SageView Advisory Group, LLC Q1 2025 Filing
Filed May 19, 2025
Portfolio Value
$2.3B
Holdings
598
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (598 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IVOGVANGUARD ADMIRAL FDS INC | 25,815 | $2.7M | 0.11% | |
| 102 | PSEPINNOVATOR ETFS TRUST | 67,935 | $2.6M | 0.11% | |
| 103 | CVXCHEVRON CORP NEW | 15,324 | $2.6M | 0.11% | |
| 104 | CRMSALESFORCE INC | 9,459 | $2.5M | 0.11% | |
| 105 | PEPPEPSICO INC | 16,858 | $2.5M | 0.11% | |
| 106 | TXNTEXAS INSTRS INC | 14,053 | $2.5M | 0.11% | |
| 107 | MTUMISHARES TR | 12,447 | $2.5M | 0.11% | |
| 108 | IBMINTERNATIONAL BUSINESS MACHS | 9,863 | $2.5M | 0.10% | |
| 109 | PFFISHARES TR | 79,765 | $2.5M | 0.10% | |
| 110 | ABTABBOTT LABS | 18,294 | $2.4M | 0.10% | |
| 111 | PWRQUANTA SVCS INC | 9,524 | $2.4M | 0.10% | |
| 112 | ARDTARDENT HEALTH PARTNERS INC | 169,233 | $2.3M | 0.10% | |
| 113 | IXUSISHARES TR | 33,291 | $2.3M | 0.10% | |
| 114 | TTDTHE TRADE DESK INC | 42,262 | $2.3M | 0.10% | |
| 115 | GOOGALPHABET INC | 14,339 | $2.2M | 0.10% | |
| 116 | VOEVANGUARD INDEX FDS | 13,785 | $2.2M | 0.09% | |
| 117 | TJXTJX COS INC NEW | 18,138 | $2.2M | 0.09% | |
| 118 | ORCLORACLE CORP | 15,283 | $2.1M | 0.09% | |
| 119 | ADBEADOBE INC | 5,528 | $2.1M | 0.09% | |
| 120 | SNPSSYNOPSYS INC | 4,924 | $2.1M | 0.09% | |
| 121 | PGRPROGRESSIVE CORP | 7,441 | $2.1M | 0.09% | |
| 122 | IOCTINNOVATOR ETFS TRUST | 68,101 | $2.1M | 0.09% | |
| 123 | ISEPINNOVATOR ETFS TRUST | 72,497 | $2.1M | 0.09% | |
| 124 | IJUNINNOVATOR ETFS TRUST | 81,319 | $2.1M | 0.09% | |
| 125 | GEGE AEROSPACE | 10,319 | $2.1M | 0.09% | |
| 126 | AXPAMERICAN EXPRESS CO | 7,646 | $2.1M | 0.09% | |
| 127 | RTXRTX CORPORATION | 15,400 | $2.0M | 0.09% | |
| 128 | IWRISHARES TR | 23,617 | $2.0M | 0.09% | |
| 129 | MOALTRIA GROUP INC | 32,394 | $1.9M | 0.08% | |
| 130 | LINLINDE PLC | 4,159 | $1.9M | 0.08% | |
| 131 | IWSISHARES TR | 15,358 | $1.9M | 0.08% | |
| 132 | VRTXVERTEX PHARMACEUTICALS INC | 3,978 | $1.9M | 0.08% | |
| 133 | DEDEERE & CO | 4,093 | $1.9M | 0.08% | |
| 134 | AMTAMERICAN TOWER CORP NEW | 8,799 | $1.9M | 0.08% | |
| 135 | DFARDIMENSIONAL ETF TRUST | 79,516 | $1.9M | 0.08% | |
| 136 | KOCOCA COLA CO | 26,369 | $1.9M | 0.08% | |
| 137 | DUHPDIMENSIONAL ETF TRUST | 54,481 | $1.8M | 0.08% | |
| 138 | NEENEXTERA ENERGY INC | 25,077 | $1.8M | 0.08% | |
| 139 | PANWPALO ALTO NETWORKS INC | 10,361 | $1.8M | 0.08% | |
| 140 | SCHWSCHWAB CHARLES CORP | 22,354 | $1.7M | 0.07% | |
| 141 | NOCNORTHROP GRUMMAN CORP | 3,334 | $1.7M | 0.07% | |
| 142 | LOWLOWES COS INC | 7,193 | $1.7M | 0.07% | |
| 143 | EVUSISHARES TR | 56,619 | $1.7M | 0.07% | |
| 144 | BACVERIZON COMMUNICATIONS INC | 36,315 | $1.6M | 0.07% | |
| 145 | NUSCNUSHARES ETF TR | 42,626 | $1.6M | 0.07% | |
| 146 | SHMSPDR SER TR | 34,227 | $1.6M | 0.07% | |
| 147 | VOVANGUARD INDEX FDS | 6,239 | $1.6M | 0.07% | |
| 148 | USBUS BANCORP DEL | 38,160 | $1.6M | 0.07% | |
| 149 | DFSVDIMENSIONAL ETF TRUST | 56,933 | $1.6M | 0.07% | |
| 150 | DFIPDIMENSIONAL ETF TRUST | 37,592 | $1.6M | 0.07% | |
| 151 | ISRGINTUITIVE SURGICAL INC | 3,193 | $1.6M | 0.07% | |
| 152 | LMTLOCKHEED MARTIN CORP | 3,536 | $1.6M | 0.07% | |
| 153 | MRKMERCK & CO INC | 17,351 | $1.6M | 0.07% | |
| 154 | EFAVISHARES TR | 19,954 | $1.6M | 0.07% | |
| 155 | VNQVANGUARD INDEX FDS | 17,061 | $1.5M | 0.07% | |
| 156 | TMOTHERMO FISHER SCIENTIFIC INC | 3,089 | $1.5M | 0.07% | |
| 157 | PULSPGIM ETF TR | 30,691 | $1.5M | 0.07% | |
| 158 | BKBANK NEW YORK MELLON CORP | 18,178 | $1.5M | 0.06% | |
| 159 | ITOTISHARES TR | 12,410 | $1.5M | 0.06% | |
| 160 | EAPRINNOVATOR ETFS TRUST | 56,820 | $1.5M | 0.06% | |
| 161 | IWYISHARES TR | 7,026 | $1.5M | 0.06% | |
| 162 | EGUSISHARES TR | 37,330 | $1.5M | 0.06% | |
| 163 | MOATVANECK ETF TRUST | 16,671 | $1.5M | 0.06% | |
| 164 | HONHONEYWELL INTL INC | 6,887 | $1.5M | 0.06% | |
| 165 | UNOVINNOVATOR ETFS TRUST | 42,946 | $1.5M | 0.06% | |
| 166 | VIGVANGUARD SPECIALIZED FUNDS | 7,514 | $1.5M | 0.06% | |
| 167 | PFEPFIZER INC | 57,382 | $1.5M | 0.06% | |
| 168 | PAYXPAYCHEX INC | 9,420 | $1.5M | 0.06% | |
| 169 | NOWSERVICENOW INC | 1,824 | $1.5M | 0.06% | |
| 170 | SPLVINVESCO EXCH TRADED FD TR II | 19,349 | $1.4M | 0.06% | |
| 171 | KOCTINNOVATOR ETFS TRUST | 49,203 | $1.4M | 0.06% | |
| 172 | KAPRINNOVATOR ETFS TRUST | 46,632 | $1.4M | 0.06% | |
| 173 | ETNEATON CORP PLC | 5,280 | $1.4M | 0.06% | |
| 174 | KDECINNOVATOR ETFS TRUST | 62,588 | $1.4M | 0.06% | |
| 175 | KAUGINNOVATOR ETFS TRUST | 59,664 | $1.4M | 0.06% | |
| 176 | SPGIS&P GLOBAL INC | 2,821 | $1.4M | 0.06% | |
| 177 | APDAIR PRODS & CHEMS INC | 4,854 | $1.4M | 0.06% | |
| 178 | VLUEISHARES TR | 13,278 | $1.4M | 0.06% | |
| 179 | COFCAPITAL ONE FINL CORP | 7,860 | $1.4M | 0.06% | |
| 180 | CMCSACOMCAST CORP NEW | 38,101 | $1.4M | 0.06% | |
| 181 | UFEBINNOVATOR ETFS TRUST | 43,261 | $1.4M | 0.06% | |
| 182 | UOCTINNOVATOR ETFS TRUST | 40,455 | $1.4M | 0.06% | |
| 183 | ASMLASML HOLDING N V | 2,107 | $1.4M | 0.06% | |
| 184 | PHPARKER-HANNIFIN CORP | 2,282 | $1.4M | 0.06% | |
| 185 | BNDXVANGUARD CHARLOTTE FDS | 28,143 | $1.4M | 0.06% | |
| 186 | BLKBLACKROCK INC | 1,415 | $1.3M | 0.06% | |
| 187 | IAPRINNOVATOR ETFS TRUST | 48,398 | $1.3M | 0.06% | |
| 188 | JNKSPDR SER TR | 13,793 | $1.3M | 0.06% | |
| 189 | RSPINVESCO EXCHANGE TRADED FD T | 7,539 | $1.3M | 0.06% | |
| 190 | GQ9SPDR GOLD TR | 4,502 | $1.3M | 0.06% | |
| 191 | SBUXSTARBUCKS CORP | 13,201 | $1.3M | 0.06% | |
| 192 | EFAISHARES TR | 15,829 | $1.3M | 0.06% | |
| 193 | DDOMINION ENERGY INC | 23,013 | $1.3M | 0.06% | |
| 194 | EOGEOG RES INC | 10,004 | $1.3M | 0.05% | |
| 195 | FNDASCHWAB STRATEGIC TR | 46,277 | $1.3M | 0.05% | |
| 196 | GSGOLDMAN SACHS GROUP INC | 2,291 | $1.3M | 0.05% | |
| 197 | AVDEAMERICAN CENTY ETF TR | 18,884 | $1.3M | 0.05% | |
| 198 | SCHGSCHWAB STRATEGIC TR | 49,795 | $1.2M | 0.05% | |
| 199 | SCZISHARES TR | 19,474 | $1.2M | 0.05% | |
| 200 | BIVVANGUARD BD INDEX FDS | 16,114 | $1.2M | 0.05% |