SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRU | 16K | $1.65M |
 | CVS | 16K | $1.18M |
 | CSX | 15K | $548.59K |
 | FITB | 15K | $682.15K |
 | RTX | 15K | $2.56M |
 | TSLA | 15K | $6.76M |
 | FSK | 15K | $224.83K |
 | EPC | 15K | $305.40K |
 | HFWA | 14K | $347.01K |
 | MDLZ | 14K | $895.86K |
 | CTAS | 14K | $2.91M |
 | GOOG | 14K | $3.42M |
 | SSP | 14K | $34.44K |
 | TMUS | 14K | $3.34M |
 | GE | 14K | $4.19M |
 | EMR | 13K | $1.77M |
 | NKE | 13K | $936.78K |
 | BRK-B | 13K | $6.67M |
 | OMCL | 13K | $399.96K |
 | SOFI | 13K | $340.87K |
Prudential Financial, Inc.
PRU
Shares Held
16K
Value
$1.65M
CVS Health Corporation
CVS
Shares Held
16K
Value
$1.18M
CSX Corporation
CSX
Shares Held
15K
Value
$548.59K
Fifth Third Bancorp
FITB
Shares Held
15K
Value
$682.15K
RTX Corporation
RTX
Shares Held
15K
Value
$2.56M
Tesla, Inc.
TSLA
Shares Held
15K
Value
$6.76M
FS KKR Capital Corp.
FSK
Shares Held
15K
Value
$224.83K
Edgewell Personal Care Company
EPC
Shares Held
15K
Value
$305.40K
Heritage Financial Corporation
HFWA
Shares Held
14K
Value
$347.01K
Mondelez International, Inc.
MDLZ
Shares Held
14K
Value
$895.86K
Cintas Corporation
CTAS
Shares Held
14K
Value
$2.91M
Alphabet Inc.
GOOG
Shares Held
14K
Value
$3.42M
The E.W. Scripps Company
SSP
Shares Held
14K
Value
$34.44K
T-Mobile US, Inc.
TMUS
Shares Held
14K
Value
$3.34M
GE Aerospace
GE
Shares Held
14K
Value
$4.19M
Emerson Electric Co.
EMR
Shares Held
13K
Value
$1.77M
NIKE, Inc.
NKE
Shares Held
13K
Value
$936.78K
Berkshire Hathaway Inc.
BRK-B
Shares Held
13K
Value
$6.67M
Omnicell, Inc.
OMCL
Shares Held
13K
Value
$399.96K
SoFi Technologies, Inc.
SOFI
Shares Held
13K
Value
$340.87K