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
AMT
American Tower Corp

Real Estate
1.02K
+ 11.56%
$203.96 - $228.19 $207K - $232K
9.82K $2.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
786
+ 1.58%
$22.27 - $29.21 $17.5K - $23K
50.6K $1.53B
GILD
Gilead Sciences, Inc.

Healthcare
2.43K
+ 35.66%
$96.91 - $113.0 $235K - $274K
9.23K $1.04B
Innovator Etfs Trust
7.23K
+ 11.55%
N/A
69.8K $1.71B
IXUS
Ishares Tr

ETFs
58
+ 0.17%
$62.37 - $77.63 $3.62K - $4.5K
33.3K $2.6B
VO
Vanguard Mid Cap ETF

ETFs
295
+ 4.73%
$228.54 - $279.83 $67.4K - $82.5K
6.53K $1.88B
CRH.L
Crh PLC

Basic Materials
2.7K
New
N/A
2.7K $266M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.86K
+ 49.78%
$35.3 - $37.51 $242K - $257K
20.6K $772M
HUBB
Hubbell Inc

Industrials
604
New
$315.94 - $408.41 $191K - $247K
604 $265M
CVX
Chevron Corp

Energy
2.77K
+ 18.08%
$133.73 - $168.51 $370K - $467K
18.1K $2.83B
Ishares Tr
6.24K
+ 11.01%
N/A
62.9K $1.92B
Innovator Etfs Trust
5.56K
New
N/A
5.56K $256M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.16%
$320.42 - $424.58 $1.6K - $2.12K
3.15K $1.39B
CHWY
Chewy, Inc.

Consumer Cyclical
6.96K
New
$31.21 - $48.21 $217K - $335K
6.96K $253M
EIX
Edison International

Utilities
4.82K
New
$48.32 - $59.92 $233K - $289K
4.82K $252M
MRVL
Marvell Technology, Inc.

Technology
3.31K
New
$49.38 - $79.97 $163K - $264K
3.31K $251M
SCMB
Schwab Strategic Tr Mun Bd ETF
9.94K
New
N/A
9.94K $248M
KOCT
Innovator Laddered Fund Of U.S
5.02K
+ 10.2%
N/A
54.2K $1.69B
Brookfield Asset Managmt LTD
3.9K
New
N/A
3.9K $245M
CSGP
Costar Group, Inc.

Real Estate
2.6K
New
$72.62 - $83.22 $189K - $216K
2.6K $242M
CMF
Ishares California Muni Bond E

ETFs
4.32K
New
$54.52 - $56.7 $235K - $245K
4.32K $239M
CRWD
Crowd Strike Holdings, Inc.

Technology
502
New
$321.63 - $509.31 $161K - $256K
502 $237M
LLY
Eli Lilly & CO

Healthcare
539
+ 4.82%
$713.71 - $898.95 $385K - $485K
11.7K $9.46B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.58K
New
$53.75 - $67.21 $192K - $241K
3.58K $236M
MA
Mastercard Inc

Financial Services
212
+ 3.75%
$479.92 - $590.74 $102K - $125K
5.86K $3.33B
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
3.03K
+ 7.5%
$32.79 - $36.78 $99.5K - $112K
43.5K $1.63B
ADM
Archer Daniels Midland CO

Consumer Defensive
4.22K
New
$41.79 - $54.16 $176K - $229K
4.22K $231M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.47K
New
$113.67 - $150.4 $167K - $221K
1.47K $230M
FNDF
Schwab Fundamental Intl Large

ETFs
5.64K
New
$32.25 - $40.02 $182K - $226K
5.64K $230M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
5.16K
+ 38.95%
$32.77 - $36.44 $169K - $188K
18.4K $683M
CBRE
Cbre Group, Inc.

Real Estate
1.25K
+ 43.95%
$113.94 - $140.12 $142K - $175K
4.08K $598M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.47K
New
$91.43 - $91.74 $226K - $226K
2.47K $226M
GENC
Gencor Industries Inc

Industrials
6.55K
+ 23.85%
$10.92 - $14.8 $71.5K - $96.9K
34K $560M
BJUN
Innovator U.S. Equity Buffer E

ETFs
5.06K
New
N/A
5.06K $225M
MPWR
Monolithic Power Systems Inc

Technology
303
New
$455.19 - $737.73 $138K - $224K
303 $224M
TTC
Toro CO

Industrials
3K
New
$63.51 - $77.8 $191K - $233K
3K $224M
GHM
Graham Corp

Industrials
4K
New
$26.62 - $50.6 $106K - $202K
4K $223M
Arista Networks Inc
951
+ 35.43%
N/A
3.64K $427M
FFIV
F5, Inc.

Technology
715
New
$239.25 - $295.9 $171K - $212K
715 $216M
EME
Emcor Group, Inc.

Industrials
341
New
$342.02 - $534.89 $117K - $182K
341 $215M
ONB
Old National Bancorp

Financial Services
9.94K
New
$17.95 - $22.57 $178K - $224K
9.94K $215M
WFC
Wells Fargo & Company

Financial Services
547
+ 3.71%
$60.98 - $80.12 $33.4K - $43.8K
15.3K $1.27B
SON
Sonoco Products CO

Consumer Cyclical
4.44K
New
$40.6 - $47.93 $180K - $213K
4.44K $212M
BBY
Best Buy CO Inc

Consumer Cyclical
3.08K
New
$56.17 - $75.73 $173K - $233K
3.08K $209M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
5.26K
+ 22.38%
$28.35 - $31.3 $149K - $165K
28.8K $910M
Innovator Etfs Trust
6.18K
+ 10.36%
N/A
65.8K $1.64B
Ishares Bitcoin Trust ETF
3.09K
New
N/A
3.09K $207M
BSEP
Innovator U.S. Equity Buffer E

ETFs
4.47K
New
$38.32 - $45.16 $171K - $202K
4.47K $207M
APH
Amphenol Corp

Technology
1.93K
New
$59.09 - $98.75 $114K - $191K
1.93K $206M
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
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