Sage Advisory Services, Ltd.Co. Portfolio Holdings

Sage Advisory Services, Ltd.Co.

  • $169 Million
  • Q4 2024

Sage Advisory Services, Ltd.Co. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $169 Million distributed in 42 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 $21.2M, Ishares Tr with a value of $20.1M, Ishares Tr with a value of $9.98M, ETF Ser Solution Distillate Us with a value of $9.73M, and Ishares Msci Usa Quality Facto with a value of $9.43M.

Examining the 13F form we can see an decrease of $206M in the current position value, from $375M to 169M.

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

Portfolio value $169 Million
ETFs: $168 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $169 Million
  • Prior Value $375 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Sage Advisory Services, Ltd.Co. Portfolio

Follow Sage Advisory Services, Ltd.Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Advisory Services, Ltd.Co., based on Form 13F filings with the SEC.

News

Stay updated on Sage Advisory Services, Ltd.Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email