Sage View Advisory Group, LLC Reduced Holdings in Q3 2024

Sage View Advisory Group, LLC

  • $1.97 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
-344K
- 17.64%
$85.48 - $98.39 $29.4M - $33.8M
1.61M $155B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-22K
- 43.51%
$475.2 - $527.7 $10.5M - $11.6M
28.6K $15.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-356K
- 12.11%
$36.98 - $41.55 $13.1M - $14.8M
2.58M $106B
MSFT
Microsoft Corp

Technology
-10.9K
- 17.51%
$395.15 - $467.56 $4.31M - $5.1M
51.4K $22.1B
IEFA
Ishares Tr

ETFs
-87.8K
- 37.47%
$70.09 - $78.74 $6.15M - $6.91M
147K $11.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-175K
- 5.94%
$96.25 - $101.98 $16.9M - $17.9M
2.77M $281B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-166K
- 9.39%
$49.77 - $51.95 $8.24M - $8.6M
1.6M $82.8B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-238K
- 15.87%
$34.48 - $38.87 $8.2M - $9.25M
1.26M $48.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-27.1K
- 49.28%
$162.64 - $179.3 $4.41M - $4.87M
27.9K $5.01B
AMZN
Amazon Com Inc

Consumer Cyclical
-18.4K
- 26.21%
$161.02 - $200.0 $2.97M - $3.69M
51.9K $9.67B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-47.8K
- 32.39%
$76.38 - $78.87 $3.65M - $3.77M
99.7K $7.84B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-42.3K
- 80.04%
$76.94 - $79.54 $3.26M - $3.37M
10.6K $839M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-73.2K
- 23.52%
$41.93 - $44.13 $3.07M - $3.23M
238K $10.5B
AAPL
Apple Inc.

Technology
-28.9K
- 16.58%
$207.23 - $234.82 $5.98M - $6.78M
145K $33.9B
CSWI
Csw Industrials, Inc.

Industrials
-13.5K
- 55.56%
$263.55 - $370.84 $3.56M - $5.02M
10.8K $3.96B
GOOGL
Alphabet Inc.

Communication Services
-9.95K
- 20.0%
$148.65 - $191.18 $1.48M - $1.9M
39.8K $6.6B
IVV
Ishares Core S&P 500 ETF

ETFs
-5.17K
- 23.53%
$520.18 - $576.82 $2.69M - $2.98M
16.8K $9.7B
LLY
Eli Lilly & CO

Healthcare
-2.28K
- 17.18%
$772.14 - $960.02 $1.76M - $2.19M
11K $9.75B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-366K
- 11.4%
$25.45 - $29.53 $9.31M - $10.8M
2.84M $83B
REET
Ishares Global Reit ETF

ETFs
-372K
- 16.25%
$23.07 - $27.17 $8.58M - $10.1M
1.92M $51.2B
IAPR
Innovator Etfs Tr Internationa

ETFs
-76.4K
- 40.21%
$26.49 - $28.58 $2.02M - $2.18M
114K $3.23B
EMB
Ishares Tr

ETFs
-31.2K
- 13.33%
$87.75 - $93.74 $2.74M - $2.93M
203K $19B
JPM
Jpmorgan Chase & CO

Financial Services
-9.88K
- 23.22%
$194.9 - $224.8 $1.93M - $2.22M
32.7K $6.89B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-23.5K
- 14.63%
$91.37 - $101.65 $2.15M - $2.39M
137K $14B
VUG
Vanguard Growth ETF

ETFs
-4.44K
- 20.3%
$341.08 - $391.94 $1.51M - $1.74M
17.4K $6.69B
MRK
Merck & Co., Inc.

Healthcare
-10K
- 33.46%
$111.15 - $128.97 $1.11M - $1.29M
19.9K $2.26B
VTV
Vanguard Value ETF

ETFs
-10.6K
- 31.8%
$159.75 - $174.57 $1.7M - $1.86M
22.8K $3.98B
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-52.7K
- 86.05%
$24.27 - $27.34 $1.28M - $1.44M
8.54K $230M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-24.5K
- 44.27%
$57.32 - $62.65 $1.4M - $1.53M
30.8K $1.92B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-26.7K
- 79.15%
$48.06 - $49.39 $1.29M - $1.32M
7.04K $347M
PEP
Pepsico Inc

Consumer Defensive
-7.87K
- 33.02%
$161.9 - $179.3 $1.27M - $1.41M
16K $2.71B
V
Visa Inc.

Financial Services
-5.28K
- 22.81%
$253.74 - $291.56 $1.34M - $1.54M
17.9K $4.91B
CVX
Chevron Corp

Energy
-6.35K
- 33.51%
$137.88 - $161.97 $876K - $1.03M
12.6K $1.86B
ADBE
Adobe Inc.

Technology
-1.58K
- 22.18%
$508.13 - $586.55 $805K - $929K
5.56K $2.88B
NOW
Service Now, Inc.

Technology
-1.56K
- 51.34%
$730.87 - $937.36 $1.14M - $1.46M
1.47K $1.32B
ETN
Eaton Corp PLC

Industrials
-3.43K
- 59.55%
$272.52 - $333.02 $934K - $1.14M
2.33K $772M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-32.3K
- 65.37%
$31.31 - $33.23 $1.01M - $1.07M
17.1K $569M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-32.7K
- 55.6%
$31.02 - $32.54 $1.01M - $1.06M
26.1K $849M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.16K
- 23.76%
$434.77 - $502.96 $938K - $1.09M
6.92K $3.38B
AMAT
Applied Materials Inc

Technology
-3.47K
- 68.64%
$174.88 - $254.97 $607K - $885K
1.59K $320M
JNJ
Johnson & Johnson

Healthcare
-7.13K
- 40.07%
$145.48 - $167.38 $1.04M - $1.19M
10.7K $1.73B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-20.2K
- 45.39%
$45.2 - $47.87 $911K - $965K
24.3K $1.15B
IWL
Ishares Tr Russell 200 ETF

ETFs
-10.5K
- 10.51%
$126.32 - $140.44 $1.33M - $1.47M
89.4K $12.6B
VV
Vanguard Large Cap ETF

ETFs
-6.37K
- 10.09%
$236.92 - $263.4 $1.51M - $1.68M
56.8K $14.9B
GOOG
Alphabet Inc.

Communication Services
-3.83K
- 38.45%
$149.54 - $192.66 $572K - $737K
6.12K $1.02B
VNQ
Vanguard Specialized Funds Van

ETFs
-10.9K
- 48.18%
$82.97 - $98.97 $903K - $1.08M
11.7K $1.14B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3.36K
- 72.45%
$210.25 - $231.86 $706K - $778K
1.28K $285M
XOM
Exxon Mobil Corp

Energy
-6.49K
- 17.32%
$109.72 - $119.0 $712K - $773K
31K $3.63B
ABBV
Abb Vie Inc.

Healthcare
-5.86K
- 31.75%
$163.84 - $199.33 $960K - $1.17M
12.6K $2.49B
Activity Summary
Buys All Purchases 104 New Holdings 34 Increased Positions 70 Sells All Sells 386 Reductions 386 Sold out 0 Options Calls 0 Puts 0
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