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 40.36% of SageView Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: AVGO, CTAS, VCEB, PFF, IJUL, USEP, VXF, Te Connectivity, CR, VCIT.
- Started 34 new stock positions in IJUL, CR, BOKF, Innovator Etfs Trust, Te Connectivity, IJUN, DD, WEX, BOCT, BAM.
- Reduced shares in these 10 stocks: VONG (-$33M), AGG (-$18M), SCHF (-$15M), VONV (-$13M), VOO (-$12M), SCHE (-$11M), REET (-$9.9M), SCHC (-$9.2M), IAGG (-$8.6M), FNDF (-$7.0M).
- Sold out of its positions in ALGN, AVDV, AIG, APH, AZN, CHPT, STZ, CPRT, CSGP, CXT.
- SageView Advisory Group was a net seller of stock by $-309M.
- SageView Advisory Group has $2.0B in assets under management (AUM), dropping by -8.50%.
- Central Index Key (CIK): 0001914558
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Portfolio Holdings for SageView Advisory Group
SageView Advisory Group holds 509 positions in its portfolio as reported in the September 2024 quarterly 13F filing
SageView Advisory Group has 509 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SageView Advisory Group Sept. 30, 2024 positions
- Download the SageView Advisory Group September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 14.3 | $281M | -5% | 2.8M | 101.27 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 8.5 | $167M | -7% | 2.0M | 83.33 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 7.9 | $155M | -17% | 1.6M | 96.52 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.4 | $106M | -12% | 2.6M | 41.12 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 4.4 | $86M | 475k | 181.99 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 4.2 | $83M | -11% | 2.8M | 29.18 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 4.2 | $83M | -9% | 1.6M | 51.82 |
|
| Ishares Tr Global Reit Etf (REET) | 2.6 | $51M | -16% | 1.9M | 26.69 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 2.5 | $49M | -15% | 1.3M | 38.53 |
|
| Apple (AAPL) | 1.7 | $34M | -16% | 145k | 233.00 |
|
| Flexshares Tr Mornstar Usmkt (TILT) | 1.6 | $32M | -6% | 149k | 212.84 |
|
| Microsoft Corporation (MSFT) | 1.1 | $22M | -17% | 51k | 430.30 |
|
| Ishares Tr National Mun Etf (MUB) | 1.0 | $20M | 181k | 108.63 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.0 | $19M | -13% | 203k | 93.58 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.9 | $19M | -19% | 768k | 24.05 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $15M | 125k | 121.44 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $15M | -43% | 29k | 527.67 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.8 | $15M | -10% | 57k | 263.29 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.7 | $14M | -14% | 137k | 101.65 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.6 | $13M | -10% | 89k | 140.44 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.6 | $13M | +13% | 193k | 64.88 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $12M | -4% | 44k | 283.16 |
|
| Flexshares Tr M Star Dev Mkt (TLTD) | 0.6 | $12M | -6% | 157k | 75.00 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $11M | -37% | 147k | 78.05 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $11M | 317k | 34.29 |
|
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.5 | $11M | -23% | 238k | 44.12 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $9.7M | -17% | 11k | 885.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $9.7M | -23% | 17k | 576.83 |
|
| Amazon (AMZN) | 0.5 | $9.7M | -26% | 52k | 186.33 |
|
| Meta Platforms Cl A (META) | 0.5 | $9.7M | -13% | 17k | 572.43 |
|
| Autodesk (ADSK) | 0.5 | $9.3M | -3% | 34k | 275.48 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $9.1M | +4% | 121k | 75.11 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $8.0M | -10% | 88k | 91.31 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $7.8M | -32% | 100k | 78.69 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.4 | $7.4M | +3% | 172k | 43.19 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $6.9M | -5% | 64k | 108.79 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $6.9M | -23% | 33k | 210.86 |
|
| Home Depot (HD) | 0.3 | $6.8M | -18% | 17k | 405.21 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $6.7M | -20% | 17k | 383.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $6.6M | -20% | 40k | 165.85 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $6.3M | -9% | 109k | 57.41 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $6.1M | -8% | 11k | 573.77 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.3 | $5.5M | -4% | 46k | 120.37 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $5.5M | -3% | 68k | 80.30 |
|
| UnitedHealth (UNH) | 0.3 | $5.4M | -8% | 9.2k | 584.67 |
|
| Sempra Energy (SRE) | 0.3 | $5.2M | -6% | 62k | 83.63 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $5.0M | -5% | 78k | 64.74 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $5.0M | -49% | 28k | 179.30 |
|
| Visa Com Cl A (V) | 0.2 | $4.9M | -22% | 18k | 274.95 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $4.9M | -3% | 91k | 53.72 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $4.8M | -2% | 112k | 43.42 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $4.8M | 79k | 61.51 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $4.8M | -5% | 57k | 84.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $4.7M | -15% | 10k | 460.28 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $4.7M | -15% | 20k | 237.21 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $4.6M | -7% | 42k | 109.65 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $4.6M | -12% | 63k | 72.63 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $4.5M | -2% | 85k | 53.07 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $4.5M | -3% | 35k | 128.20 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $4.4M | -15% | 5.0k | 886.52 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $4.4M | -9% | 41k | 106.19 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $4.4M | -2% | 18k | 243.47 |
|
| Cisco Systems (CSCO) | 0.2 | $4.4M | -10% | 82k | 53.22 |
|
| McDonald's Corporation (MCD) | 0.2 | $4.1M | -20% | 14k | 304.51 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.0M | -31% | 23k | 174.57 |
|
| Csw Industrials (CSWI) | 0.2 | $4.0M | -55% | 11k | 366.40 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $4.0M | -4% | 77k | 51.12 |
|
| Tesla Motors (TSLA) | 0.2 | $3.9M | +4% | 15k | 261.63 |
|
| Wal-Mart Stores (WMT) | 0.2 | $3.7M | -4% | 46k | 80.75 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.6M | -17% | 31k | 117.22 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.2 | $3.5M | 96k | 36.17 |
|
|
| Cintas Corporation (CTAS) | 0.2 | $3.4M | +279% | 17k | 205.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.4M | -23% | 6.9k | 488.09 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $3.3M | 119k | 28.14 |
|
|
| Metropcs Communications (TMUS) | 0.2 | $3.3M | -2% | 16k | 206.36 |
|
| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.2 | $3.2M | -40% | 114k | 28.41 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $3.2M | -8% | 40k | 78.37 |
|
| Trane Technologies SHS (TT) | 0.2 | $3.1M | -14% | 8.1k | 388.71 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $3.1M | -3% | 68k | 45.89 |
|
| Broadcom (AVGO) | 0.2 | $3.1M | +799% | 18k | 172.50 |
|
| Quanta Services (PWR) | 0.2 | $3.1M | -16% | 10k | 298.15 |
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.2 | $3.0M | -9% | 93k | 32.46 |
|
| Amgen (AMGN) | 0.2 | $3.0M | -9% | 9.3k | 322.19 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $2.9M | 56k | 52.98 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $2.9M | +4% | 62k | 47.74 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $2.9M | -5% | 67k | 42.84 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.9M | -22% | 5.6k | 517.81 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.8M | +23% | 34k | 83.75 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.8M | -13% | 6.1k | 465.05 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $2.8M | 29k | 95.15 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.7M | -9% | 5.5k | 493.81 |
|
| Pepsi (PEP) | 0.1 | $2.7M | -33% | 16k | 170.05 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $2.7M | -11% | 13k | 202.76 |
|
| Walt Disney Company (DIS) | 0.1 | $2.6M | -11% | 27k | 96.19 |
|
| Procter & Gamble Company (PG) | 0.1 | $2.6M | -16% | 15k | 173.20 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.6M | +104% | 78k | 33.23 |
|
| Synopsys (SNPS) | 0.1 | $2.5M | -5% | 5.0k | 506.39 |
|
| Abbvie (ABBV) | 0.1 | $2.5M | -31% | 13k | 197.48 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.1 | $2.4M | -3% | 107k | 22.70 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.4M | -10% | 46k | 52.81 |
|
| American Tower Reit (AMT) | 0.1 | $2.3M | -10% | 10k | 232.57 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.3M | -3% | 14k | 167.67 |
|
| American Express Company (AXP) | 0.1 | $2.3M | -23% | 8.4k | 271.18 |
|
| Philip Morris International (PM) | 0.1 | $2.3M | -6% | 19k | 121.40 |
|
| Merck & Co (MRK) | 0.1 | $2.3M | -33% | 20k | 113.56 |
|
| Netflix (NFLX) | 0.1 | $2.3M | -19% | 3.2k | 709.37 |
|
| TJX Companies (TJX) | 0.1 | $2.2M | -11% | 18k | 117.54 |
|
| Aon Shs Cl A (AON) | 0.1 | $2.1M | -30% | 6.2k | 345.96 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.1M | 31k | 66.52 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.1M | -8% | 16k | 132.25 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $2.0M | -3% | 78k | 25.64 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.0M | -8% | 3.2k | 618.58 |
|
| salesforce (CRM) | 0.1 | $2.0M | -14% | 7.2k | 273.71 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.9M | -21% | 3.3k | 584.58 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.9M | -7% | 2.3k | 833.39 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $1.9M | 57k | 34.07 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.9M | -44% | 31k | 62.32 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $1.9M | -11% | 40k | 46.74 |
|
| Coca-Cola Company (KO) | 0.1 | $1.9M | -2% | 26k | 71.86 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.9M | -5% | 47k | 39.68 |
|
| Chevron Corporation (CVX) | 0.1 | $1.9M | -33% | 13k | 147.27 |
|
| Linde SHS (LIN) | 0.1 | $1.8M | -18% | 3.8k | 476.87 |
|
| Lowe's Companies (LOW) | 0.1 | $1.8M | -18% | 6.7k | 270.84 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.8M | -21% | 5.3k | 341.81 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $1.8M | +2% | 58k | 30.80 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.8M | -9% | 10k | 170.39 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.8M | 23k | 76.70 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $1.7M | -40% | 11k | 162.05 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.7M | -11% | 3.3k | 528.10 |
|
| Nextera Energy (NEE) | 0.1 | $1.7M | -28% | 20k | 84.53 |
|
| Altria (MO) | 0.1 | $1.7M | -4% | 33k | 51.04 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.7M | +4% | 33k | 50.28 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.6M | 36k | 45.73 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.6M | -10% | 27k | 59.57 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.6M | -26% | 14k | 116.96 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.6M | 33k | 48.14 |
|
|
| S&p Global (SPGI) | 0.1 | $1.6M | -5% | 3.1k | 516.59 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $1.6M | 14k | 109.04 |
|
|
| Verizon Communications (VZ) | 0.1 | $1.6M | -26% | 35k | 44.91 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.6M | 7.1k | 220.06 |
|
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $1.5M | +3% | 37k | 42.28 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.5M | -6% | 42k | 36.41 |
|
| At&t (T) | 0.1 | $1.5M | -23% | 69k | 22.00 |
|
| International Business Machines (IBM) | 0.1 | $1.5M | -17% | 6.8k | 221.09 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | -29% | 12k | 121.16 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | -25% | 6.9k | 206.57 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.4M | -16% | 4.8k | 297.74 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | -8% | 16k | 88.14 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.4M | 20k | 71.73 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.4M | -14% | 14k | 97.79 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | -31% | 2.8k | 491.18 |
|
| Progressive Corporation (PGR) | 0.1 | $1.4M | -35% | 5.5k | 253.76 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.4M | 7.3k | 188.59 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | -14% | 33k | 41.77 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.3M | -20% | 11k | 125.62 |
|
| Servicenow (NOW) | 0.1 | $1.3M | -51% | 1.5k | 894.39 |
|
| Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.1 | $1.3M | -3% | 49k | 27.00 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.3M | 2.1k | 631.84 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $1.3M | 19k | 67.03 |
|
|
| BlackRock (BLK) | 0.1 | $1.3M | -4% | 1.3k | 949.75 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | -14% | 6.4k | 198.05 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | 12k | 104.18 |
|
|
| Deere & Company (DE) | 0.1 | $1.2M | -9% | 3.0k | 417.37 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | -26% | 4.7k | 263.84 |
|
| Paychex (PAYX) | 0.1 | $1.2M | -15% | 9.3k | 134.20 |
|
| Constellation Energy (CEG) | 0.1 | $1.2M | +42% | 4.7k | 260.01 |
|
| EOG Resources (EOG) | 0.1 | $1.2M | -8% | 10k | 122.93 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $1.2M | -8% | 18k | 66.29 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $1.2M | -8% | 51k | 23.79 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.2M | -2% | 8.9k | 136.11 |
|
| Innovator Etfs Trust Intrnl Dev July (IJUL) | 0.1 | $1.2M | NEW | 41k | 29.41 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.2M | +10% | 17k | 71.86 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $1.2M | 48k | 25.16 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.2M | -25% | 19k | 64.81 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.2M | 6.4k | 179.15 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $1.2M | -45% | 24k | 47.52 |
|
| Norfolk Southern (NSC) | 0.1 | $1.1M | 4.6k | 248.53 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.1M | -48% | 12k | 97.42 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.1M | -23% | 4.7k | 240.02 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $1.1M | +2% | 40k | 28.15 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.1M | -17% | 8.2k | 136.33 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.1M | 8.8k | 126.18 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | -25% | 11k | 97.49 |
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.1 | $1.1M | NEW | 31k | 34.74 |
|
| Goldman Sachs (GS) | 0.1 | $1.1M | +19% | 2.2k | 495.13 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.1M | -29% | 9.4k | 114.01 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.1M | -23% | 6.5k | 164.09 |
|
| Capital One Financial (COF) | 0.1 | $1.1M | -7% | 7.0k | 149.72 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.0M | -32% | 9.1k | 115.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.0M | -15% | 22k | 47.85 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.0M | 9.1k | 112.94 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.1 | $1.0M | +64% | 25k | 40.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.0M | -38% | 6.1k | 167.19 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.0M | -4% | 14k | 70.83 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | -3% | 4.1k | 243.07 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.0M | -13% | 5.2k | 195.38 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $998k | -8% | 21k | 48.59 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $991k | +25% | 27k | 36.88 |
|
| L3harris Technologies (LHX) | 0.1 | $986k | -5% | 4.1k | 237.89 |
|
| MetLife (MET) | 0.0 | $981k | -7% | 12k | 82.48 |
|
| Vanguard World Extended Dur (EDV) | 0.0 | $980k | 12k | 79.68 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $974k | -44% | 10k | 96.95 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $973k | -4% | 21k | 47.12 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $969k | -9% | 8.1k | 119.07 |
|
| Allstate Corporation (ALL) | 0.0 | $968k | +6% | 5.1k | 189.66 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $959k | -24% | 15k | 62.69 |
|
| Analog Devices (ADI) | 0.0 | $955k | -34% | 4.1k | 230.20 |
|
| American Water Works (AWK) | 0.0 | $942k | -5% | 6.4k | 146.24 |
|
| Dominion Resources (D) | 0.0 | $929k | -25% | 16k | 57.79 |
|
| Fidelity National Information Services (FIS) | 0.0 | $923k | -3% | 11k | 83.75 |
|
| Adient Ord Shs (ADNT) | 0.0 | $918k | 41k | 22.57 |
|
|
| Uber Technologies (UBER) | 0.0 | $911k | +5% | 12k | 75.16 |
|
| Herc Hldgs (HRI) | 0.0 | $909k | 5.7k | 159.43 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $906k | -26% | 2.4k | 375.32 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $888k | -32% | 29k | 30.85 |
|
| Williams Companies (WMB) | 0.0 | $883k | -32% | 19k | 45.65 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $873k | -15% | 4.3k | 200.77 |
|
| Textron (TXT) | 0.0 | $868k | -9% | 9.8k | 88.58 |
|
| Pfizer (PFE) | 0.0 | $868k | -39% | 30k | 28.94 |
|
| Honeywell International (HON) | 0.0 | $861k | -24% | 4.2k | 206.71 |
|
| Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) | 0.0 | $849k | -55% | 26k | 32.54 |
|
| Cigna Corp (CI) | 0.0 | $848k | -40% | 2.4k | 346.43 |
|
| Mueller Industries (MLI) | 0.0 | $847k | -18% | 11k | 74.10 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $839k | -80% | 11k | 79.42 |
|
| Balchem Corporation (BCPC) | 0.0 | $819k | +3% | 4.7k | 176.01 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $815k | -6% | 8.9k | 91.93 |
|
| CECO Environmental (CECO) | 0.0 | $813k | +89% | 29k | 28.20 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $800k | 22k | 36.49 |
|
|
| Victory Portfolios Ii Vcshs Us Lrg Cap (CDL) | 0.0 | $792k | -8% | 12k | 67.83 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $776k | +2% | 9.3k | 83.80 |
|
| Eaton Corp SHS (ETN) | 0.0 | $772k | -59% | 2.3k | 331.45 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $768k | -19% | 12k | 62.88 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $767k | -4% | 12k | 62.70 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $761k | -9% | 7.9k | 96.56 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $742k | 8.9k | 83.09 |
|
|
| Kkr & Co (KKR) | 0.0 | $741k | -17% | 5.7k | 130.58 |
|
| General Mills (GIS) | 0.0 | $740k | -9% | 10k | 73.85 |
|
| Fifth Third Ban (FITB) | 0.0 | $738k | -4% | 17k | 42.84 |
|
| Fastenal Company (FAST) | 0.0 | $723k | -15% | 10k | 71.42 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.0 | $723k | -4% | 25k | 29.13 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $719k | -3% | 13k | 54.48 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $717k | -16% | 8.6k | 83.63 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $710k | 12k | 57.22 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $707k | -3% | 3.1k | 225.74 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $703k | -22% | 5.0k | 140.35 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $699k | 24k | 29.06 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $692k | 25k | 27.70 |
|
|
| Te Connectivity Ord Shs | 0.0 | $689k | NEW | 4.6k | 150.98 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $689k | -27% | 17k | 40.63 |
|
| Morgan Stanley Com New (MS) | 0.0 | $685k | -44% | 6.6k | 104.24 |
|
Past Filings by SageView Advisory Group
SEC 13F filings are viewable for SageView Advisory Group going back to 2022
- 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