Sage View Advisory Group, LLC New Holdings in Q4 2024

Sage View Advisory Group, LLC

  • $2.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
4.64K
New
N/A
4.64K $335M
HUBS
Hubspot Inc

Technology
480
New
$514.07 - $757.4 $247K - $364K
480 $334M
Kenvue Inc
15.6K
New
N/A
15.6K $333M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.8K
New
$25.33 - $51.16 $324K - $654K
12.8K $331M
Global X Fds
16K
New
N/A
16K $330M
Veralto Corp
3.11K
New
N/A
3.11K $317M
SOUN
Soundhound Ai, Inc.

Technology
15.7K
New
$4.51 - $24.23 $70.7K - $380K
15.7K $311M
FCX
Freeport Mcmoran Inc

Basic Materials
7.99K
New
$38.08 - $50.82 $304K - $406K
7.99K $304M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.62K
New
$63.58 - $71.15 $294K - $329K
4.62K $301M
SNY
Sanofi

Healthcare
6.23K
New
$45.89 - $57.31 $286K - $357K
6.23K $300M
IXC
Ishares Tr Global Energy ETF

ETFs
7.52K
New
$36.95 - $43.06 $278K - $324K
7.52K $287M
OMC
Omnicom Group Inc.

Communication Services
3.34K
New
$85.82 - $105.47 $286K - $352K
3.34K $287M
ALGN
Align Technology Inc

Healthcare
1.38K
New
$205.03 - $245.32 $282K - $338K
1.38K $287M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.34K
New
$77.25 - $91.3 $258K - $305K
3.34K $285M
KLAC
Kla Corp

Technology
437
New
$614.46 - $829.55 $269K - $363K
437 $276M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.67K
New
$100.24 - $101.35 $268K - $271K
2.67K $269M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.61K
New
$47.29 - $84.74 $171K - $306K
3.61K $267M
XEL
Xcel Energy Inc

Utilities
3.95K
New
$62.16 - $72.92 $246K - $288K
3.95K $267M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.34K
New
$48.87 - $53.53 $261K - $286K
5.34K $261M
SQ
Block, Inc.

Technology
3.05K
New
$65.06 - $98.92 $199K - $302K
3.05K $259M
HOOD
Robinhood Markets, Inc.

Technology
6.69K
New
$22.33 - $43.2 $149K - $289K
6.69K $249M
AME
Ametek Inc

Industrials
1.38K
New
$165.89 - $197.38 $228K - $271K
1.38K $248M
SYF
Synchrony Financial

Financial Services
3.8K
New
$49.01 - $68.55 $186K - $261K
3.8K $247M
ENB
Enbridge Inc

Energy
5.66K
New
$40.4 - $43.92 $229K - $249K
5.66K $240M
TFC
Truist Financial Corp

Financial Services
5.53K
New
$41.51 - $48.1 $229K - $266K
5.53K $240M
AXON
Axon Enterprise, Inc.

Industrials
401
New
$399.22 - $689.78 $160K - $277K
401 $238M
APP
App Lovin Corp

Technology
724
New
$130.67 - $401.5 $94.6K - $291K
724 $234M
IWB
Ishares Tr Russell 1000 ETF

ETFs
723
New
$311.11 - $335.64 $225K - $243K
723 $233M
DASH
Door Dash, Inc.

Communication Services
1.37K
New
$141.93 - $180.48 $194K - $247K
1.37K $229M
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.44K
New
$47.96 - $55.17 $213K - $245K
4.44K $228M
SMOT
Vaneck ETF Tr Morningstar Smid
6.56K
New
N/A
6.56K $226M
First Tr Exchng Traded Fd Vi
7.27K
New
N/A
7.27K $224M
Labcorp Holdings Inc
978
New
N/A
978 $224M
RWO
Spdr Dow Jones Global Real Est

ETFs
5.15K
New
$42.41 - $47.31 $219K - $244K
5.15K $221M
BAX
Baxter International Inc

Healthcare
7.56K
New
$28.63 - $37.84 $216K - $286K
7.56K $220M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
878
New
$229.83 - $258.46 $202K - $227K
878 $217M
PDCO
Patterson Companies, Inc.

Healthcare
7K
New
$19.57 - $31.4 $137K - $220K
7K $216M
MSI
Motorola Solutions, Inc.

Technology
466
New
$449.08 - $504.6 $209K - $235K
466 $216M
BJAN
Innovator U.S. Equity Buffer E

ETFs
4.48K
New
$46.38 - $47.95 $208K - $215K
4.48K $215M
MRVL
Marvell Technology, Inc.

Technology
1.94K
New
$70.31 - $124.78 $136K - $242K
1.94K $214M
CRH.L
Crh PLC

Basic Materials
2.31K
New
N/A
2.31K $213M
RNR
Renaissancere Holdings LTD

Financial Services
856
New
$241.97 - $287.47 $207K - $246K
856 $213M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
176
New
$1146.59 - $1270.6 $202K - $224K
176 $209M
LNG
Cheniere Energy, Inc.

Energy
962
New
$181.07 - $225.92 $174K - $217K
962 $207M
OMF
One Main Holdings, Inc.

Financial Services
3.94K
New
$45.27 - $57.43 $178K - $226K
3.94K $205M
TRV
Travelers Companies, Inc.

Financial Services
851
New
$225.97 - $266.66 $192K - $227K
851 $205M
Grayscale Ethereum Trust ETF
7.24K
New
N/A
7.24K $203M
First Tr Exchng Traded Fd Vi
5.76K
New
N/A
5.76K $201M
IYF
Ishares Tr

ETFs
1.82K
New
$102.7 - $119.05 $187K - $217K
1.82K $201M
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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