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SageView Advisory Group

Latest statistics and disclosures from SageView Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, VONV, VONG, SCHF, VXF, and represent 39.50% of SageView Advisory Group's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$75M), AGG (+$36M), VONV (+$30M), VONG (+$26M), SCHE (+$17M), IVV (+$16M), VXF (+$16M), IAGG (+$15M), PG (+$14M), SCHC (+$14M).
Started 107 new stock positions in MRVL, TRV, RWO, GM, USHY, KR, IXC, UAPR, MSI, SCHA.
Reduced shares in these 10 stocks: BUFF, HYG, TILT, AON, , IAPR, PJUN, KAPR, VRTX, IWL.
Sold out of its positions in ADM, Arista Networks, BlackRock, Consolidated Communications Holdings, DFIV, FICO, MNA, PJUN, PAPR, BUFB.
SageView Advisory Group was a net buyer of stock by $443M.
SageView Advisory Group has $2.3B in assets under management (AUM), dropping by 17.91%.
Central Index Key (CIK): 0001914558

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Portfolio Holdings for SageView Advisory Group

SageView Advisory Group holds 589 positions in its portfolio as reported in the December 2024 quarterly 13F filing

SageView Advisory Group has 589 total positions. Only the first 250 positions are shown.

Sign up to view all of the SageView Advisory Group Dec. 31, 2024 positions
Download the SageView Advisory Group December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	13.1	$305M	+13%	3.1M	96.90	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	8.3	$193M	+18%	2.4M	81.25	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	8.2	$192M	+15%	1.9M	103.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.3	$123M	+157%	6.6M	18.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.6	$106M	+17%	558k	189.98	View chart
Ishares Tr Core Intl Aggr (IAGG)	4.1	$95M	+19%	1.9M	49.92	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	4.0	$93M	+22%	3.5M	26.63	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.5	$57M	+31%	1.7M	34.33	View chart
Ishares Tr Global Reit Etf (REET)	2.5	$57M	+24%	2.4M	23.97	View chart
Apple (AAPL)	2.0	$46M	+26%	184k	250.42	View chart
Flexshares Tr Mornstar Usmkt (TILT)	1.3	$31M	-4%	142k	215.96	View chart
Ishares Tr National Mun Etf (MUB)	1.3	$30M	+53%	278k	106.55	View chart
Microsoft Corporation (MSFT)	1.2	$28M	+30%	67k	421.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$26M	+165%	45k	588.69	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.9	$22M	+21%	930k	23.47	View chart
NVIDIA Corporation (NVDA)	0.9	$21M	+26%	158k	134.29	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.9	$20M	+10%	225k	89.04	View chart
Procter & Gamble Company (PG)	0.7	$17M	+556%	98k	167.65	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$17M	+7%	61k	269.70	View chart
Amazon (AMZN)	0.7	$16M	+41%	74k	219.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$15M	+49%	219k	70.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$15M		28k	538.81	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$14M		138k	104.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$14M	+10%	48k	289.81	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.5	$12M	-5%	85k	144.71	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.5	$12M		196k	61.99	View chart
Meta Platforms Cl A (META)	0.5	$11M	+13%	19k	585.53	View chart
JPMorgan Chase & Co. (JPM)	0.5	$11M	+37%	45k	239.71	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$11M	-2%	310k	34.59	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.5	$11M	-2%	154k	68.89	View chart
Autodesk (ADSK)	0.4	$10M		34k	295.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$9.9M	+30%	52k	189.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$9.4M	+8%	131k	71.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$8.9M	+362%	143k	62.31	View chart
Eli Lilly & Co. (LLY)	0.4	$8.7M	+2%	11k	772.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$8.6M	+96%	81k	105.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.1M	+69%	34k	240.28	View chart
Home Depot (HD)	0.3	$7.8M	+18%	20k	388.99	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.3	$7.8M	-27%	173k	44.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$7.7M		100k	77.27	View chart
Csw Industrials (CSWI)	0.3	$7.6M	+99%	22k	352.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$7.4M	-5%	83k	88.79	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$7.3M	+2%	176k	41.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$7.0M		17k	410.45	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$6.9M		63k	110.25	View chart
Visa Com Cl A (V)	0.3	$6.5M	+15%	21k	316.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$6.4M	+2%	11k	586.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$6.3M	+35%	14k	453.29	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$6.3M	+10%	121k	52.22	View chart
Tesla Motors (TSLA)	0.3	$5.9M		15k	403.83	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$5.6M		46k	121.59	View chart
Sempra Energy (SRE)	0.2	$5.4M		62k	87.72	View chart
UnitedHealth (UNH)	0.2	$5.3M	+13%	11k	505.85	View chart
Cisco Systems (CSCO)	0.2	$5.2M	+7%	88k	59.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$5.2M	+13%	88k	58.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$5.2M	+3%	29k	178.08	View chart
The Trade Desk Com Cl A (TTD)	0.2	$5.0M		43k	117.53	View chart
Broadcom (AVGO)	0.2	$5.0M	+19%	22k	231.85	View chart
Costco Wholesale Corporation (COST)	0.2	$4.9M	+7%	5.4k	916.33	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$4.8M		112k	42.61	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$4.7M	+3%	19k	253.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$4.7M	+198%	41k	115.22	View chart
McDonald's Corporation (MCD)	0.2	$4.6M	+15%	16k	289.89	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$4.5M	-3%	88k	51.51	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$4.5M		80k	56.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.5M		35k	127.59	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.4M	+33%	41k	107.57	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$4.4M	+6%	67k	66.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$4.4M	+13%	88k	50.13	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$4.3M		57k	76.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$4.3M	+20%	8.4k	511.21	View chart
Wal-Mart Stores (WMT)	0.2	$4.2M		47k	90.35	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$3.9M	-10%	76k	51.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.9M		23k	169.30	View chart
Trane Technologies SHS (TT)	0.2	$3.7M	+25%	10k	369.34	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$3.7M	-31%	47k	78.65	View chart
Metropcs Communications (TMUS)	0.2	$3.7M	+4%	17k	220.72	View chart
Walt Disney Company (DIS)	0.2	$3.6M	+18%	32k	111.35	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.5M	+28%	44k	80.27	View chart
salesforce (CRM)	0.1	$3.4M	+40%	10k	334.34	View chart
Netflix (NFLX)	0.1	$3.3M	+15%	3.7k	891.37	View chart
Quanta Services (PWR)	0.1	$3.2M		10k	316.05	View chart
Abbvie (ABBV)	0.1	$3.2M	+42%	18k	177.71	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.2M	+343%	140k	22.70	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.1M	+991%	57k	55.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.1M		120k	25.84	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.1M	-3%	92k	33.34	View chart
Bank of America Corporation (BAC)	0.1	$3.1M	+48%	70k	43.95	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$3.1M	-2%	66k	46.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.0M	+39%	64k	47.82	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.0M	+3%	5.7k	526.55	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.0M	+665%	131k	22.98	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$2.9M		63k	46.88	View chart
Cintas Corporation (CTAS)	0.1	$2.9M	-3%	16k	182.70	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$2.9M	+4%	30k	96.93	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$2.9M	NEW	26k	112.69	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$2.9M		56k	51.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.9M	-4%	39k	74.73	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$2.8M		67k	41.88	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.8M	+13%	6.3k	444.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.8M	+140%	15k	190.43	View chart
Philip Morris International (PM)	0.1	$2.6M	+17%	22k	120.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.6M	-6%	12k	206.92	View chart
American Express Company (AXP)	0.1	$2.6M	+2%	8.6k	296.81	View chart
Johnson & Johnson (JNJ)	0.1	$2.5M	+63%	17k	144.61	View chart
Pepsi (PEP)	0.1	$2.5M		16k	152.07	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.5M		79k	31.44	View chart
Oracle Corporation (ORCL)	0.1	$2.4M	+42%	15k	166.64	View chart
Synopsys (SNPS)	0.1	$2.4M		5.0k	485.36	View chart
Merck & Co (MRK)	0.1	$2.4M	+22%	24k	99.48	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$2.3M		107k	21.78	View chart
At&t (T)	0.1	$2.3M	+47%	102k	22.77	View chart
Amgen (AMGN)	0.1	$2.3M	-5%	8.8k	260.63	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.3M		14k	161.77	View chart
TJX Companies (TJX)	0.1	$2.2M		19k	120.81	View chart
International Business Machines (IBM)	0.1	$2.2M	+46%	10k	219.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$2.1M	+260%	54k	39.57	View chart
Chevron Corporation (CVX)	0.1	$2.1M	+16%	15k	144.84	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$2.1M	+93%	60k	35.20	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.1M	+3%	16k	129.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.1M	+46%	24k	88.40	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.1M	+59%	11k	187.50	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.1M	+312%	34k	60.75	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$2.1M	-32%	63k	32.70	View chart
Us Bancorp Del Com New (USB)	0.1	$2.0M	+20%	43k	47.83	View chart
Palo Alto Networks (PANW)	0.1	$2.0M	+110%	11k	181.96	View chart
Eaton Corp SHS (ETN)	0.1	$2.0M	+156%	6.0k	331.86	View chart
Linde SHS (LIN)	0.1	$1.9M	+18%	4.5k	418.66	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.9M	-2%	55k	33.79	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$1.9M	+2%	80k	23.27	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.9M	+14%	3.8k	485.97	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.8M	+22%	3.5k	521.96	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$1.8M	-39%	68k	26.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.8M	+32%	14k	128.62	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.8M		57k	30.78	View chart
Abbott Laboratories (ABT)	0.1	$1.7M	+64%	15k	113.11	View chart
Nextera Energy (NEE)	0.1	$1.7M	+20%	24k	71.69	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+4%	7.0k	246.82	View chart
Altria (MO)	0.1	$1.7M		33k	52.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$1.7M	NEW	45k	37.87	View chart
Servicenow (NOW)	0.1	$1.7M	+7%	1.6k	1060.12	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.7M	+21%	23k	74.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$1.7M	NEW	43k	38.42	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.7M		7.0k	235.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.6M	+76%	18k	92.72	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.6M	-32%	4.1k	402.70	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.6M	-2%	3.1k	520.21	View chart
American Tower Reit (AMT)	0.1	$1.6M	-11%	8.9k	183.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.6M	+17%	14k	115.72	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$1.6M	+2%	34k	47.39	View chart
S&p Global (SPGI)	0.1	$1.6M	+4%	3.2k	498.08	View chart
Ge Aerospace Com New (GE)	0.1	$1.6M	+31%	9.6k	166.80	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.6M	+4%	3.4k	469.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.6M	NEW	40k	39.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M	+26%	6.0k	264.11	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.6M		2.3k	692.94	View chart
Coca-Cola Company (KO)	0.1	$1.6M	-4%	25k	62.26	View chart
Air Products & Chemicals (APD)	0.1	$1.6M	+12%	5.3k	290.06	View chart
Goldman Sachs (GS)	0.1	$1.5M	+23%	2.7k	572.48	View chart
Deere & Company (DE)	0.1	$1.5M	+20%	3.6k	423.69	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.5M	+2%	38k	40.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.5M	-6%	31k	49.05	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$1.5M	+221%	43k	34.62	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.5M	+12%	2.3k	636.06	View chart
Constellation Energy (CEG)	0.1	$1.5M	+38%	6.6k	223.70	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.5M	-9%	21k	70.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.5M	+15%	7.4k	195.83	View chart
Blackrock (BLK)	0.1	$1.4M	NEW	1.4k	1025.12	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$1.4M	+65%	43k	33.27	View chart
Verizon Communications (VZ)	0.1	$1.4M	+3%	36k	39.99	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$1.4M	+78%	48k	29.70	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$1.4M	NEW	41k	35.28	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.4M	-6%	14k	105.61	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.4M	+15%	38k	37.53	View chart
Progressive Corporation (PGR)	0.1	$1.4M	+8%	5.9k	239.62	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.4M		42k	33.39	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.4M	+9%	18k	76.83	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.4M	-22%	31k	44.87	View chart
Honeywell International (HON)	0.1	$1.4M	+47%	6.1k	225.89	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.4M	+305%	50k	27.87	View chart
Capital One Financial (COF)	0.1	$1.4M	+8%	7.6k	178.33	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.3M	-2%	19k	70.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.3M	+28%	15k	89.08	View chart
Paychex (PAYX)	0.1	$1.3M		9.4k	140.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M	+14%	7.4k	175.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.3M	+833%	55k	23.18	View chart
Dominion Resources (D)	0.1	$1.3M	+47%	24k	53.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.3M	+31%	3.2k	401.55	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$1.3M		49k	25.87	View chart
Pfizer (PFE)	0.1	$1.3M	+57%	47k	26.53	View chart
EOG Resources (EOG)	0.1	$1.2M	+2%	10k	122.57	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.2M	-8%	13k	95.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	+31%	28k	44.04	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.2M	NEW	25k	49.55	View chart
Allstate Corporation (ALL)	0.1	$1.2M	+24%	6.3k	192.81	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.2M	NEW	42k	29.30	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.2M	-5%	8.4k	143.69	View chart
Cme (CME)	0.1	$1.2M	+71%	5.2k	232.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.2M	+205%	5.4k	220.98	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.2M		48k	24.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	+17%	4.9k	242.15	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$1.2M	NEW	43k	27.56	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$1.2M	+451%	48k	24.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.2M	+78%	15k	75.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$1.2M	-2%	19k	61.37	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$1.1M		51k	22.72	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.1M		8.8k	128.82	View chart
L3harris Technologies (LHX)	0.0	$1.1M	+28%	5.3k	210.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.1M	+29%	5.6k	198.20	View chart
Norfolk Southern (NSC)	0.0	$1.1M		4.7k	234.71	View chart
Computer Programs & Systems (TBRG)	0.0	$1.1M		56k	19.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$1.1M	+160%	32k	34.13	View chart
Starbucks Corporation (SBUX)	0.0	$1.1M	+4%	12k	91.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.1M	+87%	5.6k	190.91	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$1.1M	+10%	23k	46.44	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$1.0M		40k	26.19	View chart
United Parcel Service CL B (UPS)	0.0	$1.0M		8.2k	126.10	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$1.0M	+170%	19k	55.66	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$1.0M	NEW	40k	25.68	View chart
Duke Energy Corp Com New (DUK)	0.0	$1.0M	+3%	9.4k	107.74	View chart
Wells Fargo & Company (WFC)	0.0	$1.0M	+33%	14k	70.24	View chart
MetLife (MET)	0.0	$1.0M	+3%	12k	81.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$1.0M	-4%	8.7k	115.19	View chart
Zoetis Cl A (ZTS)	0.0	$993k	+18%	6.1k	162.93	View chart
Kkr & Co (KKR)	0.0	$982k	+16%	6.6k	147.92	View chart
Williams Companies (WMB)	0.0	$981k	-6%	18k	54.12	View chart
Danaher Corporation (DHR)	0.0	$980k	+77%	4.3k	229.54	View chart
Kroger (KR)	0.0	$963k	NEW	16k	61.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$929k	+68%	41k	22.70	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$928k	+60%	28k	33.81	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$920k		14k	64.47	View chart
Te Connectivity Ord Shs (TEL)	0.0	$914k	+40%	6.4k	142.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$914k	+10%	12k	78.01	View chart
Herc Hldgs (HRI)	0.0	$909k	-15%	4.8k	189.33	View chart
Fidelity National Information Services (FIS)	0.0	$904k		11k	80.78	View chart
Analog Devices (ADI)	0.0	$902k	+2%	4.2k	212.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$899k	+128%	11k	81.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$878k	+73%	8.6k	101.53	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$874k	+47%	8.0k	108.61	View chart
Morgan Stanley Com New (MS)	0.0	$872k	+5%	6.9k	125.73	View chart
CECO Environmental (CECO)	0.0	$872k		29k	30.23	View chart
Boston Scientific Corporation (BSX)	0.0	$867k	+4%	9.7k	89.32	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$862k	+6%	9.5k	90.93	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$859k	NEW	28k	30.57	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$857k	-8%	19k	45.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$855k	+47%	2.4k	351.85	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.0	$854k	NEW	36k	23.98	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.0	$852k	NEW	34k	25.14	View chart
Ge Vernova (GEV)	0.0	$842k	+36%	2.6k	328.93	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$833k	+399%	39k	21.16	View chart

Past Filings by SageView Advisory Group

SEC 13F filings are viewable for SageView Advisory Group going back to 2022

SageView Advisory Group 2024 Q4 filed Feb. 13, 2025
SageView Advisory Group 2024 Q3 filed Nov. 14, 2024
SageView Advisory Group 2024 Q2 restated filed Aug. 15, 2024
SageView Advisory Group 2024 Q2 filed Aug. 12, 2024
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

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