Sage View Advisory Group, LLC Reduced Holdings in Q3 2024

Sage View Advisory Group, LLC

  • $1.97 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-140
- 3.26%
$215.56 - $246.98 $30.2K - $34.6K
4.15K $1.01B
ETR
Entergy Corp

Utilities
-214
- 4.45%
$104.75 - $131.61 $22.4K - $28.2K
4.6K $605M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.19K
- 5.13%
$58.03 - $65.37 $243K - $274K
77.5K $5.02B
NUSC
Nuveen Esg Small Cap ETF

ETFs
-3.67K
- 5.16%
$38.89 - $42.97 $143K - $158K
67.4K $2.89B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-700
- 1.22%
$30.74 - $34.07 $21.5K - $23.8K
56.6K $1.93B
NOC
Northrop Grumman Corp

Industrials
-443
- 11.95%
$423.73 - $533.14 $188K - $236K
3.26K $1.72B
CCI
Crown Castle International Corp

Real Estate
-4
- 0.08%
$95.29 - $120.24 $381 - $481
5.22K $619M
MO
Altria Group, Inc.

Consumer Defensive
-1.53K
- 4.46%
$45.95 - $54.71 $70.3K - $83.8K
32.8K $1.67B
HWKN
Hawkins Inc

Basic Materials
-48
- 1.46%
$87.69 - $127.47 $4.21K - $6.12K
3.24K $413M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-213
- 1.07%
$64.57 - $71.76 $13.8K - $15.3K
19.7K $1.41B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.16K
- 4.48%
$108.44 - $120.37 $234K - $260K
46.1K $5.55B
CINF
Cincinnati Financial Corp

Financial Services
-229
- 2.52%
$115.7 - $138.2 $26.5K - $31.6K
8.85K $1.21B
VOT
Vanguard Mid Cap Growth Index

ETFs
-511
- 2.77%
$218.05 - $243.47 $111K - $124K
18K $4.37B
NSC
Norfolk Southern Corp

Industrials
-76
- 1.63%
$213.75 - $259.69 $16.2K - $19.7K
4.6K $1.14B
SPGI
S&P Global Inc.

Financial Services
-166
- 5.1%
$446.32 - $527.38 $74.1K - $87.5K
3.09K $1.6B
ORCL
Oracle Corp

Technology
-1.11K
- 9.72%
$125.9 - $170.35 $140K - $190K
10.3K $1.76B
SRE
Sempra Energy

Utilities
-4.19K
- 6.34%
$74.97 - $84.04 $314K - $352K
61.9K $5.17B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-248
- 1.07%
$69.31 - $77.34 $17.2K - $19.2K
22.9K $1.76B
VOE
Vanguard Mid Cap Value Index F

ETFs
-579
- 3.99%
$149.02 - $167.67 $86.3K - $97.1K
14K $2.34B
AMT
American Tower Corp

Real Estate
-1.17K
- 10.39%
$192.27 - $242.73 $225K - $284K
10.1K $2.35B
TTD
Trade Desk, Inc.

Technology
-3.54K
- 7.72%
$83.08 - $110.79 $294K - $392K
42.3K $4.64B
BLK
Black Rock Inc.

Financial Services
-70
- 4.95%
$782.27 - $949.51 $54.8K - $66.5K
1.34K $1.28B
KO
Coca Cola CO

Consumer Defensive
-746
- 2.77%
$62.69 - $73.01 $46.8K - $54.5K
26.1K $1.88B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.38K
- 3.81%
$117.9 - $128.2 $163K - $177K
34.9K $4.48B
USB
Us Bancorp \De\

Financial Services
-655
- 1.81%
$39.04 - $47.23 $25.6K - $30.9K
35.5K $1.62B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.4K
- 1.44%
N/A
95.5K $3.45B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-3.15K
- 3.88%
$21.91 - $26.03 $69.1K - $82.1K
78.1K $2B
PH
Parker Hannifin Corp

Industrials
-34
- 1.62%
$501.01 - $635.92 $17K - $21.6K
2.07K $1.31B
PM
Philip Morris International Inc.

Consumer Defensive
-1.28K
- 6.43%
$101.25 - $127.45 $130K - $164K
18.7K $2.27B
UNH
Unitedhealth Group Inc

Healthcare
-858
- 8.49%
$488.01 - $604.18 $419K - $518K
9.24K $5.4B
TMUS
T Mobile Us, Inc.

Communication Services
-413
- 2.52%
$175.14 - $206.36 $72.3K - $85.2K
16K $3.3B
WMT
Walmart Inc.

Consumer Defensive
-2.15K
- 4.48%
$66.91 - $81.4 $144K - $175K
45.9K $3.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.29K
- 0.41%
$31.05 - $34.29 $40K - $44.2K
317K $10.9B
ADSK
Autodesk, Inc.

Technology
-1.33K
- 3.79%
$245.83 - $245.83 $326K - $326K
33.8K $9.3B
VONV
Vanguard Russell 1000 Value Et

ETFs
-161K
- 7.45%
$76.07 - $83.33 $12.3M - $13.4M
2M $167B
Activity Summary
Buys All Purchases 104 New Holdings 34 Increased Positions 70 Sells All Sells 386 Reductions 386 Sold out 0 Options Calls 0 Puts 0
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