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
FTNT
Fortinet, Inc.

Technology
10
+ 0.32%
$84.71 - $108.69 $847 - $1.09K
3.18K $333M
HCA
Hca Healthcare, Inc.

Healthcare
91
+ 10.01%
$317.61 - $387.52 $28.9K - $35.3K
1K $341M
DFSD
Dimensional ETF Tr Short Durat

ETFs
32
+ 0.05%
$47.09 - $48.01 $1.51K - $1.54K
63K $3.02B
VPU
Vanguard Utilities ETF

ETFs
8
+ 0.37%
$158.36 - $178.82 $1.27K - $1.43K
2.16K $390M
SSB
South State Corp

Financial Services
41
+ 1.05%
$80.59 - $94.67 $3.3K - $3.88K
3.96K $387M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.11K
+ 2.65%
$22.68 - $23.28 $25.3K - $25.9K
43.1K $993M
FE
Firstenergy Corp

Utilities
233
+ 2.33%
$38.31 - $43.17 $8.93K - $10.1K
10.3K $425M
APD
Air Products & Chemicals, Inc.

Basic Materials
47
+ 0.97%
$248.61 - $294.96 $11.7K - $13.9K
4.9K $1.45B
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.11%
$162.65 - $188.71 $325 - $377
1.84K $354M
AUB
Atlantic Union Bankshares Corp

Financial Services
23
+ 0.26%
$23.85 - $32.24 $549 - $742
8.82K $290M
Neuberger Berman ETF Trust
203
+ 1.84%
N/A
11.2K $294M
HSIC
Henry Schein Inc

Healthcare
67
+ 1.76%
$62.7 - $73.66 $4.2K - $4.94K
3.88K $273M
KMB
Kimberly Clark Corp

Consumer Defensive
303
+ 17.47%
$126.84 - $145.22 $38.4K - $44K
2.04K $258M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
157
+ 0.81%
$10.59 - $11.48 $1.66K - $1.8K
19.4K $226M
ETR
Entergy Corp

Utilities
8
+ 0.1%
$79.01 - $86.61 $632 - $693
8.25K $715M
SPG
Simon Property Group Inc

Real Estate
71
+ 3.53%
$140.37 - $171.44 $9.97K - $12.2K
2.08K $344M
COST
Costco Wholesale Corp

Consumer Defensive
78
+ 1.46%
$908.13 - $1056.85 $70.8K - $82.4K
5.41K $5.06B
IPG
Interpublic Group Of Companies, Inc.

Communication Services
846
+ 10.74%
$22.66 - $26.12 $19.2K - $22.1K
8.73K $223M
AEP
American Electric Power CO Inc

Utilities
136
+ 2.37%
$98.59 - $109.11 $13.4K - $14.8K
5.89K $635M
UNM
Unum Group

Financial Services
172
+ 3.6%
$70.48 - $82.91 $12.1K - $14.3K
4.95K $396M
EPC
Edgewell Personal Care CO

Consumer Defensive
2K
+ 22.22%
$22.79 - $31.7 $45.6K - $63.4K
11K $288M
MSI
Motorola Solutions, Inc.

Technology
25
+ 5.29%
$394.72 - $440.39 $9.87K - $11K
498 $214M
GGG
Graco Inc

Industrials
2
+ 0.03%
$74.02 - $87.26 $148 - $175
6.8K $574M
VZ
Verizon Communications Inc

Communication Services
2.72K
+ 7.5%
$41.67 - $45.62 $114K - $124K
39K $1.65B
LYG
Lloyds Banking Group PLC

Financial Services
177
+ 1.56%
$3.32 - $4.29 $588 - $759
11.5K $48.3M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
623
+ 1.1%
$50.34 - $51.86 $31.4K - $32.3K
57.2K $2.92B
BOKF
Bok Financial Corp

Financial Services
15
+ 0.77%
$87.86 - $103.42 $1.32K - $1.55K
1.97K $206M
TRV
Travelers Companies, Inc.

Financial Services
44
+ 4.86%
$233.83 - $276.34 $10.3K - $12.2K
950 $242M
PLD
Prologis, Inc.

Real Estate
172
+ 4.56%
$89.76 - $112.34 $15.4K - $19.3K
3.94K $422M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
46
+ 1.0%
$45.2 - $46.6 $2.08K - $2.14K
4.65K $214M
OMCL
Omnicell, Inc

Healthcare
2.31K
+ 20.38%
$24.63 - $35.46 $56.8K - $81.8K
13.6K $395M
MO
Altria Group, Inc.

Consumer Defensive
692
+ 2.14%
$55.56 - $60.91 $38.4K - $42.1K
33.1K $1.94B
KO
Coca Cola CO

Consumer Defensive
1.34K
+ 5.07%
$68.37 - $73.9 $91.3K - $98.7K
27.7K $1.89B
DRI
Darden Restaurants Inc

Consumer Cyclical
30
+ 1.59%
$186.58 - $225.78 $5.6K - $6.77K
1.92K $389M
COLM
Columbia Sportswear CO

Consumer Cyclical
890
+ 23.48%
$59.62 - $77.36 $53.1K - $68.9K
4.68K $283M
SCHP
Schwab Strategic Us Tips ETF

ETFs
53
+ 0.28%
$26.18 - $26.93 $1.39K - $1.43K
19.3K $513M
Innovex International Inc
45
+ 0.26%
N/A
17K $299M
DFAR
Dimensional ETF Tr Dimensional

ETFs
522
+ 0.66%
$20.99 - $23.93 $11K - $12.5K
80K $1.88B
DFIP
Dimensional ETF Tr Inflation P

ETFs
151
+ 0.4%
$41.11 - $42.42 $6.21K - $6.41K
37.7K $1.57B
PB
Prosperity Bancshares Inc

Financial Services
35
+ 1.16%
$63.76 - $73.75 $2.23K - $2.58K
3.05K $206M
WMK
Weis Markets Inc

Consumer Defensive
12
+ 0.39%
$71.84 - $88.84 $862 - $1.07K
3.1K $228M
LCUT
Lifetime Brands, Inc

Consumer Cyclical
50
+ 0.09%
$3.0 - $5.1 $150 - $255
55.6K $263M
TAXF
American Centy ETF Tr Diversif

ETFs
43
+ 0.28%
$47.8 - $49.79 $2.06K - $2.14K
15.2K $739M
GATX
Gatx Corp

Industrials
12
+ 0.25%
$141.27 - $159.24 $1.7K - $1.91K
4.79K $730M
CMS
Cms Energy Corp

Utilities
31
+ 0.82%
$68.57 - $75.51 $2.13K - $2.34K
3.8K $271M
UPS
United Parcel Service Inc

Industrials
527
+ 6.37%
$91.92 - $110.2 $48.4K - $58.1K
8.81K $894M
HCAT
Health Catalyst, Inc.

Healthcare
330
+ 0.61%
$3.58 - $4.52 $1.18K - $1.49K
54.7K $224M
INTC
Intel Corp

Technology
424
+ 2.58%
$18.13 - $22.69 $7.69K - $9.62K
16.9K $349M
CI
Cigna Corp

Healthcare
4
+ 0.53%
$301.89 - $340.04 $1.21K - $1.36K
764 $224M
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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