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 101–150 of 598
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVOG | VANGUARD ADMIRAL FDS INC | 26K | $1M+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 68K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 15K | $1M+ | SH |
| CRM | SALESFORCE INC | 9K | $1M+ | SH |
| PEP | PEPSICO INC | 17K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 14K | $1M+ | SH |
| MTUM | ISHARES TR | 12K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 10K | $1M+ | SH |
| PFF | ISHARES TR | 80K | $1M+ | SH |
| ABT | ABBOTT LABS | 18K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 10K | $1M+ | SH |
| ARDT | ARDENT HEALTH PARTNERS INC | 169K | $1M+ | SH |
| IXUS | ISHARES TR | 33K | $1M+ | SH |
| TTD | THE TRADE DESK INC | 42K | $1M+ | SH |
| GOOG | ALPHABET INC | 14K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| TJX | TJX COS INC NEW | 18K | $1M+ | SH |
| ORCL | ORACLE CORP | 15K | $1M+ | SH |
| ADBE | ADOBE INC | 6K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 5K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 7K | $1M+ | SH |
| IOCT | INNOVATOR ETFS TRUST | 68K | $1M+ | SH |
| ISEP | INNOVATOR ETFS TRUST | 72K | $1M+ | SH |
| IJUN | INNOVATOR ETFS TRUST | 81K | $1M+ | SH |
| GE | GE AEROSPACE | 10K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 8K | $1M+ | SH |
| RTX | RTX CORPORATION | 15K | $1M+ | SH |
| IWR | ISHARES TR | 24K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 32K | $1M+ | SH |
| LIN | LINDE PLC | 4K | $1M+ | SH |
| IWS | ISHARES TR | 15K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 4K | $1M+ | SH |
| DE | DEERE & CO | 4K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 9K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 80K | $1M+ | SH |
| KO | COCA COLA CO | 26K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 54K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 25K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 10K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 22K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 3K | $1M+ | SH |
| LOW | LOWES COS INC | 7K | $1M+ | SH |
| EVUS | ISHARES TR | 57K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 36K | $1M+ | SH |
| NUSC | NUSHARES ETF TR | 43K | $1M+ | SH |
| SHM | SPDR SER TR | 34K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| USB | US BANCORP DEL | 38K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 57K | $1M+ | SH |
| DFIP | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |