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
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-69
- 0.8%
$24.27 - $26.2 $1.67K - $1.81K
8.55K $216M
IYF
Ishares Tr

ETFs
-4
- 0.22%
$107.69 - $119.37 $431 - $477
1.82K $205M
KMI
Kinder Morgan, Inc.

Energy
-508
- 2.99%
$26.1 - $31.22 $13.3K - $15.9K
16.5K $471M
HRB
H&R Block Inc

Consumer Cyclical
-192
- 2.58%
$49.96 - $55.97 $9.59K - $10.7K
7.25K $398M
XYL
Xylem Inc.

Industrials
-39
- 1.4%
$114.02 - $132.04 $4.45K - $5.15K
2.75K $329M
INTF
Ishares Tr

ETFs
-389
- 4.49%
$28.43 - $31.96 $11.1K - $12.4K
8.28K $255M
GPC
Genuine Parts CO

Consumer Cyclical
-8
- 0.26%
$115.91 - $129.02 $927 - $1.03K
3.07K $366M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-12
- 0.2%
$48.43 - $49.9 $581 - $599
5.86K $292M
ES
Eversource Energy

Utilities
-170
- 4.24%
$55.63 - $63.8 $9.46K - $10.8K
3.84K $239M
PFG
Principal Financial Group Inc

Financial Services
-141
- 4.84%
$76.34 - $89.04 $10.8K - $12.6K
2.78K $234M
D
Dominion Energy, Inc

Utilities
-752
- 3.16%
$52.85 - $57.43 $39.7K - $43.2K
23K $1.29B
HDV
Ishares Core High Dividend ETF

ETFs
-48
- 2.55%
$110.86 - $121.12 $5.32K - $5.81K
1.84K $222M
ETR
Entergy Corp

Utilities
-888
- 9.73%
$75.26 - $87.89 $66.8K - $78K
8.24K $704M
LYG
Lloyds Banking Group PLC

Financial Services
-17
- 0.15%
$2.58 - $3.9 $43.9 - $66.3
11.3K $43.3M
JPM
Jpmorgan Chase & CO

Financial Services
-971
- 2.16%
$225.19 - $279.95 $219K - $272K
44.1K $10.8B
FNDC
Schwab Fundamental Intl Small

ETFs
-114
- 1.13%
$33.34 - $37.44 $3.8K - $4.27K
9.99K $362M
KLAC
Kla Corp

Technology
-7
- 1.6%
$636.62 - $777.63 $4.46K - $5.44K
430 $292M
UNP
Union Pacific Corp

Industrials
-33
- 1.08%
$225.21 - $254.42 $7.43K - $8.4K
3.02K $712M
Kenvue Inc
-848
- 5.44%
N/A
14.7K $353M
CPSI
Computer Programs & Systems Inc

Healthcare
-14.9K
- 26.91%
N/A
40.6K $1.12B
WPC
W. P. Carey Inc.

Real Estate
-304
- 6.27%
$53.5 - $65.05 $16.3K - $19.8K
4.54K $287M
MDT
Medtronic PLC

Healthcare
-826
- 8.25%
$79.84 - $94.5 $65.9K - $78.1K
9.18K $825M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-412
- 0.52%
$22.35 - $24.52 $9.21K - $10.1K
79.5K $1.89B
FNF
Fidelity National Financial, Inc.

Financial Services
-355
- 5.66%
$54.25 - $65.27 $19.3K - $23.2K
5.92K $385M
EOG
Eog Resources Inc

Energy
-192
- 1.88%
$120.54 - $138.05 $23.1K - $26.5K
10K $1.28B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-192
- 0.76%
$25.1 - $27.85 $4.82K - $5.35K
25K $675M
SJM
J M Smucker CO

Consumer Defensive
-149
- 2.21%
$100.41 - $118.41 $15K - $17.6K
6.58K $780M
Linde PLC
-374
- 8.25%
N/A
4.16K $1.94B
AJG
Arthur J. Gallagher & Co.

Financial Services
-6
- 0.85%
$275.89 - $345.24 $1.66K - $2.07K
703 $243M
HEIA
Heico Crp Cl A
-4
- 0.21%
N/A
1.87K $394M
DUK
Duke Energy Corp

Utilities
-712
- 7.56%
$105.87 - $121.97 $75.4K - $86.8K
8.71K $1.06B
HIG
Hartford Financial Services Group, Inc.

Financial Services
-76
- 1.85%
$106.31 - $123.73 $8.08K - $9.4K
4.03K $499M
WEC
Wec Energy Group, Inc.

Utilities
-279
- 5.05%
$92.12 - $108.98 $25.7K - $30.4K
5.25K $572M
AEP
American Electric Power CO Inc

Utilities
-470
- 7.56%
$90.32 - $109.27 $42.5K - $51.4K
5.75K $628M
DTE
Dte Energy CO

Utilities
-142
- 3.33%
$117.6 - $138.27 $16.7K - $19.6K
4.13K $570M
WMB
Williams Companies, Inc.

Energy
-765
- 4.22%
$54.02 - $61.09 $41.3K - $46.7K
17.4K $1.04B
DISV
Dimensional ETF Tr Dimensional

ETFs
-105
- 0.44%
$26.09 - $30.21 $2.74K - $3.17K
23.9K $697M
Innovex International Inc
-500
- 2.86%
N/A
17K $305M
AON
Aon PLC

Financial Services
-60
- 2.6%
$348.44 - $409.32 $20.9K - $24.6K
2.25K $896M
VEA
Vanguard Ftse Developed Market

ETFs
-2.42K
- 3.79%
$47.4 - $52.99 $115K - $128K
61.3K $3.12B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-535
- 5.37%
$46.15 - $63.53 $24.7K - $34K
9.43K $580M
MA
Mastercard Inc

Financial Services
-74
- 1.29%
$504.67 - $576.31 $37.3K - $42.6K
5.65K $3.1B
SCHW
Schwab Charles Corp

Financial Services
-162
- 0.72%
$71.24 - $83.64 $11.5K - $13.5K
22.4K $1.75B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-709
- 3.43%
$69.81 - $78.9 $49.5K - $55.9K
20K $1.55B
GILD
Gilead Sciences, Inc.

Healthcare
-377
- 5.25%
$89.14 - $117.41 $33.6K - $44.3K
6.8K $762M
AWK
American Water Works Company, Inc.

Utilities
-261
- 4.0%
$121.01 - $149.31 $31.6K - $39K
6.26K $923M
NOC
Northrop Grumman Corp

Industrials
-63
- 1.85%
$433.45 - $513.82 $27.3K - $32.4K
3.33K $1.71B
GLD
Spdr Gold Trust

ETFs
-388
- 7.93%
$243.19 - $288.14 $94.4K - $112K
4.5K $1.3B
BK
Bank Of New York Mellon Corp

Financial Services
-89
- 0.49%
$75.42 - $88.95 $6.71K - $7.92K
18.2K $1.52B
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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