Sageview Advisory Group, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001914558
Manager Name
Sageview Advisory Group, LLC
Data Enrichment
71% identified
424 identified174 unidentified

Holdings

598 positions
Manager:
SEC
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922908769
VTI|922908769
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51051(+5.4%)
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$14.0B(-0.1%)
AMAZON COM INC
AMZN|023135106
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71950(-2.1%)
Value:
$13.7B(-15.1%)
921910733
ESGV|921910733
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137998(+0.2%)
Value:
$13.5B(-6.4%)
921910691
VCEB|921910691
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197816(+0.8%)
Value:
$12.4B(+2.3%)
464287507
IJH|464287507
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198611(+39.3%)
Value:
$11.6B(+30.4%)
Meta Platforms, Inc.
META|30303M102
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19537(+1.9%)
Value:
$11.3B(+0.3%)
921937835
BND|921937835
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147677(+12.8%)
Value:
$10.8B(+15.3%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
44074(-2.1%)
Value:
$10.8B(+0.1%)
25434V708
DFAC|25434V708
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303928(-2.1%)
Value:
$10.0B(-6.6%)
922908637
VV|922908637
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37351(-38.8%)
Value:
$9.6B(-41.7%)
ELI LILLY & Co
LLY|532457108
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11172(-0.5%)
Value:
$9.2B(+6.4%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
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16876(+20.8%)
Value:
$9.0B(+42.0%)
Autodesk, Inc.
ADSK|052769106
Shares:
33829(+0.1%)
Value:
$8.9B(-11.4%)
Alphabet Inc.
GOOGL|02079K305
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53702(+3.1%)
Value:
$8.3B(-15.8%)
464288158
464288158
Shares:
78429(-3.4%)
Value:
$8.3B(-3.3%)
46429B697
USMV|46429B697
Shares:
81198(-2.3%)
Value:
$7.6B(+3.0%)
HOME DEPOT, INC.
HD|437076102
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20601(+2.8%)
Value:
$7.6B(-3.2%)
25434V872
25434V872
Shares:
176759(+0.3%)
Value:
$7.4B(+2.2%)
VISA INC.
V|92826C839
Shares:
20735(+0.8%)
Value:
$7.3B(+11.8%)
921910725
VSGX|921910725
Shares:
113639(+42.5%)
Value:
$6.7B(+48.2%)