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 51–100 of 598
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 10K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 5K | $1M+ | SH |
| QUAL | ISHARES TR | 29K | $1M+ | SH |
| IEMG | ISHARES INC | 90K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 38K | $1M+ | SH |
| IJR | ISHARES TR | 44K | $1M+ | SH |
| SHYG | ISHARES TR | 107K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| SRE | SEMPRA | 61K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 16K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 87K | $1M+ | SH |
| DSI | ISHARES TR | 42K | $1M+ | SH |
| IGIB | ISHARES TR | 80K | $1M+ | SH |
| AVGO | BROADCOM INC | 24K | $1M+ | SH |
| WMT | WALMART INC | 46K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 25K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| ABBV | ABBVIE INC | 18K | $1M+ | SH |
| FAST | FASTENAL CO | 49K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 46K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 74K | $1M+ | SH |
| EMXC | ISHARES INC | 66K | $1M+ | SH |
| TSLA | TESLA INC | 14K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| HYG | ISHARES TR | 46K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 22K | $1M+ | SH |
| EAGG | ISHARES TR | 75K | $1M+ | SH |
| SUSA | ISHARES TR | 31K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 45K | $1M+ | SH |
| NFLX | NETFLIX INC | 4K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 10K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 119K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 92K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 76K | $1M+ | SH |
| DIS | DISNEY WALT CO | 32K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 61K | $1M+ | SH |
| CTAS | CINTAS CORP | 15K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 6K | $1M+ | SH |
| POCT | INNOVATOR ETFS TRUST | 78K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 63K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 139K | $1M+ | SH |
| ESGD | ISHARES TR | 36K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 57K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 63K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 30K | $1M+ | SH |
| T | AT&T INC | 98K | $1M+ | SH |
| PNOV | INNOVATOR ETFS TRUST | 74K | $1M+ | SH |
| AMGN | AMGEN INC | 9K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 72K | $1M+ | SH |