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
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
1.31K
+ 23.68%
$60.77 - $68.5 $79.6K - $89.7K
6.84K $465M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.18K
+ 20.68%
N/A
6.89K $451M
TIGO
Millicom International Cellular Sa

Communication Services
25
+ 0.28%
$26.95 - $38.28 $674 - $957
9.03K $356M
ITT
Itt Inc.

Industrials
104
+ 5.2%
$112.67 - $157.95 $11.7K - $16.4K
2.1K $342M
IVE
Ishares S&P 500 Value ETF

ETFs
147
+ 2.64%
$168.34 - $195.42 $24.7K - $28.7K
5.72K $1.14B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
504
+ 0.47%
$40.82 - $43.14 $20.6K - $21.7K
108K $4.65B
ASTE
Astec Industries Inc

Industrials
27
+ 0.22%
$30.65 - $42.44 $828 - $1.15K
12.4K $504M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
171
+ 6.56%
$104.23 - $134.39 $17.8K - $23K
2.78K $376M
USFD
Us Foods Holding Corp.

Consumer Defensive
18
+ 0.44%
$60.47 - $79.12 $1.09K - $1.42K
4.11K $342M
PRU
Prudential Financial Inc

Financial Services
881
+ 39.21%
$95.12 - $112.71 $83.8K - $99.3K
3.13K $324M
ABCB
Ameris Bancorp

Financial Services
120
+ 1.69%
$50.69 - $64.92 $6.08K - $7.79K
7.23K $480M
ES
Eversource Energy

Utilities
895
+ 23.3%
$54.25 - $65.89 $48.6K - $59K
4.74K $309M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
100
+ 10.08%
$201.28 - $266.34 $20.1K - $26.6K
1.09K $295M
FNDC
Schwab Fundamental Intl Small

ETFs
145
+ 1.45%
$32.97 - $42.05 $4.78K - $6.1K
10.1K $430M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
6
+ 0.71%
$299.15 - $396.54 $1.79K - $2.38K
851 $351M
VLO
Valero Energy Corp

Energy
197
+ 6.33%
$104.69 - $141.77 $20.6K - $27.9K
3.31K $479M
ENR
Energizer Holdings, Inc.

Industrials
4.83K
+ 64.49%
$19.83 - $29.97 $95.8K - $145K
12.3K $292M
GD
General Dynamics Corp

Industrials
86
+ 8.68%
$247.68 - $291.66 $21.3K - $25.1K
1.08K $337M
MCK
Mckesson Corp

Healthcare
22
+ 1.48%
$652.83 - $732.78 $14.4K - $16.1K
1.51K $1.06B
IP
International Paper CO

Consumer Cyclical
671
+ 5.41%
$43.89 - $54.46 $29.5K - $36.5K
13.1K $726M
MSGS
Madison Square Garden Sports Corp.

Communication Services
256
+ 19.44%
$175.61 - $208.95 $45K - $53.5K
1.57K $318M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
122
+ 1.39%
$49.48 - $61.22 $6.04K - $7.47K
8.88K $545M
CCI
Crown Castle International Corp

Real Estate
252
+ 4.58%
$94.83 - $107.06 $23.9K - $27K
5.76K $626M
XYL
Xylem Inc.

Industrials
126
+ 4.58%
$102.86 - $129.5 $13K - $16.3K
2.88K $381M
ADP
Automatic Data Processing Inc

Industrials
161
+ 14.07%
$276.76 - $326.81 $44.6K - $52.6K
1.31K $401M
FLS
Flowserve Corp

Industrials
155
+ 2.21%
$39.49 - $53.64 $6.12K - $8.31K
7.16K $393M
OMF
One Main Holdings, Inc.

Financial Services
87
+ 2.11%
$40.42 - $57.0 $3.52K - $4.96K
4.22K $249M
JNK
Spdr Bloomberg High Yield Bond

ETFs
233
+ 1.69%
$91.23 - $97.27 $21.3K - $22.7K
14K $1.36B
FOX
Fox Corp Cl B (De)

Communication Services
893
+ 22.19%
$43.81 - $53.0 $39.1K - $47.3K
4.92K $255M
SCHA
Schwab Strategic Tr Us Small C

ETFs
229
+ 1.76%
$20.42 - $25.3 $4.68K - $5.79K
13.2K $348M
JNJ
Johnson & Johnson

Healthcare
205
+ 0.95%
$146.36 - $159.82 $30K - $32.8K
21.7K $3.61B
SO
Southern CO

Utilities
343
+ 8.19%
$84.91 - $92.56 $29.1K - $31.7K
4.53K $427M
KR
Kroger CO

Consumer Defensive
232
+ 1.46%
$64.62 - $74.0 $15K - $17.2K
16.1K $1.12B
CME
Cme Group Inc.

Financial Services
19
+ 0.46%
$252.37 - $290.71 $4.8K - $5.52K
4.15K $1.14B
LCII
Lci Industries

Consumer Cyclical
145
+ 6.3%
$75.07 - $92.4 $10.9K - $13.4K
2.45K $241M
Atlanta Braves Hldgs Inc
19
+ 0.24%
N/A
8.09K $394M
Prairie Oper CO
15K
+ 136.36%
N/A
26K $98.5M
WEX
Wex Inc.

Technology
24
+ 1.43%
$113.47 - $161.8 $2.72K - $3.88K
1.7K $300M
APO
Apollo Global Management, Inc.

Financial Services
17
+ 0.61%
$108.68 - $145.07 $1.85K - $2.47K
2.82K $420M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
70
+ 1.84%
$78.85 - $101.3 $5.52K - $7.09K
3.87K $383M
RWO
Spdr Dow Jones Global Real Est

ETFs
732
+ 11.32%
$38.85 - $45.0 $28.4K - $32.9K
7.2K $317M
PFF
Ishares Trust Ishares Pfd And

ETFs
75
+ 0.09%
$29.0 - $30.68 $2.18K - $2.3K
79.8K $2.49B
FDX
Fedex Corp

Industrials
149
+ 9.21%
$198.07 - $245.17 $29.5K - $36.5K
1.77K $428M
CTRE
Care Trust Reit, Inc.

Real Estate
332
+ 2.87%
$26.65 - $30.69 $8.85K - $10.2K
11.9K $364M
NFG
National Fuel Gas CO

Energy
65
+ 1.63%
$73.0 - $86.01 $4.75K - $5.59K
4.07K $350M
SRLN
Ssga Active Trust

ETFs
650
+ 6.27%
$39.47 - $41.59 $25.7K - $27K
11K $458M
FNDE
Schwab Fundamental Emerging Mk

ETFs
51
+ 0.53%
$26.66 - $33.09 $1.36K - $1.69K
9.69K $329M
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.2%
$218.41 - $252.43 $1.09K - $1.26K
2.53K $657M
FSK
Fs Kkr Capital Corp

Financial Services
445
+ 2.05%
$17.95 - $21.5 $7.99K - $9.57K
22.2K $485M
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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