Sage Investment Counsel LLC Sells in Q1 2025

Sage Investment Counsel LLC

  • $78.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-245
- 1.21%
$209.68 - $247.1 $51.4K - $60.5K
20.1K $4.46B
BAC
Bank Of America Corp

Financial Services
-10.3K
- 24.32%
$39.61 - $47.74 $410K - $494K
32.2K $1.34B
DFS
Discover Financial Services

Financial Services
-2.48K
- 47.09%
$152.99 - $203.25 $380K - $505K
2.79K $476M
VBR
Vanguard Small Cap Value ETF

ETFs
-564
- 8.89%
$183.02 - $207.75 $103K - $117K
5.78K $1.08B
ET
Energy Transfer LP

Energy
-2K
- 1.46%
$17.26 - $21.08 $34.5K - $42.2K
135K $2.51B
DVA
Davita Inc.

Healthcare
-1.2K
- 19.47%
$140.0 - $177.35 $168K - $213K
4.97K $760M
MSFT
Microsoft Corp

Technology
-10
- 0.3%
$375.39 - $447.2 $3.75K - $4.47K
3.34K $1.25B
APO
Apollo Global Management, Inc.

Financial Services
-500
- 16.18%
$126.01 - $172.06 $63K - $86K
2.59K $355M
JHG
Janus Henderson Group PLC

Financial Services
-482
- 2.61%
$35.98 - $45.94 $17.3K - $22.1K
18K $651M
UL
Unilever PLC

Consumer Defensive
-2.56K
- 33.41%
$54.72 - $60.29 $140K - $154K
5.1K $304M
TFC
Truist Financial Corp

Financial Services
-2.19K
- 23.85%
$39.48 - $48.15 $86.5K - $105K
6.99K $288M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-125
- 7.14%
$507.05 - $563.67 $63.4K - $70.5K
1.63K $835M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.1K
- 22.65%
$58.01 - $64.46 $122K - $135K
7.16K $444M
LAD
Lithia Motors Inc

Consumer Cyclical
-135
- 16.17%
$285.59 - $385.71 $38.6K - $52.1K
700 $205M
DIS
Walt Disney CO

Communication Services
-302
- 7.22%
$96.87 - $114.0 $29.3K - $34.4K
3.88K $383M
XOM
Exxon Mobil Corp

Energy
-1.55K
- 16.22%
$105.44 - $118.93 $164K - $185K
8.02K $953M
WMT
Walmart Inc.

Consumer Defensive
-723
- 19.02%
$84.5 - $105.05 $61.1K - $76K
3.08K $270M
VT
Vanguard Total World Stk Index

ETFs
-363
- 3.44%
$115.08 - $123.97 $41.8K - $45K
10.2K $1.18B
OMF
One Main Holdings, Inc.

Financial Services
-18
- 0.14%
$45.35 - $58.06 $816 - $1.05K
12.8K $626M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-176
- 4.75%
$92.51 - $102.81 $16.3K - $18.1K
3.53K $326M
F
Ford Motor CO

Consumer Cyclical
-2.8K
- 12.44%
$9.12 - $10.43 $25.5K - $29.2K
19.7K $198M
FCX
Freeport Mcmoran Inc

Basic Materials
-335
- 3.88%
$34.5 - $43.01 $11.6K - $14.4K
8.3K $314M
SWX
Southwest Gas Holdings, Inc.

Utilities
-150
- 3.89%
$68.42 - $78.18 $10.3K - $11.7K
3.7K $266M
VNQ
Vanguard Specialized Funds Van

ETFs
-195
- 2.52%
$85.55 - $94.34 $16.7K - $18.4K
7.54K $682M
JPM
Jpmorgan Chase & CO

Financial Services
-120
- 2.15%
$225.19 - $279.95 $27K - $33.6K
5.45K $1.34B
VZ
Verizon Communications Inc

Communication Services
-632
- 9.0%
$37.81 - $46.49 $23.9K - $29.4K
6.39K $290M
NRZ
New Residential Investment Corp.

Real Estate
-1.65K
- 3.34%
N/A
47.7K $546M
CSCO
Cisco Systems, Inc.

Technology
-29
- 0.48%
$58.74 - $64.87 $1.7K - $1.88K
5.97K $368M
RTX
Raytheon Technologies Corp

Industrials
-499
- 10.45%
$114.1 - $135.66 $56.9K - $67.7K
4.28K $567M
CVX
Chevron Corp

Energy
-100
- 6.65%
$146.71 - $167.97 $14.7K - $16.8K
1.4K $235M
CCU
United Breweries CO Inc

Consumer Defensive
-2.5K
- 16.89%
$11.22 - $15.62 $28.1K - $39.1K
12.3K $187M
ELV
Elevance Health, Inc.

Healthcare
-78
- 8.97%
$365.9 - $436.25 $28.5K - $34K
792 $344M
O
Realty Income Corp

Real Estate
-84
- 0.5%
$51.67 - $58.49 $4.34K - $4.91K
16.7K $968M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-165
- 3.49%
$80.53 - $147.57 $13.3K - $24.3K
4.57K $604M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.21%
$442.66 - $534.52 $4.43K - $5.35K
4.85K $2.58B
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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