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
MO
Altria Group, Inc.

Consumer Defensive
230
+ 0.7%
$49.06 - $57.74 $11.3K - $13.3K
33K $1.73B
PRU
Prudential Financial Inc

Financial Services
492
+ 21.21%
$114.59 - $129.52 $56.4K - $63.7K
2.81K $333M
XLF
Financial Sector Spdr

ETFs
661
+ 10.66%
$44.89 - $51.34 $29.7K - $33.9K
6.86K $332M
DRI
Darden Restaurants Inc

Consumer Cyclical
45
+ 2.48%
$155.96 - $188.66 $7.02K - $8.49K
1.86K $348M
AZO
Autozone Inc

Consumer Cyclical
14
+ 16.28%
$2981.19 - $3370.27 $41.7K - $47.2K
100 $320M
CMCSA
Comcast Corp

Communication Services
4.99K
+ 15.15%
$37.39 - $45.14 $186K - $225K
37.9K $1.42B
IJK
Ishares S&P Midcap 400 Growth

ETFs
614
+ 6.92%
$90.66 - $99.46 $55.7K - $61.1K
9.48K $862M
LCUT
Lifetime Brands, Inc

Consumer Cyclical
10.2K
+ 41.85%
$5.29 - $6.87 $54.1K - $70.2K
34.6K $205M
IEMG
Ishares Inc

ETFs
11.7K
+ 10.72%
N/A
121K $6.31B
MU
Micron Technology Inc

Technology
1.23K
+ 40.04%
$84.16 - $113.41 $104K - $140K
4.31K $363M
NEE
Nextera Energy Inc

Utilities
4.19K
+ 20.8%
$69.77 - $85.43 $292K - $358K
24.3K $1.74B
CTRE
Care Trust Reit, Inc.

Real Estate
2.8K
+ 29.93%
$26.8 - $32.79 $74.9K - $91.7K
12.1K $328M
QCOM
Qualcomm Inc

Technology
548
+ 19.83%
$150.4 - $178.04 $82.4K - $97.6K
3.31K $509M
ADP
Automatic Data Processing Inc

Industrials
73
+ 6.96%
$280.08 - $307.97 $20.4K - $22.5K
1.12K $328M
SPG
Simon Property Group Inc

Real Estate
185
+ 10.31%
$167.23 - $183.84 $30.9K - $34K
1.98K $341M
PNC
Pnc Financial Services Group, Inc.

Financial Services
125
+ 7.87%
$178.39 - $215.0 $22.3K - $26.9K
1.71K $331M
NTRS
Northern Trust Corp

Financial Services
30
+ 1.2%
$88.4 - $111.16 $2.65K - $3.33K
2.54K $260M
COP
Conocophillips

Energy
689
+ 12.26%
$95.12 - $114.72 $65.5K - $79K
6.31K $626M
IGM
Ishares Expanded Tech Sector E

ETFs
156
+ 5.5%
$94.19 - $106.95 $14.7K - $16.7K
2.99K $305M
DTE
Dte Energy CO

Utilities
487
+ 12.88%
$117.04 - $129.77 $57K - $63.2K
4.27K $515M
IWS
Ishares Russell Midcap Value E

ETFs
570
+ 3.66%
$128.08 - $140.32 $73K - $80K
16.1K $2.09B
PGR
Progressive Corp

Financial Services
440
+ 8.01%
$239.6 - $268.88 $105K - $118K
5.93K $1.42B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
300
+ 14.93%
$101.77 - $113.02 $30.5K - $33.9K
2.31K $244M
EOG
Eog Resources Inc

Energy
233
+ 2.34%
$118.22 - $136.54 $27.5K - $31.8K
10.2K $1.25B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.07%
$124.61 - $133.96 $748 - $804
8.78K $1.13B
MSGS
Madison Square Garden Sports Corp.

Communication Services
5
+ 0.39%
$208.82 - $235.85 $1.04K - $1.18K
1.3K $293M
MET
Metlife Inc

Financial Services
374
+ 3.14%
$78.15 - $88.25 $29.2K - $33K
12.3K $1B
F
Ford Motor CO

Consumer Cyclical
4.55K
+ 12.1%
$9.69 - $11.4 $44.1K - $51.8K
42.1K $417M
RIO
Rio Tinto PLC

Basic Materials
957
+ 32.09%
$58.59 - $71.15 $56.1K - $68.1K
3.94K $232M
VGIT
Vanguard Intermediate Term Tre

ETFs
519
+ 11.14%
$57.78 - $60.4 $30K - $31.3K
5.18K $300M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.27K
+ 31.02%
$59.25 - $72.99 $75.1K - $92.5K
5.35K $320M
SKX
Skechers Usa Inc

Consumer Cyclical
224
+ 2.71%
$59.24 - $72.0 $13.3K - $16.1K
8.5K $571M
TW
Tradeweb Markets Inc.

Financial Services
35
+ 2.0%
$124.87 - $136.32 $4.37K - $4.77K
1.79K $234M
OMCL
Omnicell, Inc

Healthcare
73
+ 0.66%
$39.5 - $53.05 $2.88K - $3.87K
11.1K $494M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
807
+ 2.42%
$47.26 - $48.18 $38.1K - $38.9K
34.1K $1.62B
FAST
Fastenal CO

Industrials
106
+ 1.05%
$69.99 - $84.35 $7.42K - $8.94K
10.2K $735M
SQFT
Presidio Property Trust, Inc.

Real Estate
15.7K
New
$0.49 - $0.87 $7.68K - $13.6K
15.7K $12.5M
MWA
Mueller Water Products, Inc.

Industrials
139
+ 1.24%
$21.37 - $25.97 $2.97K - $3.61K
11.4K $256M
VTWO
Vanguard Russell 2000 ETF

ETFs
132
+ 3.76%
$87.42 - $98.06 $11.5K - $12.9K
3.64K $325M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
291
+ 1.55%
$8.24 - $11.07 $2.4K - $3.22K
19.1K $178M
SPGI
S&P Global Inc.

Financial Services
134
+ 4.34%
$480.36 - $529.17 $64.4K - $70.9K
3.23K $1.61B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
311
+ 12.95%
$114.08 - $125.68 $35.5K - $39.1K
2.71K $311M
Neuberger Berman ETF Trust
291
+ 2.51%
N/A
11.9K $314M
WSO
Watsco Inc

Industrials
31
+ 7.14%
$466.57 - $568.78 $14.5K - $17.6K
465 $220M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
211
+ 0.6%
$126.68 - $134.74 $26.7K - $28.4K
35.1K $4.48B
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
98
+ 0.29%
$9.1 - $9.51 $892 - $932
33.7K $314M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.21K
+ 1.97%
$46.75 - $47.8 $56.7K - $58K
62.8K $2.95B
CMS
Cms Energy Corp

Utilities
249
+ 7.09%
$65.76 - $71.94 $16.4K - $17.9K
3.76K $251M
ABCB
Ameris Bancorp

Financial Services
15
+ 0.22%
$60.0 - $72.37 $900 - $1.09K
6.93K $434M
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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