Sage View Advisory Group, LLC Reduced Holdings in Q3 2025

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
POCT
Innovator U.S. Equity Power Bu

ETFs
-126K
- 91.78%
$41.27 - $43.1 $5.18M - $5.41M
11.2K $485M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-57.7K
- 66.37%
$46.97 - $48.89 $2.71M - $2.82M
29.2K $1.43B
FAST
Fastenal CO

Industrials
-50.9K
- 56.55%
$42.47 - $50.39 $2.16M - $2.56M
39.1K $1.92B
CSWI
Csw Industrials, Inc.

Industrials
-2.84K
- 10.36%
$289.31 - $293.0 $820K - $831K
24.5K $5.95B
AMT
American Tower Corp

Real Estate
-7.53K
- 76.69%
$192.32 - $232.35 $1.45M - $1.75M
2.29K $440M
TTD
Trade Desk, Inc.

Technology
-223
- 0.53%
$43.93 - $89.76 $9.8K - $20K
41.8K $2.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.39K
- 20.34%
$459.11 - $506.91 $1.55M - $1.72M
13.3K $6.67B
RE
Everest Re Group LTD

Financial Services
-4K
- 78.07%
N/A
1.12K $394M
IAPR
Innovator Etfs Tr Internationa

ETFs
-32.5K
- 81.52%
$28.99 - $30.05 $942K - $976K
7.37K $221M
AMGN
Amgen Inc

Healthcare
-2.51K
- 29.68%
$271.18 - $309.22 $681K - $777K
5.95K $1.68B
PFF
Ishares Trust Ishares Pfd And

ETFs
-25.8K
- 32.37%
$30.67 - $32.13 $793K - $830K
54K $1.71B
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-21.9K
- 50.62%
$34.26 - $35.77 $750K - $783K
21.4K $765M
SNPS
Synopsys Inc

Technology
-480
- 10.13%
$387.78 - $645.35 $186K - $310K
4.26K $2.1B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-21.9K
- 76.15%
$31.28 - $32.14 $685K - $704K
6.86K $220M
TT
Trane Technologies PLC

Industrials
-303
- 3.1%
$398.96 - $472.54 $121K - $143K
9.47K $3.99B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12K
- 6.33%
$62.09 - $66.51 $747K - $800K
178K $11.6B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-13.2K
- 18.47%
$62.54 - $68.42 $828K - $906K
58.5K $3.95B
ADSK
Autodesk, Inc.

Technology
-3.14K
- 9.26%
N/A
30.7K $9.76B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-548
- 14.25%
$366.54 - $479.53 $201K - $263K
3.3K $1.29B
V
Visa Inc.

Financial Services
-499
- 2.49%
$332.09 - $358.86 $166K - $179K
19.6K $6.68B
VB
Vanguard Small Cap ETF

ETFs
-2.63K
- 10.13%
$237.58 - $259.17 $625K - $681K
23.3K $5.93B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-9.4K
- 44.18%
$45.26 - $46.63 $425K - $438K
11.9K $549M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.04K
- 10.83%
$182.33 - $194.5 $554K - $591K
25K $4.87B
COST
Costco Wholesale Corp

Consumer Defensive
-343
- 6.34%
$915.95 - $994.57 $314K - $341K
5.07K $4.69B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.68K
- 10.29%
$132.9 - $142.03 $488K - $522K
32K $4.52B
NOW
Service Now, Inc.

Technology
-222
- 12.97%
$850.86 - $1044.69 $189K - $232K
1.49K $1.37B
CTAS
Cintas Corp

Industrials
-375
- 2.58%
$199.29 - $226.27 $74.7K - $84.9K
14.2K $2.91B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.42K
- 18.06%
$82.38 - $83.0 $282K - $284K
15.5K $1.29B
Ge Vernova Inc
-283
- 9.26%
N/A
2.77K $1.7B
DTE
Dte Energy CO

Utilities
-2.01K
- 48.82%
$130.26 - $141.49 $262K - $284K
2.11K $298M
ISRG
Intuitive Surgical Inc

Healthcare
-223
- 6.26%
$433.66 - $544.47 $96.7K - $121K
3.34K $1.49B
DE
Deere & CO

Industrials
-90
- 2.18%
$457.26 - $524.37 $41.2K - $47.2K
4.03K $1.84B
FSK
Fs Kkr Capital Corp

Financial Services
-7.14K
- 32.17%
$14.93 - $22.48 $107K - $161K
15.1K $225M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-8.37K
- 32.38%
$30.71 - $30.86 $257K - $258K
17.5K $539M
ADBE
Adobe Inc.

Technology
-499
- 10.63%
$333.65 - $392.1 $166K - $196K
4.2K $1.48B
HON
Honeywell International Inc

Industrials
-633
- 9.35%
$207.7 - $240.4 $131K - $152K
6.14K $1.29B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.8K
- 4.78%
$92.18 - $95.14 $351K - $362K
75.7K $7.2B
ABNB
Airbnb, Inc.

Consumer Cyclical
-951
- 18.97%
$118.3 - $142.16 $113K - $135K
4.06K $493M
SNOW
Snowflake Inc.

Technology
-1.04K
- 34.94%
$191.73 - $241.0 $200K - $251K
1.94K $438M
SPGI
S&P Global Inc.

Financial Services
-150
- 5.66%
$484.94 - $564.15 $72.7K - $84.6K
2.5K $1.22B
HRB
H&R Block Inc

Consumer Cyclical
-2.96K
- 41.24%
$49.28 - $56.76 $146K - $168K
4.21K $213M
JCI
Johnson Controls International PLC

Industrials
-1.55K
- 19.95%
$103.24 - $111.73 $160K - $173K
6.22K $684M
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.77K
- 19.37%
$86.92 - $99.32 $241K - $275K
11.5K $1.13B
PH
Parker Hannifin Corp

Industrials
-267
- 11.7%
$697.13 - $769.67 $186K - $206K
2.02K $1.53B
BA
Boeing CO

Industrials
-251
- 5.35%
$209.79 - $237.38 $52.7K - $59.6K
4.44K $959M
IP
International Paper CO

Consumer Cyclical
-675
- 5.16%
$45.32 - $55.68 $30.6K - $37.6K
12.4K $576M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-4.05K
- 23.76%
$38.1 - $40.7 $154K - $165K
13K $515M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-3.83K
- 30.43%
$40.37 - $42.12 $155K - $161K
8.76K $369M
PANW
Palo Alto Networks Inc

Technology
-660
- 6.28%
$167.06 - $208.19 $110K - $137K
9.84K $2B
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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