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 |
|---|---|---|---|---|---|
| 401 | SOSOUTHERN CO | 4,186 | $384K | 0.02% | |
| 402 | MDLZMONDELEZ INTL INC | 5,648 | $383K | 0.02% | |
| 403 | AHRAMERICAN HEALTHCARE REIT INC | 12,551 | $380K | 0.02% | |
| 404 | ZJANINNOVATOR ETFS TRUST | 14,895 | $379K | 0.02% | |
| 405 | CDLVICTORY PORTFOLIOS II | 5,532 | $378K | 0.02% | |
| 406 | FFORD MTR CO | 37,634 | $377K | 0.02% | |
| 407 | BAXBAXTER INTL INC | 10,913 | $373K | 0.02% | |
| 408 | INTCINTEL CORP | 16,461 | $373K | 0.02% | |
| 409 | CBRECBRE GROUP INC | 2,835 | $370K | 0.02% | |
| 410 | UBERUBER TECHNOLOGIES INC | 5,050 | $367K | 0.02% | |
| 411 | VPUVANGUARD WORLD FD | 2,150 | $367K | 0.02% | |
| 412 | VWOBVANGUARD WHITEHALL FDS | 5,712 | $366K | 0.02% | |
| 413 | HUMHUMANA INC | 1,386 | $366K | 0.02% | |
| 414 | GPCGENUINE PARTS CO | 3,070 | $365K | 0.02% | |
| 415 | NPOENPRO INC | 2,260 | $365K | 0.02% | |
| 416 | SSBUSDSOUTHSTATE CORPORATION | 3,922 | $364K | 0.02% | |
| 417 | FNDCSCHWAB STRATEGIC TR | 9,988 | $361K | 0.02% | |
| 418 | USIGISHARES TR | 7,035 | $359K | 0.02% | |
| 419 | DEMWISDOMTREE TR | 8,523 | $358K | 0.02% | |
| 420 | AQLTISHARES TR | 15,616 | $358K | 0.02% | |
| 421 | DWDMORGAN STANLEY | 3,060 | $356K | 0.02% | |
| 422 | XELXCEL ENERGY INC | 5,022 | $355K | 0.02% | |
| 423 | PNFPPINNACLE FINL PARTNERS INC | 3,346 | $354K | 0.02% | |
| 424 | BATRAATLANTA BRAVES HLDGS INC | 8,075 | $354K | 0.02% | |
| 425 | KVUEKENVUE INC | 14,733 | $353K | 0.02% | |
| 426 | FISVFISERV INC | 1,598 | $352K | 0.02% | |
| 427 | HFWAHERITAGE FINL CORP WASH | 14,481 | $352K | 0.02% | |
| 428 | JBSSSANFILIPPO JOHN B & SON INC | 4,967 | $351K | 0.01% | |
| 429 | TRGPTARGA RES CORP | 1,743 | $349K | 0.01% | |
| 430 | ADPAUTOMATIC DATA PROCESSING IN | 1,144 | $349K | 0.01% | |
| 431 | RHPRYMAN HOSPITALITY PPTYS INC | 3,800 | $347K | 0.01% | |
| 432 | HWKNHAWKINS INC | 3,269 | $346K | 0.01% | |
| 433 | SMMDISHARES TR | 5,538 | $346K | 0.01% | |
| 434 | SPMDSPDR SER TR | 6,666 | $341K | 0.01% | |
| 435 | FLSFLOWSERVE CORP | 7,000 | $341K | 0.01% | |
| 436 | VGITVANGUARD SCOTTSDALE FDS | 5,739 | $340K | 0.01% | |
| 437 | KMARINNOVATOR ETFS TRUST | 13,688 | $338K | 0.01% | |
| 438 | BOCTINNOVATOR ETFS TRUST | 8,064 | $338K | 0.01% | |
| 439 | VOOVVANGUARD ADMIRAL FDS INC | 1,835 | $338K | 0.01% | |
| 440 | CNHICNH INDL N V | 27,245 | $334K | 0.01% | |
| 441 | JMSTJ P MORGAN EXCHANGE TRADED F | 6,574 | $334K | 0.01% | |
| 442 | GENCGENCOR INDS INC | 27,451 | $333K | 0.01% | |
| 443 | SPGSIMON PPTY GROUP INC NEW | 2,009 | $333K | 0.01% | |
| 444 | CTRECARETRUST REIT INC | 11,568 | $330K | 0.01% | |
| 445 | XYLXYLEM INC | 2,751 | $328K | 0.01% | |
| 446 | SPYGSPDR SER TR | 4,070 | $327K | 0.01% | |
| 447 | GMGENERAL MTRS CO | 6,941 | $326K | 0.01% | |
| 448 | AMSWAUSDLOGILITY SUPPLY CHAIN SOLUTI | 22,804 | $325K | 0.01% | |
| 449 | KKRKKR & CO INC | 2,813 | $325K | 0.01% | |
| 450 | USRTISHARES TR | 5,604 | $322K | 0.01% | |
| 451 | MSAMSA SAFETY INC | 2,196 | $322K | 0.01% | |
| 452 | SCHDSCHWAB STRATEGIC TR | 11,480 | $320K | 0.01% | |
| 453 | LYBLYONDELLBASELL INDUSTRIES N | 4,554 | $320K | 0.01% | |
| 454 | INTUINTUIT | 522 | $320K | 0.01% | |
| 455 | XLFSELECT SECTOR SPDR TR | 6,434 | $320K | 0.01% | |
| 456 | IJANINNOVATOR ETFS TRUST | 10,037 | $320K | 0.01% | |
| 457 | JMUBJ P MORGAN EXCHANGE TRADED F | 6,384 | $319K | 0.01% | |
| 458 | ETJEATON VANCE RISK-MANAGED DIV | 37,753 | $319K | 0.01% | |
| 459 | IXCISHARES TR | 7,521 | $316K | 0.01% | |
| 460 | NFGNATIONAL FUEL GAS CO | 4,000 | $316K | 0.01% | |
| 461 | HCAHCA HEALTHCARE INC | 909 | $314K | 0.01% | |
| 462 | XLVSELECT SECTOR SPDR TR | 2,155 | $314K | 0.01% | |
| 463 | ELVELEVANCE HEALTH INC | 718 | $312K | 0.01% | |
| 464 | ULUNILEVER PLC | 5,161 | $307K | 0.01% | |
| 465 | INVXINNOVEX INTERNATIONAL INC | 17,000 | $305K | 0.01% | |
| 466 | MRSHMARSH & MCLENNAN COS INC | 1,246 | $304K | 0.01% | |
| 467 | SCHASCHWAB STRATEGIC TR | 13,015 | $304K | 0.01% | |
| 468 | FTNTFORTINET INC | 3,166 | $304K | 0.01% | |
| 469 | FCXFREEPORT-MCMORAN INC | 8,028 | $303K | 0.01% | |
| 470 | VSSVANGUARD INTL EQUITY INDEX F | 2,608 | $301K | 0.01% | |
| 471 | SNYSANOFI | 5,364 | $297K | 0.01% | |
| 472 | TFCTRUIST FINL CORP | 7,237 | $297K | 0.01% | |
| 473 | FNDESCHWAB STRATEGIC TR | 9,637 | $296K | 0.01% | |
| 474 | VTWOVANGUARD SCOTTSDALE FDS | 3,639 | $293K | 0.01% | |
| 475 | KLACKLA CORP | 430 | $292K | 0.01% | |
| 476 | GVIISHARES TR | 2,761 | $292K | 0.01% | |
| 477 | VTIPVANGUARD MALVERN FDS | 5,855 | $292K | 0.01% | |
| 478 | JT5MUELLER WTR PRODS INC | 11,390 | $289K | 0.01% | |
| 479 | WPCWP CAREY INC | 4,543 | $286K | 0.01% | |
| 480 | PNCPNC FINL SVCS GROUP INC | 1,628 | $286K | 0.01% | |
| 481 | COLMCOLUMBIA SPORTSWEAR CO | 3,790 | $286K | 0.01% | |
| 482 | VLTOVERALTO CORP | 2,932 | $285K | 0.01% | |
| 483 | UNFUNIFIRST CORP MASS | 1,643 | $285K | 0.01% | |
| 484 | DFASDIMENSIONAL ETF TRUST | 4,771 | $285K | 0.01% | |
| 485 | RWOSPDR INDEX SHS FDS | 6,465 | $282K | 0.01% | |
| 486 | CMSCMS ENERGY CORP | 3,766 | $282K | 0.01% | |
| 487 | VOOGVANGUARD ADMIRAL FDS INC | 845 | $282K | 0.01% | |
| 488 | IWDISHARES TR | 1,499 | $282K | 0.01% | |
| 489 | NBOSNEUBERGER BERMAN ETF TRUST | 11,013 | $281K | 0.01% | |
| 490 | EPCEDGEWELL PERS CARE CO | 9,000 | $280K | 0.01% | |
| 491 | KJULINNOVATOR ETFS TRUST | 10,012 | $279K | 0.01% | |
| 492 | FBNCFIRST BANCORP N C | 6,843 | $274K | 0.01% | |
| 493 | AUBATLANTIC UN BANKSHARES CORP | 8,801 | $274K | 0.01% | |
| 494 | LCUTLIFETIME BRANDS INC | 55,546 | $273K | 0.01% | |
| 495 | SDIVGLOBAL X FDS | 13,020 | $273K | 0.01% | |
| 496 | ROPROPER TECHNOLOGIES INC | 463 | $273K | 0.01% | |
| 497 | TIGOMILLICOM INTL CELLULAR S A | 9,000 | $272K | 0.01% | |
| 498 | TWTRADEWEB MKTS INC | 1,827 | $271K | 0.01% | |
| 499 | GDGENERAL DYNAMICS CORP | 991 | $270K | 0.01% | |
| 500 | DYHTARGET CORP | 2,581 | $269K | 0.01% |