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
MPC
Marathon Petroleum Corp

Energy
-376
- 18.06%
$134.72 - $159.03 $50.7K - $59.8K
1.71K $249M
SPMD
Spdr Portfolio

ETFs
-336
- 4.8%
$50.21 - $57.73 $16.9K - $19.4K
6.67K $341M
FSK
Fs Kkr Capital Corp

Financial Services
-1.14K
- 4.99%
$20.47 - $24.06 $23.4K - $27.5K
21.8K $456M
CFG
Citizens Financial Group Inc

Financial Services
-107
- 0.82%
$39.73 - $48.36 $4.25K - $5.17K
13K $533M
TJX
Tjx Companies Inc

Consumer Cyclical
-486
- 2.61%
$112.81 - $126.16 $54.8K - $61.3K
18.1K $2.21B
F
Ford Motor CO

Consumer Cyclical
-4.5K
- 10.67%
$9.12 - $10.43 $41K - $46.9K
37.6K $377M
UNOV
Earth Science Tech, Inc.

ETFs
-300
- 0.69%
$33.76 - $35.42 $10.1K - $10.6K
42.9K $1.46B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.18K
- 6.24%
$44.72 - $46.25 $52.9K - $54.7K
17.8K $819M
LCII
Lci Industries

Consumer Cyclical
-9
- 0.39%
$87.4 - $110.52 $787 - $995
2.3K $201M
AME
Ametek Inc

Industrials
-148
- 10.76%
$170.39 - $190.43 $25.2K - $28.2K
1.23K $211M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-243
- 5.07%
$69.82 - $78.67 $17K - $19.1K
4.55K $321M
PEG
Public Service Enterprise Group Inc

Utilities
-269
- 4.4%
$78.2 - $90.39 $21K - $24.3K
5.84K $481M
American Healthcare Reit Inc
-2.04K
- 14.0%
N/A
12.6K $380M
HOOD
Robinhood Markets, Inc.

Technology
-1.51K
- 22.62%
$35.63 - $65.28 $53.9K - $98.8K
5.18K $216M
COP
Conocophillips

Energy
-666
- 10.55%
$88.6 - $105.85 $59K - $70.5K
5.64K $593M
Neuberger Berman ETF Trust
-889
- 7.47%
N/A
11K $282M
Veralto Corp
-176
- 5.66%
N/A
2.93K $286M
SHW
Sherwin Williams CO

Basic Materials
-101
- 14.11%
$330.16 - $365.55 $33.3K - $36.9K
615 $215M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1
- 0.12%
$333.37 - $384.99 $333 - $385
845 $283M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2
- 0.04%
$117.4 - $131.02 $235 - $262
4.91K $588M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-254
- 11.76%
$105.1 - $109.61 $26.7K - $27.8K
1.91K $207M
FE
Firstenergy Corp

Utilities
-713
- 6.64%
$37.95 - $43.5 $27.1K - $31K
10K $405M
SRLN
Ssga Active Trust

ETFs
-370
- 3.45%
$41.02 - $41.99 $15.2K - $15.5K
10.4K $426M
EEMV
Ishares Msci Emerging Markets

ETFs
-421
- 3.76%
$57.07 - $59.29 $24K - $25K
10.8K $629M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-431
- 8.22%
$50.44 - $50.7 $21.7K - $21.9K
4.81K $244M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-305
- 6.16%
$45.03 - $48.14 $13.7K - $14.7K
4.65K $215M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-438
- 5.27%
$25.93 - $29.28 $11.4K - $12.8K
7.88K $214M
SYK
Stryker Corp

Healthcare
-88
- 5.59%
$355.18 - $399.9 $31.3K - $35.2K
1.49K $553M
Labcorp Holdings Inc
-72
- 7.36%
N/A
906 $211M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-987
- 5.87%
$31.09 - $34.34 $30.7K - $33.9K
15.8K $525M
XLF
Financial Sector Spdr

ETFs
-430
- 6.26%
$47.32 - $52.19 $20.3K - $22.4K
6.43K $320M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-714
- 4.23%
$25.77 - $27.6 $18.4K - $19.7K
16.2K $430M
PLTR
Palantir Technologies Inc.

Technology
-738
- 12.17%
$64.98 - $124.62 $48K - $92K
5.33K $450M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-105
- 3.87%
$110.75 - $119.78 $11.6K - $12.6K
2.61K $301M
VLUE
Ishares Msci Usa Value Factor

ETFs
-207
- 1.54%
$104.89 - $113.56 $21.7K - $23.5K
13.3K $1.42B
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.02K
- 7.14%
$63.77 - $71.36 $65K - $72.7K
13.3K $913M
STX
Seagate Technology Holdings PLC

Technology
-23
- 0.8%
$84.92 - $108.42 $1.95K - $2.49K
2.84K $242M
CINF
Cincinnati Financial Corp

Financial Services
-266
- 3.16%
$133.67 - $147.81 $35.6K - $39.3K
8.14K $1.2B
WSO
Watsco Inc

Industrials
-42
- 9.03%
$463.86 - $530.75 $19.5K - $22.3K
423 $215M
IVE
Ishares S&P 500 Value ETF

ETFs
-11
- 0.2%
$185.78 - $198.58 $2.04K - $2.18K
5.57K $1.06B
HSIC
Henry Schein Inc

Healthcare
-14
- 0.37%
$68.49 - $81.91 $959 - $1.15K
3.81K $261M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-19
- 0.42%
$44.81 - $46.22 $851 - $878
4.55K $205M
SNY
Sanofi

Healthcare
-863
- 13.86%
$48.15 - $59.42 $41.6K - $51.3K
5.36K $297M
RIO
Rio Tinto PLC

Basic Materials
-130
- 3.3%
$58.19 - $64.29 $7.56K - $8.36K
3.81K $229M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-35
- 0.25%
$49.78 - $53.19 $1.74K - $1.86K
14.1K $721M
Innovator Etfs Trust
-7
- 0.08%
N/A
8.58K $230M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-77
- 0.69%
$49.75 - $50.27 $3.83K - $3.87K
11.1K $556M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-355
- 0.89%
$25.35 - $27.46 $9K - $9.75K
39.5K $1.05B
CTRE
Care Trust Reit, Inc.

Real Estate
-571
- 4.7%
$24.93 - $29.13 $14.2K - $16.6K
11.6K $331M
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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