Sage View Advisory Group, LLC Purchases in Q4 2024

Sage View Advisory Group, LLC

  • $2.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
3.18K
New
$78.14 - $119.49 $248K - $380K
3.18K $338M
VOYA
Voya Financial, Inc.

Financial Services
4.89K
New
$65.93 - $83.9 $322K - $410K
4.89K $336M
Lam Research Corp
4.64K
New
N/A
4.64K $335M
HUBS
Hubspot Inc

Technology
480
New
$514.07 - $757.4 $247K - $364K
480 $334M
HWM
Howmet Aerospace Inc.

Industrials
2.75K
+ 75.0%
$99.72 - $120.09 $274K - $330K
6.41K $701M
VO
Vanguard Mid Cap ETF

ETFs
1.26K
+ 26.6%
$261.5 - $284.63 $328K - $357K
5.98K $1.58B
Kenvue Inc
15.6K
New
N/A
15.6K $333M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.8K
New
$25.33 - $51.16 $324K - $654K
12.8K $331M
Global X Fds
16K
New
N/A
16K $330M
JCI
Johnson Controls International PLC

Industrials
4.01K
+ 129.17%
$74.23 - $86.6 $298K - $347K
7.11K $561M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.44K
+ 83.51%
$51.09 - $55.27 $329K - $356K
14.2K $724M
DHR
Danaher Corp

Healthcare
1.87K
+ 77.96%
$226.16 - $274.52 $423K - $514K
4.27K $980M
SOUN
Soundhound Ai, Inc.

Technology
15.7K
New
$4.51 - $24.23 $70.7K - $380K
15.7K $311M
COF
Capital One Financial Corp

Financial Services
613
+ 8.74%
$145.19 - $192.01 $89K - $118K
7.63K $1.36B
FCX
Freeport Mcmoran Inc

Basic Materials
7.99K
New
$38.08 - $50.82 $304K - $406K
7.99K $304M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.62K
New
$63.58 - $71.15 $294K - $329K
4.62K $301M
SNY
Sanofi

Healthcare
6.23K
New
$45.89 - $57.31 $286K - $357K
6.23K $300M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.89K
+ 62.16%
$80.93 - $85.66 $314K - $333K
10.1K $820M
MA
Mastercard Inc

Financial Services
217
+ 3.94%
$491.3 - $536.15 $107K - $116K
5.72K $3.01B
FTNT
Fortinet, Inc.

Technology
3.06K
New
$76.49 - $99.21 $234K - $303K
3.06K $289M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.61K
+ 47.98%
$104.59 - $118.05 $273K - $308K
8.04K $874M
IXC
Ishares Tr Global Energy ETF

ETFs
7.52K
New
$36.95 - $43.06 $278K - $324K
7.52K $287M
OMC
Omnicom Group Inc.

Communication Services
3.34K
New
$85.82 - $105.47 $286K - $352K
3.34K $287M
ALGN
Align Technology Inc

Healthcare
1.38K
New
$205.03 - $245.32 $282K - $338K
1.38K $287M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.34K
New
$77.25 - $91.3 $258K - $305K
3.34K $285M
AXP
American Express CO

Financial Services
218
+ 2.6%
$267.35 - $305.57 $58.3K - $66.6K
8.6K $2.55B
DE
Deere & CO

Industrials
608
+ 20.37%
$389.45 - $466.0 $237K - $283K
3.59K $1.52B
KLAC
Kla Corp

Technology
437
New
$614.46 - $829.55 $269K - $363K
437 $276M
ACN
Accenture PLC

Technology
780
+ 47.3%
$343.9 - $376.86 $268K - $294K
2.43K $855M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.67K
New
$100.24 - $101.35 $268K - $271K
2.67K $269M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.61K
New
$47.29 - $84.74 $171K - $306K
3.61K $267M
XEL
Xcel Energy Inc

Utilities
3.95K
New
$62.16 - $72.92 $246K - $288K
3.95K $267M
CVX
Chevron Corp

Energy
2.03K
+ 16.11%
$141.15 - $162.53 $287K - $330K
14.6K $2.12B
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.34K
New
$48.87 - $53.53 $261K - $286K
5.34K $261M
SPY
Spdr S&P 500 ETF Trust

ETFs
220
+ 2.06%
$567.81 - $607.81 $125K - $134K
10.9K $6.38B
SQ
Block, Inc.

Technology
3.05K
New
$65.06 - $98.92 $199K - $302K
3.05K $259M
MAR
Marriott International Inc

Consumer Cyclical
799
+ 70.09%
$246.06 - $292.59 $197K - $234K
1.94K $541M
ALL
Allstate Corp

Financial Services
1.24K
+ 24.34%
$181.25 - $208.2 $225K - $259K
6.35K $1.22B
ROP
Roper Technologies Inc

Industrials
509
+ 132.55%
$519.85 - $575.95 $265K - $293K
893 $464M
HOOD
Robinhood Markets, Inc.

Technology
6.69K
New
$22.33 - $43.2 $149K - $289K
6.69K $249M
AME
Ametek Inc

Industrials
1.38K
New
$165.89 - $197.38 $228K - $271K
1.38K $248M
SYF
Synchrony Financial

Financial Services
3.8K
New
$49.01 - $68.55 $186K - $261K
3.8K $247M
VBR
Vanguard Small Cap Value ETF

ETFs
1.28K
+ 29.44%
$197.36 - $217.3 $253K - $278K
5.63K $1.12B
KKR
Kkr & Co. Inc.

Financial Services
964
+ 16.99%
$129.87 - $162.87 $125K - $157K
6.64K $982M
ENB
Enbridge Inc

Energy
5.66K
New
$40.4 - $43.92 $229K - $249K
5.66K $240M
TFC
Truist Financial Corp

Financial Services
5.53K
New
$41.51 - $48.1 $229K - $266K
5.53K $240M
AXON
Axon Enterprise, Inc.

Industrials
401
New
$399.22 - $689.78 $160K - $277K
401 $238M
APP
App Lovin Corp

Technology
724
New
$130.67 - $401.5 $94.6K - $291K
724 $234M
CEG
Constellation Energy Corp

Utilities
1.81K
+ 38.21%
$224.28 - $285.52 $406K - $517K
6.55K $1.47B
Activity Summary
Buys All Purchases 425 New Holdings 107 Increased Positions 318 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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