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
501
VEEVVEEVA SYS INC
1,517$319.9B13664.75%
502
PCARPACCAR INC
3,136$319.8B13657.19%
503
VTWOVANGUARD SCOTTSDALE FDS
3,998$319.3B13637.84%
504
IYHISHARES TR
1,081$318.5B13602.69%
505
DRQEURDRIL-QUIP INC
15,000$317.4B13555.84%
506
GDXVANECK ETF TRUST
11,268$317.2B13546.45%
507
DNOVFIRST TR EXCHNG TRADED FD VI
314,400$314.4B13427.71%
508
PRUPRUDENTIAL FINL INC
2,939$313.4B13383.21%
509
IBDPISHARES TR
12,514$312.9B13361.77%
510
MBBISHARES TR
3,339$311.6B13306.51%
511
ADUNITED STATES CELLULAR CORP
7,000$310.0B13241.08%
512
TFISPDR SER TR
6,581$307.6B13137.51%
513
UMIUSCF ETF TR
8,249$307.1B13114.91%
514
IUSVISHARES TR
3,600$307.0B13109.58%
515
SCHASCHWAB STRATEGIC TR
6,594$306.9B13107.27%
516
QQQEDIREXION SHS ETF TR
3,550$306.7B13098.21%
517
WHRWHIRLPOOL CORP
2,772$304.9B13024.03%
518
EXASEXACT SCIENCES CORP
4,623$303.6B12968.12%
519
XYLXYLEM INC
2,669$303.6B12966.41%
520
IWDISHARES TR
1,805$301.7B12884.93%
521
DECKDECKERS OUTDOOR CORP
390$301.7B12884.50%
522
ON1OLD NATL BANCORP IND
17,506$300.6B12837.09%
523
ULUNILEVER PLC
6,102$299.3B12781.19%
524
USFDUS FOODS HLDG CORP
6,399$299.2B12776.53%
525
EFVISHARES TR
5,755$298.2B12736.04%
526
IRTINDEPENDENCE RLTY TR INC
19,623$296.7B12671.47%
527
FLOTISHARES TR
5,795$295.2B12607.66%
528
PYPLPAYPAL HLDGS INC
4,623$294.4B12572.64%
529
FISVFISERV INC
2,030$292.4B12489.06%
530
FHLCFIDELITY COVINGTON TRUST
4,372$290.2B12395.48%
531
IBDQISHARES TR
11,663$289.6B12367.72%
532
XSLVINVESCO EXCH TRADED FD TR II
6,635$289.4B12358.67%
533
HOLXHOLOGIC INC
3,861$289.3B12355.93%
534
DDDUPONT DE NEMOURS INC
4,573$287.9B12295.67%
535
SPMDSPDR SER TR
5,890$287.3B12270.47%
536
HSICHENRY SCHEIN INC
3,806$284.6B12155.54%
537
PARAAPARAMOUNT GLOBAL
14,800$284.0B12129.87%
538
AZOAUTOZONE INC
100$283.9B12123.64%
539
W3UWESTERN UN CO
22,066$282.9B12081.95%
540
HOGHARLEY DAVIDSON INC
8,504$282.5B12065.60%
541
LCIILCI INDS
2,508$280.9B11998.41%
542
APOAPOLLO GLOBAL MGMT INC
2,751$279.5B11935.76%
543
SMLVSPDR SER TR
2,515$278.9B11909.96%
544
SJMSMUCKER J M CO
2,097$278.8B11905.22%
545
ROSTROSS STORES INC
1,953$278.3B11887.50%
546
DAUGFIRST TR EXCHNG TRADED FD VI
275,553$275.6B11768.60%
547
FBRTFRANKLIN BSP RLTY TR INC
20,768$275.2B11752.50%
548
AQLTISHARES TR
2,328$272.7B11647.65%
549
AOAISHARES TR
3,912$272.7B11647.00%
550
TELTE CONNECTIVITY LTD
1,876$272.5B11638.55%
551
JBSSSANFILIPPO JOHN B & SON INC
2,524$272.3B11628.13%
552
ANETEURARISTA NETWORKS INC
999$271.7B11603.53%
553
NVONOVO-NORDISK A S
2,489$271.4B11590.42%
554
IJJISHARES TR
2,400$270.6B11557.57%
555
MTCHMATCH GROUP INC NEW
7,163$270.3B11542.54%
556
DASHDOORDASH INC
2,559$269.9B11527.08%
557
NJULINNOVATOR ETFS TR
4,756$267.3B11415.69%
558
BSEPINNOVATOR ETFS TR
264,555$264.6B11298.88%
559
BATRAATLANTA BRAVES HLDGS INC
6,002$264.5B11296.88%
560
CSXCSX CORP
7,374$264.4B11290.60%
561
BMRNBIOMARIN PHARMACEUTICAL INC
2,945$263.9B11272.23%
562
KVUEKENVUE INC
12,552$262.0B11188.05%
563
JCIJOHNSON CTLS INTL PLC
4,801$261.6B11173.28%
564
SPTLSPDR SER TR
9,266$261.5B11167.85%
565
SPGSIMON PPTY GROUP INC NEW
1,876$261.3B11157.86%
566
CMFISHARES TR
4,527$261.2B11155.72%
567
AWMSKYWORKS SOLUTIONS INC
2,499$260.7B11133.00%
568
NDAQNASDAQ INC
4,434$259.2B11068.51%
569
MMSIMERIT MED SYS INC
3,262$257.7B11007.44%
570
SWZSWISS HELVETIA FD INC
31,900$256.8B10967.46%
571
VWOBVANGUARD WHITEHALL FDS
4,033$254.3B10860.90%
572
DHID R HORTON INC
1,769$253.4B10824.56%
573
AFLAFLAC INC
2,955$253.3B10818.24%
574
MSGSMADISON SQUARE GRDN SPRT COR
1,348$252.7B10793.00%
575
MDBMONGODB INC
606$251.8B10754.60%
576
DFSEURDISCOVER FINL SVCS
2,305$249.5B10656.07%
577
CMDYISHARES U S ETF TR
5,263$247.9B10587.61%
578
FICOFAIR ISAAC CORP
207$247.8B10582.91%
579
MSIMOTOROLA SOLUTIONS INC
753$246.6B10531.32%
580
ITTITT INC
2,000$246.5B10529.48%
581
NMFCNEW MTN FIN CORP
18,921$246.0B10505.35%
582
USRTISHARES TR
4,682$245.8B10500.01%
583
UOCTINNOVATOR ETFS TR
245,273$245.3B10475.37%
584
MCHPMICROCHIP TECHNOLOGY INC.
2,849$244.9B10459.40%
585
EMGFISHARES INC
5,844$244.7B10452.82%
586
EEMISHARES TR
6,334$244.5B10441.71%
587
ADMARCHER DANIELS MIDLAND CO
4,353$243.8B10412.24%
588
PECOPHILLIPS EDISON & CO INC
6,813$242.3B10346.86%
589
EMXCISHARES INC
4,429$240.8B10286.17%
590
ETJEATON VANCE RISK-MANAGED DIV
30,053$239.8B10242.73%
591
KDPKEURIG DR PEPPER INC
7,511$238.8B10201.05%
592
PNQIINVESCO EXCHANGE TRADED FD T
6,300$238.1B10170.73%
593
SMOTVANECK ETF TRUST
7,619$237.5B10142.71%
594
STZCONSTELLATION BRANDS INC
949$235.8B10071.64%
595
BIIBBIOGEN INC
951$235.0B10035.47%
596
CGGRCAPITAL GROUP GROWTH ETF
7,956$233.5B9972.77%
597
CBRECBRE GROUP INC
2,651$229.8B9815.17%
598
IYEISHARES TR
5,158$229.4B9798.64%
599
DTDWISDOMTREE TR
3,405$227.0B9695.76%
600
CGSDCAPITAL GRP FIXED INCM ETF T
8,861$226.7B9680.13%
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