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
XLF
Financial Sector Spdr

ETFs
-477
- 8.64%
$51.37 - $54.25 $24.5K - $25.9K
5.04K $272M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-464
- 4.53%
$50.09 - $50.73 $23.2K - $23.5K
9.78K $495M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-429
- 2.34%
$72.01 - $74.44 $30.9K - $31.9K
17.9K $1.32B
GIS
General Mills Inc

Consumer Defensive
-460
- 4.79%
$48.44 - $53.83 $22.3K - $24.8K
9.14K $461M
UNM
Unum Group

Financial Services
-82
- 1.66%
$68.55 - $82.12 $5.62K - $6.73K
4.87K $379M
XLV
Select Sector Spdr Fund Health

ETFs
-181
- 9.25%
$129.01 - $139.72 $23.4K - $25.3K
1.78K $247M
VOE
Vanguard Mid Cap Value Index F

ETFs
-403
- 3.95%
$164.63 - $174.58 $66.3K - $70.4K
9.8K $1.71B
ENB
Enbridge Inc

Energy
-996
- 17.64%
$43.79 - $50.46 $43.6K - $50.3K
4.65K $235M
HSIC
Henry Schein Inc

Healthcare
-20
- 0.52%
$64.83 - $74.67 $1.3K - $1.49K
3.86K $256M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-360
- 10.06%
$64.17 - $68.19 $23.1K - $24.5K
3.22K $219M
CION
Cion Investment Corp

Financial Services
-1.06K
- 9.32%
$9.48 - $10.86 $10K - $11.5K
10.3K $97.3M
SJM
J M Smucker CO

Consumer Defensive
-127
- 1.91%
$102.24 - $113.2 $13K - $14.4K
6.51K $707M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-368
- 7.91%
$45.72 - $47.27 $16.8K - $17.4K
4.28K $201M
FNDA
Schwab Fundamental U S Small C

ETFs
-2.1K
- 4.62%
$28.75 - $31.93 $60.2K - $66.9K
43.3K $1.35B
MET
Metlife Inc

Financial Services
-776
- 6.78%
$73.82 - $82.37 $57.3K - $63.9K
10.7K $879M
CEG
Constellation Energy Corp

Utilities
-36
- 0.68%
$298.82 - $354.89 $10.8K - $12.8K
5.26K $1.73B
VOT
Vanguard Mid Cap Growth Index

ETFs
-63
- 0.53%
$282.75 - $294.19 $17.8K - $18.5K
11.8K $3.45B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-350
- 4.5%
$84.28 - $89.46 $29.5K - $31.3K
7.43K $661M
TNC
Tennant CO

Industrials
-35
- 1.33%
$79.52 - $85.34 $2.78K - $2.99K
2.6K $211M
WMK
Weis Markets Inc

Consumer Defensive
-20
- 0.65%
$69.34 - $78.32 $1.39K - $1.57K
3.08K $221M
DD
Du Pont De Nemours, Inc.

Basic Materials
-195
- 6.06%
$69.9 - $78.26 $13.6K - $15.3K
3.02K $236M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-851
- 4.99%
$42.04 - $45.23 $35.8K - $38.5K
16.2K $732M
WTS
Watts Water Technologies Inc

Industrials
-296
- 10.12%
$247.02 - $285.86 $73.1K - $84.6K
2.63K $734M
CMS
Cms Energy Corp

Utilities
-137
- 3.61%
$69.37 - $74.67 $9.5K - $10.2K
3.66K $268M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-542
- 3.44%
$27.61 - $29.15 $15K - $15.8K
15.2K $443M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-24
- 0.17%
N/A
14.4K $1.42B
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-88
- 1.91%
$44.66 - $47.89 $3.93K - $4.21K
4.52K $209M
VST
Vistra Corp.

Utilities
-3
- 0.2%
$182.0 - $217.92 $546 - $654
1.48K $290M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-141
- 5.07%
$133.48 - $144.38 $18.8K - $20.4K
2.64K $376M
Presidio Ppty Tr Inc
-4.14K
- 27.2%
N/A
11.1K $414K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-36
- 0.58%
$70.77 - $73.59 $2.55K - $2.65K
6.19K $454M
PFG
Principal Financial Group Inc

Financial Services
-61
- 2.4%
$75.53 - $82.95 $4.61K - $5.06K
2.48K $205M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-36
- 0.63%
$49.78 - $50.75 $1.79K - $1.83K
5.68K $287M
ONB
Old National Bancorp

Financial Services
-83
- 0.83%
$20.4 - $23.47 $1.69K - $1.95K
9.86K $216M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-51
- 1.5%
$86.13 - $119.63 $4.39K - $6.1K
3.35K $314M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-45
- 0.73%
$98.53 - $107.1 $4.43K - $4.82K
6.1K $641M
EEMV
Ishares Msci Emerging Markets

ETFs
-156
- 1.51%
$61.94 - $64.63 $9.66K - $10.1K
10.1K $648M
GPC
Genuine Parts CO

Consumer Cyclical
-76
- 2.97%
$122.23 - $142.77 $9.29K - $10.9K
2.48K $344M
RIO
Rio Tinto PLC

Basic Materials
-150
- 4.12%
$57.66 - $66.01 $8.65K - $9.9K
3.49K $231M
EME
Emcor Group, Inc.

Industrials
-3
- 0.88%
$530.88 - $655.83 $1.59K - $1.97K
338 $220M
OMCL
Omnicell, Inc

Healthcare
-487
- 3.58%
$26.88 - $33.62 $13.1K - $16.4K
13.1K $400M
HWM
Howmet Aerospace Inc.

Industrials
-233
- 3.64%
$171.0 - $196.23 $39.8K - $45.7K
6.17K $1.21B
FBNC
First Bancorp

Financial Services
-35
- 0.54%
$45.56 - $55.55 $1.59K - $1.94K
6.41K $339M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-59
- 2.56%
$134.94 - $145.86 $7.96K - $8.61K
2.25K $327M
EQT
Eqt Corp

Energy
-306
- 3.33%
$49.19 - $59.19 $15.1K - $18.1K
8.88K $483M
AME
Ametek Inc

Industrials
-18
- 1.54%
$176.44 - $192.03 $3.18K - $3.46K
1.15K $217M
HFWA
Heritage Financial Corp

Financial Services
-95
- 0.66%
$22.13 - $25.73 $2.1K - $2.44K
14.3K $347M
SPYG
Spdr Portfolio

ETFs
-88
- 2.87%
$94.33 - $105.31 $8.3K - $9.27K
2.97K $311M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-58
- 0.72%
$29.97 - $32.38 $1.74K - $1.88K
7.98K $255M
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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