Sage View Advisory Group, LLC Purchases in Q3 2025

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T Rowe Price ETF Inc
498K
New
N/A
498K $18.8B
IDEV
Ishares Core Msci Intl Develop

ETFs
152K
+ 1243.05%
$74.68 - $80.26 $11.3M - $12.2M
164K $13.1B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
229K
+ 449.72%
$48.5 - $50.19 $11.1M - $11.5M
280K $14B
AAPL
Apple Inc.

Technology
14K
+ 7.47%
$202.38 - $256.87 $2.82M - $3.58M
201K $51.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
44.1K
+ 1.33%
$97.75 - $100.75 $4.31M - $4.44M
3.36M $336B
PSEP
Innovator U.S. Equity Power Bu
176K
New
N/A
176K $7.57B
PAUG
Innovator U.S. Equity Power Bu

ETFs
174K
+ 1416.91%
$40.45 - $42.49 $7.03M - $7.39M
186K $7.91B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
224K
+ 20.09%
$23.54 - $23.97 $5.28M - $5.38M
1.34M $32.1B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
107K
+ 602.11%
$45.6 - $46.92 $4.86M - $5M
124K $5.81B
REET
Ishares Global Reit ETF

ETFs
86.6K
+ 2.93%
$24.45 - $25.91 $2.12M - $2.24M
3.04M $77.7B
ABBV
Abb Vie Inc.

Healthcare
13.9K
+ 61.91%
$184.85 - $231.54 $2.57M - $3.21M
36.3K $8.41B
SCHX
Schwab Strategic Tr Us Large C

ETFs
154K
+ 314.76%
$24.46 - $26.5 $3.77M - $4.09M
203K $5.35B
MUB
Ishares National Muni Bond ETF

ETFs
25.9K
+ 9.0%
$103.24 - $106.68 $2.67M - $2.76M
313K $33.4B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
148K
+ 342.49%
$22.9 - $23.58 $3.38M - $3.48M
191K $4.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.75K
+ 43.85%
$617.65 - $666.84 $2.94M - $3.17M
15.6K $10.4B
GOOGL
Alphabet Inc.

Communication Services
2.76K
+ 5.22%
$174.36 - $254.72 $480K - $702K
55.5K $13.5B
VTI
Vanguard Total Stock Market Et

ETFs
7.87K
+ 16.37%
$303.93 - $329.86 $2.39M - $2.6M
55.9K $18.4B
NVS
Novartis Ag

Healthcare
24.5K
New
$113.5 - $129.73 $2.78M - $3.17M
24.5K $3.14B
CVX
Chevron Corp

Energy
18.8K
+ 103.96%
$145.57 - $161.83 $2.74M - $3.04M
36.9K $5.73B
AMCR
Amcor PLC

Consumer Cyclical
346K
New
$7.97 - $9.94 $2.76M - $3.44M
346K $2.83B
NVDA
Nvidia Corp

Technology
6.98K
+ 4.51%
$153.3 - $186.58 $1.07M - $1.3M
162K $30.1B
META
Meta Platforms, Inc.

Communication Services
3.32K
+ 16.13%
$695.21 - $791.73 $2.31M - $2.63M
23.9K $17.5B
Innovator Etfs Trust
98K
+ 148.85%
N/A
164K $4.26B
Innovator Etfs Trust
99.4K
+ 142.38%
N/A
169K $4.31B
PM
Philip Morris International Inc.

Consumer Defensive
14.4K
+ 49.71%
$157.77 - $183.27 $2.27M - $2.63M
43.2K $7.01B
XOM
Exxon Mobil Corp

Energy
21.2K
+ 46.12%
$105.83 - $117.22 $2.24M - $2.48M
67K $7.56B
HD
Home Depot, Inc.

Consumer Cyclical
4.36K
+ 20.41%
$357.4 - $423.42 $1.56M - $1.85M
25.7K $10.4B
PDEC
Innovator U.S. Equity Power Bu
51.3K
+ 38.51%
N/A
184K $7.75B
MCD
Mcdonalds Corp

Consumer Cyclical
7.4K
+ 44.13%
$291.67 - $316.99 $2.16M - $2.35M
24.2K $7.34B
PJUL
Innovator U.S. Equity Power Bu

ETFs
47.1K
+ 34.92%
$43.83 - $45.64 $2.06M - $2.15M
182K $8.29B
VIG
Vanguard Dividend Appreciation

ETFs
9.88K
+ 131.63%
N/A
17.4K $3.75B
HBAN
Huntington Bancshares Inc

Financial Services
125K
New
$15.87 - $17.88 $1.99M - $2.24M
125K $2.16B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
26.7K
+ 90.68%
$78.11 - $79.07 $2.09M - $2.11M
56.2K $4.44B
CSCO
Cisco Systems, Inc.

Technology
29.8K
+ 33.73%
$66.2 - $71.79 $1.97M - $2.14M
118K $8.09B
JNJ
Johnson & Johnson

Healthcare
8.45K
+ 38.93%
$155.17 - $185.42 $1.31M - $1.57M
30.2K $5.59B
TSLA
Tesla, Inc.

Consumer Cyclical
492
+ 3.34%
$293.94 - $444.72 $145K - $219K
15.2K $6.76B
UNH
Unitedhealth Group Inc

Healthcare
4.17K
+ 52.92%
$237.77 - $353.61 $992K - $1.47M
12.1K $4.16B
MRK
Merck & Co., Inc.

Healthcare
22.3K
+ 95.19%
$77.6 - $87.37 $1.73M - $1.95M
45.7K $3.84B
PEP
Pepsico Inc

Consumer Defensive
13.3K
+ 80.44%
$133.81 - $152.16 $1.78M - $2.02M
29.8K $4.19B
CME
Cme Group Inc.

Financial Services
6.87K
+ 165.29%
$258.83 - $287.1 $1.78M - $1.97M
11K $2.98B
IOCT
Innovator Etfs Tr Intl Dev Pow
48.5K
+ 39.06%
N/A
173K $5.9B
D
Dominion Energy, Inc

Utilities
28.2K
+ 100.83%
$56.32 - $62.1 $1.59M - $1.75M
56.2K $3.44B
AZN
Astrazeneca PLC

Healthcare
23.6K
New
$68.72 - $82.11 $1.62M - $1.94M
23.6K $1.81B
Innovator Etfs Trust
51.9K
+ 39.23%
N/A
184K $5.87B
TFC
Truist Financial Corp

Financial Services
39K
+ 417.52%
$42.83 - $47.07 $1.67M - $1.84M
48.4K $2.21B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
25.3K
+ 1.28%
$50.85 - $51.35 $1.28M - $1.3M
1.99M $102B
Innovator Etfs Trust
58.2K
+ 39.38%
N/A
206K $5.85B
GILD
Gilead Sciences, Inc.

Healthcare
14.7K
+ 159.51%
$108.22 - $120.47 $1.59M - $1.77M
23.9K $2.66B
KNTK
Kinetik Holdings Inc.

Energy
37.6K
New
$39.73 - $46.35 $1.49M - $1.74M
37.6K $1.61B
Activity Summary
Buys All Purchases 338 New Holdings 52 Increased Positions 286 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 0 Puts 0
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