CIK 1914558
SageView Advisory Group, LLC
Institutional 13F holdings & portfolio
Holdings
598
Portfolio Value
$1M+
Latest Report
Mar 31, 2025
Report Periods
1
Holdings
13F filings as of Mar 31, 2025 · Showing 551–598 of 598
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFEV | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 855 | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 5K | $100K–$500K | SH |
| DEHP | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| WBA | WALGREENS BOOTS ALLIANCE INC | 19K | $100K–$500K | SH |
| SMOT | VANECK ETF TRUST | 7K | $100K–$500K | SH |
| WSO | WATSCO INC | 423 | $100K–$500K | SH |
| PB | PROSPERITY BANCSHARES INC | 3K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 615 | $100K–$500K | SH |
| XSLV | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| IPG | INTERPUBLIC GROUP COS INC | 8K | $100K–$500K | SH |
| DNL | WISDOMTREE TR | 6K | $100K–$500K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| FOX | FOX CORP | 4K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| AME | AMETEK INC | 1K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 906 | $100K–$500K | SH |
| TNC | TENNANT CO | 3K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 830 | $100K–$500K | SH |
| BJAN | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| DFS | DISCOVER FINL SVCS | 1K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 3K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 473 | $100K–$500K | SH |
| LQD | ISHARES TR | 2K | $100K–$500K | SH |
| BLV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 3K | $100K–$500K | SH |
| DOW | DOW INC | 6K | $100K–$500K | SH |
| TFI | SPDR SER TR | 5K | $100K–$500K | SH |
| IYF | ISHARES TR | 2K | $100K–$500K | SH |
| CPB | THE CAMPBELLS COMPANY | 5K | $100K–$500K | SH |
| BOKF | BOK FINL CORP | 2K | $100K–$500K | SH |
| OMF | ONEMAIN HLDGS INC | 4K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 880 | $100K–$500K | SH |
| LCII | LCI INDS | 2K | $100K–$500K | SH |
| IREN | IREN LIMITED | 32K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 11K | $100K–$500K | SH |
| LBTYA | LIBERTY GLOBAL LTD | 11K | $100K–$500K | SH |
| CION | CION INVT CORP | 11K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 14K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 14K | $100K–$500K | SH |
| GLDG | GOLDMINING INC | 81K | $50K–$100K | SH |
| PROP | PRAIRIE OPER CO | 11K | $50K–$100K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 11K | $15K–$50K | SH |
| SSP | SCRIPPS E W CO OHIO | 14K | $15K–$50K | SH |
| GROY | GOLD ROYALTY CORP | 25K | $15K–$50K | SH |
| MODD | MODULAR MED INC | 11K | $1K–$15K | SH |
| SQFT | PRESIDIO PPTY TR INC | 16K | $1K–$15K | SH |
| SQFTW | PRESIDIO PPTY TR INC | 17K | <$1K | SH |