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 SWZ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $29,234 | 4,700 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $105,914 | 11,834 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $143,460 | 17,777 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $261,580 | 31,900 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $243,716 | 31,900 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $262,218 | 31,900 | Shares | Sole | 2023-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||