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
ASML
Asml Holding Nv

Technology
-55
- 10.64%
$689.63 - $968.09 $37.9K - $53.2K
462 $447M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-81
- 0.2%
$40.43 - $44.52 $3.27K - $3.61K
40.9K $1.8B
CINF
Cincinnati Financial Corp

Financial Services
-65
- 0.8%
$145.8 - $158.1 $9.48K - $10.3K
8.04K $1.27B
WMB
Williams Companies, Inc.

Energy
-311
- 1.79%
$56.52 - $64.01 $17.6K - $19.9K
17.1K $1.08B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-298
- 1.13%
$49.43 - $54.52 $14.7K - $16.2K
26K $1.41B
AVDE
American Centy ETF Tr Avantis

ETFs
-15
- 0.08%
$73.24 - $79.04 $1.1K - $1.19K
18.6K $1.47B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-42
- 0.17%
$39.06 - $43.42 $1.64K - $1.82K
24.2K $1.05B
ASTE
Astec Industries Inc

Industrials
-90
- 0.72%
$37.91 - $48.58 $3.41K - $4.37K
12.3K $593M
NOC
Northrop Grumman Corp

Industrials
-49
- 1.51%
$498.9 - $609.32 $24.4K - $29.9K
3.2K $1.95B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-852
- 0.68%
$72.57 - $74.72 $61.8K - $63.7K
124K $9.22B
IWY
Ishares Tr Russell 200 Growth

ETFs
-7
- 0.1%
$243.93 - $275.62 $1.71K - $1.93K
6.98K $1.91B
BK
Bank Of New York Mellon Corp

Financial Services
-305
- 1.61%
$90.65 - $109.75 $27.6K - $33.5K
18.7K $2.04B
AVUS
American Centy ETF Tr Avantis

ETFs
-109
- 0.36%
$101.2 - $109.16 $11K - $11.9K
30.1K $3.27B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-129
- 0.07%
$41.8 - $43.15 $5.39K - $5.57K
176K $7.54B
ABT
Abbott Laboratories

Healthcare
-416
- 1.59%
$120.51 - $136.62 $50.1K - $56.8K
25.8K $3.45B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-6
- 0.02%
$87.05 - $93.19 $522 - $559
36.5K $3.4B
SONY
Sony Group Corp

Technology
-558
- 1.41%
$23.92 - $30.07 $13.3K - $16.8K
39.1K $1.13B
WMT
Walmart Inc.

Consumer Defensive
-923
- 1.97%
$94.4 - $104.27 $87.1K - $96.2K
45.8K $4.72B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-111
- 0.92%
$236.25 - $257.69 $26.2K - $28.6K
11.9K $3.06B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-383
- 0.93%
$115.96 - $125.95 $44.4K - $48.2K
40.7K $5.12B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-121
- 1.59%
$546.99 - $602.2 $66.2K - $72.9K
7.49K $4.5B
IBM
International Business Machines Corp

Technology
-116
- 1.03%
$234.77 - $292.47 $27.2K - $33.9K
11.2K $3.15B
LMT
Lockheed Martin Corp

Industrials
-155
- 4.5%
$410.74 - $499.21 $63.7K - $77.4K
3.29K $1.64B
STX
Seagate Technology Holdings PLC

Technology
-165
- 5.97%
$142.01 - $236.06 $23.4K - $38.9K
2.6K $614M
CECE
Ceco Environmental Corp

Industrials
-5.5K
- 18.57%
N/A
24.1K $1.23B
JPM
Jpmorgan Chase & CO

Financial Services
-1.76K
- 3.85%
$282.78 - $316.06 $498K - $556K
44K $13.9B
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-574
- 0.84%
$82.72 - $89.22 $47.5K - $51.2K
68K $6.04B
GE
General Electric CO

Industrials
-461
- 3.21%
$244.75 - $305.63 $113K - $141K
13.9K $4.19B
ORCL
Oracle Corp

Technology
-1.06K
- 5.53%
$218.96 - $328.33 $233K - $349K
18.2K $5.11B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.13K
- 0.38%
$36.04 - $38.78 $40.9K - $44K
301K $11.6B
VV
Vanguard Large Cap ETF

ETFs
-18
- 0.06%
$285.05 - $309.14 $5.13K - $5.56K
31.1K $9.56B
IREN
Iris Energy LTD

Financial Services
-5.7K
- 23.5%
$15.1 - $47.14 $86.1K - $269K
18.6K $871M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-417
- 1.4%
$567.77 - $614.76 $237K - $256K
29.4K $18B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.11K
- 2.47%
$620.67 - $670.08 $688K - $742K
43.7K $29.2B
SRE
Sempra Energy

Utilities
-197
- 0.32%
$74.14 - $89.98 $14.6K - $17.7K
61.3K $5.52B
GLW
Corning Inc

Technology
-161
- 0.65%
$51.6 - $82.03 $8.31K - $13.2K
24.5K $2.01B
IEFA
Ishares Tr

ETFs
-231
- 0.13%
$81.7 - $87.53 $18.9K - $20.2K
178K $15.5B
TILT
Flexshares Tr

ETFs
-126
- 0.19%
$224.75 - $242.86 $28.3K - $30.6K
66.2K $16B
AVGO
Broadcom Inc.

Technology
-319
- 1.06%
$264.74 - $369.57 $84.5K - $118K
29.8K $9.82B
VXF
Vanguard Extended Market ETF

ETFs
-6.59K
- 1.05%
$193.58 - $213.07 $1.28M - $1.4M
620K $130B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-9.95K
- 0.52%
$42.28 - $45.71 $421K - $455K
1.92M $87.2B
VONV
Vanguard Russell 1000 Value Et

ETFs
-17.9K
- 0.64%
$84.55 - $89.54 $1.51M - $1.6M
2.76M $247B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-70.3K
- 0.97%
$21.69 - $23.34 $1.52M - $1.64M
7.19M $167B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-54K
- 1.43%
$30.13 - $33.37 $1.63M - $1.8M
3.71M $124B
VONG
Vanguard Russell 1000 Growth E

ETFs
-55.6K
- 2.57%
$108.08 - $121.73 $6.01M - $6.77M
2.11M $254B
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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