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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Page 3 of 30
464289446
464289446
Shares:
48074(-43.3%)
Value:
$6.6B(-46.1%)
922908751
VB|922908751
Shares:
29173(-13.3%)
Value:
$6.5B(-19.9%)
33939L803
33939L803
Shares:
86259(-43.9%)
Value:
$6.5B(-39.0%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
10908(+0.2%)
Value:
$6.1B(-4.3%)
921909768
VXUS|921909768
Shares:
93431(+5.8%)
Value:
$5.8B(+11.5%)
CSW INDUSTRIALS, INC.
CSWI|126402106
Shares:
19140(-11.3%)
Value:
$5.6B(-26.7%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
88451(+0.1%)
Value:
$5.5B(+4.3%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
45532(+10.3%)
Value:
$5.4B(+21.9%)
45783Y814
45783Y814
Shares:
121150(-30.0%)
Value:
$5.3B(-31.3%)
MCDONALDS CORP
MCD|580135101
Shares:
16850(+7.2%)
Value:
$5.3B(+15.5%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
9978(-4.8%)
Value:
$5.2B(-1.5%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
5335(-0.4%)
Value:
$5.0B(+2.8%)
46432F339
QUAL|46432F339
Shares:
29258(+1.0%)
Value:
$5.0B(-3.0%)
46434G103
IEMG|46434G103
Shares:
89843(-25.6%)
Value:
$4.8B(-23.1%)
921946406
VYM|921946406
Shares:
37529(+6.8%)
Value:
$4.8B(+8.0%)
464287804
IJR|464287804
Shares:
44036(+7.4%)
Value:
$4.6B(-2.5%)
46434V407
46434V407
Shares:
107488(-3.8%)
Value:
$4.6B(-4.0%)
922908736
VUG|922908736
Shares:
11885(-30.8%)
Value:
$4.4B(-37.4%)
922908538
VOT|922908538
Shares:
17946(-3.7%)
Value:
$4.4B(-7.2%)
SEMPRA
SRE|816851109
Shares:
61453(-0.3%)
Value:
$4.4B(-18.9%)