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
Veralto Corp
-111
- 3.79%
N/A
2.82K $291M
TNC
Tennant CO

Industrials
-1
- 0.04%
$68.18 - $81.07 $68.2 - $81.1
2.64K $218M
FTCS
First Trust Capital Strength E

ETFs
-13
- 0.26%
$81.6 - $92.39 $1.06K - $1.2K
4.93K $452M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-105
- 6.45%
$149.76 - $186.42 $15.7K - $19.6K
1.52K $295M
PEG
Public Service Enterprise Group Inc

Utilities
-201
- 3.44%
$77.13 - $84.18 $15.5K - $16.9K
5.64K $490M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-457
- 8.25%
$54.81 - $67.78 $25K - $31K
5.08K $357M
NI
Nisource Inc.

Utilities
-42
- 0.38%
$37.11 - $40.64 $1.56K - $1.71K
11K $454M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-839
- 4.69%
$35.77 - $42.27 $30K - $35.5K
17K $735M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-417
- 2.58%
$23.55 - $27.67 $9.82K - $11.5K
15.7K $445M
MDT
Medtronic PLC

Healthcare
-41
- 0.45%
$80.68 - $88.86 $3.31K - $3.64K
9.14K $841M
CNHI
Cnh Industrial N.V.

Industrials
-245
- 0.9%
N/A
27K $351M
EEM
Ishares Msci Emerging Markets

ETFs
-282
- 5.14%
$38.52 - $48.28 $10.9K - $13.6K
5.21K $256M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.05K
- 7.92%
$61.79 - $76.67 $64.9K - $80.5K
12.2K $930M
CENT
Central Garden & Pet CO

Consumer Defensive
-25
- 0.35%
$33.56 - $36.96 $839 - $924
7.05K $277M
QCOM
Qualcomm Inc

Technology
-51
- 1.43%
$124.66 - $159.48 $6.36K - $8.13K
3.51K $565M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.82K
- 4.85%
$114.78 - $133.31 $209K - $243K
35.7K $4.86B
FCX
Freeport Mcmoran Inc

Basic Materials
-572
- 7.13%
$29.15 - $44.46 $16.7K - $25.4K
7.46K $326M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-160
- 1.87%
$22.25 - $28.0 $3.56K - $4.48K
8.39K $238M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-230
- 7.27%
$57.41 - $74.81 $13.2K - $17.2K
2.94K $230M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-162
- 1.97%
$23.66 - $29.99 $3.83K - $4.86K
8.04K $246M
INTF
Ishares Tr

ETFs
-55
- 0.66%
$27.6 - $34.51 $1.52K - $1.9K
8.23K $282M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-10
- 1.3%
$272.36 - $339.57 $2.72K - $3.4K
759 $265M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-125
- 1.97%
$59.24 - $71.39 $7.41K - $8.92K
6.23K $453M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-45
- 0.32%
$45.11 - $52.34 $2.03K - $2.36K
14.1K $753M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-26
- 0.49%
$43.34 - $55.24 $1.13K - $1.44K
5.33K $296M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.18K
- 4.63%
$22.92 - $28.05 $27K - $33K
24.2K $703M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-595
- 2.38%
$24.32 - $29.74 $14.5K - $17.7K
24.4K $716M
SYK
Stryker Corp

Healthcare
-1
- 0.07%
$337.37 - $395.63 $337 - $396
1.48K $595M
AVLV
American Centy ETF Tr Avantis
-160
- 1.4%
$56.85 - $68.21 $9.1K - $10.9K
11.3K $791M
FITB
Fifth Third Bancorp

Financial Services
-82
- 0.53%
$33.32 - $41.51 $2.73K - $3.4K
15.4K $655M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-196
- 2.8%
$58.41 - $72.69 $11.4K - $14.2K
6.8K $510M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.55K
- 5.53%
$32.66 - $40.75 $50.6K - $63.1K
26.5K $1.08B
MAR
Marriott International Inc

Consumer Cyclical
-74
- 3.55%
$211.12 - $274.14 $15.6K - $20.3K
2.01K $555M
FBNC
First Bancorp

Financial Services
-394
- 5.76%
$36.02 - $44.09 $14.2K - $17.4K
6.45K $333M
SYF
Synchrony Financial

Financial Services
-484
- 10.23%
$43.81 - $66.74 $21.2K - $32.3K
4.25K $310M
GLD
Spdr Gold Trust

ETFs
-54
- 1.2%
$273.71 - $316.29 $14.8K - $17.1K
4.45K $1.36B
IGM
Ishares Expanded Tech Sector E

ETFs
-29
- 1.12%
$79.8 - $112.34 $2.31K - $3.26K
2.56K $297M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-240
- 1.52%
$29.41 - $37.21 $7.06K - $8.93K
15.6K $589M
HON
Honeywell International Inc

Industrials
-119
- 1.73%
$182.86 - $232.88 $21.8K - $27.7K
6.77K $1.52B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.55K
- 6.01%
$30.87 - $39.17 $47.8K - $60.7K
24.2K $966M
CDNS
Cadence Design Systems Inc

Technology
-1
- 0.12%
$231.64 - $323.08 $232 - $323
854 $285M
XLK
Technology Sector Spdr

ETFs
-383
- 12.85%
$179.73 - $253.23 $68.8K - $97K
2.6K $686M
TXT
Textron Inc

Industrials
-44
- 0.37%
$60.72 - $80.34 $2.67K - $3.53K
11.8K $926M
AXON
Axon Enterprise, Inc.

Industrials
-25
- 5.61%
$497.13 - $827.94 $12.4K - $20.7K
421 $310M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-395
- 4.68%
$97.68 - $121.38 $38.6K - $47.9K
8.04K $1.01B
DISV
Dimensional ETF Tr Dimensional

ETFs
-759
- 3.17%
$25.93 - $32.91 $19.7K - $25K
23.2K $774M
UNOV
Earth Science Tech, Inc.

ETFs
-1.02K
- 2.38%
$32.19 - $36.09 $33K - $37K
41.9K $1.54B
HEIA
Heico Crp Cl A
-5
- 0.27%
N/A
1.86K $475M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-228
- 2.44%
$73.7 - $90.98 $16.8K - $20.7K
9.11K $860M
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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