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
HRI
Herc Holdings Inc

Industrials
-900
- 15.79%
$155.15 - $239.28 $140K - $215K
4.8K $909M
RF
Regions Financial Corp

Financial Services
-143
- 0.61%
$22.45 - $27.47 $3.21K - $3.93K
23.4K $550M
IREN
Iris Energy LTD

Financial Services
-5.14K
- 13.66%
$7.33 - $15.39 $37.7K - $79.1K
32.5K $319M
CINF
Cincinnati Financial Corp

Financial Services
-444
- 5.02%
$132.86 - $160.16 $59K - $71.1K
8.41K $1.21B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-426
- 0.92%
$118.0 - $127.04 $50.3K - $54.1K
45.7K $5.55B
VBK
Vanguard Small Cap Growth ETF

ETFs
-17
- 2.1%
$264.18 - $304.19 $4.49K - $5.17K
793 $222M
CNHI
Cnh Industrial N.V.

Industrials
-1
- -0.0%
N/A
27K $306M
GLW
Corning Inc

Technology
-5
- 0.09%
$44.11 - $49.76 $221 - $249
5.76K $273M
ORI
Old Republic International Corp

Financial Services
-5
- 0.03%
$34.4 - $38.98 $172 - $195
18.6K $671M
CFG
Citizens Financial Group Inc

Financial Services
-438
- 3.23%
$39.92 - $48.46 $17.5K - $21.2K
13.1K $574M
GILD
Gilead Sciences, Inc.

Healthcare
-369
- 4.89%
$83.95 - $97.9 $31K - $36.1K
7.18K $663M
UNM
Unum Group

Financial Services
-330
- 6.92%
$58.88 - $77.07 $19.4K - $25.4K
4.44K $324M
VRT
Vertiv Holdings CO

Industrials
-32
- 0.95%
N/A
3.33K $379M
SNOW
Snowflake Inc.

Technology
-551
- 13.57%
$109.65 - $186.51 $60.4K - $103K
3.51K $542M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-445
- 1.56%
$521.84 - $558.82 $232K - $249K
28.1K $15.2B
IWY
Ishares Tr Russell 200 Growth

ETFs
-49
- 0.69%
$216.72 - $244.71 $10.6K - $12K
7.02K $1.65B
WMB
Williams Companies, Inc.

Energy
-1.2K
- 6.23%
$46.37 - $59.74 $55.8K - $71.9K
18.1K $981M
PWR
Quanta Services, Inc.

Industrials
-134
- 1.29%
$296.05 - $346.6 $39.7K - $46.4K
10.3K $3.24B
SRE
Sempra Energy

Utilities
-201
- 0.32%
$80.81 - $94.77 $16.2K - $19K
61.7K $5.41B
VUG
Vanguard Growth ETF

ETFs
-273
- 1.57%
$378.79 - $428.11 $103K - $117K
17.2K $7.05B
TSLA
Tesla, Inc.

Consumer Cyclical
-263
- 1.76%
$213.65 - $479.86 $56.2K - $126K
14.7K $5.93B
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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