Sage Advisory Services, Ltd.Co. Portfolio Holdings

Sage Advisory Services, Ltd.Co.

  • $170 Million
  • Q1 2025

Sage Advisory Services, Ltd.Co. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.8M, Ishares Tr with a value of $20.3M, Ishares Tr with a value of $14.3M, ETF Ser Solution Distillate Us with a value of $9.84M, and Pacer Fds Tr Us Cash Cows 100 with a value of $9.37M.

Examining the 13F form we can see an increase of $1.5M in the current position value, from $169M to 170M.

Below you can find more details about Sage Advisory Services, Ltd.Co. portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
ETFs: $169 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $170 Million
  • Prior Value $169 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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