Sage View Advisory Group, LLC Sells in Q4 2024

Sage View Advisory Group, LLC

  • $2.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-64.7K
- 27.2%
$43.97 - $45.33 $2.84M - $2.93M
173K $7.78B
HYG
Ishares Tr

ETFs
-21.7K
- 31.68%
$78.09 - $80.04 $1.69M - $1.74M
46.7K $3.68B
IAPR
Innovator Etfs Tr Internationa

ETFs
-45.3K
- 39.9%
$26.66 - $28.18 $1.21M - $1.28M
68.3K $1.82B
AON
Aon PLC

Financial Services
-3.86K
- 62.61%
$344.14 - $393.31 $1.33M - $1.52M
2.31K $828M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-3.46K
- 2.2%
$68.55 - $74.48 $237K - $258K
154K $10.6B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.01K
- 32.92%
$396.64 - $516.74 $796K - $1.04M
4.09K $1.65B
TILT
Flexshares Tr

ETFs
-6.8K
- 4.58%
$210.31 - $227.39 $1.43M - $1.55M
142K $30.6B
KAPR
Innovator U.S. Small Cap Power

ETFs
-30.1K
- 32.44%
$32.06 - $34.27 $966K - $1.03M
62.7K $2.05B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-8.34K
- 45.56%
$49.78 - $66.55 $415K - $555K
9.96K $499M
AMT
American Tower Corp

Real Estate
-1.17K
- 11.6%
$179.4 - $232.01 $210K - $271K
8.92K $1.64B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.9K
- 5.56%
$88.59 - $94.57 $434K - $463K
83.2K $7.38B
CI
Cigna Corp

Healthcare
-1.71K
- 69.88%
$265.59 - $358.58 $454K - $613K
737 $204M
HYD
Vaneck High Yield Muni ETF

ETFs
-9.15K
- 10.76%
$51.09 - $53.06 $467K - $485K
75.9K $3.94B
IJUL
Innovator Etfs Tr

ETFs
-15.7K
- 38.25%
$27.59 - $29.25 $432K - $458K
25.3K $701M
UBER
Uber Technologies, Inc

Technology
-5.28K
- 43.58%
$59.93 - $86.34 $316K - $456K
6.84K $412M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-9.13K
- 22.66%
$44.87 - $46.86 $409K - $428K
31.1K $1.4B
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-6.91K
- 59.19%
$64.34 - $70.57 $444K - $487K
4.76K $311M
CTAS
Cintas Corp

Industrials
-515
- 3.1%
$182.7 - $226.47 $94.1K - $117K
16.1K $2.94B
PJUL
Innovator U.S. Equity Power Bu

ETFs
-9.96K
- 39.37%
$40.12 - $41.68 $400K - $415K
15.3K $631M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-3.19K
- 3.34%
N/A
92.3K $3.08B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-82
- 2.54%
$501.29 - $612.85 $41.1K - $50.3K
3.15K $1.64B
ASML
Asml Holding Nv

Technology
-39
- 1.69%
$658.43 - $872.27 $25.7K - $34K
2.27K $1.58B
NXPI
Nxp Semiconductors N.V.

Technology
-931
- 19.92%
$207.27 - $255.58 $193K - $238K
3.74K $778M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.77K
- 3.05%
$51.33 - $53.74 $142K - $149K
88.2K $4.54B
KO
Coca Cola CO

Consumer Defensive
-1.25K
- 4.76%
$61.74 - $71.71 $76.9K - $89.3K
24.9K $1.55B
NVO
Novo Nordisk A S

Healthcare
-420
- 5.16%
$85.0 - $120.04 $35.7K - $50.4K
7.72K $664M
EDV
Vanguard Extended Duration Tre

ETFs
-2.26K
- 18.36%
$67.27 - $79.67 $152K - $180K
10K $680M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.26K
- 9.87%
$70.1 - $76.53 $159K - $173K
20.7K $1.46B
KJUL
Innovator U.S. Small Cap Power

Technology
-10.2K
- 41.13%
$28.78 - $30.34 $294K - $310K
14.6K $430M
IWL
Ishares Tr Russell 200 ETF

ETFs
-4.63K
- 5.18%
$138.92 - $149.97 $643K - $694K
84.8K $12.3B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.69K
- 4.19%
$74.5 - $78.37 $126K - $133K
38.7K $2.89B
DGRO
Ishares Core Dividend Growth E

ETFs
-3.56K
- 23.26%
$60.73 - $64.94 $216K - $231K
11.7K $720M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.16K
- 19.46%
$72.97 - $96.75 $84.6K - $112K
4.8K $356M
TGT
Target Corp

Consumer Defensive
-956
- 26.3%
$121.59 - $160.69 $116K - $154K
2.68K $362M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-6.06K
- 39.22%
$24.59 - $25.81 $149K - $156K
9.39K $232M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-5.02K
- 17.44%
$30.67 - $30.84 $154K - $155K
23.8K $730M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.27K
- 8.82%
$94.77 - $97.36 $120K - $123K
13.1K $1.25B
AVDE
American Centy ETF Tr Avantis

ETFs
-560
- 2.9%
$60.9 - $66.69 $34.1K - $37.3K
18.8K $1.15B
BNDX
Vanguard Total International B

ETFs
-2.09K
- 6.36%
$48.91 - $50.61 $102K - $106K
30.8K $1.51B
VLUE
Ishares Msci Usa Value Factor

ETFs
-877
- 6.11%
$104.01 - $115.38 $91.2K - $101K
13.5K $1.42B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.59K
- 2.08%
$33.92 - $36.6 $223K - $241K
310K $10.7B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-867
- 6.56%
$201.32 - $217.44 $175K - $189K
12.4K $2.56B
PLD
Prologis, Inc.

Real Estate
-379
- 9.42%
$101.4 - $126.96 $38.4K - $48.1K
3.64K $385M
EEMV
Ishares Msci Emerging Markets

ETFs
-1.03K
- 8.45%
$57.85 - $63.11 $59.8K - $65.3K
11.2K $650M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.69K
- 8.17%
$45.07 - $47.1 $76K - $79.5K
19K $857M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-826
- 17.84%
$99.2 - $108.47 $81.9K - $89.6K
3.81K $379M
HDV
Ishares Core High Dividend ETF

ETFs
-888
- 32.05%
$110.82 - $121.28 $98.4K - $108K
1.88K $211M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-667
- 13.97%
$107.06 - $123.74 $71.4K - $82.5K
4.11K $450M
AEP
American Electric Power CO Inc

Utilities
-455
- 6.82%
$90.91 - $102.21 $41.4K - $46.5K
6.22K $574M
Activity Summary
Buys All Purchases 425 New Holdings 107 Increased Positions 318 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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