Sage View Advisory Group, LLC Sells in Q3 2025

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
-791
- 16.13%
$141.13 - $159.19 $112K - $126K
4.11K $602M
UNOV
Earth Science Tech, Inc.

ETFs
-4.51K
- 10.77%
$36.04 - $37.48 $163K - $169K
37.4K $1.4B
BMY
Bristol Myers Squibb CO

Healthcare
-2.09K
- 17.27%
$43.31 - $48.98 $90.4K - $102K
10K $451M
HWKN
Hawkins Inc

Basic Materials
-1K
- 30.24%
$144.17 - $184.75 $144K - $185K
2.31K $422M
BSX
Boston Scientific Corp

Healthcare
-224
- 2.07%
$97.03 - $108.14 $21.7K - $24.2K
10.6K $1.03B
EOG
Eog Resources Inc

Energy
-125
- 1.28%
$112.12 - $126.1 $14K - $15.8K
9.68K $1.08B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-80
- 0.55%
$60.9 - $70.75 $4.87K - $5.66K
14.3K $896M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.35K
- 6.78%
$68.24 - $73.73 $433K - $468K
87.3K $6.41B
Kenvue Inc
-885
- 6.47%
N/A
12.8K $208M
BCAL
Southern Calif Bancorp Com

Financial Services
-6.81K
- 23.44%
$14.6 - $17.64 $99.4K - $120K
22.2K $371M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.33K
- 13.73%
$28.15 - $30.13 $93.6K - $100K
20.9K $620M
CMCSA
Comcast Corp

Communication Services
-1.07K
- 4.63%
$31.41 - $36.33 $33.7K - $39K
22.1K $696M
HYG
Ishares Tr

ETFs
-1.41K
- 3.01%
$79.85 - $81.32 $113K - $115K
45.4K $3.69B
PWR
Quanta Services, Inc.

Industrials
-246
- 2.67%
$372.29 - $421.68 $91.6K - $104K
8.98K $3.72B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.01K
- 17.89%
$81.55 - $85.33 $82.6K - $86.4K
4.65K $395M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-2.62K
- 14.27%
$36.37 - $38.37 $95.4K - $101K
15.8K $605M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.96K
- 3.59%
$52.55 - $54.37 $156K - $161K
79.5K $4.3B
T
At&T Inc.

Communication Services
-4.95K
- 4.74%
$26.94 - $29.62 $133K - $147K
99.5K $2.81B
VBR
Vanguard Small Cap Value ETF

ETFs
-486
- 9.54%
$195.41 - $212.37 $95K - $103K
4.61K $962M
HCAT
Health Catalyst, Inc.

Healthcare
-440
- 0.8%
$2.7 - $4.09 $1.19K - $1.8K
54.2K $155M
Global X Fds
-3.01K
- 25.62%
N/A
8.75K $210M
ENR
Energizer Holdings, Inc.

Industrials
-3.32K
- 26.95%
$21.07 - $29.86 $70K - $99.1K
9K $224M
XPO
Xpo Logistics, Inc.

Industrials
-278
- 6.12%
$118.79 - $138.31 $33K - $38.5K
4.26K $551M
GENC
Gencor Industries Inc

Industrials
-95
- 0.28%
$13.84 - $16.68 $1.31K - $1.58K
33.9K $496M
TXT
Textron Inc

Industrials
-1.57K
- 13.3%
$77.02 - $87.21 $121K - $137K
10.2K $864M
VNQ
Vanguard Specialized Funds Van

ETFs
-835
- 6.62%
$88.47 - $93.24 $73.9K - $77.9K
11.8K $1.08B
FTSL
First Trust Senior Ln Fund

ETFs
-1.19K
- 1.88%
$45.81 - $46.18 $54.3K - $54.7K
61.7K $2.83B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.97K
- 6.25%
$23.82 - $25.84 $190K - $206K
119K $3.07B
USEP
Innovator U.S. Equity Ultra Bu
-2.41K
- 7.39%
N/A
30.2K $1.17B
Crane Company
-188
- 5.21%
N/A
3.42K $630M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.51K
- 11.29%
$111.55 - $125.05 $168K - $188K
11.8K $1.48B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.47K
- 5.29%
$20.84 - $21.03 $51.5K - $51.9K
44.2K $925M
CENT
Central Garden & Pet CO

Consumer Defensive
-110
- 1.56%
$32.65 - $41.07 $3.59K - $4.52K
6.94K $227M
MAR
Marriott International Inc

Consumer Cyclical
-73
- 3.63%
$255.35 - $282.87 $18.6K - $20.6K
1.94K $505M
LCUT
Lifetime Brands, Inc

Consumer Cyclical
-450
- 0.81%
$3.65 - $5.43 $1.64K - $2.44K
55.1K $213M
TMUS
T Mobile Us, Inc.

Communication Services
-256
- 1.8%
$226.02 - $259.01 $57.9K - $66.3K
14K $3.34B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.79%
$5364.25 - $5815.92 $5.36K - $5.82K
125 $675M
COLM
Columbia Sportswear CO

Consumer Cyclical
-15
- 0.32%
$49.3 - $64.28 $740 - $964
4.67K $244M
UL
Unilever PLC

Consumer Defensive
-655
- 13.14%
$58.43 - $65.01 $38.3K - $42.6K
4.33K $257M
CTRE
Care Trust Reit, Inc.

Real Estate
-2.51K
- 21.08%
$30.29 - $34.8 $76K - $87.3K
9.39K $326M
BNDX
Vanguard Total International B

ETFs
-832
- 2.81%
$49.0 - $49.51 $40.8K - $41.2K
28.8K $1.43B
VPU
Vanguard Utilities ETF

ETFs
-291
- 13.48%
$175.25 - $189.41 $51K - $55.1K
1.87K $354M
FDX
Fedex Corp

Industrials
-98
- 5.55%
$217.1 - $243.2 $21.3K - $23.8K
1.67K $394M
DGRO
Ishares Core Dividend Growth E

ETFs
-732
- 8.83%
$64.12 - $68.08 $46.9K - $49.8K
7.55K $514M
Brookfield Asset Managmt LTD
-81
- 2.07%
N/A
3.82K $218M
CSGP
Costar Group, Inc.

Real Estate
-38
- 1.46%
$81.42 - $96.83 $3.09K - $3.68K
2.56K $216M
ITW
Illinois Tool Works Inc

Industrials
-102
- 4.03%
$252.31 - $269.41 $25.7K - $27.5K
2.43K $633M
CSX
Csx Corp

Industrials
-603
- 3.76%
$32.05 - $36.52 $19.3K - $22K
15.4K $549M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.16K
- 1.08%
$42.75 - $43.37 $49.7K - $50.4K
107K $4.63B
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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