Sage View Advisory Group, LLC Sells in Q2 2025

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
-2.49K
- 18.22%
$42.2 - $47.37 $105K - $118K
11.2K $485M
FISV
Fiserv Inc

Technology
-109
- 6.82%
N/A
1.49K $208M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-4.71K
- 15.41%
$30.29 - $30.83 $143K - $145K
25.8K $797M
V
Visa Inc.

Financial Services
-679
- 3.27%
$308.27 - $373.31 $209K - $253K
20.1K $7.13B
COP
Conocophillips

Energy
-868
- 15.38%
$82.66 - $106.1 $71.7K - $92.1K
4.78K $463M
LMT
Lockheed Martin Corp

Industrials
-89
- 2.52%
$430.82 - $486.45 $38.3K - $43.3K
3.45K $1.45B
GIS
General Mills Inc

Consumer Defensive
-471
- 4.68%
$50.37 - $60.97 $23.7K - $28.7K
9.6K $479M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.68K
- 7.82%
$47.02 - $47.83 $126K - $128K
31.6K $1.51B
AIG
American International Group, Inc.

Financial Services
-512
- 5.27%
$77.56 - $87.72 $39.7K - $44.9K
9.2K $729M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-981
- 5.07%
$68.13 - $74.77 $66.8K - $73.3K
18.4K $1.34B
WEC
Wec Energy Group, Inc.

Utilities
-829
- 15.81%
$102.24 - $109.76 $84.8K - $91K
4.42K $475M
VB
Vanguard Small Cap ETF

ETFs
-3.22K
- 11.03%
$193.73 - $237.37 $623K - $764K
26K $6.38B
EOG
Eog Resources Inc

Energy
-203
- 2.03%
$104.61 - $129.97 $21.2K - $26.4K
9.8K $1.19B
IXC
Ishares Tr Global Energy ETF

ETFs
-1.91K
- 25.45%
$34.69 - $42.32 $66.4K - $81K
5.61K $228M
BAX
Baxter International Inc

Healthcare
-890
- 8.16%
$27.8 - $34.02 $24.7K - $30.3K
10K $286M
VBR
Vanguard Small Cap Value ETF

ETFs
-910
- 15.15%
$162.76 - $195.77 $148K - $178K
5.1K $1.03B
AON
Aon PLC

Financial Services
-54
- 2.41%
$335.85 - $398.81 $18.1K - $21.5K
2.19K $809M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-870
- 9.69%
$45.98 - $56.15 $40K - $48.9K
8.11K $364M
IEMG
Ishares Inc

ETFs
-11.8K
- 13.15%
N/A
78K $4.76B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.01K
- 13.33%
$152.93 - $181.74 $154K - $183K
6.53K $1.22B
AWK
American Water Works Company, Inc.

Utilities
-200
- 3.2%
$133.82 - $151.96 $26.8K - $30.4K
6.06K $840M
CL
Colgate Palmolive CO

Consumer Defensive
-239
- 2.85%
$87.57 - $96.0 $20.9K - $22.9K
8.16K $706M
TRGP
Targa Resources Corp.

Energy
-135
- 7.75%
$157.32 - $205.72 $21.2K - $27.8K
1.61K $269M
LOW
Lowes Companies Inc

Consumer Cyclical
-239
- 3.32%
$210.83 - $235.28 $50.4K - $56.2K
6.95K $1.6B
USB
Us Bancorp \De\

Financial Services
-4.75K
- 12.46%
$36.4 - $45.76 $173K - $217K
33.4K $1.54B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-56
- 4.49%
$212.1 - $244.27 $11.9K - $13.7K
1.19K $246M
SPMD
Spdr Portfolio

ETFs
-1.63K
- 24.47%
$44.89 - $54.38 $73.2K - $88.7K
5.04K $283M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-2.36K
- 7.6%
$24.66 - $25.17 $58.3K - $59.5K
28.7K $721M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.39K
- 14.37%
$55.22 - $63.94 $76.8K - $88.9K
8.29K $543M
DHR
Danaher Corp

Healthcare
-228
- 5.91%
$174.64 - $205.16 $39.8K - $46.8K
3.63K $737M
TW
Tradeweb Markets Inc.

Financial Services
-246
- 13.46%
$125.37 - $149.02 $30.8K - $36.7K
1.58K $218M
TJX
Tjx Companies Inc

Consumer Cyclical
-940
- 5.18%
$119.13 - $135.03 $112K - $127K
17.2K $2.16B
FNF
Fidelity National Financial, Inc.

Financial Services
-58
- 0.98%
$53.62 - $66.59 $3.11K - $3.86K
5.86K $334M
XLV
Select Sector Spdr Fund Health

ETFs
-198
- 9.19%
$128.77 - $144.3 $25.5K - $28.6K
1.96K $265M
UNP
Union Pacific Corp

Industrials
-125
- 4.15%
$208.27 - $238.46 $26K - $29.8K
2.89K $663M
PECO
Phillips Edison & Company, Inc.

Real Estate
-724
- 6.58%
$33.53 - $37.33 $24.3K - $27K
10.3K $352M
TIP
Ishares Tr Tips Bd ETF

ETFs
-386
- 9.6%
$107.93 - $110.97 $41.7K - $42.8K
3.63K $399M
Kenvue Inc
-1.06K
- 7.18%
N/A
13.7K $306M
MET
Metlife Inc

Financial Services
-215
- 1.84%
$68.42 - $82.49 $14.7K - $17.7K
11.5K $889M
GM
General Motors CO

Consumer Cyclical
-1.7K
- 24.52%
$42.48 - $50.46 $72.3K - $85.9K
5.24K $280M
AZO
Autozone Inc

Consumer Cyclical
-11
- 10.48%
$3478.38 - $3880.15 $38.3K - $42.7K
94 $357M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.87K
- 7.24%
$22.43 - $23.23 $42K - $43.5K
24K $555M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.29K
- 13.71%
N/A
14.4K $1.42B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-877
- 7.88%
$49.18 - $50.17 $43.1K - $44K
10.2K $515M
DUK
Duke Energy Corp

Utilities
-22
- 0.25%
$112.46 - $124.05 $2.47K - $2.73K
8.69K $1.02B
OMC
Omnicom Group Inc.

Communication Services
-142
- 4.87%
$69.22 - $79.77 $9.83K - $11.3K
2.77K $207M
American Healthcare Reit Inc
-3.21K
- 25.55%
N/A
9.34K $346M
AJG
Arthur J. Gallagher & Co.

Financial Services
-19
- 2.7%
$310.86 - $348.77 $5.91K - $6.63K
684 $212M
PFG
Principal Financial Group Inc

Financial Services
-237
- 8.54%
$69.56 - $86.19 $16.5K - $20.4K
2.54K $204M
Activity Summary
Buys All Purchases 308 New Holdings 47 Increased Positions 261 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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