SageView Advisory Group, LLC
Top Portfolio Positions
1,688 positions ·
$633,828,485 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
190,817 | $51,875,509 | 8.18% |
| MSFT |
Microsoft Corp
|
66,606 | $32,211,993 | 5.08% |
| NVDA |
Nvidia Corp
|
159,712 | $29,786,288 | 4.70% |
| GOOGL |
Alphabet Inc.
|
58,621 | $18,348,373 | 2.89% |
| AMZN |
Amazon Com Inc
|
71,391 | $16,478,470 | 2.60% |
| PG |
PROCTER & GAMBLE Co
|
100,817 | $14,448,084 | 2.28% |
| META |
Meta Platforms, Inc.
|
21,429 | $14,145,068 | 2.23% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,799 | $13,146,253 | 2.07% |
| LLY |
ELI LILLY & Co
|
11,564 | $12,427,600 | 1.96% |
| AVGO |
Broadcom Inc.
|
27,934 | $9,667,957 | 1.53% |
Portfolio Trend
Holdings in PHI
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,413 | 65 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $62,069 | 2,517 | Shares | Sole | 2024-05-09 | |
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