SageView Advisory Group
Latest statistics and disclosures from SageView Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFG, VXUS, VWOB, VBR, IDEV, and represent 38.08% of SageView Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: EFG (+$273M), VXUS (+$161M), VWOB (+$135M), VBR (+$82M), IDEV (+$79M), FNDE (+$75M), FNDA (+$74M), HEFA (+$47M), FNDF (+$40M), VO (+$38M).
- Started 236 new stock positions in SCPX, IYW, PICK, HSY, VECO, WFRD, VIRT, GNLX, LTC, OSCR.
- Reduced shares in these 10 stocks: AGG (-$290M), BUFF (-$218M), VONV (-$183M), SCHF (-$118M), VONG (-$113M), VXF (-$99M), IAGG (-$85M), SCHE (-$78M), REET (-$55M), SCHC (-$55M).
- Sold out of its positions in AFL, ARKK, ALB, BABA, AVDV, AIG, BLOK, ARCC, BATRK, BMRN.
- SageView Advisory Group was a net seller of stock by $-717M.
- SageView Advisory Group has $1.9B in assets under management (AUM), dropping by -16.30%.
- Central Index Key (CIK): 0001914558
Tip: Access up to 7 years of quarterly data
Positions held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for SageView Advisory Group
SageView Advisory Group holds 520 positions in its portfolio as reported in the March 2024 quarterly 13F filing
SageView Advisory Group has 520 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SageView Advisory Group March 31, 2024 positions
- Download the SageView Advisory Group March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Eafe Grwth Etf (EFG) | 14.0 | $273M | +56912% | 2.8M | 97.94 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 8.7 | $170M | +1745% | 2.0M | 86.67 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 7.0 | $136M | +52562% | 2.1M | 63.85 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 4.2 | $82M | +10480% | 470k | 175.27 |
|
| Ishares Tr Core Msci Intl (IDEV) | 4.1 | $79M | +9537% | 1.6M | 49.95 |
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 3.9 | $76M | +17329% | 2.7M | 27.76 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 3.8 | $75M | +7131% | 3.0M | 25.25 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 2.5 | $49M | +487% | 1.4M | 35.80 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 2.4 | $47M | NEW | 2.0M | 23.68 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $40M | +1948% | 158k | 249.86 |
|
| Flexshares Tr Mstar Emkt Fac (TLTE) | 1.8 | $34M | NEW | 173k | 198.39 |
|
| Apple (AAPL) | 1.5 | $29M | -11% | 166k | 171.48 |
|
| Mission Produce (AVO) | 1.2 | $24M | NEW | 57k | 420.72 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.9 | $19M | NEW | 206k | 89.67 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $18M | +2726% | 170k | 107.60 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.9 | $17M | +2725% | 734k | 23.46 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.8 | $16M | +2024% | 68k | 239.76 |
|
| Ventas (VTR) | 0.8 | $15M | NEW | 160k | 93.19 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $14M | +929% | 108k | 127.12 |
|
| Ishares Tr Core Msci Pac (IPAC) | 0.7 | $13M | NEW | 180k | 74.22 |
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.7 | $13M | +2% | 186k | 71.66 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.7 | $13M | NEW | 28k | 480.70 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $13M | +25% | 51k | 259.90 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.7 | $13M | +137% | 304k | 41.74 |
|
| Oceaneering International (OII) | 0.6 | $11M | NEW | 13k | 903.59 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.6 | $11M | +350% | 21k | 525.72 |
|
| Amazon (AMZN) | 0.6 | $11M | -25% | 60k | 180.38 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $11M | -16% | 337k | 31.95 |
|
| Veeva Sys Cl A Com (VEEV) | 0.5 | $11M | +11010% | 169k | 62.75 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $9.1M | -45% | 109k | 83.58 |
|
| Autodesk (ADSK) | 0.5 | $9.1M | 35k | 260.42 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $8.8M | -12% | 11k | 777.94 |
|
| Microchip Technology (MCHP) | 0.4 | $8.4M | +507% | 17k | 485.58 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $8.2M | +57% | 82k | 100.81 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $7.9M | -16% | 23k | 344.20 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.4 | $7.4M | NEW | 37k | 200.30 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.4 | $7.3M | NEW | 19k | 383.60 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.4 | $6.9M | 165k | 41.95 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $6.8M | +263% | 94k | 72.63 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.3 | $6.7M | +2133% | 131k | 51.60 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $6.6M | NEW | 63k | 104.73 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.3 | $6.4M | +241% | 59k | 109.17 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.3 | $6.0M | NEW | 12k | 523.05 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $6.0M | -18% | 40k | 150.93 |
|
| Voya Infrastructure Industrial & Materia (IDE) | 0.3 | $5.8M | NEW | 21k | 279.09 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $5.6M | +123% | 70k | 79.91 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.3 | $5.6M | NEW | 71k | 77.73 |
|
| Ishares Tr Residential Mult (REZ) | 0.3 | $5.3M | NEW | 32k | 164.35 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.3 | $5.1M | NEW | 22k | 228.59 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.9M | -9% | 12k | 420.52 |
|
| Rent-A-Center (UPBD) | 0.2 | $4.8M | NEW | 9.7k | 494.67 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $4.8M | +427% | 70k | 67.86 |
|
| Medtronic SHS (MDT) | 0.2 | $4.7M | +130% | 17k | 281.95 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.2 | $4.7M | -35% | 79k | 60.30 |
|
| Servicenow (NOW) | 0.2 | $4.6M | +2117% | 65k | 71.83 |
|
| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.2 | $4.6M | NEW | 88k | 52.26 |
|
| Cisco Systems (CSCO) | 0.2 | $4.5M | -17% | 91k | 49.91 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.2 | $4.5M | NEW | 40k | 110.21 |
|
| Veeco Instruments (VECO) | 0.2 | $4.4M | NEW | 77k | 57.47 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $4.4M | -96% | 88k | 50.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $4.2M | -79% | 8.1k | 525.73 |
|
| Csw Industrials (CSWI) | 0.2 | $4.2M | 18k | 234.60 |
|
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.2 | $4.2M | NEW | 9.4k | 443.97 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $4.1M | NEW | 97k | 42.55 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.8M | -16% | 5.3k | 732.67 |
|
| ViaSat (VSAT) | 0.2 | $3.7M | NEW | 328k | 11.35 |
|
| Tile Shop Hldgs (TTSH) | 0.2 | $3.7M | NEW | 43k | 87.42 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $3.7M | +1996% | 49k | 75.40 |
|
| Meta Platforms Cl A (META) | 0.2 | $3.6M | +38% | 28k | 131.95 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.2 | $3.6M | +367% | 86k | 41.59 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.2 | $3.6M | NEW | 71k | 50.56 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $3.5M | +738% | 102k | 34.29 |
|
| Walt Disney Company (DIS) | 0.2 | $3.4M | -7% | 28k | 122.36 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.2 | $3.4M | +464% | 125k | 27.16 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $3.4M | +787% | 56k | 60.74 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $3.3M | +492% | 27k | 120.99 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.2 | $3.3M | NEW | 72k | 46.21 |
|
| Innoviva (INVA) | 0.2 | $3.2M | NEW | 102k | 31.16 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $3.1M | 117k | 26.75 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.1M | -26% | 27k | 116.17 |
|
| Cintas Corporation (CTAS) | 0.2 | $3.0M | -3% | 4.3k | 687.03 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $2.9M | -59% | 17k | 175.01 |
|
| Piper Jaffray Companies (PIPR) | 0.1 | $2.9M | NEW | 55k | 52.47 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.9M | -60% | 15k | 187.35 |
|
| Tanger Factory Outlet Centers (SKT) | 0.1 | $2.8M | NEW | 4.9k | 571.50 |
|
| Schweitzer-Mauduit International (MATV) | 0.1 | $2.8M | NEW | 5.8k | 481.55 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $2.8M | 59k | 47.04 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.1 | $2.7M | NEW | 45k | 60.17 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.7M | -16% | 5.3k | 504.55 |
|
| Abbvie (ABBV) | 0.1 | $2.6M | -34% | 15k | 182.11 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $2.6M | 30k | 89.50 |
|
|
| Proshares Tr Merger Etf (MRGR) | 0.1 | $2.6M | -7% | 16k | 162.26 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $2.6M | -56% | 52k | 50.17 |
|
| Nuveen Preferred And equity (JPI) | 0.1 | $2.6M | NEW | 118k | 21.97 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $2.6M | NEW | 56k | 46.00 |
|
| Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.1 | $2.6M | +47% | 6.1k | 418.01 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $2.6M | NEW | 16k | 163.22 |
|
| Amgen (AMGN) | 0.1 | $2.5M | -7% | 9.0k | 284.35 |
|
| RadNet (RDNT) | 0.1 | $2.5M | NEW | 9.6k | 259.80 |
|
| Chevron Corporation (CVX) | 0.1 | $2.4M | -32% | 15k | 157.74 |
|
| The Beauty Health Company Com Cl A (SKIN) | 0.1 | $2.4M | NEW | 13k | 175.78 |
|
| Saul Centers (BFS) | 0.1 | $2.3M | NEW | 7.7k | 301.17 |
|
| TreeHouse Foods (THS) | 0.1 | $2.3M | NEW | 7.6k | 300.18 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $2.2M | +323% | 49k | 45.31 |
|
| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 0.1 | $2.2M | NEW | 14k | 158.19 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $2.2M | -98% | 28k | 78.64 |
|
| Vici Pptys (VICI) | 0.1 | $2.1M | NEW | 50k | 41.96 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $2.1M | +299% | 45k | 47.44 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.1M | -15% | 2.1k | 970.51 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $2.0M | NEW | 22k | 91.62 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.0M | +399% | 33k | 61.05 |
|
| American Express Company (AXP) | 0.1 | $2.0M | -20% | 8.7k | 227.71 |
|
| Callaway Golf Company (MODG) | 0.1 | $2.0M | NEW | 19k | 101.42 |
|
| LKQ Corporation (LKQ) | 0.1 | $1.9M | NEW | 4.2k | 464.28 |
|
| International Flavors & Fragrances (IFF) | 0.1 | $1.9M | NEW | 10k | 190.97 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.9M | +504% | 33k | 57.03 |
|
| Lucid Group (LCID) | 0.1 | $1.9M | NEW | 4.1k | 454.87 |
|
| American Tower Reit (AMT) | 0.1 | $1.9M | -19% | 9.4k | 197.59 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.9M | +365% | 17k | 110.52 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.8M | -45% | 36k | 50.61 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $1.8M | -2% | 58k | 31.61 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $1.8M | 81k | 22.37 |
|
|
| At&t (T) | 0.1 | $1.8M | -16% | 102k | 17.60 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.8M | -55% | 25k | 70.88 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $1.8M | +223% | 25k | 72.34 |
|
| Coca-Cola Company (KO) | 0.1 | $1.8M | -14% | 29k | 61.22 |
|
| Tim S A Sponsored Adr (TIMB) | 0.1 | $1.8M | NEW | 3.0k | 581.17 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.7M | -11% | 46k | 37.92 |
|
| Lexington Realty Trust (LXP) | 0.1 | $1.7M | NEW | 6.8k | 254.75 |
|
| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 0.1 | $1.7M | -46% | 61k | 28.21 |
|
| Valmont Industries (VMI) | 0.1 | $1.7M | NEW | 38k | 44.70 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $1.7M | 57k | 30.10 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | -22% | 39k | 43.35 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $1.7M | -83% | 9.3k | 182.62 |
|
| BlackRock (BLK) | 0.1 | $1.7M | -2% | 2.0k | 844.00 |
|
| New Mountain Finance Corp (NMFC) | 0.1 | $1.6M | -85% | 2.7k | 607.43 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.6M | -64% | 18k | 89.90 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.6M | NEW | 15k | 108.31 |
|
| Altria (MO) | 0.1 | $1.6M | -7% | 36k | 43.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.6M | -56% | 32k | 49.19 |
|
| Nucor Corporation (NUE) | 0.1 | $1.5M | +42% | 3.2k | 478.62 |
|
| Broadcom (AVGO) | 0.1 | $1.5M | -49% | 1.1k | 1325.72 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.5M | NEW | 61k | 24.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.5M | -23% | 9.7k | 152.26 |
|
| Stifel Financial (SF) | 0.1 | $1.5M | NEW | 16k | 91.39 |
|
| UnitedHealth (UNH) | 0.1 | $1.5M | -10% | 9.8k | 148.63 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $1.4M | +2% | 35k | 41.25 |
|
| Innovator Etfs Trust Us Eqty Buf Nov (BNOV) | 0.1 | $1.4M | NEW | 47k | 30.80 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $1.4M | NEW | 30k | 47.06 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.4M | -5% | 11k | 124.16 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $1.4M | NEW | 45k | 30.83 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.1 | $1.4M | NEW | 21k | 65.87 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.4M | +5% | 7.0k | 195.11 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.4M | -69% | 14k | 95.20 |
|
| Paramount Global Class B Com (PARA) | 0.1 | $1.4M | NEW | 4.8k | 284.13 |
|
| Deere & Company (DE) | 0.1 | $1.4M | -4% | 3.3k | 410.76 |
|
| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.1 | $1.3M | -60% | 46k | 28.92 |
|
| Adient Ord Shs (ADNT) | 0.1 | $1.3M | +11% | 41k | 32.92 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $1.3M | -7% | 22k | 60.78 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.1 | $1.3M | NEW | 34k | 38.47 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $1.3M | NEW | 1.7k | 762.40 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $1.3M | -82% | 7.5k | 174.21 |
|
| salesforce (CRM) | 0.1 | $1.3M | -67% | 3.1k | 425.41 |
|
| Nmi Hldgs Cl A (NMIH) | 0.1 | $1.3M | NEW | 20k | 63.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.3M | -90% | 4.9k | 259.90 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $1.3M | 20k | 63.74 |
|
|
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.1 | $1.3M | +565% | 50k | 25.11 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | -29% | 13k | 96.71 |
|
| Organon & Co Common Stock (OGN) | 0.1 | $1.2M | NEW | 9.8k | 125.61 |
|
| EOG Resources (EOG) | 0.1 | $1.2M | -5% | 9.6k | 127.85 |
|
| Oge Energy Corp (OGE) | 0.1 | $1.2M | NEW | 4.8k | 247.78 |
|
| Heat Biologics (SCPX) | 0.1 | $1.2M | NEW | 13k | 92.72 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.2M | -30% | 4.9k | 242.28 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.2M | -99% | 40k | 29.38 |
|
| Mid-America Apartment (MAA) | 0.1 | $1.2M | NEW | 16k | 74.11 |
|
| General Mills (GIS) | 0.1 | $1.2M | -57% | 6.6k | 175.54 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.2M | -15% | 15k | 79.76 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.2M | -53% | 6.8k | 169.38 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | -45% | 3.7k | 312.67 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $1.1M | NEW | 9.3k | 122.79 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | +1865% | 36k | 32.23 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.1M | -93% | 19k | 58.06 |
|
| Ryman Hospitality Pptys (RHP) | 0.1 | $1.1M | +203% | 12k | 97.54 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.1M | +7% | 27k | 41.77 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.1M | +7% | 5.9k | 186.80 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.1M | -22% | 3.3k | 337.04 |
|
| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $1.1M | NEW | 28k | 38.97 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.1M | +9% | 4.3k | 249.91 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.0M | -29% | 9.2k | 113.66 |
|
| Paycom Software (PAYC) | 0.1 | $1.0M | NEW | 1.9k | 555.74 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.0M | -50% | 15k | 67.13 |
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $1.0M | NEW | 5.0k | 206.83 |
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $1.0M | +27% | 9.8k | 103.79 |
|
| Dominion Resources (D) | 0.1 | $1.0M | -32% | 21k | 49.23 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $1.0M | -88% | 8.7k | 114.96 |
|
| Theriva Biologics Com New (TOVX) | 0.1 | $1.0M | NEW | 10k | 95.93 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $996k | 39k | 25.49 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $981k | NEW | 19k | 50.45 |
|
| Advanced Micro Devices (AMD) | 0.0 | $972k | -34% | 5.4k | 180.49 |
|
| General Motors Company (GM) | 0.0 | $965k | NEW | 14k | 69.97 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.0 | $964k | NEW | 4.7k | 205.71 |
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $958k | -69% | 31k | 31.16 |
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $949k | +119% | 20k | 47.89 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $945k | NEW | 12k | 79.86 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $944k | NEW | 21k | 45.59 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $944k | NEW | 19k | 50.10 |
|
| American Electric Power Company (AEP) | 0.0 | $943k | -18% | 11k | 86.10 |
|
| First Ban (FBNC) | 0.0 | $943k | NEW | 25k | 37.21 |
|
| United Rentals (URI) | 0.0 | $942k | +371% | 3.8k | 245.91 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $912k | NEW | 4.3k | 213.09 |
|
| Analog Devices (ADI) | 0.0 | $905k | -30% | 4.6k | 197.79 |
|
| Wright Express (WEX) | 0.0 | $904k | +1468% | 16k | 57.96 |
|
| Omni (OMC) | 0.0 | $902k | NEW | 9.3k | 96.69 |
|
| Fastenal Company (FAST) | 0.0 | $892k | -18% | 12k | 77.14 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $883k | -28% | 15k | 57.62 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $881k | -87% | 9.7k | 91.25 |
|
| Thryv Hldgs Com New (THRY) | 0.0 | $876k | NEW | 2.4k | 363.21 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $876k | +535% | 8.6k | 102.28 |
|
| Hope Ban (HOPE) | 0.0 | $875k | NEW | 4.3k | 205.27 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $869k | -65% | 25k | 35.38 |
|
| Intellia Therapeutics (NTLA) | 0.0 | $855k | NEW | 19k | 44.17 |
|
| Fidelity National Information Services (FIS) | 0.0 | $853k | 12k | 74.18 |
|
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $848k | NEW | 6.5k | 130.23 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $843k | -26% | 5.7k | 148.73 |
|
| CECO Environmental (CECO) | 0.0 | $837k | +90% | 36k | 23.02 |
|
| Fidelity Wise Origin Bitcoin SHS | 0.0 | $818k | NEW | 11k | 74.18 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $813k | +27% | 21k | 39.02 |
|
| Allstate Corporation (ALL) | 0.0 | $809k | +43% | 4.7k | 172.99 |
|
| Applied Materials (AMAT) | 0.0 | $809k | -43% | 3.9k | 206.25 |
|
| Virtu Finl Cl A (VIRT) | 0.0 | $804k | NEW | 13k | 62.16 |
|
| Citizens Financial (CFG) | 0.0 | $796k | 22k | 36.29 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $794k | -90% | 5.1k | 155.91 |
|
| Nutanix Cl A (NTNX) | 0.0 | $793k | NEW | 6.2k | 128.39 |
|
| Myt Netherlands Parent B V Ads (MYTE) | 0.0 | $792k | NEW | 15k | 53.93 |
|
| Phinia Common Stock (PHIN) | 0.0 | $789k | NEW | 28k | 27.75 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $778k | -15% | 4.1k | 191.88 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $776k | +294% | 9.2k | 84.44 |
|
| Entergy Corporation (ETR) | 0.0 | $774k | -3% | 7.3k | 105.67 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $766k | -55% | 18k | 41.77 |
|
| Balchem Corporation (BCPC) | 0.0 | $763k | +12% | 4.9k | 154.96 |
|
| American Water Works (AWK) | 0.0 | $762k | -21% | 6.2k | 122.21 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $762k | NEW | 14k | 53.71 |
|
| Graham Hldgs Com Cl B (GHC) | 0.0 | $759k | NEW | 8.1k | 93.46 |
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.0 | $748k | NEW | 770.00 | 971.60 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.0 | $746k | +16% | 20k | 37.98 |
|
| Pagseguro Digital Com Cl A (PAGS) | 0.0 | $740k | NEW | 21k | 34.70 |
|
| Scynexis Com New (SCYX) | 0.0 | $739k | NEW | 9.1k | 81.43 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $733k | +139% | 9.0k | 81.79 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $732k | NEW | 9.5k | 77.31 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $729k | NEW | 13k | 55.67 |
|
Past Filings by SageView Advisory Group
SEC 13F filings are viewable for SageView Advisory Group going back to 2022
- SageView Advisory Group 2024 Q1 filed May 9, 2024
- SageView Advisory Group 2023 Q4 restated filed March 6, 2024
- SageView Advisory Group 2023 Q4 restated filed Feb. 16, 2024
- SageView Advisory Group 2023 Q4 filed Feb. 9, 2024
- SageView Advisory Group 2023 Q3 filed Nov. 3, 2023
- SageView Advisory Group 2023 Q2 filed Aug. 11, 2023
- SageView Advisory Group 2023 Q1 filed May 2, 2023
- SageView Advisory Group 2022 Q4 filed Feb. 15, 2023