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 7 of 30
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
7441(+25.4%)
Value:
$2.1B(+48.2%)
45782C631
45782C631
Shares:
68101(+63.5%)
Value:
$2.1B(+71.0%)
45783Y533
45783Y533
Shares:
72497(+69.7%)
Value:
$2.1B(+77.1%)
45783Y285
45783Y285
Shares:
81319(+70.3%)
Value:
$2.1B(+77.1%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
10319(+7.9%)
Value:
$2.1B(+29.4%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
7646(-11.1%)
Value:
$2.1B(-19.4%)
RTX Corp
RTX|75513E101
Shares:
15400(+9.7%)
Value:
$2.0B(+25.6%)
464287499
IWR|464287499
Shares:
23617(+0.4%)
Value:
$2.0B(-3.4%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
32394(-1.9%)
Value:
$1.9B(+12.7%)
LINDE PLC
LIN|G54950103
Shares:
4159(-8.3%)
Value:
$1.9B(+2.0%)
464287473
IWS|464287473
Shares:
15358(-4.8%)
Value:
$1.9B(-7.3%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
3978(-2.8%)
Value:
$1.9B(+17.1%)
DEERE & CO
DE|244199105
Shares:
4093(+13.9%)
Value:
$1.9B(+26.2%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
8799(-1.3%)
Value:
$1.9B(+17.0%)
25434V823
25434V823
Shares:
79516(-0.5%)
Value:
$1.9B(+1.6%)
COCA COLA CO
KO|191216100
Shares:
26369(+5.9%)
Value:
$1.9B(+21.8%)
25434V831
25434V831
Shares:
54481(-1.2%)
Value:
$1.8B(-3.1%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
25077(+3.1%)
Value:
$1.8B(+1.9%)
Palo Alto Networks Inc
PANW|697435105
Shares:
10361(-6.3%)
Value:
$1.8B(-12.2%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
22354(-0.7%)
Value:
$1.7B(+5.0%)