Sage View Advisory Group, LLC New Holdings in Q2 2025

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
58.1K
New
$33.11 - $37.79 $1.92M - $2.19M
58.1K $2.22B
RE
Everest Re Group LTD

Financial Services
5.13K
New
N/A
5.13K $1.7B
Innovator Etfs Trust
46.9K
New
N/A
46.9K $1.25B
Innovator Etfs Trust
47.5K
New
N/A
47.5K $1.25B
BJUL
Innovator U.S. Equity Buffer E

ETFs
14.1K
New
$39.61 - $47.13 $560K - $667K
14.1K $680M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.8K
New
$43.53 - $54.46 $470K - $588K
10.8K $606M
CB
Chubb LTD

Financial Services
2.24K
New
$274.32 - $302.46 $616K - $679K
2.24K $597M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
12.6K
New
$36.26 - $40.45 $457K - $509K
12.6K $518M
J P Morgan Exchange Traded F
7.76K
New
N/A
7.76K $492M
GME
Game Stop Corp.

Consumer Cyclical
20.1K
New
$21.1 - $35.01 $423K - $702K
20.1K $461M
DHI
Horton D R Inc

Consumer Cyclical
2.94K
New
$115.1 - $129.63 $339K - $382K
2.94K $430M
NPK
National Presto Industries Inc

Industrials
4.1K
New
$81.06 - $99.62 $333K - $409K
4.1K $397M
SAP
Sap Se

Technology
1.26K
New
$237.53 - $309.8 $298K - $389K
1.26K $354M
COIN
Coinbase Global, Inc.

Technology
774
New
$151.47 - $375.07 $117K - $290K
774 $294M
VST
Vistra Corp.

Utilities
1.48K
New
$98.07 - $195.04 $145K - $289K
1.48K $291M
CRH.L
Crh PLC

Basic Materials
2.7K
New
N/A
2.7K $266M
HUBB
Hubbell Inc

Industrials
604
New
$315.94 - $408.41 $191K - $247K
604 $265M
Innovator Etfs Trust
5.56K
New
N/A
5.56K $256M
CHWY
Chewy, Inc.

Consumer Cyclical
6.96K
New
$31.21 - $48.21 $217K - $335K
6.96K $253M
EIX
Edison International

Utilities
4.82K
New
$48.32 - $59.92 $233K - $289K
4.82K $252M
MRVL
Marvell Technology, Inc.

Technology
3.31K
New
$49.38 - $79.97 $163K - $264K
3.31K $251M
SCMB
Schwab Strategic Tr Mun Bd ETF
9.94K
New
N/A
9.94K $248M
Brookfield Asset Managmt LTD
3.9K
New
N/A
3.9K $245M
CSGP
Costar Group, Inc.

Real Estate
2.6K
New
$72.62 - $83.22 $189K - $216K
2.6K $242M
CMF
Ishares California Muni Bond E

ETFs
4.32K
New
$54.52 - $56.7 $235K - $245K
4.32K $239M
CRWD
Crowd Strike Holdings, Inc.

Technology
502
New
$321.63 - $509.31 $161K - $256K
502 $237M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.58K
New
$53.75 - $67.21 $192K - $241K
3.58K $236M
ADM
Archer Daniels Midland CO

Consumer Defensive
4.22K
New
$41.79 - $54.16 $176K - $229K
4.22K $231M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.47K
New
$113.67 - $150.4 $167K - $221K
1.47K $230M
FNDF
Schwab Fundamental Intl Large

ETFs
5.64K
New
$32.25 - $40.02 $182K - $226K
5.64K $230M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.47K
New
$91.43 - $91.74 $226K - $226K
2.47K $226M
BJUN
Innovator U.S. Equity Buffer E

ETFs
5.06K
New
N/A
5.06K $225M
MPWR
Monolithic Power Systems Inc

Technology
303
New
$455.19 - $737.73 $138K - $224K
303 $224M
TTC
Toro CO

Industrials
3K
New
$63.51 - $77.8 $191K - $233K
3K $224M
GHM
Graham Corp

Industrials
4K
New
$26.62 - $50.6 $106K - $202K
4K $223M
FFIV
F5, Inc.

Technology
715
New
$239.25 - $295.9 $171K - $212K
715 $216M
EME
Emcor Group, Inc.

Industrials
341
New
$342.02 - $534.89 $117K - $182K
341 $215M
ONB
Old National Bancorp

Financial Services
9.94K
New
$17.95 - $22.57 $178K - $224K
9.94K $215M
SON
Sonoco Products CO

Consumer Cyclical
4.44K
New
$40.6 - $47.93 $180K - $213K
4.44K $212M
BBY
Best Buy CO Inc

Consumer Cyclical
3.08K
New
$56.17 - $75.73 $173K - $233K
3.08K $209M
Ishares Bitcoin Trust ETF
3.09K
New
N/A
3.09K $207M
BSEP
Innovator U.S. Equity Buffer E

ETFs
4.47K
New
$38.32 - $45.16 $171K - $202K
4.47K $207M
APH
Amphenol Corp

Technology
1.93K
New
$59.09 - $98.75 $114K - $191K
1.93K $206M
Lazard Inc
3.71K
New
N/A
3.71K $202M
Tko Group Holdings Inc
1.17K
New
N/A
1.17K $200M
MELI
Mercadolibre Inc

Consumer Cyclical
85
New
$1794.73 - $2613.63 $153K - $222K
85 $200M
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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