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
MAR
Marriott International Inc

Consumer Cyclical
146
+ 7.53%
$237.01 - $304.45 $34.6K - $44.4K
2.09K $497M
ADNT
Adient PLC

Consumer Cyclical
10.3K
+ 25.21%
$12.81 - $18.26 $131K - $187K
50.9K $655M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.03%
$89.18 - $104.04 $178 - $208
6.99K $640M
HWKN
Hawkins Inc

Basic Materials
27
+ 0.83%
$101.28 - $122.97 $2.73K - $3.32K
3.27K $346M
AUB
Atlantic Union Bankshares Corp

Financial Services
185
+ 2.15%
$30.68 - $39.07 $5.68K - $7.23K
8.8K $274M
STT
State Street Corp

Financial Services
29
+ 0.45%
$84.47 - $102.23 $2.45K - $2.96K
6.41K $574M
LOW
Lowes Companies Inc

Consumer Cyclical
162
+ 2.3%
$222.66 - $268.42 $36.1K - $43.5K
7.19K $1.68B
DFAT
Dimensional ETF Tr U S Target

ETFs
372
+ 2.0%
$50.44 - $58.1 $18.8K - $21.6K
18.9K $975M
FDX
Fedex Corp

Industrials
7
+ 0.43%
$230.33 - $281.53 $1.61K - $1.97K
1.62K $394M
FIS
Fidelity National Information Services, Inc.

Technology
43
+ 0.38%
$68.12 - $83.42 $2.93K - $3.59K
11.2K $839M
APO
Apollo Global Management, Inc.

Financial Services
60
+ 2.18%
$126.01 - $172.06 $7.56K - $10.3K
2.81K $384M
IWR
Ishares Russell Mid Cap ETF

ETFs
101
+ 0.43%
$82.81 - $92.93 $8.36K - $9.39K
23.6K $2.01B
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.02%
$92.45 - $106.69 $185 - $213
8.65K $803M
SKX
Skechers Usa Inc

Consumer Cyclical
224
+ 2.64%
$54.98 - $78.24 $12.3K - $17.5K
8.72K $495M
OMCL
Omnicell, Inc

Healthcare
224
+ 2.02%
$32.31 - $45.32 $7.24K - $10.2K
11.3K $396M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
79
+ 2.2%
$165.25 - $224.62 $13.1K - $17.7K
3.67K $608M
Blackrock Inc
6
+ 0.43%
N/A
1.42K $1.34B
DEO
Diageo PLC

Consumer Defensive
89
+ 1.66%
$104.79 - $126.12 $9.33K - $11.2K
5.45K $571M
AVUS
American Centy ETF Tr Avantis

ETFs
242
+ 0.8%
$90.7 - $101.57 $21.9K - $24.6K
30.4K $2.81B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.05K
+ 7.43%
$102.49 - $119.96 $312K - $366K
44K $4.6B
UPS
United Parcel Service Inc

Industrials
38
+ 0.46%
$109.66 - $136.26 $4.17K - $5.18K
8.28K $911M
HCAT
Health Catalyst, Inc.

Healthcare
970
+ 1.82%
$3.97 - $7.42 $3.85K - $7.2K
54.3K $246M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.11K
+ 3.93%
$507.05 - $563.67 $560K - $623K
29.2K $15B
SCHG
Schwab Strategic Tr Us Large C

ETFs
279
+ 0.56%
$24.91 - $29.02 $6.95K - $8.1K
49.8K $1.25B
QUAL
Ishares Msci Usa Quality Facto

ETFs
304
+ 1.05%
$168.16 - $186.21 $51.1K - $56.6K
29.3K $5B
IWY
Ishares Tr Russell 200 Growth

ETFs
10
+ 0.14%
$210.19 - $243.33 $2.1K - $2.43K
7.03K $1.48B
CECE
Ceco Environmental Corp

Industrials
465
+ 1.61%
N/A
29.3K $668M
NOW
Service Now, Inc.

Technology
243
+ 15.37%
$783.83 - $1170.39 $190K - $284K
1.82K $1.45B
HD
Home Depot, Inc.

Consumer Cyclical
553
+ 2.76%
$347.25 - $424.87 $192K - $235K
20.6K $7.55B
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 0.23%
$551.42 - $612.93 $13.8K - $15.3K
10.9K $6.1B
ORCL
Oracle Corp

Technology
585
+ 3.98%
$139.81 - $186.47 $81.8K - $109K
15.3K $2.14B
DIS
Walt Disney CO

Communication Services
4
+ 0.01%
$96.87 - $114.0 $387 - $456
31.9K $3.15B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
306
+ 0.22%
$96.93 - $109.51 $29.7K - $33.5K
138K $13.5B
AVGO
Broadcom Inc.

Technology
2.36K
+ 10.86%
$167.43 - $244.7 $396K - $578K
24.1K $4.04B
ADSK
Autodesk, Inc.

Technology
23
+ 0.07%
N/A
33.8K $8.86B
GOOGL
Alphabet Inc.

Communication Services
1.62K
+ 3.11%
$154.33 - $206.19 $250K - $334K
53.7K $8.3B
MSFT
Microsoft Corp

Technology
714
+ 1.06%
$375.39 - $447.2 $268K - $319K
68.1K $25.6B
AAPL
Apple Inc.

Technology
3.92K
+ 2.13%
$209.68 - $247.1 $821K - $967K
188K $41.8B
VONG
Vanguard Russell 1000 Growth E

ETFs
139K
+ 7.49%
$92.71 - $107.38 $12.9M - $14.9M
1.99M $185B
VXF
Vanguard Extended Market ETF

ETFs
14.7K
+ 2.63%
$170.36 - $201.04 $2.5M - $2.96M
573K $98.7B
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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