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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, IAGG, and represent 41.26% of SageView Advisory Group's stock portfolio.
Added to shares of these 10 stocks: AGG (+$25M), VONV (+$17M), VONG (+$13M), REET (+$6.9M), IAGG (+$5.0M), SCHC, SPHY, IJH, FAST, SCHF.
Started 38 new stock positions in CPRY, CBRE, CPSD, NUHY, CPB, VUSB, BATRK, FOX, TTWO, Msc Income Fund.
Reduced shares in these 10 stocks: TILT (-$12M), VV (-$6.1M), TLTD (-$5.0M), IWL (-$5.0M), BSV, GOVT, IEFA, IXUS, BUFF, DSI.
Sold out of its positions in AFL, ALGN, APP, BBY, BAM, LNG, CRWD, DDOG, DECK, GOCT.
SageView Advisory Group was a net buyer of stock by $55M.
SageView Advisory Group has $2.3B in assets under management (AUM), dropping by 0.94%.
Central Index Key (CIK): 0001914558

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Portfolio Holdings for SageView Advisory Group

SageView Advisory Group holds 598 positions in its portfolio as reported in the March 2025 quarterly 13F filing

SageView Advisory Group has 598 total positions. Only the first 250 positions are shown.

Sign up to view all of the SageView Advisory Group March 31, 2025 positions
Download the SageView Advisory Group March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	14.3	$336M	+7%	3.4M	98.92	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	9.1	$213M	+8%	2.6M	82.54	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.9	$185M	+7%	2.0M	92.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.7	$135M	+2%	6.8M	19.78	View chart
Ishares Tr Core Intl Aggr (IAGG)	4.3	$100M	+5%	2.0M	49.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	4.2	$99M	+3%	3.6M	27.57	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.2	$99M	+2%	573k	172.26	View chart
Ishares Tr Global Reit Etf (REET)	2.8	$65M	+12%	2.7M	24.26	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.7	$64M	+7%	1.8M	35.88	View chart
Apple (AAPL)	1.8	$42M	+2%	188k	222.13	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$28M	-4%	266k	105.44	View chart
Microsoft Corporation (MSFT)	1.1	$26M		68k	375.39	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.1	$25M	+15%	1.1M	23.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$25M		45k	561.90	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.9	$22M	+8%	245k	90.59	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.7	$17M	-42%	82k	205.74	View chart
Procter & Gamble Company (PG)	0.7	$17M		98k	170.42	View chart
NVIDIA Corporation (NVDA)	0.7	$16M	-4%	151k	108.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$15M	+3%	29k	513.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$14M	-14%	187k	75.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$14M	+5%	51k	274.84	View chart
Amazon (AMZN)	0.6	$14M	-2%	72k	190.26	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$14M		138k	97.95	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.5	$12M		198k	62.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$12M	+39%	199k	58.35	View chart
Meta Platforms Cl A (META)	0.5	$11M		20k	576.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$11M	+12%	148k	73.45	View chart
JPMorgan Chase & Co. (JPM)	0.5	$11M	-2%	44k	245.30	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$10M	-2%	304k	32.99	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$9.6M	-38%	37k	257.03	View chart
Eli Lilly & Co. (LLY)	0.4	$9.2M		11k	825.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$9.0M	+20%	17k	532.57	View chart
Autodesk (ADSK)	0.4	$8.9M		34k	261.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$8.3M	+3%	54k	154.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$8.3M	-3%	78k	105.60	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$7.6M	-2%	81k	93.66	View chart
Home Depot (HD)	0.3	$7.6M	+2%	21k	366.49	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$7.4M		177k	42.06	View chart
Visa Com Cl A (V)	0.3	$7.3M		21k	350.45	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$6.7M	+42%	114k	58.98	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.3	$6.6M	-43%	48k	137.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$6.5M	-13%	29k	221.75	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.3	$6.5M	-43%	86k	74.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$6.1M		11k	559.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$5.8M	+5%	93k	62.10	View chart
Csw Industrials (CSWI)	0.2	$5.6M	-11%	19k	291.52	View chart
Cisco Systems (CSCO)	0.2	$5.5M		89k	61.71	View chart
Exxon Mobil Corporation (XOM)	0.2	$5.4M	+10%	46k	118.93	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$5.3M	-30%	121k	44.09	View chart
McDonald's Corporation (MCD)	0.2	$5.3M	+7%	17k	312.38	View chart
UnitedHealth (UNH)	0.2	$5.2M	-4%	10k	523.79	View chart
Costco Wholesale Corporation (COST)	0.2	$5.0M		5.3k	945.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$5.0M		29k	170.89	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$4.8M	-25%	90k	53.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.8M	+6%	38k	128.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$4.6M	+7%	44k	104.57	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$4.6M	-3%	108k	42.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.4M	-30%	12k	370.83	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$4.4M	-3%	18k	244.64	View chart
Sempra Energy (SRE)	0.2	$4.4M		62k	71.36	View chart
Metropcs Communications (TMUS)	0.2	$4.3M	-2%	16k	266.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$4.3M		87k	49.62	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$4.3M	-33%	42k	102.41	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$4.2M	-8%	80k	52.52	View chart
Broadcom (AVGO)	0.2	$4.0M	+10%	24k	167.43	View chart
Wal-Mart Stores (WMT)	0.2	$4.0M	-2%	46k	87.79	View chart
Philip Morris International (PM)	0.2	$3.9M	+12%	25k	158.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$3.9M		8.3k	468.92	View chart
Abbvie (ABBV)	0.2	$3.9M	+2%	18k	209.52	View chart
Fastenal Company (FAST)	0.2	$3.8M	+383%	49k	77.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.8M	+6%	46k	81.76	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$3.8M	-2%	74k	51.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$3.7M	+17%	66k	55.09	View chart
Tesla Motors (TSLA)	0.2	$3.6M	-4%	14k	259.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.6M	-8%	21k	172.74	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$3.6M	-2%	46k	78.89	View chart
Johnson & Johnson (JNJ)	0.2	$3.6M	+23%	22k	165.84	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$3.6M	+229%	75k	47.48	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$3.5M	-32%	31k	114.87	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.5M	-55%	45k	78.28	View chart
Netflix (NFLX)	0.1	$3.5M		3.7k	932.58	View chart
Trane Technologies SHS (TT)	0.1	$3.4M		10k	336.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.3M		119k	27.77	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.3M		92k	35.65	View chart
Bank of America Corporation (BAC)	0.1	$3.2M	+8%	76k	41.73	View chart
Walt Disney Company (DIS)	0.1	$3.1M		32k	98.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.1M	-3%	61k	50.83	View chart
Cintas Corporation (CTAS)	0.1	$3.1M	-6%	15k	205.53	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.1M		5.6k	548.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$3.0M	+45%	78k	38.85	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.0M		63k	47.52	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.0M		139k	21.53	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$2.9M	-36%	36k	81.69	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$2.9M		57k	51.55	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.9M	-4%	63k	45.65	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$2.8M		30k	92.38	View chart
At&t (T)	0.1	$2.8M	-3%	98k	28.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$2.7M	+64%	74k	37.22	View chart
Amgen (AMGN)	0.1	$2.7M		8.7k	311.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$2.7M	+66%	72k	37.60	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$2.7M		26k	103.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$2.6M	+68%	68k	38.41	View chart
Chevron Corporation (CVX)	0.1	$2.6M	+4%	15k	167.29	View chart
salesforce (CRM)	0.1	$2.5M	-6%	9.5k	268.37	View chart
Pepsi (PEP)	0.1	$2.5M	+3%	17k	149.94	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.5M	+27%	14k	179.69	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.5M		12k	202.13	View chart
International Business Machines (IBM)	0.1	$2.5M		9.9k	248.65	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.5M		80k	30.73	View chart
Abbott Laboratories (ABT)	0.1	$2.4M	+18%	18k	132.64	View chart
Quanta Services (PWR)	0.1	$2.4M	-7%	9.5k	254.18	View chart
Ardent Health Partners (ARDT)	0.1	$2.3M	NEW	169k	13.75	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.3M	-50%	33k	69.81	View chart
The Trade Desk Com Cl A (TTD)	0.1	$2.3M		42k	54.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.2M	-2%	14k	156.23	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.2M	-2%	14k	160.54	View chart
TJX Companies (TJX)	0.1	$2.2M	-2%	18k	121.80	View chart
Oracle Corporation (ORCL)	0.1	$2.1M	+3%	15k	139.81	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.1M	-12%	5.5k	383.50	View chart
Synopsys (SNPS)	0.1	$2.1M		4.9k	428.85	View chart
Progressive Corporation (PGR)	0.1	$2.1M	+25%	7.4k	283.04	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$2.1M	+63%	68k	30.65	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$2.1M	+69%	73k	28.76	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$2.1M	+70%	81k	25.60	View chart
Ge Aerospace Com New (GE)	0.1	$2.1M	+7%	10k	200.16	View chart
American Express Company (AXP)	0.1	$2.1M	-11%	7.6k	269.07	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.0M	+9%	15k	132.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.0M		24k	85.07	View chart
Altria (MO)	0.1	$1.9M		32k	60.02	View chart
Linde SHS (LIN)	0.1	$1.9M	-8%	4.2k	465.71	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.9M	-4%	15k	125.97	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.9M	-2%	4.0k	484.82	View chart
Deere & Company (DE)	0.1	$1.9M	+13%	4.1k	469.35	View chart
American Tower Reit (AMT)	0.1	$1.9M		8.8k	217.62	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$1.9M		80k	23.77	View chart
Coca-Cola Company (KO)	0.1	$1.9M	+5%	26k	71.62	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.8M		55k	33.14	View chart
Nextera Energy (NEE)	0.1	$1.8M	+3%	25k	70.89	View chart
Palo Alto Networks (PANW)	0.1	$1.8M	-6%	10k	170.64	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.7M		22k	78.28	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.7M		3.3k	512.01	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+2%	7.2k	233.20	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$1.7M	NEW	57k	29.28	View chart
Verizon Communications (VZ)	0.1	$1.6M		36k	45.36	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$1.6M	-36%	43k	38.34	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$1.6M		34k	47.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M	+4%	6.2k	258.64	View chart
Us Bancorp Del Com New (USB)	0.1	$1.6M	-10%	38k	42.22	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.6M		57k	28.15	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.6M		38k	42.11	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.6M	-8%	3.2k	495.27	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.6M	-7%	3.5k	446.76	View chart
Merck & Co (MRK)	0.1	$1.6M	-28%	17k	89.76	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.6M	-3%	20k	77.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M	+13%	17k	90.54	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.5M		3.1k	497.59	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.5M	+23%	31k	49.73	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.5M		18k	83.87	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.5M	-11%	12k	122.01	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$1.5M	+16%	57k	26.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.5M		7.0k	210.93	View chart
Ishares Tr Esg Aware Msci (EGUS)	0.1	$1.5M	NEW	37k	39.45	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.5M	-6%	17k	88.00	View chart
Honeywell International (HON)	0.1	$1.5M	+12%	6.9k	211.76	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$1.5M		43k	33.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.5M		7.5k	193.99	View chart
Pfizer (PFE)	0.1	$1.5M	+21%	57k	25.34	View chart
Paychex (PAYX)	0.1	$1.5M		9.4k	154.29	View chart
Servicenow (NOW)	0.1	$1.5M	+15%	1.8k	796.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.4M		19k	74.72	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$1.4M	+75%	49k	29.27	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$1.4M	-25%	47k	30.85	View chart
Eaton Corp SHS (ETN)	0.1	$1.4M	-11%	5.3k	271.86	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$1.4M	+75%	63k	22.91	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$1.4M	+76%	60k	24.03	View chart
S&p Global (SPGI)	0.1	$1.4M	-12%	2.8k	508.08	View chart
Air Products & Chemicals (APD)	0.1	$1.4M	-9%	4.9k	294.95	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.4M		13k	106.65	View chart
Capital One Financial (COF)	0.1	$1.4M	+3%	7.9k	179.32	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.4M		38k	36.90	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$1.4M		43k	32.39	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$1.4M		41k	34.55	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.4M	-7%	2.1k	662.67	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.4M		2.3k	607.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.4M	-8%	28k	48.82	View chart
Blackrock (BLK)	0.1	$1.3M		1.4k	946.54	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$1.3M	-29%	48k	27.54	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.3M	+5%	14k	95.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M		7.5k	173.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	-7%	4.5k	288.13	View chart
Starbucks Corporation (SBUX)	0.1	$1.3M	+11%	13k	98.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	+3%	16k	81.73	View chart
Dominion Resources (D)	0.1	$1.3M	-3%	23k	56.07	View chart
EOG Resources (EOG)	0.1	$1.3M		10k	128.23	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$1.3M	-4%	46k	27.39	View chart
Goldman Sachs (GS)	0.1	$1.3M	-15%	2.3k	546.30	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.3M		19k	66.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M		50k	25.04	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.2M	-42%	20k	63.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.2M	-58%	16k	76.57	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$1.2M	-40%	36k	34.41	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.2M	+81%	24k	51.05	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.2M	-3%	8.1k	147.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	-7%	26k	45.26	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.2M	-17%	26k	45.65	View chart
Constellation Energy (CEG)	0.0	$1.2M	-12%	5.7k	201.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.1M		3.1k	361.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.1M	+6%	6.0k	186.31	View chart
Computer Programs & Systems (TBRG)	0.0	$1.1M	-26%	41k	27.52	View chart
Norfolk Southern (NSC)	0.0	$1.1M		4.7k	236.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.1M	+2%	9.0k	121.91	View chart
Cme (CME)	0.0	$1.1M	-19%	4.1k	265.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.1M	-11%	49k	22.08	View chart
Kroger (KR)	0.0	$1.1M		16k	67.69	View chart
Duke Energy Corp Com New (DUK)	0.0	$1.1M	-7%	8.7k	121.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.1M		5.6k	190.59	View chart
Wells Fargo & Company (WFC)	0.0	$1.1M	+2%	15k	71.79	View chart
Boston Scientific Corporation (BSX)	0.0	$1.1M	+7%	10k	100.88	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$1.0M		40k	26.46	View chart
Allstate Corporation (ALL)	0.0	$1.0M	-20%	5.0k	207.08	View chart
L3harris Technologies (LHX)	0.0	$1.0M	-6%	5.0k	209.31	View chart
Williams Companies (WMB)	0.0	$1.0M	-4%	17k	59.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.0M	-3%	5.2k	199.48	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$1.0M	+70%	39k	26.64	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$1.0M	-11%	28k	36.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$1.0M	+9%	13k	78.94	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$1.0M		40k	25.39	View chart
McKesson Corporation (MCK)	0.0	$1000k	+44%	1.5k	673.05	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$975k	+2%	19k	51.49	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$973k	+2%	42k	23.16	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$970k	+54%	9.6k	100.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$967k	NEW	24k	39.93	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$958k	+5%	12k	82.73	View chart
Howmet Aerospace (HWM)	0.0	$955k	+14%	7.4k	129.72	View chart
Zoetis Cl A (ZTS)	0.0	$942k	-6%	5.7k	164.66	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.0	$941k	+28%	31k	30.82	View chart
CVS Caremark Corporation (CVS)	0.0	$938k		14k	67.75	View chart
MetLife (MET)	0.0	$937k	-4%	12k	80.29	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$929k	-2%	8.4k	110.08	View chart
American Water Works (AWK)	0.0	$923k	-4%	6.3k	147.52	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$913k	-7%	13k	68.89	View chart
United Parcel Service CL B (UPS)	0.0	$911k		8.3k	109.99	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$910k		28k	33.14	View chart
Te Connectivity Ord Shs (TEL)	0.0	$908k		6.4k	141.34	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$900k	-39%	26k	34.95	View chart
Aon Shs Cl A (AON)	0.0	$896k	-2%	2.2k	399.00	View chart
Corning Incorporated (GLW)	0.0	$889k	+237%	19k	45.78	View chart
Analog Devices (ADI)	0.0	$873k	+2%	4.3k	201.68	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$855k	+11%	41k	20.70	View chart
Textron (TXT)	0.0	$855k	+19%	12k	72.25	View chart

Past Filings by SageView Advisory Group

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

SageView Advisory Group 2025 Q1 filed May 19, 2025
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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