SageView Advisory Group, LLC
Top Portfolio Positions
1,894 positions ·
$654,814,345 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
190,817 | $51,875,509 | 7.92% | |
| MSFT |
Microsoft Corp
Technology
|
66,606 | $32,211,993 | 4.92% | |
| NVDA |
Nvidia Corp
Technology
|
159,712 | $29,786,288 | 4.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
58,621 | $18,348,373 | 2.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
71,391 | $16,478,470 | 2.52% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
100,817 | $14,448,084 | 2.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
21,429 | $14,145,068 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,799 | $13,146,253 | 2.01% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,564 | $12,427,600 | 1.90% | |
| AVGO |
Broadcom Inc.
Technology
|
27,934 | $9,667,957 | 1.48% |
Portfolio Trend
Holdings in ARDT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,656,462 | 640,596 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,476,284 | 790,663 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,800,456 | 790,663 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,326,953 | 169,233 | Shares | Sole | 2025-05-19 | |
| No 13F history on record for this holder in this stock. | ||||||