Sage View Advisory Group, LLC Sells in Q3 2025

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
-171
- 1.62%
$132.83 - $140.61 $22.7K - $24K
10.4K $1.45B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.99K
- 4.88%
$108.46 - $120.63 $215K - $240K
38.7K $4.6B
FNDE
Schwab Fundamental Emerging Mk

ETFs
-322
- 3.32%
$33.13 - $36.31 $10.7K - $11.7K
9.37K $339M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-32
- 0.35%
$91.28 - $97.59 $2.92K - $3.12K
9.08K $870M
KLAC
Kla Corp

Technology
-32
- 10.88%
$843.9 - $1078.6 $27K - $34.5K
262 $283M
WEC
Wec Energy Group, Inc.

Utilities
-175
- 3.96%
$103.66 - $114.59 $18.1K - $20.1K
4.24K $486M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1
- 0.01%
$37.4 - $39.31 $37.4 - $39.3
10.1K $397M
MSI
Motorola Solutions, Inc.

Technology
-4
- 0.8%
$408.73 - $490.3 $1.63K - $1.96K
494 $226M
BOKF
Bok Financial Corp

Financial Services
-10
- 0.51%
$98.57 - $113.09 $986 - $1.13K
1.96K $218M
INTF
Ishares Tr

ETFs
-2
- 0.02%
$33.72 - $36.17 $67.4 - $72.3
8.23K $295M
VO
Vanguard Mid Cap ETF

ETFs
-73
- 1.12%
$279.83 - $293.74 $20.4K - $21.4K
6.46K $1.9B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-91
- 0.14%
$47.86 - $48.43 $4.36K - $4.41K
62.9K $3.03B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-32
- 0.49%
$181.56 - $190.33 $5.81K - $6.09K
6.5K $1.23B
FNDC
Schwab Fundamental Intl Small

ETFs
-142
- 1.4%
$41.81 - $45.21 $5.94K - $6.42K
9.99K $445M
NI
Nisource Inc.

Utilities
-148
- 1.35%
$39.0 - $43.33 $5.77K - $6.41K
10.8K $469M
Innovex International Inc
-45
- 0.26%
N/A
17K $315M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-40
- 0.48%
$27.85 - $30.91 $1.11K - $1.24K
8.35K $255M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-59
- 0.16%
$41.6 - $42.66 $2.45K - $2.52K
37.7K $1.59B
ES
Eversource Energy

Utilities
-146
- 3.08%
$62.86 - $71.14 $9.18K - $10.4K
4.59K $327M
AUB
Atlantic Union Bankshares Corp

Financial Services
-70
- 0.79%
$31.23 - $36.56 $2.19K - $2.56K
8.75K $309M
PGR
Progressive Corp

Financial Services
-65
- 1.08%
$238.61 - $264.3 $15.5K - $17.2K
5.94K $1.47B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-149
- 0.61%
$28.69 - $30.59 $4.27K - $4.56K
24.3K $739M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-37
- 0.26%
$52.12 - $55.33 $1.93K - $2.05K
14K $777M
NEE
Nextera Energy Inc

Utilities
-1.03K
- 4.17%
$69.77 - $77.54 $72.1K - $80.1K
23.7K $1.79B
FITB
Fifth Third Bancorp

Financial Services
-93
- 0.6%
$40.91 - $46.28 $3.8K - $4.3K
15.3K $682M
ETR
Entergy Corp

Utilities
-265
- 3.21%
$80.93 - $93.55 $21.4K - $24.8K
7.98K $744M
MS
Morgan Stanley

Financial Services
-142
- 4.37%
$139.09 - $161.16 $19.8K - $22.9K
3.11K $494M
DISV
Dimensional ETF Tr Dimensional

ETFs
-604
- 2.61%
$32.78 - $35.79 $19.8K - $21.6K
22.6K $805M
MLI
Mueller Industries Inc

Industrials
-967
- 9.75%
$82.07 - $101.7 $79.4K - $98.3K
8.95K $905M
MSGS
Madison Square Garden Sports Corp.

Communication Services
-23
- 1.46%
$192.65 - $230.03 $4.43K - $5.29K
1.55K $352M
FE
Firstenergy Corp

Utilities
-241
- 2.35%
$39.76 - $45.82 $9.58K - $11K
10K $459M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-58
- 0.29%
$81.76 - $86.36 $4.74K - $5.01K
20K $1.69B
GLD
Spdr Gold Trust

ETFs
-525
- 11.8%
$300.96 - $355.47 $158K - $187K
3.92K $1.39B
IVE
Ishares S&P 500 Value ETF

ETFs
-14
- 0.24%
$194.44 - $206.51 $2.72K - $2.89K
5.71K $1.18B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-472
- 2.16%
$72.04 - $77.35 $34K - $36.5K
21.4K $1.64B
XLK
Technology Sector Spdr

ETFs
-28
- 1.08%
$250.97 - $282.66 $7.03K - $7.91K
2.57K $724M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-70
- 0.45%
$37.04 - $40.86 $2.59K - $2.86K
15.5K $632M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.1K
- 2.17%
$28.92 - $32.19 $31.7K - $35.3K
49.5K $1.58B
CFG
Citizens Financial Group Inc

Financial Services
-24
- 0.19%
$46.1 - $53.65 $1.11K - $1.29K
12.7K $677M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-150
- 0.57%
$39.8 - $42.86 $5.97K - $6.43K
26.3K $1.13B
GATX
Gatx Corp

Industrials
-300
- 6.27%
$149.23 - $176.97 $44.8K - $53.1K
4.49K $784M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-467
- 1.21%
$29.55 - $32.52 $13.8K - $15.2K
38.2K $1.23B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-245
- 0.46%
$35.76 - $37.93 $8.76K - $9.29K
53.1K $2.01B
IVW
Ishares S&P 500 Growth ETF

ETFs
-9
- 0.1%
$108.97 - $121.65 $981 - $1.09K
8.8K $1.06B
SOFI
So Fi Technologies, Inc.

Financial Services
-474
- 3.54%
$17.64 - $29.81 $8.36K - $14.1K
12.9K $341M
XEL
Xcel Energy Inc

Utilities
-89
- 1.23%
$67.56 - $80.65 $6.01K - $7.18K
7.16K $577M
Lam Research Corp
-1.54K
- 19.99%
N/A
6.14K $822M
DHI
Horton D R Inc

Consumer Cyclical
-9
- 0.31%
$129.82 - $184.04 $1.17K - $1.66K
2.94K $498M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-59
- 0.48%
$135.0 - $146.02 $7.97K - $8.62K
12.1K $1.77B
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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email