SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 13K | $207.60K |
 | CFG | 13K | $677.22K |
 | PINS | 13K | $404.54K |
 | IP | 12K | $575.63K |
 | ASTE | 12K | $593.44K |
 | SBUX | 12K | $1.03M |
 | LLY | 12K | $9.26M |
 | UNH | 12K | $4.16M |
 | LYG | 12K | $52.72K |
 | C | 11K | $1.16M |
 | MODD | 11K | $7.97K |
 | MWA | 11K | $290.57K |
 | IBM | 11K | $3.15M |
 | UPS | 11K | $929.09K |
 | SQFTW | 11K | $414 |
 | CME | 11K | $2.98M |
 | LBTYA | 11K | $126.17K |
 | NI | 11K | $469.42K |
 | MET | 11K | $879.40K |
 | BSX | 11K | $1.03M |
Kenvue Inc.
KVUE
Shares Held
13K
Value
$207.60K
Citizens Financial Group, Inc.
CFG
Shares Held
13K
Value
$677.22K
Pinterest, Inc.
PINS
Shares Held
13K
Value
$404.54K
International Paper Company
IP
Shares Held
12K
Value
$575.63K
Astec Industries, Inc.
ASTE
Shares Held
12K
Value
$593.44K
Starbucks Corporation
SBUX
Shares Held
12K
Value
$1.03M
Eli Lilly and Company
LLY
Shares Held
12K
Value
$9.26M
UnitedHealth Group Incorporated
UNH
Shares Held
12K
Value
$4.16M
Lloyds Banking Group plc
LYG
Shares Held
12K
Value
$52.72K
Citigroup Inc.
C
Shares Held
11K
Value
$1.16M
Modular Medical, Inc.
MODD
Shares Held
11K
Value
$7.97K
Mueller Water Products, Inc.
MWA
Shares Held
11K
Value
$290.57K
International Business Machines Corporation
IBM
Shares Held
11K
Value
$3.15M
United Parcel Service, Inc.
UPS
Shares Held
11K
Value
$929.09K
Presidio Property Trust, Inc.
SQFTW
Shares Held
11K
Value
$414
CME Group Inc.
CME
Shares Held
11K
Value
$2.98M
Liberty Global plc
LBTYA
Shares Held
11K
Value
$126.17K
NiSource Inc.
NI
Shares Held
11K
Value
$469.42K
MetLife, Inc.
MET
Shares Held
11K
Value
$879.40K
Boston Scientific Corporation
BSX
Shares Held
11K
Value
$1.03M