SageView Advisory Group, LLC Q3 2023 Filing

Filed November 3, 2023

Portfolio Value

$1.7B

Holdings

523

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (523 positions)

#StockSharesValue% PortfolioType
401
7HPHP INC
12,992$333.9B19126.83%
402
MSAMSA SAFETY INC
2,100$331.1B18964.26%
403
UMIUSCF ETF TR
9,347$330.0B18902.05%
404
CEGCONSTELLATION ENERGY CORP
2,997$326.9B18728.03%
405
FJULFIRST TR EXCHNG TRADED FD VI
8,512$326.4B18699.16%
406
IWOISHARES TR
1,452$325.5B18644.17%
407
FDECFIRST TR EXCHNG TRADED FD VI
9,180$323.0B18504.86%
408
TXNTEXAS INSTRS INC
2,019$321.0B18388.40%
409
BKLNINVESCO EXCH TRADED FD TR II
15,289$320.9B18383.02%
410
PNFPPINNACLE FINL PARTNERS INC
4,759$319.0B18274.52%
411
NINISOURCE INC
12,926$319.0B18273.89%
412
8CWCROWN CASTLE INC
3,425$315.2B18055.30%
413
FNDCSCHWAB STRATEGIC TR
9,790$314.7B18024.25%
414
DTDWISDOMTREE TR
5,219$314.0B17988.80%
415
MARMARRIOTT INTL INC NEW
1,594$313.4B17951.39%
416
NKENIKE INC
3,242$310.0B17758.81%
417
WHRWHIRLPOOL CORP
2,315$309.6B17732.17%
418
MMSIMERIT MED SYS INC
4,462$308.0B17641.21%
419
FCXFREEPORT-MCMORAN INC
8,177$304.9B17466.67%
420
CENTCENTRAL GARDEN & PET CO
6,902$304.7B17451.43%
421
TFISPDR SER TR
6,962$304.2B17427.48%
422
YDECFIRST TR EXCHNG TRADED FD VI
14,360$301.4B17265.95%
423
SPABSPDR SER TR
12,362$300.9B17235.87%
424
APDAIR PRODS & CHEMS INC
1,054$298.6B17107.39%
425
GENCGENCOR INDS INC
21,115$298.4B17090.55%
426
FT2FIRST HORIZON CORPORATION
27,011$297.7B17050.85%
427
USHYISHARES TR
8,549$296.7B16997.87%
428
ELVELEVANCE HEALTH INC
677$296.7B16996.09%
429
WEXWEX INC
1,566$294.5B16872.53%
430
PSEPINNOVATOR ETFS TR
9,070$293.9B16833.52%
431
IHAKISHARES TR
7,501$288.9B16546.88%
432
GSYINVESCO ACTIVELY MANAGED ETF
5,775$287.0B16440.28%
433
VTWOVANGUARD SCOTTSDALE FDS
3,998$285.6B16360.94%
434
DNOVFIRST TR EXCHNG TRADED FD VI
8,000$283.8B16259.09%
435
HOGHARLEY DAVIDSON INC
8,504$281.1B16104.83%
436
IYHISHARES TR
1,036$279.8B16027.27%
437
UAPRINNOVATOR ETFS TR
10,853$279.6B16017.07%
438
BABAALIBABA GROUP HLDG LTD
3,203$277.8B15914.77%
439
IWDISHARES TR
1,824$276.9B15859.95%
440
WFCWELLS FARGO CO NEW
6,750$275.8B15800.20%
441
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,174$275.8B15798.71%
442
LCIILCI INDS
2,289$268.8B15396.53%
443
COLMCOLUMBIA SPORTSWEAR CO
3,623$268.5B15378.37%
444
DTECALPS ETF TR
7,494$265.5B15205.78%
445
SCHASCHWAB STRATEGIC TR
6,387$264.5B15153.02%
446
ALBALBEMARLE CORP
1,552$263.9B15115.27%
447
CTRECARETRUST REIT INC
12,805$262.5B15037.31%
448
SGENUSDSEAGEN INC
1,236$262.2B15020.53%
449
VPUVANGUARD WORLD FDS
2,040$260.2B14903.90%
450
BKNGBOOKING HOLDINGS INC
84$259.1B14839.17%
451
VMBSVANGUARD SCOTTSDALE FDS
5,911$258.8B14823.88%
452
EMGFISHARES INC
6,279$256.8B14710.63%
453
JMSTJ P MORGAN EXCHANGE TRADED F
5,082$256.4B14686.51%
454
ABCBAMERIS BANCORP
6,671$256.1B14670.07%
455
AMSWAUSDAMER SOFTWARE INC
22,324$255.8B14654.84%
456
IOCTINNOVATOR ETFS TR
9,726$255.3B14624.70%
457
HYDVANECK ETF TRUST
5,174$253.9B14543.42%
458
CITHE CIGNA GROUP
886$253.5B14518.96%
459
SSBUSDSOUTHSTATE CORPORATION
3,759$253.2B14504.35%
460
ULUNILEVER PLC
5,103$252.1B14439.40%
461
HCAHCA HEALTHCARE INC
1,014$249.4B14287.88%
462
DWDMORGAN STANLEY
3,052$249.3B14279.98%
463
INTUINTUIT
487$248.8B14253.51%
464
ITA*ISHARES TR
2,327$246.6B14123.94%
465
IEFISHARES TR
2,684$245.9B14084.24%
466
AWMSKYWORKS SOLUTIONS INC
2,487$245.2B14045.12%
467
NMFCNEW MTN FIN CORP
18,921$245.0B14035.95%
468
IYEISHARES TR
5,158$244.6B14013.84%
469
SWZSWISS HELVETIA FD INC
31,900$243.7B13960.68%
470
AUBATLANTIC UN BANKSHARES CORP
8,441$242.9B13915.78%
471
ETJEATON VANCE RISK-MANAGED DIV
31,492$241.9B13854.25%
472
NJULINNOVATOR ETFS TR
4,756$241.6B13841.14%
473
LRCXEURLAM RESEARCH CORP
385$241.3B13822.18%
474
ADPAUTOMATIC DATA PROCESSING IN
997$239.8B13734.53%
475
NVSNNOVARTIS AG
2,349$239.3B13705.72%
476
SCHWSCHWAB CHARLES CORP
4,348$238.7B13673.41%
477
AOAISHARES TR
3,745$237.8B13619.57%
478
UNFUNIFIRST CORP MASS
1,457$237.5B13605.07%
479
MRSHMARSH & MCLENNAN COS INC
1,247$237.4B13597.46%
480
BSEPINNOVATOR ETFS TR
7,038$236.9B13570.25%
481
FWRDUSDFORWARD AIR CORP
3,437$236.3B13533.70%
482
IQLTISHARES TR
7,016$235.8B13506.78%
483
PRUPRUDENTIAL FINL INC
2,480$235.4B13481.69%
484
FXIISHARES TR
8,730$231.6B13267.05%
485
SCHRSCHWAB STRATEGIC TR
4,818$231.0B13229.70%
486
ARLPALLIANCE RESOURCE PARTNERS L
10,160$228.9B13112.73%
487
VWOBVANGUARD WHITEHALL FDS
3,865$228.7B13098.01%
488
UOCTINNOVATOR ETFS TR
7,471$228.0B13061.29%
489
BIIBBIOGEN INC
879$225.9B12940.83%
490
CGSDCAPITAL GRP FIXED INCM ETF T
9,014$225.7B12929.54%
491
APOAPOLLO GLOBAL MGMT INC
2,507$225.1B12892.25%
492
SLBSCHLUMBERGER LTD
3,810$222.1B12722.98%
493
HFWAHERITAGE FINL CORP WASH
13,606$221.9B12711.81%
494
STZCONSTELLATION BRANDS INC
880$221.2B12673.37%
495
BOCTINNOVATOR ETFS TR
6,202$220.2B12611.97%
496
XSOEWISDOMTREE TR
8,216$219.1B12551.25%
497
RIORIO TINTO PLC
3,442$219.1B12547.81%
498
AFWALIGN TECHNOLOGY INC
690$210.7B12067.78%
499
USTBVICTORY PORTFOLIOS II
4,227$206.8B11845.12%
500
IAU*ISHARES GOLD TR
5,898$206.4B11821.52%
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