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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-979
- 11.17%
$71.28 - $83.74 $69.8K - $82K
7.78K $670M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-205
- 0.12%
$41.1 - $42.37 $8.43K - $8.69K
177K $7.4B
SPGI
S&P Global Inc.

Financial Services
-173
- 6.13%
$438.31 - $527.29 $75.8K - $91.2K
2.65K $1.4B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-1.01K
- 2.73%
$21.71 - $22.3 $22K - $22.6K
36.1K $795M
XLF
Financial Sector Spdr

ETFs
-913
- 14.19%
$43.92 - $52.37 $40.1K - $47.8K
5.52K $293M
DD
Du Pont De Nemours, Inc.

Basic Materials
-372
- 10.36%
$55.13 - $75.25 $20.5K - $28K
3.22K $242M
GPC
Genuine Parts CO

Consumer Cyclical
-512
- 16.68%
$105.54 - $129.09 $54K - $66.1K
2.56K $340M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-918
- 5.88%
$22.54 - $23.17 $20.7K - $21.3K
14.7K $334M
SPYG
Spdr Portfolio

ETFs
-1.01K
- 24.79%
$71.83 - $95.32 $72.5K - $96.2K
3.06K $303M
KMI
Kinder Morgan, Inc.

Energy
-21
- 0.13%
$25.21 - $29.4 $529 - $617
16.5K $449M
KLAC
Kla Corp

Technology
-136
- 31.63%
$576.53 - $902.94 $78.4K - $123K
294 $272M
Liberty Global LTD
-400
- 3.51%
N/A
11K $111M
ROP
Roper Technologies Inc

Industrials
-7
- 1.51%
$519.19 - $590.78 $3.63K - $4.14K
456 $255M
DEO
Diageo PLC

Consumer Defensive
-135
- 2.48%
$99.86 - $115.75 $13.5K - $15.6K
5.32K $554M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.5K
- 12.93%
$32.66 - $37.42 $49K - $56.1K
10.1K $386M
SHW
Sherwin Williams CO

Basic Materials
-16
- 2.6%
$313.51 - $363.51 $5.02K - $5.82K
599 $201M
HFWA
Heritage Financial Corp

Financial Services
-41
- 0.28%
$20.97 - $24.5 $860 - $1K
14.4K $339M
WPC
W. P. Carey Inc.

Real Estate
-264
- 5.81%
$56.12 - $64.53 $14.8K - $17K
4.28K $274M
HOOD
Robinhood Markets, Inc.

Technology
-3.28K
- 63.28%
$34.17 - $93.63 $112K - $307K
1.9K $203M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-19
- 0.47%
$109.83 - $131.67 $2.09K - $2.5K
4.01K $487M
UL
Unilever PLC

Consumer Defensive
-178
- 3.45%
$57.9 - $65.43 $10.3K - $11.6K
4.98K $295M
NEE
Nextera Energy Inc

Utilities
-329
- 1.31%
$64.11 - $75.0 $21.1K - $24.7K
24.7K $1.77B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-219
- 3.11%
$49.73 - $51.44 $10.9K - $11.3K
6.82K $349M
IAU
Ishares Gold Trust

ETFs
-634
- 7.76%
$56.1 - $64.74 $35.6K - $41K
7.53K $471M
CINF
Cincinnati Financial Corp

Financial Services
-35
- 0.43%
$126.6 - $151.6 $4.43K - $5.31K
8.11K $1.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.3K
- 7.5%
$90.56 - $109.49 $299K - $362K
40.7K $4.59B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-573
- 12.01%
$52.31 - $63.72 $30K - $36.5K
4.2K $277M
VOYA
Voya Financial, Inc.

Financial Services
-410
- 6.37%
$54.27 - $71.0 $22.3K - $29.1K
6.03K $429M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-73
- 0.41%
$45.12 - $46.23 $3.29K - $3.37K
17.7K $812M
UNF
Unifirst Corp

Industrials
-37
- 2.25%
$161.86 - $189.64 $5.99K - $7.02K
1.61K $280M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-141
- 2.41%
$49.57 - $50.27 $6.99K - $7.09K
5.71K $286M
MWA
Mueller Water Products, Inc.

Industrials
-6
- 0.05%
$22.82 - $27.21 $137 - $163
11.4K $284M
DTE
Dte Energy CO

Utilities
-8
- 0.19%
$127.39 - $139.49 $1.02K - $1.12K
4.12K $565M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-42
- 0.9%
$41.42 - $46.68 $1.74K - $1.96K
4.61K $210M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-631
- 10.03%
$67.22 - $81.54 $42.4K - $51.5K
5.66K $474M
USEP
Innovator U.S. Equity Ultra Bu
-3.1K
- 8.68%
N/A
32.6K $1.23B
RIO
Rio Tinto PLC

Basic Materials
-167
- 4.38%
$52.32 - $62.75 $8.74K - $10.5K
3.64K $227M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-843
- 12.06%
$82.17 - $99.96 $69.3K - $84.3K
6.15K $638M
AME
Ametek Inc

Industrials
-56
- 4.56%
$151.41 - $182.75 $8.48K - $10.2K
1.17K $209M
Linde PLC
-18
- 0.43%
N/A
4.14K $1.94B
NKE
Nike, Inc.

Consumer Cyclical
-1.25K
- 19.99%
$53.27 - $72.04 $66.4K - $89.8K
4.99K $395M
Presidio Ppty Tr Inc
-1.77K
- 10.41%
N/A
15.2K $466K
TGT
Target Corp

Consumer Defensive
-48
- 1.86%
$88.76 - $105.77 $4.26K - $5.08K
2.53K $270M
ENB
Enbridge Inc

Energy
-34
- 0.6%
$41.09 - $47.16 $1.4K - $1.6K
5.65K $252M
HRB
H&R Block Inc

Consumer Cyclical
-81
- 1.12%
$54.32 - $63.04 $4.4K - $5.11K
7.17K $399M
FTSL
First Trust Senior Ln Fund

ETFs
-385
- 0.61%
$44.58 - $46.07 $17.2K - $17.7K
62.9K $2.89B
VBK
Vanguard Small Cap Growth ETF

ETFs
-86
- 10.36%
$219.76 - $276.94 $18.9K - $23.8K
744 $213M
Global X Fds
-1.26K
- 9.66%
N/A
11.8K $278M
MU
Micron Technology Inc

Technology
-1.4K
- 21.24%
$64.72 - $127.91 $90.3K - $179K
5.18K $576M
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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