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
D
Dominion Energy, Inc

Utilities
7.69K
+ 47.8%
$52.63 - $60.92 $405K - $468K
23.8K $1.28B
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.2K
+ 8.47%
$71.75 - $75.11 $733K - $767K
131K $9.41B
HWM
Howmet Aerospace Inc.

Industrials
2.75K
+ 75.0%
$99.72 - $120.09 $274K - $330K
6.41K $701M
VO
Vanguard Mid Cap ETF

ETFs
1.26K
+ 26.6%
$261.5 - $284.63 $328K - $357K
5.98K $1.58B
JCI
Johnson Controls International PLC

Industrials
4.01K
+ 129.17%
$74.23 - $86.6 $298K - $347K
7.11K $561M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.44K
+ 83.51%
$51.09 - $55.27 $329K - $356K
14.2K $724M
DHR
Danaher Corp

Healthcare
1.87K
+ 77.96%
$226.16 - $274.52 $423K - $514K
4.27K $980M
COF
Capital One Financial Corp

Financial Services
613
+ 8.74%
$145.19 - $192.01 $89K - $118K
7.63K $1.36B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.89K
+ 62.16%
$80.93 - $85.66 $314K - $333K
10.1K $820M
MA
Mastercard Inc

Financial Services
217
+ 3.94%
$491.3 - $536.15 $107K - $116K
5.72K $3.01B
AXP
American Express CO

Financial Services
218
+ 2.6%
$267.35 - $305.57 $58.3K - $66.6K
8.6K $2.55B
DE
Deere & CO

Industrials
608
+ 20.37%
$389.45 - $466.0 $237K - $283K
3.59K $1.52B
ACN
Accenture PLC

Technology
780
+ 47.3%
$343.9 - $376.86 $268K - $294K
2.43K $855M
CVX
Chevron Corp

Energy
2.03K
+ 16.11%
$141.15 - $162.53 $287K - $330K
14.6K $2.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
220
+ 2.06%
$567.81 - $607.81 $125K - $134K
10.9K $6.38B
MAR
Marriott International Inc

Consumer Cyclical
799
+ 70.09%
$246.06 - $292.59 $197K - $234K
1.94K $541M
ALL
Allstate Corp

Financial Services
1.24K
+ 24.34%
$181.25 - $208.2 $225K - $259K
6.35K $1.22B
ROP
Roper Technologies Inc

Industrials
509
+ 132.55%
$519.85 - $575.95 $265K - $293K
893 $464M
VBR
Vanguard Small Cap Value ETF

ETFs
1.28K
+ 29.44%
$197.36 - $217.3 $253K - $278K
5.63K $1.12B
KKR
Kkr & Co. Inc.

Financial Services
964
+ 16.99%
$129.87 - $162.87 $125K - $157K
6.64K $982M
CEG
Constellation Energy Corp

Utilities
1.81K
+ 38.21%
$224.28 - $285.52 $406K - $517K
6.55K $1.47B
Te Connectivity PLC
1.83K
+ 40.13%
N/A
6.39K $914M
GE
General Electric CO

Industrials
2.28K
+ 31.2%
$159.95 - $194.23 $364K - $442K
9.57K $1.6B
PANW
Palo Alto Networks Inc

Technology
5.8K
+ 110.38%
$181.96 - $405.9 $1.06M - $2.36M
11.1K $2.01B
BA
Boeing CO

Industrials
915
+ 42.92%
$138.14 - $180.72 $126K - $165K
3.05K $539M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.72K
+ 31.09%
$44.04 - $49.49 $296K - $333K
28.3K $1.25B
BK
Bank Of New York Mellon Corp

Financial Services
1.54K
+ 9.21%
$70.82 - $81.87 $109K - $126K
18.3K $1.4B
VNQ
Vanguard Specialized Funds Van

ETFs
3.32K
+ 28.39%
$87.85 - $98.6 $292K - $328K
15K $1.34B
PAUG
Innovator U.S. Equity Power Bu

ETFs
4.82K
+ 64.62%
$37.61 - $38.92 $181K - $187K
12.3K $472M
American Healthcare Reit Inc
5.91K
+ 68.02%
N/A
14.6K $415M
MS
Morgan Stanley

Financial Services
361
+ 5.49%
$104.42 - $134.99 $37.7K - $48.7K
6.94K $872M
IP
International Paper CO

Consumer Cyclical
2.4K
+ 21.66%
$46.64 - $59.57 $112K - $143K
13.5K $727M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.58K
+ 61.12%
$66.77 - $71.52 $172K - $184K
6.8K $469M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.8K
+ 13.87%
$58.88 - $64.8 $633K - $697K
88.3K $5.2B
CRWD
Crowd Strike Holdings, Inc.

Technology
299
+ 23.21%
$275.15 - $388.2 $82.3K - $116K
1.59K $543M
VIG
Vanguard Dividend Appreciation

ETFs
990
+ 15.4%
N/A
7.42K $1.45B
RTX
Raytheon Technologies Corp

Industrials
2.1K
+ 17.59%
$114.45 - $127.21 $240K - $267K
14K $1.62B
SYK
Stryker Corp

Healthcare
493
+ 45.65%
$345.14 - $392.15 $170K - $193K
1.57K $566M
GLD
Spdr Gold Trust

ETFs
742
+ 17.89%
$236.59 - $257.5 $176K - $191K
4.89K $1.18B
AVUS
American Centy ETF Tr Avantis

ETFs
1.24K
+ 4.3%
$94.36 - $102.06 $117K - $127K
30.2K $2.93B
PH
Parker Hannifin Corp

Industrials
254
+ 12.28%
$621.74 - $709.46 $158K - $180K
2.32K $1.48B
TAXF
American Centy ETF Tr Diversif

ETFs
3.54K
+ 29.13%
$49.94 - $51.44 $177K - $182K
15.7K $787M
MRK
Merck & Co., Inc.

Healthcare
4.44K
+ 22.32%
$96.31 - $114.76 $428K - $510K
24.4K $2.42B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.98K
+ 45.8%
$76.72 - $82.83 $152K - $164K
6.29K $486M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 30.37%
$65.67 - $69.79 $149K - $159K
9.76K $654M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.02K
+ 3.66%
$176.42 - $186.91 $180K - $191K
29K $5.16B
FDX
Fedex Corp

Industrials
491
+ 43.84%
$260.5 - $305.15 $128K - $150K
1.61K $453M
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
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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