Sage View Advisory Group, LLC Purchases in Q3 2025

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MFC
Manulife Financial Corp

Financial Services
50.8K
New
$29.9 - $32.34 $1.52M - $1.64M
50.8K $1.58B
ASX
Ase Technology Holding Co., Ltd.

Technology
139K
New
$9.5 - $11.71 $1.32M - $1.63M
139K $1.54B
SO
Southern CO

Utilities
16K
+ 352.73%
$90.83 - $96.0 $1.45M - $1.53M
20.5K $1.94B
USB
Us Bancorp \De\

Financial Services
29.8K
+ 89.21%
$43.94 - $50.41 $1.31M - $1.5M
63.2K $3.05B
MDT
Medtronic PLC

Healthcare
15.1K
+ 164.76%
$87.67 - $95.74 $1.32M - $1.44M
24.2K $2.31B
DUK
Duke Energy Corp

Utilities
11.3K
+ 130.03%
$116.31 - $125.93 $1.31M - $1.42M
20K $2.47B
SNY
Sanofi

Healthcare
30.6K
New
$45.07 - $51.35 $1.38M - $1.57M
30.6K $1.44B
NVO
Novo Nordisk A S

Healthcare
25.5K
New
$45.38 - $71.7 $1.16M - $1.83M
25.5K $1.42B
SCHP
Schwab Strategic Us Tips ETF

ETFs
49.4K
+ 255.8%
$26.44 - $27.1 $1.31M - $1.34M
68.7K $1.85B
PRU
Prudential Financial Inc

Financial Services
12.8K
+ 409.46%
$100.68 - $109.89 $1.29M - $1.41M
15.9K $1.65B
IEMG
Ishares Inc

ETFs
14K
+ 17.9%
N/A
92K $6.06B
Innovator Etfs Trust
44.4K
+ 93.51%
N/A
91.9K $2.51B
TXN
Texas Instruments Inc

Technology
7.35K
+ 42.93%
N/A
24.5K $4.49B
EMR
Emerson Electric CO

Industrials
9.84K
+ 271.5%
$128.6 - $149.63 $1.27M - $1.47M
13.5K $1.77B
EFG
Msci Eafe Growth ETF

ETFs
10.4K
New
$106.99 - $114.46 $1.11M - $1.19M
10.4K $1.18B
KO
Coca Cola CO

Consumer Defensive
18.2K
+ 65.63%
$65.67 - $71.67 $1.19M - $1.3M
45.9K $3.04B
CMI
Cummins Inc

Industrials
2.58K
New
$327.85 - $426.39 $845K - $1.1M
2.58K $1.09B
VEA
Vanguard Ftse Developed Market

ETFs
14.6K
+ 24.43%
$56.02 - $60.3 $818K - $881K
74.4K $4.46B
EOCT
Innovator Etfs Tr Emerging Mar
26.9K
+ 37.46%
N/A
98.5K $3.06B
EMB
Ishares Tr

ETFs
3.34K
+ 1.35%
$91.52 - $95.59 $305K - $319K
250K $23.8B
SYK
Stryker Corp

Healthcare
2.62K
+ 176.55%
$368.57 - $403.53 $966K - $1.06M
4.1K $1.52B
GOOG
Alphabet Inc.

Communication Services
796
+ 6.0%
$175.16 - $255.24 $139K - $203K
14.1K $3.42B
PG
Procter & Gamble CO

Consumer Defensive
7.31K
+ 7.49%
$150.47 - $161.22 $1.1M - $1.18M
105K $16.1B
NFLX
Netflix Inc

Communication Services
435
+ 11.39%
$1147.87 - $1297.18 $499K - $564K
4.25K $5.1B
BAC
Bank Of America Corp

Financial Services
6.36K
+ 7.8%
$44.92 - $52.42 $286K - $334K
87.9K $4.54B
PULS
Pgim ETF Tr

ETFs
11.6K
+ 34.7%
$49.58 - $49.83 $577K - $580K
45.2K $2.25B
PLTR
Palantir Technologies Inc.

Technology
2.33K
+ 39.16%
$130.68 - $186.97 $305K - $436K
8.29K $1.51B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
233
+ 0.24%
$109.47 - $119.06 $25.5K - $27.7K
98.2K $11.6B
NKE
Nike, Inc.

Consumer Cyclical
8.45K
+ 169.36%
$69.24 - $79.24 $585K - $669K
13.4K $937M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.77K
+ 1.48%
$64.58 - $69.94 $114K - $123K
121K $8.38B
EAPR
Innovator Etfs Tr Emerging Mkt
15.4K
+ 16.53%
$27.94 - $29.17 $430K - $448K
108K $3.16B
Life360 Inc
4.99K
New
N/A
4.99K $530M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.51K
+ 59.23%
$53.36 - $59.69 $454K - $508K
22.9K $1.33B
TJX
Tjx Companies Inc

Consumer Cyclical
1.35K
+ 7.84%
$121.35 - $144.54 $164K - $195K
18.5K $2.68B
SHOP
Shopify Inc.

Technology
2.74K
+ 58.21%
$112.11 - $157.12 $307K - $430K
7.44K $1.11B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.82K
+ 7.92%
$92.26 - $97.51 $352K - $372K
52K $5.02B
APP
App Lovin Corp

Technology
621
New
$335.1 - $718.54 $208K - $446K
621 $446M
VTV
Vanguard Value ETF

ETFs
1.52K
+ 8.07%
$175.51 - $186.57 $267K - $283K
20.4K $3.8B
HYD
Vaneck High Yield Muni ETF

ETFs
5.21K
+ 7.08%
$48.85 - $50.94 $255K - $266K
78.8K $4.01B
PINS
Pinterest, Inc.

Communication Services
12.6K
New
$32.17 - $39.17 $405K - $493K
12.6K $405M
MO
Altria Group, Inc.

Consumer Defensive
2.41K
+ 7.3%
$57.75 - $67.68 $139K - $163K
35.5K $2.35B
Southstate Bk Corp
3.98K
New
N/A
3.98K $394M
MSFT
Microsoft Corp

Technology
12
+ 0.02%
$491.09 - $535.64 $5.89K - $6.43K
70K $36.3B
Vanguard Malvern Fds
4.91K
New
N/A
4.91K $385M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.37K
+ 20.33%
$87.29 - $93.61 $294K - $316K
20K $1.86B
INTC
Intel Corp

Technology
4.77K
+ 28.25%
$19.31 - $35.5 $92.1K - $169K
21.7K $727M
URI
United Rentals, Inc.

Industrials
382
New
$774.14 - $975.23 $296K - $373K
382 $365M
IWM
Ishares Russell 2000 ETF

ETFs
884
+ 10.48%
$214.92 - $244.84 $190K - $216K
9.32K $2.26B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.98K
+ 7.09%
$46.86 - $48.27 $280K - $289K
90.4K $4.34B
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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