Sage View Advisory Group, LLC Purchases in Q1 2025

Sage View Advisory Group, LLC

  • $2.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
247K
+ 7.86%
$95.85 - $99.25 $23.7M - $24.5M
3.39M $335B
VONV
Vanguard Russell 1000 Value Et

ETFs
205K
+ 8.67%
$80.21 - $86.14 $16.5M - $17.7M
2.57M $213B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
151K
+ 2.28%
$18.36 - $20.51 $2.78M - $3.11M
6.8M $135B
REET
Ishares Global Reit ETF

ETFs
286K
+ 12.01%
$23.24 - $25.16 $6.64M - $7.19M
2.66M $64.6B
SCHC
Schwab Strategic Tr Intl Small

ETFs
131K
+ 7.84%
$33.57 - $37.22 $4.38M - $4.86M
1.79M $64.4B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
108K
+ 3.11%
$25.81 - $28.52 $2.8M - $3.09M
3.59M $98.9B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
101K
+ 5.28%
$49.42 - $50.43 $4.97M - $5.07M
2M $100B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
145K
+ 15.56%
$23.32 - $23.84 $3.38M - $3.45M
1.07M $25.2B
FAST
Fastenal CO

Industrials
39.2K
+ 383.57%
$71.11 - $79.98 $2.79M - $3.14M
49.4K $3.83B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
56K
+ 39.3%
$57.21 - $65.8 $3.21M - $3.69M
199K $11.6B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
52.2K
+ 229.76%
$45.92 - $47.58 $2.4M - $2.48M
74.9K $3.56B
Ardent Health Partners Inc
169K
New
N/A
169K $2.33B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
33.9K
+ 42.49%
$55.47 - $61.45 $1.88M - $2.08M
114K $6.7B
EMB
Ishares Tr

ETFs
20K
+ 8.89%
$88.64 - $92.03 $1.77M - $1.84M
245K $22.2B
Ishares Tr
56.6K
New
N/A
56.6K $1.66B
Ishares Tr
37.3K
New
N/A
37.3K $1.47B
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.8K
+ 12.85%
$71.17 - $73.66 $1.2M - $1.24M
148K $10.8B
PM
Philip Morris International Inc.

Consumer Defensive
2.68K
+ 12.2%
$117.15 - $158.79 $313K - $425K
24.6K $3.91B
PDEC
Innovator U.S. Equity Power Bu
28.8K
+ 66.53%
N/A
72K $2.71B
JNJ
Johnson & Johnson

Healthcare
4.06K
+ 23.28%
$142.06 - $167.7 $577K - $681K
21.5K $3.57B
PNOV
Innovator U.S. Equity Power Bu
28.8K
+ 64.24%
N/A
73.5K $2.74B
PSEP
Innovator U.S. Equity Power Bu
27.5K
+ 68.14%
N/A
67.9K $2.61B
XOM
Exxon Mobil Corp

Energy
4.26K
+ 10.31%
$105.44 - $118.93 $449K - $506K
45.5K $5.42B
PMAR
Innovator U.S. Equity Power Bu

ETFs
24.2K
New
$39.51 - $41.0 $956K - $992K
24.2K $966M
Innovator Etfs Trust
29.8K
+ 69.72%
N/A
72.5K $2.08B
Innovator Etfs Trust
33.6K
+ 70.29%
N/A
81.3K $2.08B
POCT
Innovator U.S. Equity Power Bu

ETFs
24.3K
+ 45.1%
$38.53 - $40.49 $935K - $982K
78K $3.03B
IOCT
Innovator Etfs Tr Intl Dev Pow
26.4K
+ 63.45%
N/A
68.1K $2.09B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
20.2K
New
$38.41 - $44.06 $776K - $890K
20.2K $789M
CL
Colgate Palmolive CO

Consumer Defensive
8.4K
New
$85.68 - $97.5 $720K - $819K
8.4K $787M
V
Visa Inc.

Financial Services
161
+ 0.78%
$306.92 - $362.71 $49.4K - $58.4K
20.7K $7.27B
MCD
Mcdonalds Corp

Consumer Cyclical
1.13K
+ 7.17%
$279.74 - $321.29 $315K - $362K
16.9K $5.26B
PGR
Progressive Corp

Financial Services
1.51K
+ 25.44%
$235.61 - $291.22 $356K - $439K
7.44K $2.11B
ABT
Abbott Laboratories

Healthcare
2.87K
+ 18.63%
$111.1 - $140.22 $319K - $403K
18.3K $2.43B
ABBV
Abb Vie Inc.

Healthcare
474
+ 2.64%
$169.2 - $216.66 $80.2K - $103K
18.4K $3.86B
EMXF
Ishares Esg Advanced Msci Em E

ETFs
17.2K
New
$36.46 - $39.46 $626K - $678K
17.2K $657M
GLW
Corning Inc

Technology
13.7K
+ 237.24%
$44.91 - $54.25 $613K - $741K
19.4K $889M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.17K
+ 5.86%
$58.01 - $64.46 $300K - $333K
93.4K $5.8B
Innovator Etfs Trust
25.8K
+ 76.03%
N/A
59.7K $1.43B
KOCT
Innovator Laddered Fund Of U.S
21.1K
+ 75.07%
N/A
49.2K $1.44B
Innovator Etfs Trust
27K
+ 75.7%
N/A
62.6K $1.43B
Calamos ETF Tr
22.9K
New
N/A
22.9K $548M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.7K
+ 81.85%
$50.87 - $51.09 $543K - $545K
23.7K $1.21B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.85K
+ 17.43%
$54.25 - $57.64 $534K - $568K
66.3K $3.65B
XJR
Ishares Tresg Screened S&P Sma

ETFs
13.8K
New
$36.7 - $42.78 $507K - $591K
13.8K $520M
TTWO
Take Two Interactive Software Inc

Communication Services
2.5K
New
$178.61 - $217.95 $447K - $545K
2.5K $519M
Innovator Etfs Trust
19.5K
New
N/A
19.5K $517M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
23.7K
New
$21.05 - $21.54 $498K - $510K
23.7K $501M
SPOT
Spotify Technology S.A.

Communication Services
855
New
$457.79 - $648.32 $391K - $554K
855 $470M
Activity Summary
Buys All Purchases 291 New Holdings 38 Increased Positions 253 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 0 Puts 0
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