Sage View Advisory Group, LLC Incresed Positions in Q4 2024

Sage View Advisory Group, LLC

  • $2.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
10.3K
+ 33.2%
$105.51 - $125.37 $1.09M - $1.29M
41.3K $4.44B
IWM
Ishares Russell 2000 ETF

ETFs
3.63K
+ 205.44%
$216.13 - $242.4 $784K - $879K
5.39K $1.19B
T
At&T Inc.

Communication Services
32.7K
+ 47.2%
$21.22 - $23.88 $694K - $781K
102K $2.32B
JNJ
Johnson & Johnson

Healthcare
6.78K
+ 63.54%
$143.34 - $165.86 $972K - $1.12M
17.4K $2.52B
ABBV
Abb Vie Inc.

Healthcare
5.33K
+ 42.27%
$164.99 - $203.87 $879K - $1.09M
17.9K $3.19B
ADSK
Autodesk, Inc.

Technology
54
+ 0.16%
N/A
33.8K $9.99B
IBM
International Business Machines Corp

Technology
3.19K
+ 46.7%
$204.9 - $238.04 $653K - $759K
10K $2.2B
ORCL
Oracle Corp

Technology
4.37K
+ 42.24%
$165.41 - $192.43 $722K - $840K
14.7K $2.45B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.73K
+ 76.96%
N/A
17.8K $1.65B
ABT
Abbott Laboratories

Healthcare
6.03K
+ 64.18%
$111.93 - $119.39 $675K - $720K
15.4K $1.74B
DFAT
Dimensional ETF Tr U S Target

ETFs
11.7K
+ 170.68%
$54.54 - $61.04 $638K - $714K
18.6K $1.03B
VCIT
Vanguard Intermediate Term Cor

ETFs
9.59K
+ 28.21%
$80.13 - $83.77 $768K - $803K
43.6K $3.5B
VEA
Vanguard Ftse Developed Market

ETFs
18.2K
+ 39.96%
$47.57 - $52.44 $865K - $954K
63.7K $3.05B
TXN
Texas Instruments Inc

Technology
4.09K
+ 59.36%
N/A
11K $2.06B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.6K
+ 160.66%
$34.13 - $37.35 $669K - $733K
31.8K $1.09B
TT
Trane Technologies PLC

Industrials
2.06K
+ 25.47%
$369.35 - $419.14 $760K - $863K
10.1K $3.74B
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
17.2K
+ 65.9%
$32.44 - $33.28 $557K - $572K
43.3K $1.44B
CME
Cme Group Inc.

Financial Services
2.15K
+ 71.46%
$221.17 - $246.02 $476K - $530K
5.17K $1.2B
HON
Honeywell International Inc

Industrials
1.98K
+ 47.43%
$202.84 - $236.0 $401K - $466K
6.14K $1.39B
WMT
Walmart Inc.

Consumer Defensive
845
+ 1.84%
$79.1 - $95.7 $66.8K - $80.9K
46.7K $4.22B
SJM
J M Smucker CO

Consumer Defensive
4.78K
+ 244.35%
$106.92 - $121.75 $511K - $582K
6.73K $741M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.17K
+ 128.46%
$81.68 - $82.93 $504K - $511K
11K $899M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
370
+ 0.27%
$100.18 - $109.1 $37.1K - $40.4K
138K $14.4B
IVE
Ishares S&P 500 Value ETF

ETFs
2.61K
+ 87.51%
$189.5 - $206.17 $494K - $537K
5.58K $1.07B
COST
Costco Wholesale Corp

Consumer Defensive
353
+ 7.06%
$873.59 - $994.69 $308K - $351K
5.36K $4.91B
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.39K
+ 32.07%
$124.26 - $134.12 $421K - $455K
14K $1.8B
SCHW
Schwab Charles Corp

Financial Services
4.02K
+ 21.76%
$63.31 - $82.85 $255K - $333K
22.5K $1.67B
GS
Goldman Sachs Group Inc

Financial Services
521
+ 23.89%
$486.1 - $608.57 $253K - $317K
2.7K $1.55B
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.77K
+ 78.95%
$75.1 - $82.99 $508K - $562K
15.3K $1.16B
MDT
Medtronic PLC

Healthcare
6.03K
+ 151.29%
$79.61 - $92.24 $480K - $556K
10K $800M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.2K
+ 13.14%
$49.79 - $51.14 $506K - $519K
87.5K $4.39B
AMAT
Applied Materials Inc

Technology
3.02K
+ 190.66%
$161.44 - $213.89 $488K - $646K
4.61K $749M
ISRG
Intuitive Surgical Inc

Healthcare
653
+ 22.97%
$471.27 - $550.62 $308K - $360K
3.5K $1.82B
BMY
Bristol Myers Squibb CO

Healthcare
7.17K
+ 153.29%
$51.92 - $59.94 $372K - $430K
11.8K $670M
USB
Us Bancorp \De\

Financial Services
7.33K
+ 20.65%
$43.98 - $53.66 $323K - $394K
42.9K $2.05B
MCD
Mcdonalds Corp

Consumer Cyclical
2.12K
+ 15.58%
$288.47 - $316.54 $611K - $671K
15.7K $4.56B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.17K
+ 167.84%
$50.73 - $51.08 $414K - $417K
13K $663M
TTD
Trade Desk, Inc.

Technology
619
+ 1.46%
$108.7 - $139.51 $67.3K - $86.4K
42.9K $5.05B
WFC
Wells Fargo & Company

Financial Services
3.63K
+ 33.52%
$54.98 - $77.35 $199K - $280K
14.4K $1.01B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.66K
+ 73.31%
$94.43 - $105.47 $345K - $386K
8.65K $878M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.9K
+ 167.27%
$100.22 - $100.73 $391K - $393K
6.23K $625M
PFE
Pfizer Inc

Healthcare
17.2K
+ 57.47%
$24.8 - $30.19 $428K - $521K
47.2K $1.25B
TMUS
T Mobile Us, Inc.

Communication Services
659
+ 4.12%
$206.1 - $246.94 $136K - $163K
16.7K $3.68B
PM
Philip Morris International Inc.

Consumer Defensive
3.26K
+ 17.44%
$118.38 - $133.06 $386K - $434K
21.9K $2.64B
IWF
Ishares Russell 1000 Gr ETF

ETFs
762
+ 31.58%
$370.24 - $418.94 $282K - $319K
3.18K $1.27B
Ge Vernova Inc
683
+ 36.39%
N/A
2.56K $842M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
10.3K
+ 60.29%
$33.03 - $34.15 $341K - $353K
27.5K $928M
NOW
Service Now, Inc.

Technology
107
+ 7.26%
$867.18 - $1148.42 $92.8K - $123K
1.58K $1.68B
VOT
Vanguard Mid Cap Growth Index

ETFs
672
+ 3.74%
$241.48 - $274.89 $162K - $185K
18.6K $4.73B
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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email