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
GE
General Electric CO

Industrials
752
+ 7.86%
$168.59 - $212.13 $127K - $160K
10.3K $2.07B
TXN
Texas Instruments Inc

Technology
3.07K
+ 27.93%
N/A
14.1K $2.53B
Msc Income Fund Inc
27.2K
New
N/A
27.2K $449M
EOCT
Innovator Etfs Tr Emerging Mar
16.1K
+ 70.57%
N/A
38.9K $1.04B
CVX
Chevron Corp

Energy
683
+ 4.66%
$146.71 - $167.97 $100K - $115K
15.3K $2.56B
RTX
Raytheon Technologies Corp

Industrials
1.37K
+ 9.74%
$114.1 - $135.66 $156K - $185K
15.4K $2.04B
MCK
Mckesson Corp

Healthcare
457
+ 44.46%
$566.21 - $672.99 $259K - $308K
1.49K $999M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.98K
New
$203.38 - $274.79 $402K - $543K
1.98K $406M
DE
Deere & CO

Industrials
500
+ 13.92%
$408.57 - $509.27 $204K - $255K
4.09K $1.92B
Innovator Etfs Trust
14.9K
New
N/A
14.9K $380M
VPU
Vanguard Utilities ETF

ETFs
2.15K
New
$161.24 - $173.33 $347K - $373K
2.15K $367M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.71K
New
N/A
5.71K $367M
EQT
Eqt Corp

Energy
5.53K
+ 63.52%
$46.16 - $54.25 $255K - $300K
14.2K $760M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.39K
+ 6.81%
$126.11 - $135.06 $302K - $323K
37.5K $4.84B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
5.54K
New
$61.55 - $71.27 $341K - $395K
5.54K $346M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.42K
+ 54.82%
$100.32 - $100.76 $343K - $344K
9.65K $970M
Innovator Etfs Trust
13.7K
New
N/A
13.7K $339M
KO
Coca Cola CO

Consumer Defensive
1.47K
+ 5.88%
$60.81 - $72.32 $89.1K - $106K
26.4K $1.89B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.57K
New
$50.72 - $50.92 $333K - $335K
6.57K $334M
AIG
American International Group, Inc.

Financial Services
2.55K
+ 35.58%
$70.5 - $86.94 $180K - $222K
9.71K $844M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.38K
New
$49.69 - $50.76 $317K - $324K
6.38K $319M
PULS
Pgim ETF Tr

ETFs
5.82K
+ 23.42%
$49.56 - $49.78 $289K - $290K
30.7K $1.53B
PG
Procter & Gamble CO

Consumer Defensive
129
+ 0.13%
$158.56 - $176.26 $20.5K - $22.7K
98.4K $16.8B
VCIT
Vanguard Intermediate Term Cor

ETFs
2.77K
+ 6.35%
$79.17 - $82.04 $219K - $227K
46.3K $3.79B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.48K
+ 0.75%
$61.23 - $63.33 $90.3K - $93.4K
198K $12.4B
CAH
Cardinal Health Inc

Healthcare
1.45K
+ 38.38%
$118.02 - $137.77 $171K - $200K
5.23K $720M
IAU
Ishares Gold Trust

ETFs
3.72K
+ 83.59%
$49.74 - $58.96 $185K - $219K
8.17K $482M
Calamos ETF Tr
10.6K
New
N/A
10.6K $261M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.42K
+ 63.57%
$97.38 - $104.52 $236K - $253K
6.22K $636M
HWM
Howmet Aerospace Inc.

Industrials
957
+ 14.94%
$110.79 - $139.39 $106K - $133K
7.36K $955M
VUSB
Vanguard Bd Index Fds
5.1K
New
N/A
5.1K $254M
EAPR
Innovator Etfs Tr Emerging Mkt
8.06K
+ 16.52%
$25.4 - $27.53 $205K - $222K
56.8K $1.51B
NEM
Newmont Corp

Basic Materials
5.06K
New
$37.79 - $48.39 $191K - $245K
5.06K $244M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3K
New
$78.12 - $83.7 $235K - $251K
3K $242M
DXCM
Dexcom Inc

Healthcare
3.54K
New
$67.74 - $90.75 $240K - $321K
3.54K $242M
Atlanta Braves Hldgs Inc
6K
New
N/A
6K $240M
EEM
Ishares Msci Emerging Markets

ETFs
5.49K
New
$40.81 - $45.34 $224K - $249K
5.49K $240M
CSCO
Cisco Systems, Inc.

Technology
96
+ 0.11%
$58.74 - $64.87 $5.64K - $6.23K
88.5K $5.46B
ENR
Energizer Holdings, Inc.

Industrials
7.49K
New
$29.28 - $35.79 $219K - $268K
7.49K $224M
ITW
Illinois Tool Works Inc

Industrials
917
+ 57.1%
$244.9 - $274.48 $225K - $252K
2.52K $626M
SBUX
Starbucks Corp

Consumer Cyclical
1.39K
+ 11.74%
$91.75 - $115.81 $127K - $161K
13.2K $1.29B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.61K
New
$44.68 - $46.49 $206K - $214K
4.61K $213M
FOX
Fox Corp Cl B (De)

Communication Services
4.02K
New
$45.64 - $54.23 $184K - $218K
4.02K $212M
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.78K
+ 28.53%
$30.71 - $30.87 $208K - $209K
30.5K $941M
VZ
Verizon Communications Inc

Communication Services
361
+ 1.0%
$37.81 - $46.49 $13.6K - $16.8K
36.3K $1.65B
MU
Micron Technology Inc

Technology
2.26K
+ 52.52%
$86.89 - $109.38 $197K - $248K
6.57K $571M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.94K
New
$66.9 - $71.57 $197K - $210K
2.94K $207M
DOW
Dow Inc.

Basic Materials
5.9K
New
$34.36 - $41.92 $203K - $247K
5.9K $206M
VNQ
Vanguard Specialized Funds Van

ETFs
2.03K
+ 13.5%
$85.55 - $94.34 $174K - $191K
17.1K $1.54B
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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