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
$209 Million 0.01% of portfolio
830
Q1 2025 Added 4.67%
$0
$301 Million 0.01% of portfolio
2,608
Q1 2025 Reduced 3.87%
$0
$292 Million 0.01% of portfolio
5,855
Q1 2025 Reduced 0.2%
$0
$240 Million 0.01% of portfolio
5,489
Q1 2025 New
$0
$341 Million 0.01% of portfolio
5,739
Q1 2025 Added 10.83%
$0
$293 Million 0.01% of portfolio
3,639
Q4 2024 Added 3.76%
$0
$293 Million 0.01% of portfolio
2,761
Q2 2024 New
$0
$213 Million 0.01% of portfolio
4,605
Q1 2025 New
$0
$255 Million 0.01% of portfolio
8,283
Q1 2025 Reduced 4.49%
$0
$216 Million 0.01% of portfolio
8,546
Q1 2025 Reduced 0.8%
$0
$285 Million 0.01% of portfolio
4,771
Q1 2025 Added 3.27%
$0
$297 Million 0.01% of portfolio
9,637
Q1 2025 Added 0.81%
$0
$242 Million 0.01% of portfolio
3,002
Q1 2025 New
$0
$282 Million 0.01% of portfolio
6,465
Q1 2025 Added 25.44%
$0
$327 Million 0.01% of portfolio
4,070
Q1 2025 Reduced 5.3%
$0
$319 Million 0.01% of portfolio
6,384
Q1 2025 New
$0
$334 Million 0.01% of portfolio
6,574
Q1 2025 New
$0
$346 Million 0.01% of portfolio
5,538
Q1 2025 New
$0
$323 Million 0.01% of portfolio
5,604
Q1 2025 Reduced 29.22%
$0
$236 Million 0.01% of portfolio
769
Q1 2025 Added 6.36%
$0
$235 Million 0.01% of portfolio
2,589
Q1 2025 Reduced 13.47%
$0
$222 Million 0.01% of portfolio
8,203
Q1 2025 Added 2.08%
$0
$321 Million 0.01% of portfolio
11,480
Q1 2025 Added 18.18%
$0
$315 Million 0.01% of portfolio
2,155
Q1 2025 Reduced 26.22%
$0
$320 Million 0.01% of portfolio
6,434
Q1 2025 Reduced 6.26%
$0
$341 Million 0.01% of portfolio
6,666
Q1 2025 Reduced 4.8%

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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