SageView Advisory Group, LLC Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$2.0B

Holdings

516

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (516 positions)

#StockSharesValue% PortfolioType
401
TXRHTEXAS ROADHOUSE INC
2,560$311.3B15740.60%
402
WF2WINTRUST FINL CORP
2,600$311.0B15726.24%
403
BBYBEST BUY INC
3,773$309.5B15647.01%
404
FMSFRESENIUS MEDICAL CARE AG
6,568$308.8B15615.31%
405
WPMWHEATON PRECIOUS METALS CORP
16,340$307.8B15564.85%
406
TWSTTWIST BIOSCIENCE CORP
33,332$307.3B15538.36%
407
SCHGSCHWAB STRATEGIC TR
10,961$304.3B15384.70%
408
AUBATLANTIC UN BANKSHARES CORP
8,566$302.5B15292.84%
409
CENTCENTRAL GARDEN & PET CO
7,021$300.7B15204.05%
410
WWAYFAIR INC
13,811$299.6B15145.81%
411
PWIPOWER INTEGRATIONS INC
1,853$299.5B15141.36%
412
COLMCOLUMBIA SPORTSWEAR CO
3,683$299.0B15116.89%
413
VTWGVANGUARD SCOTTSDALE FDS
6,547$298.6B15097.88%
414
CTRECARETRUST REIT INC
12,241$298.3B15083.21%
415
BNDXVANGUARD CHARLOTTE FDS
979$298.3B15082.81%
416
PICKISHARES INC
5,165$297.3B15033.87%
417
PHMPULTE GROUP INC
2,529$297.0B15015.36%
418
LACLITHIUM AMERS CORP NEW
28,220$295.7B14953.07%
419
PMARINNOVATOR ETFS TRUST
8,086$295.1B14922.38%
420
UPSUNITED PARCEL SERVICE INC
1,723$294.4B14883.70%
421
APOAPOLLO GLOBAL MGMT INC
2,616$294.1B14871.16%
422
VVVVALVOLINE INC
5,349$288.7B14596.11%
423
HRIHERC HLDGS INC
3,806$287.4B14532.61%
424
ISRGINTUITIVE SURGICAL INC
442$287.3B14526.69%
425
WIPSPDR SER TR
514$285.7B14447.31%
426
LESLIES INC
2,278$280.4B14177.52%
427
MOG/AMOOG INC
3,974$278.2B14064.11%
428
GEGE AEROSPACE
967$273.1B13806.16%
429
FIVEFIVE BELOW INC
1,708$273.0B13801.66%
430
HSYHERSHEY CO
14,071$272.8B13794.78%
431
BAMBROOKFIELD ASSET MANAGMT LTD
6,490$272.7B13788.36%
432
BBMCJ P MORGAN EXCHANGE TRADED F
2,000$272.1B13755.49%
433
MBCMASTERBRAND INC
1,318$271.6B13729.91%
434
NMRNOMURA HLDGS INC
2,887$271.4B13720.05%
435
DFATDIMENSIONAL ETF TRUST
4,976$270.8B13694.01%
436
VLTOVERALTO CORP
515$270.1B13654.02%
437
SPYGSPDR SER TR
10,469$268.2B13561.54%
438
HOODROBINHOOD MKTS INC
4,191$267.1B13506.74%
439
SMPSTANDARD MTR PRODS INC
6,621$265.2B13407.28%
440
AZOAUTOZONE INC
84$264.7B13385.34%
441
SOFISOFI TECHNOLOGIES INC
2,097$263.9B13344.94%
442
ANETEURARISTA NETWORKS INC
908$263.3B13312.68%
443
CMFISHARES TR
3,580$262.9B13294.08%
444
SPHDINVESCO EXCH TRADED FD TR II
5,927$262.0B13248.27%
445
XLUSELECT SECTOR SPDR TR
2,764$261.0B13195.49%
446
SITESITEONE LANDSCAPE SUPPLY INC
1,662$260.1B13152.21%
447
AMSWAUSDAMER SOFTWARE INC
22,714$260.1B13149.58%
448
XHBSPDR SER TR
4,217$259.4B13117.67%
449
LENLENNAR CORP
6,186$259.0B13095.58%
450
OLEDUNIVERSAL DISPLAY CORP
7,000$255.5B12918.21%
451
SPTSPROUT SOCIAL INC
2,276$255.0B12890.91%
452
INTFISHARES TR
2,332$254.0B12844.70%
453
ADPAUTOMATIC DATA PROCESSING IN
1,017$253.9B12838.58%
454
TALTAL EDUCATION GROUP
31,900$253.0B12790.14%
455
SCHISCHWAB STRATEGIC TR
4,615$252.9B12789.23%
456
BATRAATLANTA BRAVES HLDGS INC
6,002$251.5B12715.16%
457
STXSEAGATE TECHNOLOGY HLDNGS PL
5,105$251.4B12708.94%
458
7HPHP INC
3,670$251.1B12697.41%
459
IOCTINNOVATOR ETFS TRUST
4,355$251.1B12695.24%
460
USEPINNOVATOR ETFS TRUST
7,471$251.0B12690.08%
461
ETJEATON VANCE RISK-MANAGED DIV
30,053$250.9B12687.96%
462
IXUSISHARES TR
4,216$250.6B12669.10%
463
ETENERGY TRANSFER L P
15,926$250.5B12666.47%
464
SCHOSCHWAB STRATEGIC TR
4,804$250.0B12642.30%
465
CSXCSX CORP
6,690$248.0B12538.86%
466
BSVVANGUARD BD INDEX FDS
2,508$245.4B12408.61%
467
ADMARCHER DANIELS MIDLAND CO
3,899$244.9B12381.36%
468
HDVISHARES TR
4,213$242.4B12256.83%
469
GRBKGREEN BRICK PARTNERS INC
3,829$241.9B12229.48%
470
AZNASTRAZENECA PLC
3,518$238.4B12051.45%
471
MFCMANULIFE FINL CORP
1,288$237.7B12016.36%
472
BRD1EURMIND MEDICINE MINDMED INC
2,648$237.6B12013.28%
473
LVLNSPDR SER TR
3,247$237.5B12007.52%
474
FICOFAIR ISAAC CORP
189$236.2B11941.23%
475
MLB1MERCADOLIBRE INC
437$234.6B11862.20%
476
AFWALIGN TECHNOLOGY INC
714$234.1B11838.04%
477
SCHPSCHWAB STRATEGIC TR
2,981$233.2B11792.63%
478
VIOVVANGUARD ADMIRAL FDS INC
6,792$231.7B11713.66%
479
WOLF*WOLFSPEED INC
5,942$231.1B11683.78%
480
SPBOSPDR SER TR
4,945$229.9B11621.54%
481
RTXRTX CORPORATION
576$229.3B11593.17%
482
TFXTELEFLEX INCORPORATED
1,564$227.2B11487.65%
483
FBPFIRST BANCORP P R
6,278$226.8B11465.20%
484
NRANRG ENERGY INC
2,508$223.0B11275.60%
485
IWRISHARES TR
1,245$223.0B11275.35%
486
ICSHISHARES TR
2,353$222.7B11257.35%
487
OSCROSCAR HEALTH INC
196$221.3B11187.12%
488
MCFTMASTERCRAFT BOAT HLDGS INC
357$219.2B11081.70%
489
DONSPDR DOW JONES INDL AVERAGE
3,041$218.1B11028.97%
490
WTWWILLIS TOWERS WATSON PLC LTD
15,414$215.5B10895.44%
491
NWGNATWEST GROUP PLC
4,000$214.9B10864.44%
492
STSENSATA TECHNOLOGIES HLDG PL
2,313$214.9B10863.18%
493
PSOPEARSON PLC
3,206$214.8B10858.93%
494
NWSANEWS CORP NEW
16,946$214.7B10855.80%
495
PRKSUNITED PARKS & RESORTS INC
4,256$213.6B10799.17%
496
ESGEISHARES INC
4,795$213.6B10797.20%
497
DWDMORGAN STANLEY
590$211.6B10698.50%
498
XNEAXNUVEEN AMT FREE QLTY MUN INC
1,062$210.2B10626.86%
499
OMCOMNICOM GROUP INC
9,328$209.2B10576.60%
500
PCEFINVESCO EXCH TRADED FD TR II
9,068$208.3B10531.45%
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