SageView Advisory Group, LLC Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$1.8B

Holdings

543

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (543 positions)

#StockSharesValue% PortfolioType
201
CVSCVS HEALTH CORP
16,393$1.1T63090.87%
202
POCTINNOVATOR ETFS TR
33,831$1.1T63040.04%
203
AXPAMERICAN EXPRESS CO
6,435$1.1T62410.05%
204
IWYISHARES TR
7,069$1.1T62401.25%
205
XLCSELECT SECTOR SPDR TR
17,195$1.1T62301.04%
206
NEENEXTERA ENERGY INC
14,877$1.1T61455.92%
207
SPHYSPDR SER TR
48,025$1.1T61067.71%
208
BUDANHEUSER BUSCH INBEV SA/NV
19,286$1.1T60900.97%
209
PFEPFIZER INC
29,674$1.1T60596.77%
210
GBILGOLDMAN SACHS ETF TR
10,867$1.1T60542.38%
211
XLUSELECT SECTOR SPDR TR
16,551$1.1T60298.42%
212
GPCGENUINE PARTS CO
6,398$1.1T60281.61%
213
RTXRAYTHEON TECHNOLOGIES CORP
10,939$1.1T59660.35%
214
XSLVINVESCO EXCH TRADED FD TR II
26,893$1.1T59634.29%
215
ARCCARES CAPITAL CORP
56,815$1.1T59434.20%
216
TTTRANE TECHNOLOGIES PLC
5,570$1.1T59304.32%
217
PFFDGLOBAL X FDS
54,712$1.1T59061.64%
218
UBERUBER TECHNOLOGIES INC
24,456$1.1T58777.82%
219
NNNNNN REIT INC
24,367$1.0T58049.00%
220
VBRVANGUARD INDEX FDS
6,210$1.0T57184.79%
221
ROPROPER TECHNOLOGIES INC
2,134$1.0T57117.53%
222
FSKFS KKR CAP CORP
53,198$1.0T56805.65%
223
NXPINXP SEMICONDUCTORS N V
4,979$1.0T56739.23%
224
USBUS BANCORP DEL
30,709$1.0T56488.04%
225
IDEVISHARES TR
16,566$1.0T56369.84%
226
UPSUNITED PARCEL SERVICE INC
5,543$993.6B55316.12%
227
IVEISHARES TR
6,153$991.9B55221.19%
228
BDXBECTON DICKINSON & CO
3,753$990.7B55155.50%
229
CINFCINCINNATI FINL CORP
10,123$985.1B54844.84%
230
SPHQINVESCO EXCHANGE TRADED FD T
19,512$984.4B54803.54%
231
BNDWVANGUARD SCOTTSDALE FDS
14,158$968.7B53928.35%
232
EAPRINNOVATOR ETFS TR
39,051$961.8B53547.49%
233
XLYSELECT SECTOR SPDR TR
5,662$961.5B53532.41%
234
SPTSSPDR SER TR
33,123$953.6B53090.58%
235
SPGIS&P GLOBAL INC
2,369$949.8B52876.07%
236
SOXXISHARES TR
1,857$941.9B52438.65%
237
DFEMDIMENSIONAL ETF TRUST
38,928$936.2B52122.09%
238
EMXCISHARES INC
17,914$931.2B51842.56%
239
AMTAMERICAN TOWER CORP NEW
4,800$930.8B51822.96%
240
SNOWSNOWFLAKE INC
5,237$921.6B51308.82%
241
PWRQUANTA SVCS INC
4,587$901.1B50168.02%
242
LYBLYONDELLBASELL INDUSTRIES N
9,749$895.3B49841.39%
243
CWBSPDR SER TR
12,677$886.8B49370.06%
244
BCEBCE INC
19,287$879.3B48953.12%
245
EPDENTERPRISE PRODS PARTNERS L
33,217$875.3B48728.81%
246
EFVISHARES TR
17,858$874.0B48657.66%
247
SONSONOCO PRODS CO
14,784$872.6B48577.72%
248
FTCSFIRST TR EXCHANGE-TRADED FD
11,591$870.2B48449.28%
249
UJANINNOVATOR ETFS TR
26,509$867.6B48304.25%
250
PLDPROLOGIS INC.
7,018$860.7B47915.15%
251
PG4PRINCIPAL FINANCIAL GROUP IN
11,298$856.9B47704.99%
252
LHXL3HARRIS TECHNOLOGIES INC
4,358$853.1B47494.65%
253
DAUGFIRST TR EXCHNG TRADED FD VI
25,006$851.0B47375.62%
254
FITBFIFTH THIRD BANCORP
32,273$845.9B47091.97%
255
IPINTERNATIONAL PAPER CO
26,344$838.0B46654.27%
256
OGSONE GAS INC
10,833$832.1B46324.68%
257
IAUISHARES TR
32,653$825.8B45975.17%
258
CATCATERPILLAR INC
3,351$824.6B45905.96%
259
ADIANALOG DEVICES INC
4,230$824.1B45881.36%
260
MPCMARATHON PETE CORP
7,067$824.0B45874.79%
261
IJULINNOVATOR ETFS TR
31,278$821.7B45743.95%
262
AWCAMERICAN WTR WKS CO INC NEW
5,673$809.8B45082.00%
263
INTCINTEL CORP
24,151$807.6B44962.19%
264
ETRENTERGY CORP NEW
8,289$807.1B44934.41%
265
DDOMINION ENERGY INC
15,424$798.8B44472.44%
266
EOGEOG RES INC
6,904$790.1B43987.97%
267
CDLVICTORY PORTFOLIOS II
13,881$785.3B43721.91%
268
ESEVERSOURCE ENERGY
10,899$772.9B43031.00%
269
VCSHVANGUARD SCOTTSDALE FDS
10,170$769.5B42840.27%
270
PJUNINNOVATOR ETFS TR
24,133$764.3B42550.60%
271
EWEDWARDS LIFESCIENCES CORP
8,081$762.3B42438.58%
272
FFORD MTR CO DEL
49,775$753.1B41926.89%
273
KNGFIRST TR EXCHANGE-TRADED FD
14,215$751.3B41825.18%
274
IPGINTERPUBLIC GROUP COS INC
19,254$742.8B41354.07%
275
SPSMSPDR SER TR
19,008$738.3B41102.82%
276
SPYVSPDR SER TR
16,975$733.3B40825.73%
277
NOCNORTHROP GRUMMAN CORP
1,609$733.3B40823.39%
278
EFGISHARES TR
7,679$732.7B40789.66%
279
LINLINDE PLC
1,893$721.6B40171.74%
280
AORISHARES TR
13,968$718.6B40009.40%
281
UFEBINNOVATOR ETFS TR
25,700$715.2B39818.88%
282
BABOEING CO
3,364$710.3B39542.47%
283
IJKISHARES TR
9,464$709.8B39514.80%
284
LOWLOWES COS INC
3,138$708.3B39433.96%
285
BILSPDR SER TR
7,693$706.4B39325.95%
286
EFAISHARES TR
9,619$697.4B38826.01%
287
BJULINNOVATOR ETFS TR
19,638$692.7B38566.96%
288
AMATAPPLIED MATLS INC
4,789$692.3B38541.13%
289
USIGISHARES TR
13,770$689.8B38401.28%
290
ORCLORACLE CORP
5,731$682.5B37994.36%
291
OMCLOMNICELL COM
9,244$681.0B37914.08%
292
SMMUPIMCO ETF TR
13,720$679.5B37831.58%
293
PJULINNOVATOR ETFS TR
19,813$678.0B37746.45%
294
DBCINVESCO DB COMMDY INDX TRCK
29,537$670.5B37328.29%
295
GCOWPACER FDS TR
20,104$666.4B37103.26%
296
TAXFAMERICAN CENTY ETF TR
13,185$659.3B36702.97%
297
SCHPSCHWAB STRATEGIC TR
12,519$656.4B36543.35%
298
WPCWP CAREY INC
9,710$656.0B36523.31%
299
ADPAUTOMATIC DATA PROCESSING IN
2,975$653.8B36398.33%
300
FEFIRSTENERGY CORP
16,655$647.5B36051.04%
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