Sage View Advisory Group, LLC Purchases in Q4 2024

Sage View Advisory Group, LLC

  • $2.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USEP
Innovator U.S. Equity Ultra Bu
29.1K
+ 93.32%
N/A
60.2K $2.12B
EMB
Ishares Tr

ETFs
21.8K
+ 10.76%
$88.94 - $93.46 $1.94M - $2.04M
225K $20B
NFLX
Netflix Inc

Communication Services
497
+ 15.64%
$687.65 - $936.56 $342K - $465K
3.67K $3.27B
SCMB
Schwab Strategic Tr Mun Bd ETF
39.7K
New
N/A
39.7K $1.02B
HD
Home Depot, Inc.

Consumer Cyclical
3.19K
+ 18.95%
$385.02 - $431.37 $1.23M - $1.38M
20K $7.8B
KR
Kroger CO

Consumer Defensive
15.7K
New
$55.21 - $63.3 $869K - $996K
15.7K $963M
DIS
Walt Disney CO

Communication Services
4.91K
+ 18.2%
$92.39 - $117.6 $454K - $577K
31.9K $3.55B
Innovator Etfs Trust
39.1K
+ 451.94%
N/A
47.8K $1.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.44K
+ 20.76%
$481.22 - $538.17 $692K - $773K
8.36K $4.27B
SCHX
Schwab Strategic Tr Us Large C

ETFs
49.5K
+ 833.92%
$22.4 - $68.28 $1.11M - $3.38M
55.4K $1.28B
KOCT
Innovator Laddered Fund Of U.S
28.1K
New
N/A
28.1K $859M
Innovator Etfs Trust
35.6K
New
N/A
35.6K $854M
Innovator Etfs Trust
33.9K
New
N/A
33.9K $852M
XOM
Exxon Mobil Corp

Energy
10.3K
+ 33.2%
$105.51 - $125.37 $1.09M - $1.29M
41.3K $4.44B
IWM
Ishares Russell 2000 ETF

ETFs
3.63K
+ 205.44%
$216.13 - $242.4 $784K - $879K
5.39K $1.19B
T
At&T Inc.

Communication Services
32.7K
+ 47.2%
$21.22 - $23.88 $694K - $781K
102K $2.32B
JNJ
Johnson & Johnson

Healthcare
6.78K
+ 63.54%
$143.34 - $165.86 $972K - $1.12M
17.4K $2.52B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
37.2K
New
$20.98 - $21.19 $780K - $787K
37.2K $783M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
23.5K
New
$30.02 - $31.23 $705K - $734K
23.5K $725M
ABBV
Abb Vie Inc.

Healthcare
5.33K
+ 42.27%
$164.99 - $203.87 $879K - $1.09M
17.9K $3.19B
ADSK
Autodesk, Inc.

Technology
54
+ 0.16%
N/A
33.8K $9.99B
IBM
International Business Machines Corp

Technology
3.19K
+ 46.7%
$204.9 - $238.04 $653K - $759K
10K $2.2B
ORCL
Oracle Corp

Technology
4.37K
+ 42.24%
$165.41 - $192.43 $722K - $840K
14.7K $2.45B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6.99K
New
$98.47 - $109.35 $688K - $764K
6.99K $688M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.73K
+ 76.96%
N/A
17.8K $1.65B
ABT
Abbott Laboratories

Healthcare
6.03K
+ 64.18%
$111.93 - $119.39 $675K - $720K
15.4K $1.74B
IWR
Ishares Russell Mid Cap ETF

ETFs
7.49K
+ 46.77%
$87.25 - $95.52 $654K - $716K
23.5K $2.08B
DFAT
Dimensional ETF Tr U S Target

ETFs
11.7K
+ 170.68%
$54.54 - $61.04 $638K - $714K
18.6K $1.03B
VCIT
Vanguard Intermediate Term Cor

ETFs
9.59K
+ 28.21%
$80.13 - $83.77 $768K - $803K
43.6K $3.5B
VEA
Vanguard Ftse Developed Market

ETFs
18.2K
+ 39.96%
$47.57 - $52.44 $865K - $954K
63.7K $3.05B
TXN
Texas Instruments Inc

Technology
4.09K
+ 59.36%
N/A
11K $2.06B
TRGP
Targa Resources Corp.

Energy
3.53K
New
$150.58 - $207.69 $532K - $733K
3.53K $630M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.6K
+ 160.66%
$34.13 - $37.35 $669K - $733K
31.8K $1.09B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.92K
New
$121.89 - $135.52 $599K - $666K
4.92K $614M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
16.9K
New
$34.72 - $35.93 $588K - $608K
16.9K $604M
TT
Trane Technologies PLC

Industrials
2.06K
+ 25.47%
$369.35 - $419.14 $760K - $863K
10.1K $3.74B
EOCT
Innovator Etfs Tr Emerging Mar
22.8K
New
N/A
22.8K $591M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
17.2K
+ 65.9%
$32.44 - $33.28 $557K - $572K
43.3K $1.44B
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
12.1K
New
$44.28 - $51.47 $534K - $620K
12.1K $571M
CME
Cme Group Inc.

Financial Services
2.15K
+ 71.46%
$221.17 - $246.02 $476K - $530K
5.17K $1.2B
HON
Honeywell International Inc

Industrials
1.98K
+ 47.43%
$202.84 - $236.0 $401K - $466K
6.14K $1.39B
AIG
American International Group, Inc.

Financial Services
7.16K
New
$70.0 - $79.22 $501K - $567K
7.16K $521M
WMT
Walmart Inc.

Consumer Defensive
845
+ 1.84%
$79.1 - $95.7 $66.8K - $80.9K
46.7K $4.22B
BDX
Becton Dickinson & CO

Healthcare
2.27K
New
$220.02 - $243.75 $500K - $554K
2.27K $516M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
14.5K
New
$34.46 - $38.29 $500K - $555K
14.5K $505M
SJM
J M Smucker CO

Consumer Defensive
4.78K
+ 244.35%
$106.92 - $121.75 $511K - $582K
6.73K $741M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.17K
+ 128.46%
$81.68 - $82.93 $504K - $511K
11K $899M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
370
+ 0.27%
$100.18 - $109.1 $37.1K - $40.4K
138K $14.4B
IVE
Ishares S&P 500 Value ETF

ETFs
2.61K
+ 87.51%
$189.5 - $206.17 $494K - $537K
5.58K $1.07B
Activity Summary
Buys All Purchases 425 New Holdings 107 Increased Positions 318 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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