Sage View Advisory Group, LLC Portfolio Holdings

Sage View Advisory Group, LLC

  • $2.35 Trillion
  • Q1 2025

Sage View Advisory Group, LLC has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.35 Trillion distributed in 598 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $335B, Vanguard Russell 1000 Value Et with a value of $213B, Vanguard Russell 1000 Growth E with a value of $185B, Schwab Strategic Tr Intl Eqty with a value of $135B, and Ishares Tr Core Intl Aggregate with a value of $100B.

Examining the 13F form we can see an increase of $21.8B in the current position value, from $2.32T to 2.35T.

Sage View Advisory Group, LLC is based out at Newport Beach, CA

Below you can find more details about Sage View Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.35 Trillion
Technology: $136 Billion
Financial Services: $68.2 Billion
Industrials: $53.1 Billion
Healthcare: $49 Billion
Consumer Defensive: $48.6 Billion
Consumer Cyclical: $43.6 Billion
Communication Services: $42 Billion
Utilities: $16.3 Billion
Other: $37.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$335 Billion 14.3% of portfolio
3,391,240
Q1 2025 Added 7.86%
$0
$213 Billion 9.06% of portfolio
2,574,673
Q1 2025 Added 8.67%
$0
$185 Billion 7.89% of portfolio
1,992,989
Q1 2025 Added 7.49%
$0
$135 Billion 5.74% of portfolio
6,800,357
Q1 2025 Added 2.28%
$0
$100 Billion 4.27% of portfolio
2,003,974
Q1 2025 Added 5.28%
$0
$98.9 Billion 4.22% of portfolio
3,586,105
Q1 2025 Added 3.11%
$0
$98.7 Billion 4.21% of portfolio
572,845
Q1 2025 Added 2.63%
$0
$64.6 Billion 2.76% of portfolio
2,663,387
Q1 2025 Added 12.01%
$0
$64.4 Billion 2.75% of portfolio
1,794,961
Q1 2025 Added 7.84%
$0
$28 Billion 1.2% of portfolio
265,906
Q1 2025 Reduced 4.34%
$0
$25.2 Billion 1.07% of portfolio
1,074,732
Q1 2025 Added 15.56%
$0
$25.1 Billion 1.07% of portfolio
44,663
Q1 2025 Reduced 0.06%
$0
$22.2 Billion 0.95% of portfolio
244,800
Q1 2025 Added 8.89%
$0
$16.8 Billion 0.72% of portfolio
81,562
Q1 2025 Reduced 42.45%
$0
$15 Billion 0.64% of portfolio
29,223
Q1 2025 Added 3.93%
$0
$14.1 Billion 0.6% of portfolio
186,767
Q1 2025 Reduced 14.88%
$0
$13.5 Billion 0.58% of portfolio
137,998
Q1 2025 Added 0.22%
$0
$12.4 Billion 0.53% of portfolio
197,816
Q1 2025 Added 0.75%
$0
$11.6 Billion 0.49% of portfolio
198,611
Q1 2025 Added 39.3%
$0
$10.8 Billion 0.46% of portfolio
147,677
Q1 2025 Added 12.85%
$0
$10 Billion 0.43% of portfolio
303,928
Q1 2025 Reduced 2.06%
$0
$9.6 Billion 0.41% of portfolio
37,351
Q1 2025 Reduced 38.83%
$0
$8.28 Billion 0.35% of portfolio
78,429
Q1 2025 Reduced 3.38%
$0
$7.43 Billion 0.32% of portfolio
176,759
Q1 2025 Added 0.31%
$0
$7.6 Billion 0.32% of portfolio
81,198
Q1 2025 Reduced 2.35%
$0
$6.7 Billion 0.29% of portfolio
113,639
Q1 2025 Added 42.49%
$0
$6.61 Billion 0.28% of portfolio
48,074
Q1 2025 Reduced 43.29%
$0
$6.47 Billion 0.28% of portfolio
29,173
Q1 2025 Reduced 13.27%
$0
$6.45 Billion 0.28% of portfolio
86,259
Q1 2025 Reduced 43.87%
$0
$6.1 Billion 0.26% of portfolio
10,908
Q1 2025 Added 0.23%
$0
$5.8 Billion 0.25% of portfolio
93,431
Q1 2025 Added 5.86%
$0
$4.85 Billion 0.21% of portfolio
89,843
Q1 2025 Reduced 25.61%
$0
$4.84 Billion 0.21% of portfolio
37,529
Q1 2025 Added 6.81%
$0
$5 Billion 0.21% of portfolio
29,258
Q1 2025 Added 1.05%
$0
$4.6 Billion 0.2% of portfolio
44,036
Q1 2025 Added 7.43%
$0
$4.39 Billion 0.19% of portfolio
17,946
Q1 2025 Reduced 3.7%
$0
$4.57 Billion 0.19% of portfolio
107,488
Q1 2025 Reduced 3.77%
$0
$4.41 Billion 0.19% of portfolio
11,885
Q1 2025 Reduced 30.76%
$0
$4.3 Billion 0.18% of portfolio
86,729
Q1 2025 Reduced 0.87%
$0
$4.22 Billion 0.18% of portfolio
80,385
Q1 2025 Reduced 8.84%
$0
$4.29 Billion 0.18% of portfolio
41,880
Q1 2025 Reduced 33.22%
$0
$3.89 Billion 0.17% of portfolio
8,297
Q1 2025 Reduced 0.75%
$0
$3.77 Billion 0.16% of portfolio
73,604
Q1 2025 Reduced 2.98%
$0
$3.79 Billion 0.16% of portfolio
46,328
Q1 2025 Added 6.35%
$0
$3.65 Billion 0.16% of portfolio
66,329
Q1 2025 Added 17.43%
$0
$3.56 Billion 0.15% of portfolio
74,914
Q1 2025 Added 229.76%
$0
$3.62 Billion 0.15% of portfolio
20,951
Q1 2025 Reduced 8.3%
$0
$3.49 Billion 0.15% of portfolio
44,612
Q1 2025 Reduced 55.27%
$0
$3.54 Billion 0.15% of portfolio
30,860
Q1 2025 Reduced 32.4%

Summary

  • Portfolio
  • No. of Stocks 598
  • Current Value $2.35 Trillion
  • Prior Value $2.32 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 19, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 253 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 264 stocks
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