Sage View Advisory Group, LLC New Holdings in Q4 2024

Sage View Advisory Group, LLC

  • $2.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
25.8K
New
$112.69 - $123.97 $2.91M - $3.2M
25.8K $2.91B
PNOV
Innovator U.S. Equity Power Bu
44.8K
New
N/A
44.8K $1.7B
PDEC
Innovator U.S. Equity Power Bu
43.3K
New
N/A
43.3K $1.66B
PSEP
Innovator U.S. Equity Power Bu
40.4K
New
N/A
40.4K $1.58B
Blackrock Inc
1.41K
New
N/A
1.41K $1.44B
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
40.5K
New
$34.64 - $35.72 $1.4M - $1.45M
40.5K $1.43B
PULS
Pgim ETF Tr

ETFs
24.9K
New
$49.51 - $49.79 $1.23M - $1.24M
24.9K $1.23B
IOCT
Innovator Etfs Tr Intl Dev Pow
41.7K
New
N/A
41.7K $1.22B
Innovator Etfs Trust
42.7K
New
N/A
42.7K $1.18B
SCMB
Schwab Strategic Tr Mun Bd ETF
39.7K
New
N/A
39.7K $1.02B
KOCT
Innovator Laddered Fund Of U.S
28.1K
New
N/A
28.1K $859M
Innovator Etfs Trust
35.6K
New
N/A
35.6K $854M
Innovator Etfs Trust
33.9K
New
N/A
33.9K $852M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
37.2K
New
$20.98 - $21.19 $780K - $787K
37.2K $783M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
23.5K
New
$30.02 - $31.23 $705K - $734K
23.5K $725M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6.99K
New
$98.47 - $109.35 $688K - $764K
6.99K $688M
TRGP
Targa Resources Corp.

Energy
3.53K
New
$150.58 - $207.69 $532K - $733K
3.53K $630M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.92K
New
$121.89 - $135.52 $599K - $666K
4.92K $614M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
16.9K
New
$34.72 - $35.93 $588K - $608K
16.9K $604M
EOCT
Innovator Etfs Tr Emerging Mar
22.8K
New
N/A
22.8K $591M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
12.1K
New
$44.28 - $51.47 $534K - $620K
12.1K $571M
AIG
American International Group, Inc.

Financial Services
7.16K
New
$70.0 - $79.22 $501K - $567K
7.16K $521M
BDX
Becton Dickinson & CO

Healthcare
2.27K
New
$220.02 - $243.75 $500K - $554K
2.27K $516M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
14.5K
New
$34.46 - $38.29 $500K - $555K
14.5K $505M
KMI
Kinder Morgan, Inc.

Energy
17K
New
$22.59 - $28.54 $384K - $486K
17K $466M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
13.2K
New
$34.96 - $35.65 $463K - $472K
13.2K $465M
PLTR
Palantir Technologies Inc.

Technology
6.06K
New
$36.46 - $82.38 $221K - $500K
6.06K $459M
USRT
Ishares Core U.S. Reit ETF

ETFs
7.92K
New
$55.97 - $62.75 $443K - $497K
7.92K $454M
CAH
Cardinal Health Inc

Healthcare
3.78K
New
$107.89 - $125.33 $408K - $473K
3.78K $447M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.74K
New
$91.29 - $91.8 $433K - $435K
4.74K $434M
MMM
3 M CO

Industrials
3.18K
New
$124.74 - $137.12 $396K - $435K
3.18K $410M
PECO
Phillips Edison & Company, Inc.

Real Estate
10.9K
New
$35.96 - $39.8 $391K - $433K
10.9K $407M
ITW
Illinois Tool Works Inc

Industrials
1.61K
New
$253.56 - $278.5 $407K - $447K
1.61K $407M
EQT
Eqt Corp

Energy
8.7K
New
$35.62 - $46.89 $310K - $408K
8.7K $401M
Arista Networks Inc
3.49K
New
N/A
3.49K $386M
SPMD
Spdr Portfolio

ETFs
7K
New
$54.13 - $59.56 $379K - $417K
7K $383M
GM
General Motors CO

Consumer Cyclical
7.17K
New
$44.82 - $60.2 $322K - $432K
7.17K $382M
SPYG
Spdr Portfolio

ETFs
4.3K
New
$81.74 - $91.38 $351K - $393K
4.3K $378M
HCAT
Health Catalyst, Inc.

Healthcare
53.4K
New
$6.9 - $9.02 $368K - $481K
53.4K $377M
UL
Unilever PLC

Consumer Defensive
6.19K
New
$56.7 - $64.64 $351K - $400K
6.19K $351M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.47K
New
$36.54 - $37.53 $346K - $356K
9.47K $349M
HEIA
Heico Crp Cl A
1.87K
New
N/A
1.87K $348M
HUM
Humana Inc

Healthcare
1.36K
New
$233.89 - $304.18 $319K - $415K
1.36K $346M
IR
Ingersoll Rand Inc.

Industrials
3.82K
New
$90.46 - $105.35 $346K - $403K
3.82K $346M
AMP
Ameriprise Financial Inc

Financial Services
648
New
$473.15 - $574.01 $307K - $372K
648 $345M
HUBB
Hubbell Inc

Industrials
815
New
$418.89 - $472.12 $341K - $385K
815 $341M
NKE
Nike, Inc.

Consumer Cyclical
4.49K
New
$73.36 - $89.13 $329K - $400K
4.49K $340M
SHOP
Shopify Inc.

Technology
3.18K
New
$78.14 - $119.49 $248K - $380K
3.18K $338M
VOYA
Voya Financial, Inc.

Financial Services
4.89K
New
$65.93 - $83.9 $322K - $410K
4.89K $336M
Activity Summary
Buys All Purchases 425 New Holdings 107 Increased Positions 318 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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