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
AON
Aon PLC

Financial Services
165
+ 7.53%
$350.91 - $375.27 $57.9K - $61.9K
2.36K $840M
FFIV
F5, Inc.

Technology
48
+ 6.71%
$290.76 - $334.59 $14K - $16.1K
763 $247M
FOX
Fox Corp Cl B (De)

Communication Services
51
+ 1.04%
$49.06 - $57.29 $2.5K - $2.92K
4.97K $284M
SCMB
Schwab Strategic Tr Mun Bd ETF
870
+ 8.75%
N/A
10.8K $277M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6
+ 0.15%
$98.99 - $112.2 $594 - $673
4.01K $444M
JNK
Spdr Bloomberg High Yield Bond

ETFs
143
+ 1.02%
$96.22 - $98.19 $13.8K - $14K
14.2K $1.39B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
654
+ 2.72%
$22.89 - $23.7 $15K - $15.5K
24.7K $581M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
87
+ 5.91%
$148.97 - $165.88 $13K - $14.4K
1.56K $256M
SYF
Synchrony Financial

Financial Services
474
+ 11.16%
$67.53 - $76.86 $32K - $36.4K
4.72K $335M
TAXF
American Centy ETF Tr Diversif

ETFs
23
+ 0.15%
$48.42 - $50.27 $1.11K - $1.16K
15.2K $765M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
202
+ 2.95%
$66.84 - $69.82 $13.5K - $14.1K
7.04K $490M
IWD
Ishares Russell 1000 Val ETF

ETFs
75
+ 4.99%
$192.76 - $203.86 $14.5K - $15.3K
1.58K $321M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
121
+ 1.21%
$76.16 - $78.59 $9.22K - $9.51K
10.1K $789M
FNF
Fidelity National Financial, Inc.

Financial Services
46
+ 0.78%
$51.22 - $61.07 $2.36K - $2.81K
5.91K $357M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
241
+ 5.08%
$101.12 - $106.18 $24.4K - $25.6K
4.98K $513M
ADM
Archer Daniels Midland CO

Consumer Defensive
22
+ 0.52%
$53.54 - $64.21 $1.18K - $1.41K
4.25K $254M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
645
+ 2.24%
$25.0 - $25.33 $16.1K - $16.3K
29.4K $744M
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 11.76%
$2292.04 - $2514.05 $22.9K - $25.1K
95 $222M
CAH
Cardinal Health Inc

Healthcare
116
+ 2.14%
$146.04 - $167.63 $16.9K - $19.4K
5.54K $870M
TGT
Target Corp

Consumer Defensive
708
+ 27.95%
$86.56 - $107.43 $61.3K - $76.1K
3.24K $291M
WPC
W. P. Carey Inc.

Real Estate
63
+ 1.47%
$61.29 - $68.7 $3.86K - $4.33K
4.34K $293M
COF
Capital One Financial Corp

Financial Services
159
+ 1.73%
$207.29 - $229.74 $33K - $36.5K
9.36K $1.99B
INTU
Intuit Inc

Technology
126
+ 21.76%
$646.03 - $807.39 $81.4K - $102K
705 $482M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
571
+ 3.88%
$22.64 - $23.22 $12.9K - $13.3K
15.3K $353M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
149
+ 0.41%
$21.91 - $22.57 $3.26K - $3.36K
36.2K $814M
EPC
Edgewell Personal Care CO

Consumer Defensive
4K
+ 36.36%
$19.42 - $27.1 $77.7K - $108K
15K $305M
Veralto Corp
61
+ 2.16%
N/A
2.88K $307M
NTRS
Northern Trust Corp

Financial Services
10
+ 0.37%
$123.6 - $134.6 $1.24K - $1.35K
2.68K $361M
BSEP
Innovator U.S. Equity Buffer E

ETFs
105
+ 2.35%
$45.13 - $48.29 $4.74K - $5.07K
4.57K $221M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
155
+ 0.75%
$37.14 - $37.85 $5.76K - $5.87K
20.8K $786M
SRLN
Ssga Active Trust

ETFs
330
+ 3.0%
$41.28 - $41.65 $13.6K - $13.7K
11.3K $472M
SPOT
Spotify Technology S.A.

Communication Services
23
+ 2.07%
$620.01 - $738.53 $14.3K - $17K
1.14K $793M
CI
Cigna Corp

Healthcare
55
+ 7.2%
$262.23 - $334.39 $14.4K - $18.4K
819 $236M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.11%
$187.97 - $199.47 $376 - $399
1.84K $367M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
80
+ 0.25%
$47.76 - $48.46 $3.82K - $3.88K
31.6K $1.53B
Neuberger Berman ETF Trust
186
+ 1.66%
N/A
11.4K $306M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
83
+ 1.22%
$50.73 - $52.47 $4.21K - $4.36K
6.9K $360M
AIG
American International Group, Inc.

Financial Services
220
+ 2.39%
$76.34 - $85.87 $16.8K - $18.9K
9.42K $740M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.07%
$185.88 - $207.44 $186 - $207
1.52K $306M
FTCS
First Trust Capital Strength E

ETFs
5
+ 0.1%
$89.72 - $93.74 $449 - $469
4.94K $462M
SPMD
Spdr Portfolio

ETFs
105
+ 2.09%
$54.43 - $58.29 $5.72K - $6.12K
5.14K $294M
DGS
Wisdomtree Emerging Markets Sm

ETFs
19
+ 0.36%
$54.85 - $58.99 $1.04K - $1.12K
5.35K $305M
TTC
Toro CO

Industrials
60
+ 2.0%
$72.64 - $82.54 $4.36K - $4.95K
3.06K $233M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10
+ 0.16%
$49.09 - $50.58 $491 - $506
6.39K $323M
TIP
Ishares Tr Tips Bd ETF

ETFs
19
+ 0.52%
$109.11 - $111.88 $2.07K - $2.13K
3.65K $406M
MWA
Mueller Water Products, Inc.

Industrials
2
+ 0.02%
$23.94 - $27.39 $47.9 - $54.8
11.4K $291M
BCPC
Balchem Corp

Basic Materials
56
+ 1.44%
$148.82 - $165.12 $8.33K - $9.25K
3.94K $592M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
192
+ 5.32%
$82.96 - $95.7 $15.9K - $18.4K
3.8K $341M
GGG
Graco Inc

Industrials
30
+ 0.44%
$82.58 - $88.81 $2.48K - $2.66K
6.83K $580M
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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