Sage View Advisory Group, LLC Purchases in Q2 2025

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
3.19K
+ 81.75%
$120.07 - $151.11 $383K - $482K
7.09K $1.25B
BJUL
Innovator U.S. Equity Buffer E

ETFs
14.1K
New
$39.61 - $47.13 $560K - $667K
14.1K $680M
PM
Philip Morris International Inc.

Consumer Defensive
4.27K
+ 17.36%
$149.23 - $184.95 $638K - $790K
28.9K $4.56B
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.77K
+ 155.31%
$63.54 - $68.5 $557K - $601K
14.4K $1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.38K
+ 63.75%
$82.21 - $83.12 $607K - $613K
19K $1.56B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.8K
New
$43.53 - $54.46 $470K - $588K
10.8K $606M
CB
Chubb LTD

Financial Services
2.24K
New
$274.32 - $302.46 $616K - $679K
2.24K $597M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.8K
+ 189.72%
$24.32 - $27.87 $530K - $607K
33.3K $905M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.07K
+ 55.22%
$77.94 - $79.5 $551K - $562K
19.9K $1.57B
COF
Capital One Financial Corp

Financial Services
1.35K
+ 17.11%
$150.57 - $212.76 $203K - $286K
9.21K $1.97B
WMT
Walmart Inc.

Consumer Defensive
1.07K
+ 2.34%
$81.79 - $99.98 $87.5K - $107K
46.8K $4.56B
Ishares Tr
4.07K
+ 10.89%
N/A
41.4K $2.02B
Lam Research Corp
4.77K
+ 163.81%
N/A
7.68K $757M
NSC
Norfolk Southern Corp

Industrials
1.08K
+ 23.08%
$206.34 - $257.46 $223K - $278K
5.76K $1.65B
BA
Boeing CO

Industrials
1.25K
+ 36.14%
$136.59 - $217.51 $170K - $271K
4.69K $1.11B
IBM
International Business Machines Corp

Technology
1.43K
+ 14.51%
$221.03 - $294.78 $316K - $422K
11.3K $2.97B
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
12.6K
New
$36.26 - $40.45 $457K - $509K
12.6K $518M
HD
Home Depot, Inc.

Consumer Cyclical
755
+ 3.66%
$335.24 - $380.78 $253K - $287K
21.4K $8.06B
J P Morgan Exchange Traded F
7.76K
New
N/A
7.76K $492M
PLTR
Palantir Technologies Inc.

Technology
631
+ 11.85%
$74.01 - $144.25 $46.7K - $91K
5.96K $940M
PNOV
Innovator U.S. Equity Power Bu
6.73K
+ 9.16%
N/A
80.3K $3.23B
GLW
Corning Inc

Technology
5.27K
+ 27.15%
$39.07 - $52.59 $206K - $277K
24.7K $1.37B
GME
Game Stop Corp.

Consumer Cyclical
20.1K
New
$21.1 - $35.01 $423K - $702K
20.1K $461M
ACWI
Ishares Msci Acwi ETF

ETFs
3.29K
New
$103.59 - $128.6 $341K - $423K
3.29K $432M
DHI
Horton D R Inc

Consumer Cyclical
2.94K
New
$115.1 - $129.63 $339K - $382K
2.94K $430M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.46K
+ 12.63%
$46.41 - $47.7 $439K - $451K
84.4K $3.98B
MRK
Merck & Co., Inc.

Healthcare
6.06K
+ 34.93%
$73.47 - $87.12 $445K - $528K
23.4K $1.97B
MMM
3 M CO

Industrials
2.51K
+ 63.68%
$126.09 - $154.15 $317K - $388K
6.46K $983M
NPK
National Presto Industries Inc

Industrials
4.1K
New
$81.06 - $99.62 $333K - $409K
4.1K $397M
BK
Bank Of New York Mellon Corp

Financial Services
814
+ 4.48%
$73.31 - $91.62 $59.7K - $74.6K
19K $1.91B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
217
+ 0.24%
N/A
92.5K $3.67B
PANW
Palo Alto Networks Inc

Technology
143
+ 1.38%
$152.44 - $204.64 $21.8K - $29.3K
10.5K $2.15B
FAST
Fastenal CO

Industrials
40.5K
+ 81.98%
$40.65 - $83.16 $1.65M - $3.37M
90K $4.21B
ABBV
Abb Vie Inc.

Healthcare
4.02K
+ 21.84%
$170.16 - $206.27 $684K - $829K
22.4K $4.23B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.43K
+ 12.46%
$57.14 - $72.68 $139K - $176K
21.9K $1.61B
CECE
Ceco Environmental Corp

Industrials
290
+ 0.99%
N/A
29.6K $1.03B
SAP
Sap Se

Technology
1.26K
New
$237.53 - $309.8 $298K - $389K
1.26K $354M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.06K
+ 3274.05%
$87.84 - $1441.89 $532K - $8.73M
6.24K $608M
D
Dominion Energy, Inc

Utilities
4.96K
+ 21.53%
$49.66 - $58.0 $246K - $287K
28K $1.62B
AMP
Ameriprise Financial Inc

Financial Services
584
+ 110.4%
$422.19 - $533.73 $247K - $312K
1.11K $577M
TTWO
Take Two Interactive Software Inc

Communication Services
1.21K
+ 48.36%
$194.58 - $243.05 $235K - $294K
3.71K $839M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
676
+ 1.88%
$73.02 - $90.22 $49.4K - $61K
36.5K $3.25B
LHX
L3 Harris Technologies, Inc.

Industrials
65
+ 1.3%
$200.21 - $256.99 $13K - $16.7K
5.05K $1.36B
F
Ford Motor CO

Consumer Cyclical
23.9K
+ 63.38%
$8.69 - $10.85 $207K - $259K
61.5K $694M
SPOT
Spotify Technology S.A.

Communication Services
258
+ 30.18%
$503.3 - $775.9 $130K - $200K
1.11K $780M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
19
+ 0.96%
$177.93 - $313.14 $3.38K - $5.95K
2K $703M
COIN
Coinbase Global, Inc.

Technology
774
New
$151.47 - $375.07 $117K - $290K
774 $294M
C
Citigroup Inc

Financial Services
604
+ 6.31%
$58.13 - $85.12 $35.1K - $51.4K
10.2K $972M
VST
Vistra Corp.

Utilities
1.48K
New
$98.07 - $195.04 $145K - $289K
1.48K $291M
Activity Summary
Buys All Purchases 308 New Holdings 47 Increased Positions 261 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC 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 View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email