Sagespring Wealth Partners, LLC Purchases in Q1 2025

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
878
+ 37.62%
$555.63 - $630.23 $488K - $553K
3.21K $1.97B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.8K
New
N/A
7.8K $501M
CI
Cigna Corp

Healthcare
1K
+ 31.57%
$274.49 - $329.0 $275K - $330K
4.18K $1.37B
TJX
Tjx Companies Inc

Consumer Cyclical
3.67K
+ 8.16%
$112.81 - $126.16 $414K - $463K
48.7K $5.93B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
13.7K
New
$35.26 - $36.57 $483K - $501K
13.7K $487M
CB
Chubb LTD

Financial Services
660
+ 6.23%
$257.71 - $301.99 $170K - $199K
11.3K $3.4B
First Tr Exchng Traded Fd Vi
13.6K
New
N/A
13.6K $467M
BRO
Brown & Brown, Inc.

Financial Services
3.65K
New
$100.54 - $124.4 $367K - $454K
3.65K $454M
C
Citigroup Inc

Financial Services
6.28K
+ 49.88%
$67.23 - $84.63 $422K - $532K
18.9K $1.34B
MELI
Mercadolibre Inc

Consumer Cyclical
202
+ 99.51%
$1739.0 - $2260.0 $351K - $457K
405 $790M
EXC
Exelon Corp

Utilities
9.47K
New
$37.3 - $46.08 $353K - $437K
9.47K $437M
SBUX
Starbucks Corp

Consumer Cyclical
3.85K
+ 48.21%
$91.75 - $115.81 $353K - $445K
11.8K $1.16B
DASH
Door Dash, Inc.

Communication Services
2.35K
New
$168.37 - $213.38 $396K - $502K
2.35K $430M
UNP
Union Pacific Corp

Industrials
1.42K
+ 12.69%
$225.21 - $254.42 $321K - $362K
12.6K $2.99B
BMY
Bristol Myers Squibb CO

Healthcare
5.81K
+ 36.85%
$53.9 - $63.11 $313K - $367K
21.6K $1.32B
WM
Waste Management Inc

Industrials
1.1K
+ 19.64%
$200.54 - $233.78 $220K - $257K
6.7K $1.55B
AXP
American Express CO

Financial Services
2.91K
+ 21.74%
$255.39 - $325.87 $742K - $947K
16.3K $4.38B
GILD
Gilead Sciences, Inc.

Healthcare
1.56K
+ 13.09%
$89.14 - $117.41 $139K - $184K
13.5K $1.51B
BND
Vanguard Bd Index Fd Inc Total

ETFs
322K
+ 1.87%
$71.17 - $73.66 $22.9M - $23.7M
17.5M $18.5B
HYG
Ishares Tr

ETFs
5.03K
New
$78.51 - $80.11 $395K - $403K
5.03K $397M
NUE
Nucor Corp

Basic Materials
3.29K
New
$114.48 - $142.52 $377K - $469K
3.29K $396M
Aim ETF Products Trust
12.8K
New
N/A
12.8K $396M
Capital Group Global Equity
15.1K
New
N/A
15.1K $391M
SPGI
S&P Global Inc.

Financial Services
668
+ 14.4%
$478.26 - $543.77 $319K - $363K
5.31K $2.7B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7.98K
+ 4.47%
$39.61 - $42.65 $316K - $340K
186K $7.6B
Lam Research Corp
5.06K
+ 66.31%
N/A
12.7K $923M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
835
+ 15.9%
$208.48 - $244.03 $174K - $204K
6.09K $1.48B
IEV
Ishares Tr Europe ETF

ETFs
5.09K
+ 46.48%
$51.89 - $60.68 $264K - $309K
16K $933M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.81K
+ 8.62%
$91.45 - $91.75 $348K - $349K
48K $4.4B
DRI
Darden Restaurants Inc

Consumer Cyclical
810
+ 8.79%
$180.02 - $208.56 $146K - $169K
10K $2.08B
GNMA
Ishares Gnma Bond ETF

ETFs
8.18K
New
$42.17 - $44.04 $345K - $360K
8.18K $359M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.93K
New
$49.67 - $51.43 $344K - $356K
6.93K $354M
TMUS
T Mobile Us, Inc.

Communication Services
512
+ 10.93%
$211.3 - $272.83 $108K - $140K
5.2K $1.39B
ADP
Automatic Data Processing Inc

Industrials
875
+ 13.26%
$286.85 - $318.64 $251K - $279K
7.48K $2.28B
BMAR
Innovator U.S. Equity Buffer E

ETFs
7.71K
New
$44.99 - $47.69 $347K - $368K
7.71K $351M
AMT
American Tower Corp

Real Estate
1.12K
+ 35.25%
$173.46 - $217.6 $193K - $243K
4.28K $931M
APH
Amphenol Corp

Technology
5.8K
+ 71.42%
$61.62 - $78.55 $357K - $455K
13.9K $912M
EOG
Eog Resources Inc

Energy
2.49K
+ 48.69%
$120.54 - $138.05 $300K - $344K
7.6K $975M
KLAC
Kla Corp

Technology
451
+ 54.87%
$636.62 - $777.63 $287K - $351K
1.27K $865M
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.19K
+ 14.31%
$46.82 - $47.8 $337K - $344K
57.4K $2.71B
PPL
Ppl Corp

Utilities
9.41K
New
$31.68 - $36.11 $298K - $340K
9.41K $340M
ADBE
Adobe Inc.

Technology
1.35K
+ 45.16%
$377.84 - $464.11 $510K - $626K
4.34K $1.66B
ELV
Elevance Health, Inc.

Healthcare
640
+ 91.56%
$365.9 - $436.25 $234K - $279K
1.34K $582M
SPOT
Spotify Technology S.A.

Communication Services
582
New
$457.79 - $648.32 $266K - $377K
582 $320M
GD
General Dynamics Corp

Industrials
1.08K
+ 41.08%
$241.94 - $272.58 $262K - $295K
3.72K $1.01B
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.52K
New
$106.31 - $123.73 $268K - $312K
2.52K $312M
PAYX
Paychex Inc

Industrials
1.36K
+ 18.92%
$136.06 - $154.52 $185K - $210K
8.55K $1.32B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
99
+ 14.52%
$1187.71 - $1432.58 $118K - $142K
781 $1.12B
PLD
Prologis, Inc.

Real Estate
2.42K
+ 37.81%
$103.59 - $124.04 $251K - $301K
8.83K $987M
Activity Summary
Buys All Purchases 516 New Holdings 95 Increased Positions 421 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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