SageView Advisory Group, LLC
Top Portfolio Positions
1,899 positions ·
$661,366,109 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
190,817 | $51,875,509 | 7.84% | |
| MSFT |
Microsoft Corp
Technology
|
66,606 | $32,211,993 | 4.87% | |
| NVDA |
Nvidia Corp
Technology
|
159,712 | $29,786,288 | 4.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
58,621 | $18,348,373 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
71,391 | $16,478,470 | 2.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
100,817 | $14,448,084 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
21,429 | $14,145,068 | 2.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,799 | $13,146,253 | 1.99% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,564 | $12,427,600 | 1.88% | |
| AVGO |
Broadcom Inc.
Technology
|
27,934 | $9,667,957 | 1.46% |
Portfolio Trend
13 quarters · across all stocks
Holdings in GLDG
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $65,406 | 52,325 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $99,630 | 81,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $58,320 | 81,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $68,850 | 81,000 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $65,610 | 81,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $76,140 | 81,000 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||