Sage View Advisory Group, LLC Portfolio Holdings
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
Sage View Advisory Group, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.97 Trillion distributed in 509 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $281B, Vanguard Russell 1000 Value Et with a value of $167B, Vanguard Russell 1000 Growth E with a value of $155B, Schwab Strategic Tr Intl Eqty with a value of $106B, and Vanguard Extended Market ETF with a value of $86.4B.
Examining the 13F form we can see an decrease of $183B in the current position value, from $2.15T to 1.97T.
Sage View Advisory Group, LLC is based out at Newport Beach, CA
Below you can find more details about Sage View Advisory Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 509
- Current Value $1.97 Trillion
- Prior Value $2.15 Trillion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 34 stocks
- Additional Purchases 70 stocks
- Sold out of 0 stocks
- Reduced holdings in 386 stocks