Sage View Advisory Group, LLC New Holdings in Q3 2025

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T Rowe Price ETF Inc
498K
New
N/A
498K $18.8B
PSEP
Innovator U.S. Equity Power Bu
176K
New
N/A
176K $7.57B
NVS
Novartis Ag

Healthcare
24.5K
New
$113.5 - $129.73 $2.78M - $3.17M
24.5K $3.14B
AMCR
Amcor PLC

Consumer Cyclical
346K
New
$7.97 - $9.94 $2.76M - $3.44M
346K $2.83B
HBAN
Huntington Bancshares Inc

Financial Services
125K
New
$15.87 - $17.88 $1.99M - $2.24M
125K $2.16B
AZN
Astrazeneca PLC

Healthcare
23.6K
New
$68.72 - $82.11 $1.62M - $1.94M
23.6K $1.81B
KNTK
Kinetik Holdings Inc.

Energy
37.6K
New
$39.73 - $46.35 $1.49M - $1.74M
37.6K $1.61B
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
SNY
Sanofi

Healthcare
30.6K
New
$45.07 - $51.35 $1.38M - $1.57M
30.6K $1.44B
EFG
Msci Eafe Growth ETF

ETFs
10.4K
New
$106.99 - $114.46 $1.11M - $1.19M
10.4K $1.18B
CMI
Cummins Inc

Industrials
2.58K
New
$327.85 - $426.39 $845K - $1.1M
2.58K $1.09B
Life360 Inc
4.99K
New
N/A
4.99K $530M
APP
App Lovin Corp

Technology
621
New
$335.1 - $718.54 $208K - $446K
621 $446M
PINS
Pinterest, Inc.

Communication Services
12.6K
New
$32.17 - $39.17 $405K - $493K
12.6K $405M
Southstate Bk Corp
3.98K
New
N/A
3.98K $394M
Vanguard Malvern Fds
4.91K
New
N/A
4.91K $385M
URI
United Rentals, Inc.

Industrials
382
New
$774.14 - $975.23 $296K - $373K
382 $365M
EVR
Evercore Inc.

Financial Services
1.04K
New
$276.5 - $362.79 $287K - $377K
1.04K $350M
VGT
Vanguard Information Technolog

ETFs
458
New
$656.44 - $753.15 $301K - $345K
458 $342M
UTG
Reaves Utility Income Fund

Financial Services
8.19K
New
$35.81 - $39.62 $293K - $324K
8.19K $324M
EL
Estee Lauder Companies Inc

Consumer Defensive
3.68K
New
$83.65 - $95.26 $307K - $350K
3.68K $324M
WM
Waste Management Inc

Industrials
1.42K
New
$213.88 - $237.1 $304K - $337K
1.42K $314M
CPNG
Coupang, Inc.

Consumer Cyclical
9.65K
New
$27.67 - $33.53 $267K - $324K
9.65K $311M
ABC
Amerisourcebergen Corp

Healthcare
935
New
N/A
935 $292M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.96K
New
$46.37 - $47.77 $276K - $285K
5.96K $283M
Astera Labs Inc
1.44K
New
N/A
1.44K $283M
AIZ
Assurant, Inc.

Financial Services
1.22K
New
$184.56 - $218.69 $226K - $267K
1.22K $265M
SYY
Sysco Corp

Consumer Defensive
3.2K
New
$76.33 - $82.51 $244K - $264K
3.2K $263M
Grayscale Ethereum Trust ETF
7.62K
New
N/A
7.62K $261M
GDV
Gabelli Dividend & Income Trust

Financial Services
9.59K
New
$25.8 - $27.4 $247K - $263K
9.59K $260M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.49K
New
$55.61 - $57.37 $250K - $258K
4.49K $256M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.38K
New
$103.83 - $179.9 $143K - $248K
1.38K $246M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.81K
New
$68.94 - $86.3 $194K - $243K
2.81K $243M
HPQ
Hp Inc

Technology
8.86K
New
$24.45 - $29.35 $217K - $260K
8.86K $241M
ED
Consolidated Edison Inc

Utilities
2.35K
New
$95.57 - $105.36 $224K - $247K
2.35K $236M
PSX
Phillips 66

Energy
1.69K
New
$118.37 - $139.46 $200K - $236K
1.69K $230M
VMC
Vulcan Materials CO

Basic Materials
747
New
$260.62 - $307.62 $195K - $230K
747 $230M
HOG
Harley Davidson, Inc.

Consumer Cyclical
8.04K
New
$22.95 - $31.03 $185K - $250K
8.04K $224M
SLV
I Shares Silver Trust

ETFs
5.04K
New
$32.73 - $42.5 $165K - $214K
5.04K $214M
Fidelity Ethereum Fd
5.1K
New
N/A
5.1K $212M
PNQI
Invesco Nasdaq Internet ETF

ETFs
3.75K
New
$51.24 - $57.08 $192K - $214K
3.75K $209M
Vanguard Calif Tax Free Fds
2.1K
New
N/A
2.1K $209M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.15K
New
$25.24 - $25.56 $206K - $208K
8.15K $208M
Labcorp Holdings Inc
716
New
N/A
716 $206M
MBB
Ishares Tr

ETFs
2.15K
New
$92.46 - $95.73 $199K - $206K
2.15K $205M
Fidelity Covington Trust
5.5K
New
N/A
5.5K $201M
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.2K
New
$10.78 - $19.82 $109K - $201K
10.2K $198M
VTRS
Viatris Inc

Healthcare
18K
New
$8.74 - $10.69 $158K - $193K
18K $178M
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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