Sage View Advisory Group, LLC Sells in Q3 2024

Sage View Advisory Group, LLC

  • $1.97 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-3.94K
- 29.54%
$100.07 - $118.13 $394K - $465K
9.39K $1.07B
VO
Vanguard Mid Cap ETF

ETFs
-1.72K
- 26.65%
$237.84 - $263.83 $408K - $453K
4.72K $1.25B
HON
Honeywell International Inc

Industrials
-1.32K
- 24.01%
$196.73 - $220.21 $259K - $290K
4.16K $861M
NVO
Novo Nordisk A S

Healthcare
-810
- 9.05%
$119.07 - $145.42 $96.4K - $118K
8.14K $969M
AMD
Advanced Micro Devices Inc

Technology
-1.97K
- 23.38%
$128.67 - $183.96 $253K - $362K
6.46K $1.06B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.74K
- 32.85%
$147.95 - $191.05 $258K - $333K
3.56K $619M
NEE
Nextera Energy Inc

Utilities
-8.18K
- 28.88%
$69.9 - $84.97 $572K - $695K
20.1K $1.7B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-888
- 26.9%
$332.02 - $382.76 $295K - $340K
2.41K $906M
DUK
Duke Energy Corp

Utilities
-4.41K
- 32.73%
$99.35 - $117.71 $439K - $520K
9.07K $1.05B
IVE
Ishares S&P 500 Value ETF

ETFs
-1.86K
- 38.38%
$181.06 - $197.17 $336K - $366K
2.98K $587M
IXUS
Ishares Tr

ETFs
-8.73K
- 12.21%
$64.9 - $73.35 $567K - $640K
62.8K $4.56B
AXP
American Express CO

Financial Services
-2.58K
- 23.57%
$225.92 - $271.17 $584K - $701K
8.38K $2.27B
RTX
Raytheon Technologies Corp

Industrials
-5.06K
- 29.75%
$99.55 - $123.34 $503K - $623K
11.9K $1.45B
TILT
Flexshares Tr

ETFs
-10.9K
- 6.86%
$192.68 - $212.84 $2.11M - $2.33M
149K $31.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.73K
- 20.54%
$113.41 - $125.62 $310K - $343K
10.6K $1.33B
INTC
Intel Corp

Technology
-5.64K
- 37.65%
$18.9 - $34.87 $107K - $197K
9.35K $219M
UPS
United Parcel Service Inc

Industrials
-1.74K
- 17.58%
$123.32 - $147.38 $215K - $257K
8.17K $1.11B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.93K
- 15.79%
$405.19 - $478.57 $782K - $923K
10.3K $4.74B
IWM
Ishares Russell 2000 ETF

ETFs
-1.3K
- 42.45%
$200.87 - $224.6 $262K - $292K
1.77K $390M
ABNB
Airbnb, Inc.

Consumer Cyclical
-684
- 11.81%
$113.01 - $154.34 $77.3K - $106K
5.11K $648M
Linde PLC
-851
- 18.18%
N/A
3.83K $1.83B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.68K
- 11.29%
$175.46 - $203.3 $295K - $342K
13.2K $2.68B
AMGN
Amgen Inc

Healthcare
-1K
- 9.77%
$309.38 - $337.38 $311K - $339K
9.27K $2.99B
MCD
Mcdonalds Corp

Consumer Cyclical
-3.5K
- 20.48%
$245.82 - $304.51 $861K - $1.07M
13.6K $4.14B
IEMG
Ishares Inc

ETFs
-11.9K
- 9.87%
$53.64 - $53.64 $641K - $641K
109K $6.26B
ADP
Automatic Data Processing Inc

Industrials
-1.07K
- 50.47%
$233.44 - $279.45 $250K - $299K
1.05K $290M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.05K
- 24.83%
$57.47 - $62.76 $290K - $317K
15.3K $959M
CRM
Salesforce, Inc.

Technology
-1.26K
- 14.92%
$238.42 - $276.53 $300K - $348K
7.19K $1.97B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.57K
- 24.27%
$49.83 - $62.75 $128K - $161K
8.01K $461M
AOR
Ishares Tr Core Growth Allocat

ETFs
-3.93K
- 33.96%
$55.15 - $59.31 $217K - $233K
7.64K $452M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-10.1K
- 10.25%
$83.76 - $91.82 $842K - $923K
88K $8.04B
T
At&T Inc.

Communication Services
-20.8K
- 23.06%
$18.21 - $22.28 $378K - $463K
69.3K $1.53B
ELV
Elevance Health, Inc.

Healthcare
-337
- 37.24%
$500.12 - $562.29 $169K - $189K
568 $295M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-6.32K
- 27.14%
$37.33 - $40.63 $236K - $257K
17K $689M
SPY
Spdr S&P 500 ETF Trust

ETFs
-930
- 8.02%
$517.38 - $573.86 $481K - $534K
10.7K $6.12B
Atlanta Braves Hldgs Inc
-4.95K
- 45.0%
N/A
6.05K $255M
TGT
Target Corp

Consumer Defensive
-1.42K
- 28.02%
$133.47 - $159.25 $189K - $225K
3.64K $567M
CRWD
Crowd Strike Holdings, Inc.

Technology
-125
- 8.85%
$217.89 - $392.15 $27.2K - $49K
1.29K $361M
CASH
Meta Financial Group Inc

Financial Services
-3.84K
- 48.12%
$56.5 - $69.1 $217K - $265K
4.13K $273M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.4K
- 14.34%
$93.65 - $97.81 $225K - $235K
14.3K $1.4B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-5.44K
- 11.89%
$44.65 - $47.21 $243K - $257K
40.3K $1.88B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.59K
- 29.3%
$75.88 - $83.21 $197K - $216K
6.25K $520M
Innovator Etfs Trust
-5.31K
- 40.15%
N/A
7.92K $294M
META
Meta Platforms, Inc.

Communication Services
-2.62K
- 13.42%
$453.41 - $572.44 $1.19M - $1.5M
16.9K $9.66B
FDX
Fedex Corp

Industrials
-453
- 28.8%
$254.64 - $313.52 $115K - $142K
1.12K $307M
HDV
Ishares Core High Dividend ETF

ETFs
-1.74K
- 38.55%
$107.62 - $118.76 $187K - $206K
2.77K $326M
MPWR
Monolithic Power Systems Inc

Technology
-225
- 44.38%
$757.04 - $947.16 $170K - $213K
282 $261M
CDNS
Cadence Design Systems Inc

Technology
-362
- 25.78%
$246.84 - $321.11 $89.4K - $116K
1.04K $282M
EMR
Emerson Electric CO

Industrials
-1.3K
- 25.79%
$98.19 - $118.87 $128K - $155K
3.74K $409M
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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email