SageView Advisory Group

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

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Positions held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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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.

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

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