.3 $24.7K - $25K
79.6K $8.5B
BBY
Best Buy CO Inc

Consumer Cyclical
145
+ 4.7%
$64.12 - $78.46 $9.3K - $11.4K
3.23K $244M
UPS
United Parcel Service Inc

Industrials
2.32K
+ 26.33%
$82.58 - $105.54 $191K - $245K
11.1K $929M
MMM
3 M CO

Industrials
93
+ 1.44%
$144.41 - $160.2 $13.4K - $14.9K
6.56K $1.02B
CHWY
Chewy, Inc.

Consumer Cyclical
84
+ 1.21%
$34.27 - $42.33 $2.88K - $3.56K
7.04K $285M
KMI
Kinder Morgan, Inc.

Energy
486
+ 2.95%
$26.23 - $28.5 $12.7K - $13.9K
17K $480M
KMB
Kimberly Clark Corp

Consumer Defensive
297
+ 14.58%
$121.72 - $136.77 $36.2K - $40.6K
2.33K $290M
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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email