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
WTS
Watts Water Technologies Inc

Industrials
26
+ 0.91%
$195.28 - $224.67 $5.08K - $5.84K
2.9K $590M
HFWA
Heritage Financial Corp

Financial Services
365
+ 2.59%
$23.08 - $25.77 $8.42K - $9.41K
14.5K $352M
C
Citigroup Inc

Financial Services
6
+ 0.06%
$67.23 - $84.63 $403 - $508
9.57K $679M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
4.05K
+ 12.02%
$8.46 - $9.3 $34.3K - $37.7K
37.8K $319M
VIG
Vanguard Dividend Appreciation

ETFs
97
+ 1.31%
N/A
7.51K $1.46B
GATX
Gatx Corp

Industrials
14
+ 0.29%
$149.94 - $167.38 $2.1K - $2.34K
4.77K $741M
VBR
Vanguard Small Cap Value ETF

ETFs
378
+ 6.72%
$183.02 - $207.75 $69.2K - $78.5K
6.01K $1.12B
SYF
Synchrony Financial

Financial Services
929
+ 24.43%
$51.9 - $70.63 $48.2K - $65.6K
4.73K $250M
IWB
Ishares Tr Russell 1000 ETF

ETFs
46
+ 6.36%
$302.31 - $337.54 $13.9K - $15.5K
769 $236M
GENC
Gencor Industries Inc

Industrials
8.66K
+ 46.11%
$12.0 - $17.38 $104K - $151K
27.5K $334M
GGG
Graco Inc

Industrials
82
+ 1.22%
$80.53 - $87.54 $6.6K - $7.18K
6.8K $568M
TNC
Tennant CO

Industrials
77
+ 3.01%
$79.73 - $89.16 $6.14K - $6.87K
2.64K $210M
FCX
Freeport Mcmoran Inc

Basic Materials
42
+ 0.53%
$34.5 - $43.01 $1.45K - $1.81K
8.03K $304M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.11%
$179.71 - $192.06 $359 - $384
1.84K $338M
BOKF
Bok Financial Corp

Financial Services
39
+ 2.04%
$98.85 - $114.26 $3.86K - $4.46K
1.95K $203M
ACN
Accenture PLC

Technology
307
+ 12.64%
$300.91 - $398.25 $92.4K - $122K
2.74K $854M
Innovator Etfs Trust
258
+ 3.94%
N/A
6.81K $243M
FBNC
First Bancorp

Financial Services
540
+ 8.57%
$38.72 - $45.94 $20.9K - $24.8K
6.84K $275M
DGS
Wisdomtree Emerging Markets Sm

ETFs
9
+ 0.17%
$47.4 - $50.24 $427 - $452
5.35K $259M
OMF
One Main Holdings, Inc.

Financial Services
188
+ 4.77%
$45.35 - $58.06 $8.53K - $10.9K
4.13K $202M
AXON
Axon Enterprise, Inc.

Industrials
45
+ 11.22%
$496.65 - $710.01 $22.3K - $32K
446 $235M
INTU
Intuit Inc

Technology
4
+ 0.77%
$555.63 - $630.23 $2.22K - $2.52K
522 $321M
Te Connectivity PLC
33
+ 0.52%
N/A
6.43K $908M
PECO
Phillips Edison & Company, Inc.

Real Estate
128
+ 1.18%
$34.43 - $37.49 $4.41K - $4.8K
11K $402M
PB
Prosperity Bancshares Inc

Financial Services
70
+ 2.38%
$69.3 - $80.69 $4.85K - $5.65K
3.01K $215M
SPG
Simon Property Group Inc

Real Estate
30
+ 1.52%
$159.48 - $187.78 $4.78K - $5.63K
2.01K $334M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2
+ 0.03%
$74.34 - $81.0 $149 - $162
6.29K $478M
VTI
Vanguard Total Stock Market Et

ETFs
2.61K
+ 5.39%
$271.18 - $303.12 $708K - $791K
51.1K $14B
CAT
Caterpillar Inc

Industrials
103
+ 8.07%
$326.75 - $407.63 $33.7K - $42K
1.38K $455M
MSI
Motorola Solutions, Inc.

Technology
7
+ 1.5%
$411.73 - $482.1 $2.88K - $3.37K
473 $207M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
201
+ 2.96%
$64.88 - $72.1 $13K - $14.5K
7K $460M
NTRS
Northern Trust Corp

Financial Services
5
+ 0.2%
$96.09 - $113.81 $480 - $569
2.54K $251M
CENT
Central Garden & Pet CO

Consumer Defensive
65
+ 0.93%
$33.67 - $40.16 $2.19K - $2.61K
7.08K $259M
VBK
Vanguard Small Cap Growth ETF

ETFs
37
+ 4.67%
$247.97 - $296.33 $9.17K - $11K
830 $209M
DFAS
Dimensional ETF Tr U S Small C

ETFs
151
+ 3.27%
$58.81 - $68.2 $8.88K - $10.3K
4.77K $285M
SSB
South State Corp

Financial Services
98
+ 2.56%
$89.4 - $108.33 $8.76K - $10.6K
3.92K $364M
CMCSA
Comcast Corp

Communication Services
201
+ 0.53%
$33.19 - $38.23 $6.67K - $7.68K
38.1K $1.41B
PFF
Ishares Trust Ishares Pfd And

ETFs
1.25K
+ 1.59%
$30.73 - $32.26 $38.5K - $40.4K
79.8K $2.45B
MLI
Mueller Industries Inc

Industrials
189
+ 1.92%
$76.14 - $82.67 $14.4K - $15.6K
10K $765M
WEX
Wex Inc.

Technology
71
+ 4.41%
$148.29 - $186.78 $10.5K - $13.3K
1.68K $264M
COLM
Columbia Sportswear CO

Consumer Cyclical
92
+ 2.49%
$75.3 - $92.08 $6.93K - $8.47K
3.79K $287M
ABCB
Ameris Bancorp

Financial Services
176
+ 2.54%
$55.56 - $68.47 $9.78K - $12.1K
7.11K $409M
SCHA
Schwab Strategic Tr Us Small C

ETFs
230
+ 1.8%
$23.16 - $27.04 $5.33K - $6.22K
13K $305M
ADI
Analog Devices Inc

Technology
86
+ 2.03%
$201.56 - $243.82 $17.3K - $21K
4.33K $873M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
257
+ 2.93%
$120.24 - $134.3 $30.9K - $34.5K
9.03K $1.1B
MSA
Msa Safety Inc

Industrials
61
+ 2.86%
$146.69 - $166.47 $8.95K - $10.2K
2.2K $322M
MSGS
Madison Square Garden Sports Corp.

Communication Services
20
+ 1.54%
$185.75 - $223.33 $3.72K - $4.47K
1.32K $256M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
88
+ 0.71%
$196.12 - $229.48 $17.3K - $20.2K
12.4K $2.52B
FIVG
ETF Ser Solutions Defiance Nex

ETFs
486
+ 3.88%
N/A
13K $553M
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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