Sage View Advisory Group, LLC Sells in Q2 2025

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-80.2K
- 2.36%
$96.84 - $99.46 $7.76M - $7.97M
3.31M $326B
UNH
Unitedhealth Group Inc

Healthcare
-2.1K
- 21.01%
$274.35 - $599.47 $575K - $1.26M
7.88K $2.22B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-40.1K
- 29.03%
$86.93 - $109.64 $3.48M - $4.39M
97.9K $11.1B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-35.9K
- 41.36%
$48.13 - $49.85 $1.73M - $1.79M
50.9K $2.47B
AAPL
Apple Inc.

Technology
-1.34K
- 0.71%
$172.42 - $223.89 $231K - $300K
187K $40B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-22.8K
- 15.43%
$72.02 - $73.82 $1.64M - $1.68M
125K $9.12B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-27.5K
- 13.92%
$61.25 - $63.4 $1.69M - $1.75M
170K $10.7B
PG
Procter & Gamble CO

Consumer Defensive
-857
- 0.87%
$157.66 - $172.39 $135K - $148K
97.5K $15.3B
TILT
Flexshares Tr

ETFs
-15.2K
- 18.66%
$181.13 - $224.01 $2.76M - $3.41M
66.3K $15.3B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-34.2K
- 28.24%
$41.3 - $47.0 $1.41M - $1.61M
86.9K $4.15B
ASML
Asml Holding Nv

Technology
-1.59K
- 75.46%
$595.37 - $815.24 $947K - $1.3M
517 $377M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-233
- 1.38%
$483.48 - $539.8 $113K - $126K
16.6K $8.02B
TMUS
T Mobile Us, Inc.

Communication Services
-1.98K
- 12.21%
$220.99 - $268.54 $437K - $531K
14.2K $3.38B
VOT
Vanguard Mid Cap Growth Index

ETFs
-6.13K
- 34.14%
$216.28 - $284.39 $1.33M - $1.74M
11.8K $3.46B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-6.73K
- 74.47%
$108.06 - $135.3 $727K - $910K
2.31K $321M
ALL
Allstate Corp

Financial Services
-3.62K
- 71.83%
$180.53 - $212.64 $654K - $770K
1.42K $273M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-17.6K
- 20.46%
$66.99 - $83.47 $1.18M - $1.47M
68.6K $5.77B
PGR
Progressive Corp

Financial Services
-1.43K
- 19.27%
$255.27 - $288.74 $366K - $414K
6.01K $1.45B
CMCSA
Comcast Corp

Communication Services
-14.9K
- 39.06%
$32.84 - $36.72 $489K - $547K
23.2K $778M
IWL
Ishares Tr Russell 200 ETF

ETFs
-10.1K
- 21.11%
$122.36 - $153.12 $1.24M - $1.55M
37.9K $5.98B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-7.73K
- 29.94%
$91.51 - $113.03 $707K - $873K
18.1K $2.13B
IWS
Ishares Russell Midcap Value E

ETFs
-4.79K
- 31.18%
$110.58 - $132.14 $530K - $633K
10.6K $1.44B
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.58K
- 25.98%
$141.87 - $164.49 $508K - $589K
10.2K $1.73B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.13K
- 38.03%
$75.05 - $77.34 $460K - $474K
9.99K $766M
VV
Vanguard Large Cap ETF

ETFs
-6.27K
- 16.8%
$228.25 - $285.3 $1.43M - $1.79M
31.1K $9.14B
VNQ
Vanguard Specialized Funds Van

ETFs
-4.44K
- 26.03%
$79.79 - $91.42 $354K - $406K
12.6K $1.14B
ADBE
Adobe Inc.

Technology
-834
- 15.09%
$340.0 - $420.68 $284K - $351K
4.69K $1.73B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.99K
- 49.88%
$83.54 - $100.04 $333K - $399K
4.01K $416M
DIS
Walt Disney CO

Communication Services
-8.35K
- 26.18%
$81.72 - $124.01 $682K - $1.04M
23.5K $2.83B
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-10.8K
- 39.25%
$30.77 - $35.62 $332K - $384K
16.7K $601M
NXPI
Nxp Semiconductors N.V.

Technology
-1.84K
- 57.33%
$153.5 - $218.72 $282K - $402K
1.37K $313M
EQT
Eqt Corp

Energy
-5.04K
- 35.44%
$46.11 - $60.44 $232K - $305K
9.19K $477M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-5.18K
- 48.32%
$45.3 - $50.64 $235K - $262K
5.54K $277M
MCD
Mcdonalds Corp

Consumer Cyclical
-82
- 0.49%
$285.55 - $321.23 $23.4K - $26.3K
16.8K $5.02B
VTV
Vanguard Value ETF

ETFs
-2.12K
- 10.1%
$153.67 - $176.74 $325K - $374K
18.8K $3.39B
PFE
Pfizer Inc

Healthcare
-6.51K
- 11.34%
$21.59 - $24.84 $141K - $162K
50.9K $1.24B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-4.47K
- 17.35%
$44.68 - $45.96 $199K - $205K
21.3K $969M
ZTS
Zoetis Inc.

Healthcare
-819
- 14.31%
$144.41 - $170.3 $118K - $139K
4.9K $739M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-326
- 10.55%
$390.26 - $489.06 $127K - $159K
2.76K $1.34B
BMY
Bristol Myers Squibb CO

Healthcare
-406
- 3.25%
$44.12 - $59.6 $17.9K - $24.2K
12.1K $574M
PEP
Pepsico Inc

Consumer Defensive
-320
- 1.9%
$128.02 - $151.37 $41K - $48.4K
16.5K $2.34B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.69K
- 2.08%
$85.42 - $94.39 $144K - $159K
79.5K $7.43B
AMGN
Amgen Inc

Healthcare
-274
- 3.14%
$262.28 - $309.85 $71.9K - $84.9K
8.46K $2.55B
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.57K
- 24.15%
$44.8 - $53.97 $205K - $247K
14.4K $806M
IAPR
Innovator Etfs Tr Internationa

ETFs
-8.55K
- 17.67%
$25.9 - $29.24 $222K - $250K
39.8K $1.17B
SBUX
Starbucks Corp

Consumer Cyclical
-1.11K
- 8.41%
$79.69 - $99.41 $88.5K - $110K
12.1K $1.13B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-133
- 3.34%
$421.16 - $509.5 $56K - $67.8K
3.85K $1.77B
ACN
Accenture PLC

Technology
-192
- 7.02%
$279.23 - $323.21 $53.6K - $62.1K
2.54K $705M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.48K
- 23.83%
$90.85 - $102.31 $135K - $152K
4.74K $491M
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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