SageView Advisory Group, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.0B

Holdings

509

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (509 positions)

#StockSharesValue% PortfolioType
201
EDVVANGUARD WORLD FD
12,301$980.1B49742.32%
202
MOATVANECK ETF TRUST
10,047$974.1B49435.28%
203
IUSBISHARES TR
20,647$972.9B49374.02%
204
NVONOVO-NORDISK A S
8,139$969.1B49182.39%
205
ALSALLSTATE CORP
5,103$967.8B49116.37%
206
DGROISHARES TR
15,298$959.1B48672.35%
207
ADIANALOG DEVICES INC
4,147$954.6B48447.48%
208
AWCAMERICAN WTR WKS CO INC NEW
6,442$942.1B47809.45%
209
DDOMINION ENERGY INC
16,079$929.2B47155.74%
210
FISFIDELITY NATL INFORMATION SV
11,025$923.4B46861.44%
211
ADNTADIENT PLC
40,659$917.7B46571.96%
212
UBERUBER TECHNOLOGIES INC
12,119$910.9B46227.32%
213
HRIHERC HLDGS INC
5,700$908.8B46119.12%
214
IWFISHARES TR
2,413$905.6B45961.49%
215
FLRNSPDR SER TR
28,786$888.1B45068.80%
216
WMBWILLIAMS COS INC
19,336$882.7B44796.12%
217
VBRVANGUARD INDEX FDS
4,348$872.9B44301.31%
218
TXTTEXTRON INC
9,803$868.4B44068.87%
219
PFEPFIZER INC
30,001$868.3B44063.95%
220
HONHONEYWELL INTL INC
4,164$860.8B43683.63%
221
UFEBINNOVATOR ETFS TRUST
26,076$848.5B43062.09%
222
CITHE CIGNA GROUP
2,447$847.7B43021.09%
223
MLIMUELLER INDS INC
11,427$846.8B42973.23%
224
VCSHVANGUARD SCOTTSDALE FDS
10,558$838.5B42554.75%
225
BCPCBALCHEM CORP
4,653$819.0B41561.97%
226
IJKISHARES TR
8,867$815.1B41368.41%
227
CECOCECO ENVIRONMENTAL CORP
28,840$813.3B41274.37%
228
GCOWPACER FDS TR
21,933$800.4B40617.77%
229
CDLVICTORY PORTFOLIOS II
11,671$791.6B40175.28%
230
BSXBOSTON SCIENTIFIC CORP
9,261$776.1B39387.59%
231
ETNEATON CORP PLC
2,328$771.6B39159.37%
232
CVSCVS HEALTH CORP
12,217$768.2B38985.29%
233
EEMVISHARES INC
12,238$767.3B38942.56%
234
SONYSONY GROUP CORP
7,879$760.8B38611.98%
235
SCHMSCHWAB STRATEGIC TR
8,925$741.6B37636.92%
236
KKRKKR & CO INC
5,674$740.9B37600.83%
237
GISGENERAL MLS INC
10,019$739.9B37549.88%
238
FITBFIFTH THIRD BANCORP
17,220$737.7B37439.55%
239
FASTFASTENAL CO
10,118$722.6B36672.36%
240
KJULINNOVATOR ETFS TRUST
24,805$722.6B36670.33%
241
KNGFIRST TR EXCHANGE-TRADED FD
13,200$719.1B36496.31%
242
EFAISHARES TR
8,573$717.0B36387.60%
243
ACWXISHARES TR
12,408$710.0B36031.85%
244
XLKSELECT SECTOR SPDR TR
3,131$706.8B35869.09%
245
DEODIAGEO PLC
5,010$703.2B35685.07%
246
DISVDIMENSIONAL ETF TRUST
24,058$699.1B35480.24%
247
DIHPDIMENSIONAL ETF TRUST
24,972$691.7B35104.90%
248
TELTE CONNECTIVITY PLC
4,563$688.9B34963.66%
249
PRFINVESCO EXCHANGE TRADED FD T
16,955$688.9B34960.11%
250
DWDMORGAN STANLEY
6,574$685.2B34776.14%
251
AEPAMERICAN ELEC PWR CO INC
6,674$684.8B34751.47%
252
DHRDANAHER CORPORATION
2,400$667.2B33860.30%
253
CMECME GROUP INC
3,013$664.9B33741.14%
254
PS1TRUBRIDGE INC
55,494$663.7B33683.24%
255
GGGGRACO INC
7,542$660.0B33495.46%
256
ORIOLD REP INTL CORP
18,555$657.2B33353.41%
257
ABNBAIRBNB INC
5,110$648.0B32886.01%
258
SMMUPIMCO ETF TR
12,544$633.5B32148.56%
259
GILDGILEAD SCIENCES INC
7,546$632.6B32106.03%
260
GATXGATX CORP
4,759$630.4B31991.84%
261
TAXFAMERICAN CENTY ETF TR
12,154$624.9B31715.66%
262
BXBLACKSTONE INC
4,072$623.5B31641.21%
263
8CWCROWN CASTLE INC
5,217$618.9B31411.21%
264
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,563$618.7B31399.44%
265
WFCWELLS FARGO CO NEW
10,818$611.1B31013.28%
266
SCHPSCHWAB STRATEGIC TR
11,375$610.1B30960.55%
267
GEMGOLDMAN SACHS ETF TR
17,332$608.5B30882.34%
268
ETRENTERGY CORP NEW
4,596$604.8B30694.87%
269
COPCONOCOPHILLIPS
5,621$591.8B30035.28%
270
WTSWATTS WATER TECHNOLOGIES INC
2,852$590.9B29989.40%
271
IVEISHARES TR
2,978$587.2B29801.12%
272
IJSISHARES TR
5,436$585.3B29702.86%
273
ACNACCENTURE PLC IRELAND
1,649$583.0B29587.97%
274
POCTINNOVATOR ETFS TRUST
14,930$581.5B29512.35%
275
UAUGINNOVATOR ETFS TRUST
16,505$578.2B29341.57%
276
BCALCALIFORNIA BANCORP
39,050$577.5B29310.67%
277
PEGPUBLIC SVC ENTERPRISE GRP IN
6,435$574.1B29133.80%
278
LYBLYONDELLBASELL INDUSTRIES N
5,956$571.2B28986.48%
279
CRCRANE COMPANY
3,600$569.8B28917.76%
280
UJUNINNOVATOR ETFS TRUST
17,126$569.1B28882.85%
281
DYHTARGET CORP
3,635$566.6B28755.06%
282
HIGHARTFORD FINL SVCS GROUP INC
4,776$561.7B28507.95%
283
CATCATERPILLAR INC
1,429$559.0B28367.07%
284
STTSTATE STR CORP
6,295$556.9B28264.20%
285
CFGCITIZENS FINL GROUP INC
13,560$556.9B28263.70%
286
UNPUNION PAC CORP
2,259$556.8B28259.43%
287
TRVCCITIGROUP INC
8,877$555.7B28201.32%
288
SCZISHARES TR
8,193$554.7B28149.36%
289
SKAASKECHERS U S A INC
8,272$553.6B28093.33%
290
URIUNITED RENTALS INC
682$552.0B28015.73%
291
RFREGIONS FINANCIAL CORP NEW
23,541$549.2B27872.56%
292
NPOENPRO INC
3,360$544.9B27654.95%
293
IPINTERNATIONAL PAPER CO
11,098$542.1B27513.51%
294
AJANINNOVATOR ETFS TRUST
20,576$536.8B27243.72%
295
SIXGETF SER SOLUTIONS
12,169$527.9B26790.88%
296
DGRWWISDOMTREE TR
6,252$520.2B26401.73%
297
WECWEC ENERGY GROUP INC
5,390$518.4B26309.82%
298
BKNGBOOKING HOLDINGS INC
122$514.0B26084.08%
299
PLDPROLOGIS INC.
4,022$508.0B25778.52%
300
SPHQINVESCO EXCHANGE TRADED FD T
7,484$503.4B25550.09%
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