Sage View Advisory Group, LLC Reduced Holdings in Q1 2025

Sage View Advisory Group, LLC

  • $2.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XPO
Xpo Logistics, Inc.

Industrials
-57
- 1.23%
$106.12 - $148.16 $6.05K - $8.45K
4.57K $492M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.41K
- 28.12%
$72.7 - $84.32 $102K - $118K
3.59K $268M
HUBS
Hubspot Inc

Technology
-91
- 18.96%
$571.29 - $819.71 $52K - $74.6K
389 $222M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.18K
- 22.71%
$106.22 - $111.09 $125K - $131K
4.02K $447M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.13K
- 16.59%
$49.22 - $51.73 $105K - $110K
10.7K $542M
CME
Cme Group Inc.

Financial Services
-1.03K
- 19.96%
$225.82 - $266.54 $233K - $275K
4.14K $1.1B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-60
- 1.91%
$497.6 - $606.74 $29.9K - $36.4K
3.09K $1.54B
ABNB
Airbnb, Inc.

Consumer Cyclical
-290
- 5.37%
$119.38 - $161.42 $34.6K - $46.8K
5.11K $611M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-47
- 0.58%
$96.3 - $112.23 $4.53K - $5.27K
8K $780M
TGT
Target Corp

Consumer Defensive
-98
- 3.66%
$103.65 - $142.5 $10.2K - $14K
2.58K $269M
PH
Parker Hannifin Corp

Industrials
-41
- 1.76%
$591.65 - $707.05 $24.3K - $29K
2.28K $1.39B
IR
Ingersoll Rand Inc.

Industrials
-628
- 16.43%
$79.44 - $94.23 $49.9K - $59.2K
3.2K $256M
AMP
Ameriprise Financial Inc

Financial Services
-119
- 18.36%
$472.29 - $575.13 $56.2K - $68.4K
529 $256M
XLV
Select Sector Spdr Fund Health

ETFs
-766
- 26.22%
$137.61 - $149.68 $105K - $115K
2.16K $315M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-146
- 1.54%
$81.62 - $96.63 $11.9K - $14.1K
9.34K $777M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-764
- 0.87%
$49.25 - $50.66 $37.6K - $38.7K
86.7K $4.3B
PRU
Prudential Financial Inc

Financial Services
-565
- 20.09%
$105.04 - $122.33 $59.3K - $69.1K
2.25K $251M
HYG
Ishares Tr

ETFs
-1.15K
- 2.46%
$78.51 - $80.11 $90.3K - $92.1K
45.6K $3.6B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-178
- 5.32%
$65.15 - $91.81 $11.6K - $16.3K
3.17K $207M
LHX
L3 Harris Technologies, Inc.

Industrials
-351
- 6.58%
$194.65 - $222.86 $68.3K - $78.2K
4.99K $1.04B
UNH
Unitedhealth Group Inc

Healthcare
-509
- 4.85%
$461.52 - $548.18 $235K - $279K
9.98K $5.23B
BCPC
Balchem Corp

Basic Materials
-548
- 12.36%
$154.22 - $176.16 $84.5K - $96.5K
3.89K $645M
GIS
General Mills Inc

Consumer Defensive
-569
- 5.35%
$57.56 - $65.3 $32.8K - $37.2K
10.1K $602M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.35K
- 5.04%
$25.58 - $29.24 $34.5K - $39.4K
25.4K $666M
RF
Regions Financial Corp

Financial Services
-1.42K
- 6.05%
$20.84 - $24.77 $29.5K - $35K
22K $478M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-255
- 2.93%
$108.02 - $120.45 $27.5K - $30.7K
8.44K $929M
IGM
Ishares Expanded Tech Sector E

ETFs
-403
- 13.47%
$90.67 - $108.46 $36.5K - $43.7K
2.59K $235M
VOE
Vanguard Mid Cap Value Index F

ETFs
-325
- 2.3%
$156.61 - $168.02 $50.9K - $54.6K
13.8K $2.21B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.74K
- 8.85%
$39.4 - $42.61 $68.4K - $74K
17.9K $722M
MET
Metlife Inc

Financial Services
-605
- 4.93%
$77.7 - $87.0 $47K - $52.6K
11.7K $937M
EMR
Emerson Electric CO

Industrials
-109
- 2.78%
$108.64 - $131.17 $11.8K - $14.3K
3.81K $418M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-3.62K
- 17.52%
$33.63 - $37.64 $122K - $136K
17.1K $631M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.8K
- 11.95%
$33.84 - $37.77 $129K - $144K
28K $1.02B
SOFI
So Fi Technologies, Inc.

Financial Services
-1.4K
- 10.87%
$11.18 - $18.03 $15.7K - $25.3K
11.5K $134M
IP
International Paper CO

Consumer Cyclical
-1.09K
- 8.09%
$49.38 - $60.09 $53.9K - $65.6K
12.4K $662M
HPQ
Hp Inc

Technology
-553
- 6.2%
$27.69 - $34.72 $15.3K - $19.2K
8.37K $232M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-684
- 1.24%
$32.57 - $35.82 $22.3K - $24.5K
54.5K $1.81B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.05K
- 7.22%
$42.5 - $46.71 $86.9K - $95.5K
26.3K $1.19B
Global X Fds
-2.99K
- 18.69%
N/A
13K $273M
SNOW
Snowflake Inc.

Technology
-192
- 5.47%
$146.16 - $192.78 $28.1K - $37K
3.32K $485M
GM
General Motors CO

Consumer Cyclical
-233
- 3.25%
$45.22 - $54.92 $10.5K - $12.8K
6.94K $326M
DFS
Discover Financial Services

Financial Services
-303
- 19.88%
$152.99 - $203.25 $46.4K - $61.6K
1.22K $208M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.88K
- 13.01%
$25.69 - $26.89 $74K - $77.4K
19.3K $518M
SPYG
Spdr Portfolio

ETFs
-228
- 5.3%
$80.05 - $92.39 $18.3K - $21.1K
4.07K $327M
ZTS
Zoetis Inc.

Healthcare
-370
- 6.07%
$156.48 - $175.67 $57.9K - $65K
5.72K $942M
OMC
Omnicom Group Inc.

Communication Services
-422
- 12.65%
$79.43 - $88.34 $33.5K - $37.3K
2.91K $242M
UBER
Uber Technologies, Inc

Technology
-1.79K
- 26.15%
$63.17 - $81.49 $113K - $146K
5.05K $368M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-86
- 5.02%
$168.84 - $202.89 $14.5K - $17.4K
1.63K $286M
UL
Unilever PLC

Consumer Defensive
-1.03K
- 16.6%
$54.72 - $60.29 $56.2K - $61.9K
5.16K $307M
Activity Summary
Buys All Purchases 291 New Holdings 38 Increased Positions 253 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 0 Puts 0
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