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
CSX
Csx Corp

Industrials
-568
- 3.42%
$26.69 - $32.91 $15.2K - $18.7K
16.1K $573M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.64K
- 3.84%
$33.38 - $40.81 $54.7K - $66.8K
41K $1.73B
FNDA
Schwab Fundamental U S Small C

ETFs
-908
- 1.96%
$23.85 - $28.69 $21.7K - $26.1K
45.4K $1.36B
KKR
Kkr & Co. Inc.

Financial Services
-44
- 1.56%
$92.79 - $134.29 $4.08K - $5.91K
2.77K $421M
CFG
Citizens Financial Group Inc

Financial Services
-252
- 1.94%
$34.27 - $44.75 $8.64K - $11.3K
12.8K $630M
ABNB
Airbnb, Inc.

Consumer Cyclical
-99
- 1.94%
$105.69 - $140.64 $10.5K - $13.9K
5.01K $713M
CTAS
Cintas Corp

Industrials
-544
- 3.6%
$190.11 - $227.66 $103K - $124K
14.6K $3.21B
MLI
Mueller Industries Inc

Industrials
-128
- 1.27%
$68.45 - $79.6 $8.76K - $10.2K
9.92K $871M
VIG
Vanguard Dividend Appreciation

ETFs
-12
- 0.16%
N/A
7.5K $1.57B
EMR
Emerson Electric CO

Industrials
-187
- 4.91%
$94.15 - $133.33 $17.6K - $24.9K
3.62K $542M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-824
- 2.09%
$23.4 - $29.68 $19.3K - $24.5K
38.7K $1.17B
AVDE
American Centy ETF Tr Avantis

ETFs
-293
- 1.55%
$59.32 - $74.36 $17.4K - $21.8K
18.6K $1.38B
Crane Company
-5
- 0.14%
N/A
3.61K $686M
SHOP
Shopify Inc.

Technology
-138
- 2.85%
$76.89 - $115.35 $10.6K - $15.9K
4.7K $596M
NOC
Northrop Grumman Corp

Industrials
-87
- 2.61%
$456.3 - $540.39 $39.7K - $47K
3.25K $1.85B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-11.3K
- 8.18%
$19.1 - $23.83 $217K - $270K
127K $3.13B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.14K
- 2.09%
$29.36 - $35.56 $33.5K - $40.6K
53.3K $1.95B
AMAT
Applied Materials Inc

Technology
-217
- 5.26%
$126.95 - $183.52 $27.5K - $39.8K
3.91K $743M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-290
- 0.59%
$19.6 - $24.44 $5.68K - $7.09K
49K $1.24B
AXP
American Express CO

Financial Services
-520
- 6.8%
$231.39 - $318.98 $120K - $166K
7.13K $2.21B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-35.8K
- 1.79%
$50.09 - $51.09 $1.79M - $1.83M
1.97M $100B
VUG
Vanguard Growth ETF

ETFs
-1.86K
- 15.62%
$329.49 - $438.4 $612K - $814K
10K $4.57B
SNOW
Snowflake Inc.

Technology
-332
- 10.01%
$130.53 - $223.77 $43.3K - $74.3K
2.99K $653M
STX
Seagate Technology Holdings PLC

Technology
-78
- 2.74%
$66.54 - $144.33 $5.19K - $11.3K
2.77K $416M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-232
- 1.87%
$108.12 - $135.04 $25.1K - $31.3K
12.2K $1.7B
IREN
Iris Energy LTD

Financial Services
-8.21K
- 25.27%
$5.3 - $14.57 $43.5K - $120K
24.3K $402M
JCI
Johnson Controls International PLC

Industrials
-318
- 3.93%
$71.14 - $105.62 $22.6K - $33.6K
7.77K $866M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-220
- 6.0%
$141.37 - $228.57 $31.1K - $50.3K
3.45K $836M
NOW
Service Now, Inc.

Technology
-113
- 6.2%
$721.65 - $1040.18 $81.5K - $118K
1.71K $1.69B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.2K
- 4.09%
$152.42 - $182.82 $182K - $219K
28.1K $5.24B
HWM
Howmet Aerospace Inc.

Industrials
-959
- 13.03%
$112.33 - $186.13 $108K - $178K
6.4K $1.2B
VEA
Vanguard Ftse Developed Market

ETFs
-1.51K
- 2.46%
$45.65 - $57.01 $68.9K - $86.1K
59.8K $3.42B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-3.41K
- 2.87%
$24.94 - $31.15 $85K - $106K
116K $3.61B
IWY
Ishares Tr Russell 200 Growth

ETFs
-35
- 0.5%
$187.5 - $246.51 $6.56K - $8.63K
6.99K $1.79B
GS
Goldman Sachs Group Inc

Financial Services
-123
- 5.37%
$462.22 - $707.75 $56.9K - $87.1K
2.17K $1.57B
GOOG
Alphabet Inc.

Communication Services
-1.08K
- 7.54%
$146.58 - $180.01 $158K - $195K
13.3K $2.56B
AVUS
American Centy ETF Tr Avantis

ETFs
-230
- 0.76%
$81.38 - $100.82 $18.7K - $23.2K
30.2K $3.14B
RTX
Raytheon Technologies Corp

Industrials
-121
- 0.79%
$113.75 - $148.48 $13.8K - $18K
15.3K $2.38B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-590
- 1.91%
$101.97 - $126.75 $60.2K - $74.8K
30.3K $3.93B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-397
- 3.19%
$180.84 - $240.32 $71.8K - $95.4K
12.1K $2.9B
Te Connectivity PLC
-142
- 2.21%
N/A
6.29K $1.32B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-687
- 8.28%
$416.06 - $551.64 $286K - $379K
7.61K $4.32B
ADNT
Adient PLC

Consumer Cyclical
-135
- 0.27%
$10.34 - $19.72 $1.4K - $2.66K
50.8K $1.15B
ETN
Eaton Corp PLC

Industrials
-292
- 5.53%
$246.52 - $356.99 $72K - $104K
4.99K $1.96B
CSCO
Cisco Systems, Inc.

Technology
-29
- 0.03%
$53.19 - $69.38 $1.54K - $2.01K
88.4K $6.01B
CEG
Constellation Energy Corp

Utilities
-433
- 7.56%
$170.96 - $322.76 $74K - $140K
5.3K $1.74B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.62K
- 4.34%
$51.16 - $62.02 $441K - $534K
190K $12.2B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-808
- 1.93%
$91.62 - $116.16 $74K - $93.9K
41.1K $4.95B
SNPS
Synopsys Inc

Technology
-185
- 3.76%
$380.9 - $517.66 $70.5K - $95.8K
4.74K $2.81B
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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