SageView Advisory Group, LLC Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$2.3B

Holdings

670

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (670 positions)

#StockSharesValue% PortfolioType
201
ITOTISHARES TR
13,335$1.4T61569.06%
202
PGRPROGRESSIVE CORP
8,006$1.4T61450.67%
203
DFIPDIMENSIONAL ETF TRUST
34,424$1.4T60535.93%
204
AMDADVANCED MICRO DEVICES INC
8,188$1.4T60169.61%
205
PNCPNC FINL SVCS GROUP INC
9,030$1.4T59486.83%
206
DDOMINION ENERGY INC
30,431$1.4T59446.51%
207
SCHBSCHWAB STRATEGIC TR
24,117$1.4T58967.06%
208
UFEBINNOVATOR ETFS TR
1,378,176$1.4T58860.54%
209
DEDEERE & CO
3,464$1.4T58724.51%
210
NXPINXP SEMICONDUCTORS N V
6,259$1.3T57517.34%
211
IWRISHARES TR
17,306$1.3T57512.35%
212
PAYXPAYCHEX INC
10,968$1.3T57347.83%
213
CINFCINCINNATI FINL CORP
11,913$1.3T56997.62%
214
IWYISHARES TR
7,081$1.3T55691.83%
215
ADNTADIENT PLC
36,478$1.3T54886.21%
216
UJULINNOVATOR ETFS TR
1,278,908$1.3T54620.90%
217
ADIANALOG DEVICES INC
6,554$1.3T54510.63%
218
CVSCVS HEALTH CORP
17,236$1.3T54364.73%
219
PFFISHARES TR
39,540$1.3T54343.17%
220
SPDWSPDR INDEX SHS FDS
37,340$1.3T53999.06%
221
DEHPDIMENSIONAL ETF TRUST
53,470$1.2T53345.74%
222
PFEPFIZER INC
45,186$1.2T52145.02%
223
METMETLIFE INC
17,162$1.2T51903.20%
224
INTCINTEL CORP
28,179$1.2T51654.68%
225
BKBANK NEW YORK MELLON CORP
21,547$1.2T51571.95%
226
CITHE CIGNA GROUP
4,034$1.2T51509.25%
227
AQLTISHARES TR
52,681$1.2T51456.46%
228
AVDEAMERICAN CENTY ETF TR
19,980$1.2T51284.43%
229
PULSPGIM ETF TR
23,974$1.2T50847.35%
230
EOGEOG RES INC
10,166$1.2T50701.03%
231
XLESELECT SECTOR SPDR TR
13,917$1.2T50523.40%
232
GSLCGOLDMAN SACHS ETF TR
12,142$1.2T50360.21%
233
IVEISHARES TR
6,668$1.2T50088.83%
234
ACNACCENTURE PLC IRELAND
3,157$1.2T50068.76%
235
SCHGSCHWAB STRATEGIC TR
13,361$1.2T49690.36%
236
AMATAPPLIED MATLS INC
6,963$1.2T49433.93%
237
EAPRINNOVATOR ETFS TR
46,474$1.1T48446.25%
238
SPYVSPDR SER TR
23,941$1.1T48261.40%
239
NSCNORFOLK SOUTHN CORP
4,746$1.1T48013.43%
240
COPCONOCOPHILLIPS
9,846$1.1T47957.23%
241
DEODIAGEO PLC
7,669$1.1T47367.97%
242
PJULINNOVATOR ETFS TR
1,096,635$1.1T46836.20%
243
EMREMERSON ELEC CO
11,527$1.1T46646.45%
244
EEMVISHARES INC
19,713$1.1T45927.35%
245
KJULINNOVATOR ETFS TR
39,883$1.1T45769.37%
246
ZTSZOETIS INC
5,553$1.1T45399.64%
247
AEPAMERICAN ELEC PWR CO INC
13,396$1.1T44877.27%
248
IDEVISHARES TR
16,472$1.0T44728.73%
249
MPCMARATHON PETE CORP
6,141$1.0T44558.70%
250
GEGENERAL ELECTRIC CO
7,730$1.0T44214.34%
251
LRCXEURLAM RESEARCH CORP
1,235$1.0T44093.13%
252
UNPUNION PAC CORP
4,146$1.0T43679.11%
253
GISGENERAL MLS INC
15,615$1.0T43581.52%
254
USFRWISDOMTREE TR
19,973$1.0T42864.60%
255
BILSPDR SER TR
10,909$1.0T42756.81%
256
UJANINNOVATOR ETFS TR
1,000,227$1.0T42718.71%
257
MGKVANGUARD WORLD FD
3,673$999.3B42679.67%
258
IUSBISHARES TR
21,789$998.6B42649.65%
259
NKENIKE INC
9,496$989.3B42251.77%
260
AWCAMERICAN WTR WKS CO INC NEW
7,914$984.6B42049.38%
261
FASTFASTENAL CO
14,105$974.8B41633.90%
262
KNGFIRST TR EXCHANGE-TRADED FD
18,877$973.9B41592.77%
263
FITBFIFTH THIRD BANCORP
27,507$972.9B41552.33%
264
MRSHMARSH & MCLENNAN COS INC
5,025$969.9B41422.71%
265
ARCCARES CAPITAL CORP
47,011$968.9B41380.47%
266
IGSBISHARES TR
18,766$963.4B41143.77%
267
XLFSELECT SECTOR SPDR TR
24,530$962.6B41110.03%
268
VGITVANGUARD SCOTTSDALE FDS
16,286$962.5B41107.47%
269
QCOMQUALCOMM INC
6,534$953.9B40738.17%
270
DWDMORGAN STANLEY
10,849$950.6B40599.49%
271
PHPARKER-HANNIFIN CORP
1,989$950.3B40587.87%
272
DFEMDIMENSIONAL ETF TRUST
39,290$949.3B40541.79%
273
HIGHARTFORD FINL SVCS GROUP INC
10,826$948.7B40518.56%
274
EFAISHARES TR
12,484$941.1B40194.95%
275
SONYSONY GROUP CORP
9,569$932.0B39805.02%
276
WFCWELLS FARGO CO NEW
18,164$929.8B39710.76%
277
ESGUISHARES TR
8,575$926.7B39577.33%
278
TXTTEXTRON INC
10,717$921.7B39363.36%
279
PFFDGLOBAL X FDS
45,694$918.4B39225.67%
280
HRIHERC HLDGS INC
6,000$913.7B39022.37%
281
PAUGINNOVATOR ETFS TR
911,786$911.8B38941.48%
282
JEPIJ P MORGAN EXCHANGE TRADED F
16,136$908.0B38778.51%
283
MDLZMONDELEZ INTL INC
11,888$907.5B38758.09%
284
SPYGSPDR SER TR
13,272$907.3B38749.98%
285
LHXL3HARRIS TECHNOLOGIES INC
4,288$903.6B38589.77%
286
LULULULULEMON ATHLETICA INC
1,844$887.6B37906.73%
287
IJSISHARES TR
8,744$876.7B37441.20%
288
LYBLYONDELLBASELL INDUSTRIES N
9,067$867.3B37039.69%
289
DYHTARGET CORP
6,150$864.2B36909.81%
290
WPCWP CAREY INC
13,461$839.3B35845.08%
291
MLIMUELLER INDS INC
16,808$836.9B35741.30%
292
IOCTINNOVATOR ETFS TR
29,844$834.9B35657.16%
293
IVWISHARES TR
10,509$829.2B35416.32%
294
IPINTERNATIONAL PAPER CO
22,688$824.0B35193.42%
295
SPHQINVESCO EXCHANGE TRADED FD T
14,560$823.9B35189.75%
296
FFORD MTR CO DEL
69,882$823.2B35158.53%
297
TRVCCITIGROUP INC
14,361$819.8B35014.94%
298
PJUNINNOVATOR ETFS TR
24,133$817.4B34909.71%
299
GCOWPACER FDS TR
23,900$812.6B34705.35%
300
XLISELECT SECTOR SPDR TR
7,112$812.3B34692.36%
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