SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADSK | 31K | $9.76M |
 | SNY | 31K | $1.44M |
 | JNJ | 30K | $5.59M |
 | PEP | 30K | $4.19M |
 | AVGO | 30K | $9.82M |
 | SCHW | 28K | $2.63M |
 | PROP | 26K | $51.61K |
 | ABT | 26K | $3.45M |
 | HD | 26K | $10.42M |
 | NVO | 26K | $1.42M |
 | GLW | 25K | $2.01M |
 | NVS | 24K | $3.14M |
 | TXN | 24K | $4.49M |
 | MDT | 24K | $2.31M |
 | MCD | 24K | $7.34M |
 | GILD | 24K | $2.66M |
 | META | 24K | $17.54M |
 | DIS | 24K | $2.73M |
 | NEE | 24K | $1.79M |
 | AZN | 24K | $1.81M |
Autodesk, Inc.
ADSK
Shares Held
31K
Value
$9.76M
Sanofi
SNY
Shares Held
31K
Value
$1.44M
Johnson & Johnson
JNJ
Shares Held
30K
Value
$5.59M
PepsiCo, Inc.
PEP
Shares Held
30K
Value
$4.19M
Broadcom Inc.
AVGO
Shares Held
30K
Value
$9.82M
The Charles Schwab Corporation
SCHW
Shares Held
28K
Value
$2.63M
Prairie Operating Co.
PROP
Shares Held
26K
Value
$51.61K
Abbott Laboratories
ABT
Shares Held
26K
Value
$3.45M
The Home Depot, Inc.
HD
Shares Held
26K
Value
$10.42M
Novo Nordisk A/S
NVO
Shares Held
26K
Value
$1.42M
Corning Incorporated
GLW
Shares Held
25K
Value
$2.01M
Novartis AG
NVS
Shares Held
24K
Value
$3.14M
Texas Instruments Incorporated
TXN
Shares Held
24K
Value
$4.49M
Medtronic plc
MDT
Shares Held
24K
Value
$2.31M
McDonald's Corporation
MCD
Shares Held
24K
Value
$7.34M
Gilead Sciences, Inc.
GILD
Shares Held
24K
Value
$2.66M
Meta Platforms, Inc.
META
Shares Held
24K
Value
$17.54M
The Walt Disney Company
DIS
Shares Held
24K
Value
$2.73M
NextEra Energy, Inc.
NEE
Shares Held
24K
Value
$1.79M
AstraZeneca PLC
AZN
Shares Held
24K
Value
$1.81M