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 201–250 of 598
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USEP | INNOVATOR ETFS TRUST | 36K | $1M+ | SH |
| FLOT | ISHARES TR | 24K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 8K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 26K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 26K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 6K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| TBRG | TRUBRIDGE INC | 41K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 5K | $1M+ | SH |
| ESGU | ISHARES TR | 9K | $1M+ | SH |
| CME | CME GROUP INC | 4K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 49K | $1M+ | SH |
| KR | KROGER CO | 16K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| IVE | ISHARES TR | 6K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 15K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 10K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 39K | $1M+ | SH |
| ALL | ALLSTATE CORP | 5K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 5K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 17K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| EOCT | INNOVATOR ETFS TRUST | 39K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 28K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| SONY | SONY GROUP CORP | 40K | $1M+ | SH |
| MCK | MCKESSON CORP | 1K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 42K | $500K+ | SH |
| MINT | PIMCO ETF TR | 10K | $500K+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 24K | $500K+ | SH |
| SHY | ISHARES TR | 12K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 7K | $500K+ | SH |
| ZTS | ZOETIS INC | 6K | $500K+ | SH |
| FLRN | SPDR SER TR | 31K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 14K | $500K+ | SH |
| MET | METLIFE INC | 12K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 8K | $500K+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 6K | $500K+ | SH |
| IDEV | ISHARES TR | 13K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 8K | $500K+ | SH |
| UJUN | INNOVATOR ETFS TRUST | 27K | $500K+ | SH |
| TEL | TE CONNECTIVITY PLC | 6K | $500K+ | SH |
| ESGE | ISHARES INC | 26K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| GLW | CORNING INC | 19K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 4K | $500K+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 41K | $500K+ | SH |
| TXT | TEXTRON INC | 12K | $500K+ | SH |