Sage View Advisory Group, LLC Portfolio Holdings

Sage View Advisory Group, LLC

  • $2.15 Trillion
  • Q2 2024

Sage View Advisory Group, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.15 Trillion distributed in 559 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $286B, Vanguard Russell 1000 Growth E with a value of $183B, Vanguard Russell 1000 Value Et with a value of $166B, Schwab Strategic Tr Intl Eqty with a value of $113B, and Ishares Tr Core Intl Aggregate with a value of $88B.

Examining the 13F form we can see an increase of $176B in the current position value, from $1.98T to 2.15T.

Sage View Advisory Group, LLC is based out at Newport Beach, CA

Below you can find more details about Sage View Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.15 Trillion
Technology: $143 Billion
Financial Services: $62.1 Billion
Healthcare: $53.2 Billion
Industrials: $48.7 Billion
Consumer Cyclical: $43.7 Billion
Consumer Defensive: $40 Billion
Communication Services: $36.3 Billion
Utilities: $16 Billion
Other: $36.3 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$256M
$526 Million 0.02% of portfolio
39,050
Q2 2024 New
$125M
$293 Million 0.01% of portfolio
29,294
Q2 2024 New
$120M
$111 Million 0.01% of portfolio
12,900
Q2 2024 New
$215M
$31.4 Million 0.0% of portfolio
10,000
Q2 2024 Added 59.39%

Summary

  • Portfolio
  • No. of Stocks 559
  • Current Value $2.15 Trillion
  • Prior Value $1.98 Trillion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR/A
  • Activity in Q2 2024
  • New Purchases 307 stocks
  • Additional Purchases 150 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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