SageView Advisory Group, LLC
- SEC CIK
- 0001914558
- 最新申報
- 2026/8/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/15 申報。只含多頭部位。
- 持股檔數
- 404
- 2022 年第 3 季沒有申報
- 總值
- $12.3 億
- 2022 年第 3 季沒有申報
SageView Advisory Group, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MODDModular Medical, Inc. | COM NEW | 11,388 | $2.28 萬 | <0.1% | – | – | 歷史 |
| Titan Med Inc88830X819 | COM NEW | 100,000 | $6.61 萬 | <0.1% | – | – | – |
| LCUTLifetime Brands, Inc | COM | 10,308 | $7.82 萬 | <0.1% | – | – | 歷史 |
| CNSLConsolidated Communications Holdings, Inc. | COM | 32,503 | $11.6 萬 | <0.1% | – | – | 歷史 |
| PPTFranklin Premier Income Trust | SH BEN INT | 44,798 | $16.3 萬 | <0.1% | – | – | 歷史 |
| CIONCION Investment Corp | COM | 17,292 | $16.9 萬 | <0.1% | – | – | 歷史 |
| GENCGencor Industries Inc | COM | 19,651 | $19.8 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435U697 | IBONDS DEC | 7,884 | $20.3 萬 | <0.1% | – | – | – |
| iShares Tr46435G318 | IBONDS DEC2023 | 8,050 | $20.4 萬 | <0.1% | – | – | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 4,411 | $20.5 萬 | <0.1% | – | – | – |
| BIIBBiogen Inc. | COM | 742 | $20.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 3,481 | $20.8 萬 | <0.1% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 1,321 | $20.9 萬 | <0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 473 | $21.0 萬 | <0.1% | – | – | 歷史 |
| NMFCNew Mountain Finance Corp | COM | 16,946 | $21.0 萬 | <0.1% | – | – | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 11,381 | $21.1 萬 | <0.1% | – | – | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 20,117 | $21.4 萬 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,263 | $21.5 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 7,848 | $22.0 萬 | <0.1% | – | – | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 4,456 | $22.0 萬 | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 7,540 | $22.2 萬 | <0.1% | – | – | – |
| USFDUS Foods Holding Corp. | COM | 6,539 | $22.2 萬 | <0.1% | – | – | 歷史 |
| HWKNHawkins Inc | COM | 5,792 | $22.4 萬 | <0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 645 | $22.4 萬 | <0.1% | – | – | 歷史 |
| WEXWEX Inc. | COM | 1,398 | $22.9 萬 | <0.1% | – | – | 歷史 |
| WMKWeis Markets Inc | COM | 2,792 | $23.0 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 8,095 | $23.0 萬 | <0.1% | – | – | – |
| UNFUnifirst Corp | COM | 1,194 | $23.0 萬 | <0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 707 | $23.1 萬 | <0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,986 | $23.2 萬 | <0.1% | – | – | 歷史 |
| CICigna Group | Stock | 706 | $23.4 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 3,828 | $23.5 萬 | <0.1% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,717 | $23.7 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 807 | $23.8 萬 | <0.1% | – | – | 歷史 |
| HFWAHeritage Financial Corp | COM | 7,774 | $23.8 萬 | <0.1% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,057 | $24.1 萬 | <0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 20,442 | $24.3 萬 | <0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 2,337 | $24.3 萬 | <0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 121 | $24.4 萬 | <0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,000 | $24.4 萬 | <0.1% | – | – | 歷史 |
| CENTCentral Garden & Pet Co | COM | 6,555 | $24.5 萬 | <0.1% | – | – | 歷史 |
| Victory Portfolios II92647N691 | VICTORYSHS US | 6,454 | $24.6 萬 | <0.1% | – | – | – |
| CEGConstellation Energy Corp | Stock | 2,859 | $24.6 萬 | <0.1% | – | – | 歷史 |
| FBNCFirst Bancorp | COM | 5,755 | $24.7 萬 | <0.1% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,671 | $25.1 萬 | <0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,524 | $25.1 萬 | <0.1% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 6,202 | $25.2 萬 | <0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 3,558 | $25.4 萬 | <0.1% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 5,509 | $25.6 萬 | <0.1% | – | – | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,083 | $25.9 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3,936 | $26.0 萬 | <0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 6,303 | $26.0 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 5,691 | $26.1 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 8,655 | $26.1 萬 | <0.1% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,522 | $26.3 萬 | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 6,385 | $26.4 萬 | <0.1% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 18,115 | $26.8 萬 | <0.1% | – | – | – |
| SSBSouthState Bank Corp | COM | 3,509 | $26.8 萬 | <0.1% | – | – | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 2,988 | $27.0 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C565 | US EQTY ULTRA BU | 9,783 | $27.1 萬 | <0.1% | – | – | – |
| MSMorgan Stanley | Stock | 3,195 | $27.2 萬 | <0.1% | – | – | 歷史 |
| TBRGTruBridge, Inc. | COM | 9,985 | $27.2 萬 | <0.1% | – | – | 歷史 |
| NXGNNextgen Healthcare, Inc. | COM | 14,642 | $27.5 萬 | <0.1% | – | – | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 3,903 | $27.6 萬 | <0.1% | – | – | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 7,856 | $27.6 萬 | <0.1% | – | – | 歷史 |
| ABCBAmeris Bancorp | COM | 5,866 | $27.7 萬 | <0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 496 | $27.7 萬 | <0.1% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,680 | $27.9 萬 | <0.1% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 5,721 | $28.0 萬 | <0.1% | – | – | – |
| NVSNovartis AG | ADR | 3,091 | $28.0 萬 | <0.1% | – | – | 歷史 |
| MSAMSA Safety Inc | COM | 1,959 | $28.2 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C672 | US EQT ULTRA BF | 10,821 | $28.3 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 9,866 | $28.5 萬 | <0.1% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 861 | $28.5 萬 | <0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 2,426 | $28.6 萬 | <0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,172 | $28.8 萬 | <0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,071 | $29.2 萬 | <0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 6,797 | $29.2 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,241 | $29.3 萬 | <0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 1,186 | $29.4 萬 | <0.1% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 4,542 | $29.5 萬 | <0.1% | – | – | – |
| COLMColumbia Sportswear Co | COM | 3,370 | $29.5 萬 | <0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,549 | $29.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 4,256 | $29.9 萬 | <0.1% | – | – | – |
| SPGIS&P Global Inc. | Stock | 897 | $30.1 萬 | <0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 594 | $30.3 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,007 | $30.4 萬 | <0.1% | – | – | – |
| LGTYLogility Supply Chain Solutions, Inc | CL A | 20,888 | $30.7 萬 | <0.1% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,273 | $30.9 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C532 | US EQTY ULTRA B | 11,357 | $31.2 萬 | <0.1% | – | – | – |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 9,347 | $31.3 萬 | <0.1% | – | – | – |
| ARLPAlliance Resource Partners LP | Stock | 15,422 | $31.3 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,707 | $31.7 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 8,975 | $32.0 萬 | <0.1% | – | – | – |
| Victory Portfolios II92647N881 | VCSHS INTL HG DV | 11,021 | $32.3 萬 | <0.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,956 | $32.5 萬 | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 15,855 | $32.6 萬 | <0.1% | – | – | – |
| DVNDevon Energy Corp | Stock | 5,494 | $33.8 萬 | <0.1% | – | – | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 10,836 | $33.9 萬 | <0.1% | – | – | – |
| HOGHarley-Davidson, Inc. | COM | 8,204 | $34.1 萬 | <0.1% | – | – | 歷史 |