Sage View Advisory Group, LLC Sells in Q1 2025

Sage View Advisory Group, LLC

  • $2.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TILT
Flexshares Tr

ETFs
-60.2K
- 42.45%
$202.06 - $225.8 $12.2M - $13.6M
81.6K $16.8B
VV
Vanguard Large Cap ETF

ETFs
-23.7K
- 38.83%
$253.32 - $282.66 $6.01M - $6.7M
37.4K $9.6B
IWL
Ishares Tr Russell 200 ETF

ETFs
-36.7K
- 43.29%
$135.83 - $151.73 $4.98M - $5.57M
48.1K $6.61B
NVDA
Nvidia Corp

Technology
-7.37K
- 4.65%
$106.98 - $149.43 $789K - $1.1M
151K $16.4B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-55.1K
- 55.27%
$76.94 - $78.28 $4.24M - $4.32M
44.6K $3.49B
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-67.4K
- 43.87%
$67.85 - $77.32 $4.57M - $5.21M
86.3K $6.45B
TTD
Trade Desk, Inc.

Technology
-686
- 1.6%
$53.59 - $126.58 $36.8K - $86.8K
42.3K $2.31B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-115K
- 88.03%
$22.25 - $23.0 $2.56M - $2.64M
15.6K $359M
VUG
Vanguard Growth ETF

ETFs
-5.28K
- 30.76%
$369.1 - $427.61 $1.95M - $2.26M
11.9K $4.41B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-20.8K
- 33.22%
$101.98 - $115.66 $2.12M - $2.41M
41.9K $4.29B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-52K
- 30.04%
$43.63 - $46.01 $2.27M - $2.39M
121K $5.34B
TSLA
Tesla, Inc.

Consumer Cyclical
-686
- 4.67%
$222.15 - $428.22 $152K - $294K
14K $3.63B
IXUS
Ishares Tr

ETFs
-33.4K
- 50.08%
$65.06 - $72.31 $2.17M - $2.42M
33.3K $2.32B
CSWI
Csw Industrials, Inc.

Industrials
-2.43K
- 11.28%
$283.77 - $396.86 $690K - $966K
19.1K $5.58B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-14.8K
- 32.4%
$113.22 - $126.36 $1.67M - $1.87M
30.9K $3.54B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-22.6K
- 58.39%
$73.78 - $76.59 $1.67M - $1.73M
16.1K $1.23B
VB
Vanguard Small Cap ETF

ETFs
-4.46K
- 13.27%
$217.89 - $252.64 $972K - $1.13M
29.2K $6.47B
MUB
Ishares National Muni Bond ETF

ETFs
-12.1K
- 4.34%
$104.71 - $107.69 $1.26M - $1.3M
266K $28B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-70.3K
- 65.44%
$21.49 - $22.24 $1.51M - $1.56M
37.1K $823M
IEMG
Ishares Inc

ETFs
-30.9K
- 25.61%
N/A
89.8K $4.85B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-21K
- 36.96%
$75.32 - $84.77 $1.58M - $1.78M
35.9K $2.93B
IEFA
Ishares Tr

ETFs
-32.7K
- 14.88%
$69.57 - $78.65 $2.27M - $2.57M
187K $14.1B
IVV
Ishares Core S&P 500 ETF

ETFs
-27
- 0.06%
$554.06 - $615.85 $15K - $16.6K
44.7K $25.1B
NUSC
Nuveen Esg Small Cap ETF

ETFs
-24.8K
- 36.76%
$37.9 - $43.9 $939K - $1.09M
42.6K $1.63B
SRE
Sempra Energy

Utilities
-213
- 0.35%
$67.85 - $87.67 $14.5K - $18.7K
61.5K $4.39B
USEP
Innovator U.S. Equity Ultra Bu
-24.5K
- 40.67%
N/A
35.7K $1.23B
MRK
Merck & Co., Inc.

Healthcare
-7K
- 28.75%
$83.01 - $101.02 $581K - $707K
17.4K $1.56B
CRM
Salesforce, Inc.

Technology
-632
- 6.26%
$268.36 - $359.95 $170K - $227K
9.46K $2.54B
PWR
Quanta Services, Inc.

Industrials
-738
- 7.19%
$236.71 - $358.03 $175K - $264K
9.52K $2.42B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-14.3K
- 42.41%
$59.28 - $66.1 $850K - $948K
19.5K $1.24B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.4K
- 2.06%
$32.42 - $36.13 $208K - $231K
304K $10B
ADBE
Adobe Inc.

Technology
-805
- 12.71%
$377.84 - $464.11 $304K - $374K
5.53K $2.12B
KKR
Kkr & Co. Inc.

Financial Services
-3.83K
- 57.62%
$108.17 - $167.07 $414K - $639K
2.81K $325M
KAPR
Innovator U.S. Small Cap Power

ETFs
-16.1K
- 25.65%
$30.82 - $33.62 $496K - $541K
46.6K $1.44B
GOOG
Alphabet Inc.

Communication Services
-395
- 2.68%
$156.06 - $207.71 $61.6K - $82K
14.3K $2.24B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-24.7K
- 48.77%
$22.42 - $23.22 $553K - $573K
25.9K $597M
ETN
Eaton Corp PLC

Industrials
-686
- 11.5%
$271.83 - $371.23 $186K - $255K
5.28K $1.44B
MS
Morgan Stanley

Financial Services
-3.88K
- 55.88%
$111.68 - $141.08 $433K - $547K
3.06K $357M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-16.6K
- 39.19%
$32.74 - $36.2 $544K - $601K
25.8K $900M
AXP
American Express CO

Financial Services
-950
- 11.05%
$255.39 - $325.87 $243K - $310K
7.65K $2.06B
IAPR
Innovator Etfs Tr Internationa

ETFs
-19.9K
- 29.1%
$26.66 - $28.64 $530K - $569K
48.4K $1.33B
USB
Us Bancorp \De\

Financial Services
-4.69K
- 10.95%
$40.92 - $50.9 $192K - $239K
38.2K $1.61B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-17K
- 35.39%
$24.6 - $24.99 $419K - $426K
31.1K $777M
TT
Trane Technologies PLC

Industrials
-173
- 1.71%
$332.0 - $400.86 $57.4K - $69.3K
9.97K $3.36B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-63
- 0.75%
$468.34 - $539.52 $29.5K - $34K
8.3K $3.89B
VOT
Vanguard Mid Cap Growth Index

ETFs
-690
- 3.7%
$237.72 - $276.98 $164K - $191K
17.9K $4.39B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-7.79K
- 8.84%
$50.82 - $52.7 $396K - $411K
80.4K $4.22B
SNPS
Synopsys Inc

Technology
-80
- 1.6%
$428.58 - $551.54 $34.3K - $44.1K
4.92K $2.11B
BDX
Becton Dickinson & CO

Healthcare
-1.39K
- 61.28%
$222.79 - $249.08 $310K - $347K
880 $202M
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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