Sageview Advisory Group, LLC
Investment Portfolio & 13F Holdings Analysis
About
SageView Advisory Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 598 holdings worth $2.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001914558
- Manager Name
- Sageview Advisory Group, LLC
Data Enrichment
71% identified424 identified174 unidentified
Holdings
598 positions
Manager:
Search and click to pin securities to the top
Page 1 of 30
464287226
Shares:
3391240(+7.9%)
Value:
$335.5B(+10.1%)
92206C714
Shares:
2574673(+8.7%)
Value:
$212.5B(+10.4%)
46435G672
Shares:
2003974(+5.3%)
Value:
$100.2B(+5.4%)
808524706
Shares:
3586105(+3.1%)
Value:
$98.9B(+6.8%)
46434V647
Shares:
2663387(+12.0%)
Value:
$64.6B(+13.4%)
808524888
Shares:
1794961(+7.8%)
Value:
$64.4B(+12.7%)
78468R606
Shares:
1074732(+15.6%)
Value:
$25.2B(+15.3%)
464288281
Shares:
244800(+8.9%)
Value:
$22.2B(+10.8%)
33939L100
Shares:
81562(-42.5%)
Value:
$16.8B(-45.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287226)✕ | 3.4M | All Managers (Combined) | $335.5M | ||
(cusip92206C714)✕ | 2.6M | All Managers (Combined) | $212.5M | ||
2.0M | All Managers (Combined) | $184.9M | |||
6.8M | YoY NEW(+6.8M) | All Managers (Combined) | $134.5M | YoY NEW(+$134.5M) | |
(cusip46435G672)✕ | 2.0M | YoY NEW(+2.0M) | All Managers (Combined) | $100.2M | YoY NEW(+$100.2M) |
(cusip808524706)✕ | 3.6M | YoY NEW(+3.6M) | All Managers (Combined) | $98.9M | YoY NEW(+$98.9M) |
572.8K | All Managers (Combined) | $98.7M | |||
(cusip46434V647)✕ | 2.7M | YoY NEW(+2.7M) | All Managers (Combined) | $64.6M | YoY NEW(+$64.6M) |
(cusip808524888)✕ | 1.8M | YoY NEW(+1.8M) | All Managers (Combined) | $64.4M | YoY NEW(+$64.4M) |
Apple Inc.(AAPLcusip037833100) | 188.1K | All Managers (Combined) | $41.8M | ||
265.9K | All Managers (Combined) | $28.0M | |||
Microsoft Corp(MSFTcusip594918104) | 68.1K | QoQ +1.05% (-714)YoY NEW(+68.1K) | All Managers (Combined) | $25.6M | YoY NEW(+$25.6M) |
(cusip78468R606)✕ | 1.1M | YoY NEW(+1.1M) | All Managers (Combined) | $25.2M | YoY NEW(+$25.2M) |
44.7K | All Managers (Combined) | $25.1M | |||
(cusip464288281)✕ | 244.8K | YoY NEW(+244.8K) | All Managers (Combined) | $22.2M | YoY NEW(+$22.2M) |
(cusip33939L100)✕ | 81.6K | All Managers (Combined) | $16.8M | ||
98.4K | QoQ +0.13% (+129)YoY NEW(+98.4K) | All Managers (Combined) | $16.8M | YoY NEW(+$16.8M) | |
Nvidia Corp(NVDAcusip67066G104) | 151.0K | YoY NEW(+151.0K) | All Managers (Combined) | $16.4M | YoY NEW(+$16.4M) |
29.2K | All Managers (Combined) | $15.0M | |||
186.8K | All Managers (Combined) | $14.1M |