Sage View Advisory Group, LLC Incresed Positions in Q1 2025

Sage View Advisory Group, LLC

  • $2.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
108
+ 3.53%
$92.49 - $114.57 $9.99K - $12.4K
3.17K $305M
UNF
Unifirst Corp

Industrials
63
+ 3.99%
$169.33 - $230.5 $10.7K - $14.5K
1.64K $286M
SSP
E.W. Scripps CO

Communication Services
2K
+ 16.67%
$1.41 - $3.36 $2.82K - $6.72K
14K $41.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
455
+ 0.81%
$51.26 - $52.53 $23.3K - $23.9K
56.6K $2.92B
NSC
Norfolk Southern Corp

Industrials
11
+ 0.24%
$227.69 - $259.76 $2.5K - $2.86K
4.68K $1.11B
ENB
Enbridge Inc

Energy
19
+ 0.34%
$41.54 - $45.45 $789 - $864
5.68K $252M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
167
+ 2.08%
$25.44 - $27.95 $4.25K - $4.67K
8.2K $222M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
78
+ 0.23%
$47.33 - $47.92 $3.69K - $3.74K
34.2K $1.63B
FTCS
First Trust Capital Strength E

ETFs
12
+ 0.24%
$86.39 - $91.35 $1.04K - $1.1K
4.94K $443M
RSP
Invesco S&P 500 Equal Weight E

ETFs
141
+ 1.91%
$169.43 - $182.84 $23.9K - $25.8K
7.54K $1.31B
Crane Company
14
+ 0.39%
N/A
3.61K $554M
WTS
Watts Water Technologies Inc

Industrials
26
+ 0.91%
$195.28 - $224.67 $5.08K - $5.84K
2.9K $590M
HFWA
Heritage Financial Corp

Financial Services
365
+ 2.59%
$23.08 - $25.77 $8.42K - $9.41K
14.5K $352M
C
Citigroup Inc

Financial Services
6
+ 0.06%
$67.23 - $84.63 $403 - $508
9.57K $679M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
4.05K
+ 12.02%
$8.46 - $9.3 $34.3K - $37.7K
37.8K $319M
VIG
Vanguard Dividend Appreciation

ETFs
97
+ 1.31%
N/A
7.51K $1.46B
GATX
Gatx Corp

Industrials
14
+ 0.29%
$149.94 - $167.38 $2.1K - $2.34K
4.77K $741M
VBR
Vanguard Small Cap Value ETF

ETFs
378
+ 6.72%
$183.02 - $207.75 $69.2K - $78.5K
6.01K $1.12B
SYF
Synchrony Financial

Financial Services
929
+ 24.43%
$51.9 - $70.63 $48.2K - $65.6K
4.73K $250M
IWB
Ishares Tr Russell 1000 ETF

ETFs
46
+ 6.36%
$302.31 - $337.54 $13.9K - $15.5K
769 $236M
GENC
Gencor Industries Inc

Industrials
8.66K
+ 46.11%
$12.0 - $17.38 $104K - $151K
27.5K $334M
USFD
Us Foods Holding Corp.

Consumer Defensive
153
+ 3.88%
$63.38 - $72.02 $9.7K - $11K
4.1K $268M
GGG
Graco Inc

Industrials
82
+ 1.22%
$80.53 - $87.54 $6.6K - $7.18K
6.8K $568M
TNC
Tennant CO

Industrials
77
+ 3.01%
$79.73 - $89.16 $6.14K - $6.87K
2.64K $210M
FCX
Freeport Mcmoran Inc

Basic Materials
42
+ 0.53%
$34.5 - $43.01 $1.45K - $1.81K
8.03K $304M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.11%
$179.71 - $192.06 $359 - $384
1.84K $338M
BOKF
Bok Financial Corp

Financial Services
39
+ 2.04%
$98.85 - $114.26 $3.86K - $4.46K
1.95K $203M
ACN
Accenture PLC

Technology
307
+ 12.64%
$300.91 - $398.25 $92.4K - $122K
2.74K $854M
Innovator Etfs Trust
258
+ 3.94%
N/A
6.81K $243M
FBNC
First Bancorp

Financial Services
540
+ 8.57%
$38.72 - $45.94 $20.9K - $24.8K
6.84K $275M
DGS
Wisdomtree Emerging Markets Sm

ETFs
9
+ 0.17%
$47.4 - $50.24 $427 - $452
5.35K $259M
OMF
One Main Holdings, Inc.

Financial Services
188
+ 4.77%
$45.35 - $58.06 $8.53K - $10.9K
4.13K $202M
AXON
Axon Enterprise, Inc.

Industrials
45
+ 11.22%
$496.65 - $710.01 $22.3K - $32K
446 $235M
INTU
Intuit Inc

Technology
4
+ 0.77%
$555.63 - $630.23 $2.22K - $2.52K
522 $321M
Te Connectivity PLC
33
+ 0.52%
N/A
6.43K $908M
PECO
Phillips Edison & Company, Inc.

Real Estate
128
+ 1.18%
$34.43 - $37.49 $4.41K - $4.8K
11K $402M
PB
Prosperity Bancshares Inc

Financial Services
70
+ 2.38%
$69.3 - $80.69 $4.85K - $5.65K
3.01K $215M
SPG
Simon Property Group Inc

Real Estate
30
+ 1.52%
$159.48 - $187.78 $4.78K - $5.63K
2.01K $334M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2
+ 0.03%
$74.34 - $81.0 $149 - $162
6.29K $478M
VTI
Vanguard Total Stock Market Et

ETFs
2.61K
+ 5.39%
$271.18 - $303.12 $708K - $791K
51.1K $14B
CAT
Caterpillar Inc

Industrials
103
+ 8.07%
$326.75 - $407.63 $33.7K - $42K
1.38K $455M
MSI
Motorola Solutions, Inc.

Technology
7
+ 1.5%
$411.73 - $482.1 $2.88K - $3.37K
473 $207M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
201
+ 2.96%
$64.88 - $72.1 $13K - $14.5K
7K $460M
NTRS
Northern Trust Corp

Financial Services
5
+ 0.2%
$96.09 - $113.81 $480 - $569
2.54K $251M
CENT
Central Garden & Pet CO

Consumer Defensive
65
+ 0.93%
$33.67 - $40.16 $2.19K - $2.61K
7.08K $259M
VBK
Vanguard Small Cap Growth ETF

ETFs
37
+ 4.67%
$247.97 - $296.33 $9.17K - $11K
830 $209M
DFAS
Dimensional ETF Tr U S Small C

ETFs
151
+ 3.27%
$58.81 - $68.2 $8.88K - $10.3K
4.77K $285M
SSB
South State Corp

Financial Services
98
+ 2.56%
$89.4 - $108.33 $8.76K - $10.6K
3.92K $364M
CMCSA
Comcast Corp

Communication Services
201
+ 0.53%
$33.19 - $38.23 $6.67K - $7.68K
38.1K $1.41B
Activity Summary
Buys All Purchases 291 New Holdings 38 Increased Positions 253 Sells All Sells 264 Reductions 264 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