Sagespring Wealth Partners, LLC Purchases in Q2 2025

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.23K
+ 42.42%
$39.43 - $49.34 $246K - $307K
20.9K $990M
SPGI
S&P Global Inc.

Financial Services
516
+ 9.72%
$438.31 - $527.29 $226K - $272K
5.82K $3.07B
MELI
Mercadolibre Inc

Consumer Cyclical
39
+ 9.63%
$1794.73 - $2613.63 $70K - $102K
444 $1.16B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.73K
+ 14.1%
$45.98 - $56.15 $172K - $210K
30.2K $1.7B
CVNA
Carvana Co.

Consumer Cyclical
1.08K
New
$162.57 - $345.64 $176K - $374K
1.08K $365M
Innovator Etfs Trust
14.9K
New
N/A
14.9K $364M
DDOG
Datadog, Inc.

Technology
2.7K
New
$87.0 - $134.33 $235K - $363K
2.7K $363M
CNQ
Canadian Natural Resources LTD

Energy
11.5K
New
$25.14 - $34.01 $289K - $391K
11.5K $361M
VEEV
Veeva Systems Inc

Healthcare
1.24K
New
$209.39 - $289.94 $260K - $360K
1.24K $358M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.75K
New
$51.68 - $52.76 $349K - $356K
6.75K $356M
SNPS
Synopsys Inc

Technology
391
+ 21.88%
$380.9 - $517.66 $149K - $202K
2.18K $1.12B
FIS
Fidelity National Information Services, Inc.

Technology
2.76K
+ 15.2%
$68.14 - $82.13 $188K - $227K
20.9K $1.7B
Brookfield Corp
5.56K
New
N/A
5.56K $344M
NVS
Novartis Ag

Healthcare
2.35K
+ 40.82%
$101.96 - $121.01 $240K - $284K
8.11K $981M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
8.91K
New
$33.92 - $37.71 $302K - $336K
8.91K $336M
Capital Group New Geography
11.6K
New
N/A
11.6K $336M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.05K
+ 0.0%
$96.84 - $99.46 $102K - $105K
24.5M $105B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
11.4K
New
$19.5 - $30.4 $222K - $346K
11.4K $333M
GD
General Dynamics Corp

Industrials
893
+ 24.01%
$247.68 - $291.66 $221K - $260K
4.61K $1.35B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.16K
+ 18.38%
$38.18 - $45.52 $273K - $326K
46.1K $2.02B
Capital Group Dividend Growe
6.79K
+ 18.91%
N/A
42.7K $1.44B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.87K
+ 9.09%
$72.96 - $90.39 $137K - $169K
22.5K $2.01B
XLF
Financial Sector Spdr

ETFs
5.6K
+ 47.52%
$43.92 - $52.37 $246K - $293K
17.4K $911M
AXON
Axon Enterprise, Inc.

Industrials
163
+ 26.21%
$497.13 - $827.94 $81K - $135K
785 $650M
MU
Micron Technology Inc

Technology
2
+ 0.02%
$64.72 - $127.91 $129 - $256
8.87K $1.09B
PNR
Pentair PLC

Industrials
3.14K
New
$76.17 - $103.58 $239K - $326K
3.14K $323M
VRT
Vertiv Holdings CO

Industrials
2.51K
New
N/A
2.51K $322M
VOT
Vanguard Mid Cap Growth Index

ETFs
800
+ 33.5%
$216.28 - $284.39 $173K - $228K
3.19K $907M
IHDG
Wisdomtree Tr

ETFs
7.03K
New
$38.54 - $46.0 $271K - $323K
7.03K $317M
IWB
Ishares Tr Russell 1000 ETF

ETFs
629
+ 20.09%
$272.36 - $339.57 $171K - $214K
3.76K $1.28B
FCX
Freeport Mcmoran Inc

Basic Materials
5.74K
+ 46.91%
$29.15 - $44.46 $167K - $255K
18K $780M
KMI
Kinder Morgan, Inc.

Energy
10.1K
+ 46.86%
$25.21 - $29.4 $254K - $296K
31.5K $927M
ATO
Atmos Energy Corp

Utilities
2.03K
New
$145.06 - $162.66 $295K - $331K
2.03K $313M
SONY
Sony Group Corp

Technology
11.2K
+ 36.81%
$21.24 - $26.88 $238K - $301K
41.7K $1.08B
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.34K
+ 24.16%
$149.76 - $186.42 $201K - $250K
6.9K $1.29B
TTD
Trade Desk, Inc.

Technology
4.27K
New
$45.27 - $79.4 $193K - $339K
4.27K $308M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.17K
+ 40.82%
$57.41 - $74.81 $182K - $237K
10.9K $813M
VBR
Vanguard Small Cap Value ETF

ETFs
1.57K
New
$162.76 - $195.77 $255K - $307K
1.57K $306M
PH
Parker Hannifin Corp

Industrials
200
+ 10.96%
$517.23 - $700.54 $103K - $140K
2.03K $1.41B
STT
State Street Corp

Financial Services
2.85K
New
$75.33 - $106.34 $215K - $303K
2.85K $303M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.39K
New
$73.02 - $90.22 $247K - $305K
3.39K $302M
CPNG
Coupang, Inc.

Consumer Cyclical
10.1K
New
$19.76 - $30.81 $199K - $310K
10.1K $301M
Arista Networks Inc
1.19K
+ 16.44%
N/A
8.42K $862M
ADP
Automatic Data Processing Inc

Industrials
905
+ 12.11%
$276.76 - $326.81 $250K - $296K
8.38K $2.58B
MAR
Marriott International Inc

Consumer Cyclical
712
+ 23.76%
$211.12 - $274.14 $150K - $195K
3.71K $1.01B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
916
New
$224.32 - $326.09 $205K - $299K
916 $299M
MCD
Mcdonalds Corp

Consumer Cyclical
2.21K
+ 12.82%
$285.55 - $321.23 $631K - $710K
19.4K $5.68B
T
At&T Inc.

Communication Services
7.17K
+ 5.35%
$26.33 - $28.94 $189K - $207K
141K $4.08B
NEM
Newmont Corp

Basic Materials
3.49K
+ 37.71%
$44.18 - $59.46 $154K - $208K
12.7K $743M
Activity Summary
Buys All Purchases 507 New Holdings 93 Increased Positions 414 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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