Sage View Advisory Group, LLC Incresed Positions in Q2 2025

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CBRE
Cbre Group, Inc.

Real Estate
1.25K
+ 43.95%
$113.94 - $140.12 $142K - $175K
4.08K $598M
GENC
Gencor Industries Inc

Industrials
6.55K
+ 23.85%
$10.92 - $14.8 $71.5K - $96.9K
34K $560M
Arista Networks Inc
951
+ 35.43%
N/A
3.64K $427M
WFC
Wells Fargo & Company

Financial Services
547
+ 3.71%
$60.98 - $80.12 $33.4K - $43.8K
15.3K $1.27B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
5.26K
+ 22.38%
$28.35 - $31.3 $149K - $165K
28.8K $910M
Innovator Etfs Trust
6.18K
+ 10.36%
N/A
65.8K $1.64B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.9K
+ 14.34%
$34.28 - $41.6 $99.3K - $120K
23.1K $994M
IVW
Ishares S&P 500 Growth ETF

ETFs
158
+ 1.83%
$82.96 - $110.1 $13.1K - $17.4K
8.81K $1.01B
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
20.2K
+ 53.63%
$7.81 - $9.04 $158K - $183K
58K $520M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
2.67K
+ 15.57%
$34.17 - $42.88 $91.4K - $115K
19.9K $857M
HWKN
Hawkins Inc

Basic Materials
44
+ 1.35%
$103.32 - $143.95 $4.55K - $6.33K
3.31K $533M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.14K
+ 2.01%
$24.21 - $29.47 $27.7K - $33.7K
58.1K $1.79B
DE
Deere & CO

Industrials
26
+ 0.64%
$412.99 - $531.48 $10.7K - $13.8K
4.12K $2.1B
CAT
Caterpillar Inc

Industrials
90
+ 6.53%
$273.94 - $388.21 $24.7K - $34.9K
1.47K $636M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.78K
+ 3.84%
$79.56 - $82.92 $142K - $148K
48.1K $3.97B
SUB
Ishares Short Term National Mu

ETFs
932
+ 1.19%
$104.77 - $106.34 $97.6K - $99.1K
79.4K $8.46B
ISRG
Intuitive Surgical Inc

Healthcare
369
+ 11.56%
$451.58 - $565.94 $167K - $209K
3.56K $1.76B
CRM
Salesforce, Inc.

Technology
591
+ 6.25%
$236.26 - $291.15 $140K - $172K
10.1K $2.72B
HYG
Ishares Tr

ETFs
1.2K
+ 2.64%
$75.75 - $80.65 $91.2K - $97.1K
46.8K $3.76B
XEL
Xcel Energy Inc

Utilities
2.22K
+ 44.25%
$65.65 - $72.39 $146K - $161K
7.24K $515M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.58K
+ 16.4%
$100.04 - $100.54 $158K - $159K
11.2K $1.13B
STT
State Street Corp

Financial Services
77
+ 1.2%
$75.33 - $106.34 $5.8K - $8.19K
6.49K $729M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.05K
+ 2.55%
$51.1 - $53.29 $105K - $109K
82.4K $4.37B
SOFI
So Fi Technologies, Inc.

Financial Services
1.89K
+ 16.45%
$9.5 - $18.21 $18K - $34.4K
13.4K $281M
WTS
Watts Water Technologies Inc

Industrials
29
+ 1.0%
$180.4 - $247.22 $5.23K - $7.17K
2.92K $738M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.61%
$4164.15 - $5789.24 $8.33K - $11.6K
126 $716M
PULS
Pgim ETF Tr

ETFs
2.85K
+ 9.29%
$49.39 - $49.76 $141K - $142K
33.5K $1.67B
INTU
Intuit Inc

Technology
57
+ 10.92%
$544.07 - $787.63 $31K - $44.9K
579 $463M
ADI
Analog Devices Inc

Technology
62
+ 1.43%
$164.6 - $238.02 $10.2K - $14.8K
4.39K $1.01B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
57
+ 0.22%
$39.89 - $49.46 $2.27K - $2.82K
26.3K $1.33B
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
5.62K
+ 23.75%
$20.31 - $21.71 $114K - $122K
29.3K $633M
CAH
Cardinal Health Inc

Healthcare
199
+ 3.81%
$125.0 - $168.0 $24.9K - $33.4K
5.43K $848M
TFC
Truist Financial Corp

Financial Services
2.11K
+ 29.16%
$34.79 - $42.99 $73.4K - $90.7K
9.35K $421M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.38K
+ 13.03%
$20.12 - $21.0 $108K - $113K
46.7K $977M
UBER
Uber Technologies, Inc

Technology
344
+ 6.81%
$64.62 - $93.3 $22.2K - $32.1K
5.39K $489M
VLUE
Ishares Msci Usa Value Factor

ETFs
55
+ 0.41%
$93.5 - $113.21 $5.14K - $6.23K
13.3K $1.53B
XJR
Ishares Tresg Screened S&P Sma

ETFs
1.88K
+ 13.62%
$32.75 - $39.55 $61.6K - $74.4K
15.7K $638M
RF
Regions Financial Corp

Financial Services
665
+ 3.03%
$18.34 - $23.52 $12.2K - $15.6K
22.6K $596M
NPO
Enpro Industries, Inc

Industrials
23
+ 1.02%
$137.27 - $193.1 $3.16K - $4.44K
2.28K $483M
T
At&T Inc.

Communication Services
6.34K
+ 6.46%
$26.33 - $28.94 $167K - $183K
104K $2.88B
MS
Morgan Stanley

Financial Services
188
+ 6.14%
$99.83 - $140.86 $18.8K - $26.5K
3.25K $463M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
74
+ 0.37%
$73.0 - $85.5 $5.4K - $6.33K
20K $1.66B
DASH
Door Dash, Inc.

Communication Services
51
+ 3.55%
$163.16 - $246.51 $8.32K - $12.6K
1.49K $366M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.99K
+ 8.39%
$50.1 - $51.02 $99.6K - $101K
25.7K $1.31B
NEM
Newmont Corp

Basic Materials
342
+ 6.76%
$44.18 - $59.46 $15.1K - $20.3K
5.4K $344M
NTRS
Northern Trust Corp

Financial Services
127
+ 4.99%
$84.45 - $126.79 $10.7K - $16.1K
2.67K $347M
BSX
Boston Scientific Corp

Healthcare
386
+ 3.71%
$89.7 - $107.41 $34.6K - $41.5K
10.8K $1.14B
FIS
Fidelity National Information Services, Inc.

Technology
102
+ 0.91%
$68.14 - $82.13 $6.95K - $8.38K
11.3K $927M
BNDX
Vanguard Total International B

ETFs
1.51K
+ 5.37%
$48.77 - $49.55 $73.7K - $74.9K
29.7K $1.46B
Activity Summary
Buys All Purchases 308 New Holdings 47 Increased Positions 261 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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