Sageview Advisory Group, LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-19
Total Holdings
598
Total Value
2345112970
Accession Number
0001172661-25-002419
Form Type
13F-HR
Manager Name
Sageview Advisory Group, LLC
Data Enrichment
71% identified
424 identified174 unidentified

Holdings

598 positions
Manager:
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Page 2 of 30
922908769
Shares:
51051(+5.4%)
Value:
$14.0B(-0.1%)
AMAZON COM INC
Shares:
71950(-2.1%)
Value:
$13.7B(-15.1%)
921910733
Shares:
137998(+0.2%)
Value:
$13.5B(-6.4%)
921910691
Shares:
197816(+0.8%)
Value:
$12.4B(+2.3%)
464287507
Shares:
198611(+39.3%)
Value:
$11.6B(+30.4%)
Meta Platforms, Inc.
Shares:
19537(+1.9%)
Value:
$11.3B(+0.3%)
921937835
Shares:
147677(+12.8%)
Value:
$10.8B(+15.3%)
JPMORGAN CHASE & CO
Shares:
44074(-2.1%)
Value:
$10.8B(+0.1%)
25434V708
Shares:
303928(-2.1%)
Value:
$10.0B(-6.6%)
922908637
Shares:
37351(-38.8%)
Value:
$9.6B(-41.7%)
ELI LILLY & Co
Shares:
11172(-0.5%)
Value:
$9.2B(+6.4%)
BERKSHIRE HATHAWAY INC
Shares:
16876(+20.8%)
Value:
$9.0B(+42.0%)
Autodesk, Inc.
Shares:
33829(+0.1%)
Value:
$8.9B(-11.4%)
Alphabet Inc.
Shares:
53702(+3.1%)
Value:
$8.3B(-15.8%)
464288158
Shares:
78429(-3.4%)
Value:
$8.3B(-3.3%)
46429B697
Shares:
81198(-2.3%)
Value:
$7.6B(+3.0%)
HOME DEPOT, INC.
Shares:
20601(+2.8%)
Value:
$7.6B(-3.2%)
25434V872
Shares:
176759(+0.3%)
Value:
$7.4B(+2.2%)
VISA INC.
Shares:
20735(+0.8%)
Value:
$7.3B(+11.8%)
921910725
Shares:
113639(+42.5%)
Value:
$6.7B(+48.2%)