Sage View Advisory Group, LLC Reduced Holdings in Q4 2024

Sage View Advisory Group, LLC

  • $2.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
-2
- 0.04%
$485.36 - $588.0 $971 - $1.18K
5K $2.43B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-1.25K
- 5.69%
$33.43 - $36.52 $41.8K - $45.6K
20.7K $698M
BCAL
Southern Calif Bancorp Com

Financial Services
-10K
- 25.61%
$13.82 - $17.95 $138K - $180K
29.1K $480M
CAT
Caterpillar Inc

Industrials
-153
- 10.71%
$360.37 - $416.88 $55.1K - $63.8K
1.28K $463M
BCPC
Balchem Corp

Basic Materials
-218
- 4.69%
$163.0 - $183.41 $35.5K - $40K
4.44K $723M
IDEV
Ishares Core Msci Intl Develop

ETFs
-64
- 0.45%
$64.18 - $70.42 $4.11K - $4.51K
14.3K $920M
GPC
Genuine Parts CO

Consumer Cyclical
-171
- 5.26%
$113.11 - $143.63 $19.3K - $24.6K
3.08K $359M
URI
United Rentals, Inc.

Industrials
-32
- 4.69%
$704.44 - $880.32 $22.5K - $28.2K
650 $458M
GGG
Graco Inc

Industrials
-827
- 10.97%
$81.45 - $92.29 $67.4K - $76.3K
6.72K $566M
HOG
Harley Davidson, Inc.

Consumer Cyclical
-381
- 4.68%
$29.69 - $38.02 $11.3K - $14.5K
7.76K $234M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.34K
- 10.71%
$49.74 - $50.43 $66.8K - $67.7K
11.2K $558M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-349
- 2.64%
$50.06 - $55.0 $17.5K - $19.2K
12.9K $645M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-509
- 2.94%
$31.92 - $36.14 $16.2K - $18.4K
16.8K $537M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-494
- 2.51%
$69.58 - $74.87 $34.4K - $37K
19.2K $1.34B
NUSC
Nuveen Esg Small Cap ETF

ETFs
-22
- 0.03%
$41.74 - $46.2 $918 - $1.02K
67.4K $2.82B
MLI
Mueller Industries Inc

Industrials
-1.57K
- 13.77%
$71.2 - $95.34 $112K - $150K
9.85K $782M
FTSL
First Trust Senior Ln Fund

ETFs
-1.9K
- 2.79%
$45.9 - $46.48 $87.4K - $88.5K
66.3K $3.07B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.4K
- 2.48%
$33.62 - $35.69 $47.2K - $50.1K
55.2K $1.86B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.18K
- 16.7%
$48.33 - $49.08 $56.8K - $57.7K
5.87K $284M
ES
Eversource Energy

Utilities
-282
- 6.57%
$55.9 - $67.73 $15.8K - $19.1K
4.01K $230M
DISV
Dimensional ETF Tr Dimensional

ETFs
-34
- 0.14%
$26.18 - $28.77 $890 - $978
24K $638M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.14K
- 17.89%
$50.35 - $50.69 $57.6K - $57.9K
5.25K $265M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-523
- 26.27%
$129.96 - $144.97 $68K - $75.8K
1.47K $205M
PEG
Public Service Enterprise Group Inc

Utilities
-326
- 5.07%
$81.87 - $94.51 $26.7K - $30.8K
6.11K $516M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-827
- 7.96%
$28.89 - $33.95 $23.9K - $28.1K
9.56K $278M
WEX
Wex Inc.

Technology
-10
- 0.62%
$167.45 - $216.67 $1.67K - $2.17K
1.61K $282M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-119
- 0.23%
$22.65 - $23.8 $2.7K - $2.83K
50.6K $1.15B
SHW
Sherwin Williams CO

Basic Materials
-62
- 7.97%
$338.75 - $399.71 $21K - $24.8K
716 $243M
Innovator Etfs Trust
-1.37K
- 17.35%
N/A
6.55K $245M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-296
- 12.05%
$106.56 - $113.11 $31.5K - $33.5K
2.16K $231M
WPC
W. P. Carey Inc.

Real Estate
-88
- 1.78%
$53.44 - $61.33 $4.7K - $5.4K
4.85K $264M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-371
- 4.27%
$27.09 - $32.06 $10.1K - $11.9K
8.32K $233M
FITB
Fifth Third Bancorp

Financial Services
-696
- 4.04%
$41.76 - $48.44 $29.1K - $33.7K
16.5K $699M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
-5
- 0.1%
$81.87 - $97.04 $409 - $485
4.8K $418M
IJAN
Innovator Etfs Tr Intl Dev Pwr
-202
- 2.01%
N/A
9.86K $298M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-115
- 5.9%
$184.21 - $199.29 $21.2K - $22.9K
1.83K $338M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-423
- 4.64%
$111.85 - $120.71 $47.3K - $51.1K
8.69K $1B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-171
- 2.57%
$50.14 - $52.56 $8.57K - $8.99K
6.49K $326M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-46
- 3.61%
$209.89 - $233.24 $9.65K - $10.7K
1.23K $261M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-664
- 19.49%
$92.95 - $129.87 $61.7K - $86.2K
2.74K $314M
FTCS
First Trust Capital Strength E

ETFs
-41
- 0.82%
$87.62 - $94.03 $3.59K - $3.86K
4.93K $433M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-524
- 0.9%
$30.18 - $33.87 $15.8K - $17.7K
57.4K $1.77B
NPO
Enpro Industries, Inc

Industrials
-300
- 8.93%
$145.61 - $195.16 $43.7K - $58.5K
3.06K $528M
USFD
Us Foods Holding Corp.

Consumer Defensive
-636
- 13.89%
$60.65 - $72.33 $38.6K - $46K
3.94K $266M
IAU
Ishares Gold Trust

ETFs
-224
- 4.79%
$48.37 - $52.65 $10.8K - $11.8K
4.45K $220M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-141
- 2.77%
$46.92 - $51.34 $6.62K - $7.24K
4.95K $234M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-935
- 1.47%
$107.41 - $115.71 $100K - $108K
62.7K $6.91B
LYG
Lloyds Banking Group PLC

Financial Services
-37
- 0.32%
$2.67 - $3.23 $98.8 - $120
11.4K $30.9M
Innovator Etfs Trust
-175
- 2.0%
N/A
8.59K $232M
Activity Summary
Buys All Purchases 425 New Holdings 107 Increased Positions 318 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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