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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.08K
+ 25.94%
$55.73 - $66.16 $116K - $137K
10.1K $608M
RSP
Invesco S&P 500 Equal Weight E

ETFs
957
+ 14.86%
$174.22 - $187.62 $167K - $180K
7.4K $1.3B
UNP
Union Pacific Corp

Industrials
789
+ 34.93%
$223.15 - $249.32 $176K - $197K
3.05K $695M
LHX
L3 Harris Technologies, Inc.

Industrials
1.19K
+ 28.76%
$208.94 - $264.22 $249K - $315K
5.34K $1.12B
APD
Air Products & Chemicals, Inc.

Basic Materials
590
+ 12.41%
$285.5 - $335.62 $168K - $198K
5.34K $1.55B
APO
Apollo Global Management, Inc.

Financial Services
119
+ 4.53%
$131.36 - $178.61 $15.6K - $21.3K
2.75K $454M
CSX
Csx Corp

Industrials
4.24K
+ 62.76%
$31.58 - $36.88 $134K - $156K
11K $355M
XPO
Xpo Logistics, Inc.

Industrials
96
+ 2.12%
$105.35 - $158.2 $10.1K - $15.2K
4.63K $607M
C
Citigroup Inc

Financial Services
688
+ 7.75%
$61.31 - $72.5 $42.2K - $49.9K
9.57K $673M
MCK
Mckesson Corp

Healthcare
75
+ 7.87%
$482.27 - $628.5 $36.2K - $47.1K
1.03K $586M
SRLN
Ssga Active Trust

ETFs
2.71K
+ 33.73%
$41.48 - $42.08 $112K - $114K
10.7K $448M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
14.1K
New
$7.83 - $8.16 $111K - $115K
14.1K $111M
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.4K
New
$7.33 - $12.37 $76.4K - $129K
10.4K $110M
BX
Blackstone Inc.

Financial Services
178
+ 4.37%
$148.45 - $199.05 $26.4K - $35.4K
4.25K $733M
SCHG
Schwab Strategic Tr Us Large C

ETFs
37.3K
+ 305.47%
$25.93 - $105.3 $967K - $3.93M
49.5K $1.38B
INTC
Intel Corp

Technology
6.74K
+ 72.13%
$19.07 - $26.23 $129K - $177K
16.1K $323M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.66K
+ 15.68%
$40.15 - $42.9 $107K - $114K
19.6K $791M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.64%
$4100.99 - $5300.34 $8.2K - $10.6K
124 $616M
CDNS
Cadence Design Systems Inc

Technology
229
+ 21.98%
$249.1 - $324.54 $57K - $74.3K
1.27K $382M
TJX
Tjx Companies Inc

Consumer Cyclical
322
+ 1.76%
$112.15 - $127.2 $36.1K - $41K
18.6K $2.25B
VLO
Valero Energy Corp

Energy
928
+ 58.59%
$118.59 - $144.02 $110K - $134K
2.51K $308M
BSX
Boston Scientific Corp

Healthcare
450
+ 4.86%
$83.62 - $91.5 $37.6K - $41.2K
9.71K $867M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
23
+ 0.65%
$172.07 - $207.36 $3.96K - $4.77K
3.59K $708M
AVLV
American Centy ETF Tr Avantis
1.22K
+ 17.53%
$65.51 - $71.22 $79.6K - $86.5K
8.15K $544M
ETR
Entergy Corp

Utilities
4.53K
+ 98.56%
$73.19 - $156.4 $332K - $708K
9.13K $692M
SO
Southern CO

Utilities
1.31K
+ 47.02%
$81.5 - $94.15 $107K - $123K
4.1K $337M
TIP
Ishares Tr Tips Bd ETF

ETFs
957
+ 22.55%
$106.33 - $110.69 $102K - $106K
5.2K $554M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.67K
+ 50.3%
$75.95 - $88.05 $127K - $147K
5K $381M
DECK
Deckers Outdoor Corp

Consumer Cyclical
45
+ 2.63%
$152.04 - $211.12 $6.84K - $9.5K
1.76K $357M
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.4K
+ 276.02%
$25.79 - $80.4 $319K - $996K
16.9K $440M
PAYX
Paychex Inc

Industrials
158
+ 1.71%
$135.86 - $148.73 $21.5K - $23.5K
9.42K $1.32B
EMR
Emerson Electric CO

Industrials
176
+ 4.7%
$108.13 - $134.33 $19K - $23.6K
3.92K $486M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.16K
+ 10.96%
$77.86 - $79.27 $90.1K - $91.7K
11.7K $914M
DDOG
Datadog, Inc.

Technology
101
+ 4.87%
$113.98 - $168.65 $11.5K - $17K
2.18K $311M
Linde PLC
704
+ 18.39%
N/A
4.53K $1.9B
SONY
Sony Group Corp

Technology
31.5K
+ 399.44%
$17.53 - $96.8 $552K - $3.05M
39.4K $833M
STT
State Street Corp

Financial Services
86
+ 1.37%
$85.96 - $100.78 $7.39K - $8.67K
6.38K $626M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
351
+ 2.88%
N/A
12.5K $597M
FSK
Fs Kkr Capital Corp

Financial Services
1.14K
+ 5.24%
$19.71 - $22.22 $22.5K - $25.4K
22.9K $497M
FISV
Fiserv Inc

Technology
150
+ 10.82%
N/A
1.54K $316M
EXC
Exelon Corp

Utilities
2.48K
+ 25.05%
$36.22 - $40.97 $89.8K - $102K
12.4K $466M
INTU
Intuit Inc

Technology
97
+ 23.04%
$602.01 - $706.25 $58.4K - $68.5K
518 $326M
MPC
Marathon Petroleum Corp

Energy
689
+ 49.46%
$131.65 - $174.84 $90.7K - $120K
2.08K $290M
XLK
Technology Sector Spdr

ETFs
181
+ 5.78%
$220.26 - $241.44 $39.9K - $43.7K
3.31K $770M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
132
+ 18.49%
$340.59 - $380.5 $45K - $50.2K
846 $310M
ABNB
Airbnb, Inc.

Consumer Cyclical
293
+ 5.73%
$125.36 - $147.37 $36.7K - $43.2K
5.4K $710M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.17K
+ 10.57%
$46.33 - $48.6 $101K - $106K
22.7K $1.06B
DFS
Discover Financial Services

Financial Services
45
+ 3.04%
$136.3 - $182.67 $6.13K - $8.22K
1.52K $264M
NI
Nisource Inc.

Utilities
826
+ 7.54%
$33.74 - $38.25 $27.9K - $31.6K
11.8K $433M
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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