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
401
CBCHUBB LIMITED
1,957$376.8B20979.87%
402
DNOVFIRST TR EXCHNG TRADED FD VI
10,316$374.5B20847.98%
403
IQDGWISDOMTREE TR
10,874$374.2B20830.61%
404
ENFRALPS ETF TR
17,050$372.0B20712.14%
405
MMSIMERIT MED SYS INC
4,426$370.2B20609.70%
406
CASHPATHWARD FINANCIAL INC
7,952$368.7B20524.41%
407
FWRDUSDFORWARD AIR CORP
3,469$368.1B20493.06%
408
UNMUNUM GROUP
7,648$364.8B20308.84%
409
DEMWISDOMTREE TR
9,532$364.8B20308.40%
410
TLTISHARES TR
3,527$363.1B20215.03%
411
TXNTEXAS INSTRS INC
2,016$362.9B20205.07%
412
SCHXSCHWAB STRATEGIC TR
6,853$358.9B19980.65%
413
MSAMSA SAFETY INC
2,045$355.7B19805.67%
414
EJANINNOVATOR ETFS TR
12,531$355.6B19797.54%
415
ALBALBEMARLE CORP
1,584$353.4B19676.28%
416
IWOISHARES TR
1,453$352.7B19634.64%
417
VOTVANGUARD INDEX FDS
1,713$352.4B19621.56%
418
EMLPFIRST TR EXCHANGE-TRADED FD
12,943$349.5B19455.59%
419
ETENERGY TRANSFER L P
27,336$347.2B19327.99%
420
SCHBSCHWAB STRATEGIC TR
6,687$345.7B19248.16%
421
KMIKINDER MORGAN INC DEL
20,011$344.6B19184.41%
422
COPCONOCOPHILLIPS
3,323$344.3B19168.88%
423
SPIBSPDR SER TR
10,665$342.5B19065.49%
424
WHRWHIRLPOOL CORP
2,290$340.8B18972.02%
425
APDAIR PRODS & CHEMS INC
1,132$338.9B18869.52%
426
FJULFIRST TR EXCHNG TRADED FD VI
8,512$332.0B18481.70%
427
FDECFIRST TR EXCHNG TRADED FD VI
9,180$330.8B18417.18%
428
PACWUSDPACWEST BANCORP DEL
40,443$329.6B18350.48%
429
FNDCSCHWAB STRATEGIC TR
9,790$324.9B18090.10%
430
BKLNINVESCO EXCH TRADED FD TR II
15,289$321.7B17909.05%
431
GENCGENCOR INDS INC
20,615$321.2B17881.21%
432
TFISPDR SER TR
6,943$320.5B17842.74%
433
UMIUSCF ETF TR
9,347$320.1B17823.54%
434
PANWPALO ALTO NETWORKS INC
1,236$315.8B17581.64%
435
YDECFIRST TR EXCHNG TRADED FD VI
14,360$315.6B17569.00%
436
SCHASCHWAB STRATEGIC TR
7,185$314.7B17520.95%
437
VTWOVANGUARD SCOTTSDALE FDS
4,143$313.3B17444.01%
438
VPUVANGUARD WORLD FDS
2,202$313.1B17428.98%
439
UAUGINNOVATOR ETFS TR
10,821$311.9B17364.12%
440
USHYISHARES TR
8,761$309.3B17218.37%
441
FLOTISHARES TR
6,045$307.2B17103.63%
442
SPABSPDR SER TR
11,991$304.2B16936.44%
443
UNOVINNOVATOR ETFS TR
9,783$300.9B16753.50%
444
OSBCOLD SECOND BANCORP INC ILL
23,022$300.7B16739.36%
445
PS1COMPUTER PROGRAMS & SYS INC
12,128$299.4B16670.82%
446
HOGHARLEY DAVIDSON INC
8,504$299.4B16670.27%
447
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,950$297.7B16576.18%
448
ARLPALLIANCE RESOURCE PARTNERS L
16,077$297.3B16549.34%
449
DTECALPS ETF TR
7,504$295.2B16432.65%
450
NUENUCOR CORP
1,783$292.4B16277.55%
451
HWKNHAWKINS INC
6,077$289.8B16134.80%
452
PKSTPEAKSTONE REALTY TRUST
10,358$289.2B16101.23%
453
BLVVANGUARD BD INDEX FDS
3,842$287.8B16025.18%
454
MARMARRIOTT INTL INC NEW
1,564$287.3B15997.07%
455
LCIILCI INDS
2,267$286.5B15948.07%
456
GSYINVESCO ACTIVELY MANAGED ETF
5,745$285.2B15876.42%
457
EAGGISHARES TR
6,043$285.1B15870.30%
458
PHPARKER-HANNIFIN CORP
722$281.6B15678.45%
459
EMGFISHARES INC
6,773$281.5B15673.88%
460
IEFISHARES TR
2,912$281.3B15660.08%
461
WFCWELLS FARGO CO NEW
6,519$278.2B15490.39%
462
FCXFREEPORT-MCMORAN INC
6,915$276.6B15399.19%
463
EJULINNOVATOR ETFS TR
11,985$276.3B15379.99%
464
WEXWEX INC
1,516$276.0B15366.85%
465
AWMSKYWORKS SOLUTIONS INC
2,475$274.0B15252.55%
466
COLMCOLUMBIA SPORTSWEAR CO
3,538$273.3B15214.14%
467
CEGCONSTELLATION ENERGY CORP
2,972$272.1B15147.49%
468
PNFPPINNACLE FINL PARTNERS INC
4,749$269.1B14979.31%
469
PSEPINNOVATOR ETFS TR
8,086$264.5B14725.21%
470
FTNTFORTINET INC
3,498$264.4B14720.76%
471
CENTCENTRAL GARDEN & PET CO
6,792$263.3B14660.19%
472
ULUNILEVER PLC
5,047$263.1B14648.16%
473
ITA*ISHARES TR
2,248$262.3B14600.28%
474
SWZSWISS HELVETIA FD INC
31,900$262.2B14598.50%
475
AOAISHARES TR
3,921$260.1B14480.42%
476
IAU*ISHARES GOLD TR
7,146$260.0B14477.41%
477
JMSTJ P MORGAN EXCHANGE TRADED F
5,082$257.4B14330.49%
478
IHAKISHARES TR
6,701$253.4B14109.36%
479
SCHRSCHWAB STRATEGIC TR
5,140$253.3B14102.62%
480
DWDMORGAN STANLEY
2,938$250.9B13970.84%
481
QSIIEURNEXTGEN HEALTHCARE INC
15,420$250.1B13924.58%
482
DDTOINNOVATOR ETFS TR
8,095$249.2B13876.31%
483
VWOBVANGUARD WHITEHALL FDS
3,994$248.7B13846.08%
484
OXYOCCIDENTAL PETE CORP
4,192$246.5B13723.60%
485
BKNGBOOKING HOLDINGS INC
91$245.7B13680.62%
486
LNGCHENIERE ENERGY INC
1,612$245.7B13676.33%
487
CTRECARETRUST REIT INC
12,359$245.4B13664.53%
488
VMBSVANGUARD SCOTTSDALE FDS
5,319$244.6B13618.77%
489
SCHWSCHWAB CHARLES CORP
4,304$243.9B13580.07%
490
CITHE CIGNA GROUP
866$243.0B13528.58%
491
CGSDCAPITAL GRP FIXED INCM ETF T
9,679$243.0B13527.52%
492
SSBUSDSOUTHSTATE CORPORATION
3,679$242.1B13477.30%
493
ELVELEVANCE HEALTH INC
541$241.8B13459.15%
494
IQLTISHARES TR
6,768$241.0B13414.95%
495
LRCXEURLAM RESEARCH CORP
374$240.4B13384.99%
496
XBAPINNOVATOR ETFS TR
8,265$239.3B13324.81%
497
SGENUSDSEAGEN INC
1,236$237.9B13243.58%
498
NVSNNOVARTIS AG
2,338$235.9B13134.85%
499
NMFCNEW MTN FIN CORP
18,921$235.4B13104.35%
500
AFWALIGN TECHNOLOGY INC
660$233.4B12994.28%
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