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
First Tr Exchng Traded Fd Vi
12.9K
New
N/A
12.9K $294M
MTB
M&T Bank Corp

Financial Services
1.52K
New
$156.58 - $193.99 $237K - $294K
1.52K $294M
PMAR
Innovator U.S. Equity Power Bu

ETFs
6.44K
+ 68.2%
$37.18 - $42.23 $239K - $272K
15.9K $671M
Tidal Tr Ii
64
+ 0.32%
N/A
20K $809M
EQT
Eqt Corp

Energy
5K
New
$46.11 - $60.44 $231K - $302K
5K $292M
NET
Cloudflare, Inc.

Technology
350
+ 13.34%
$97.08 - $195.83 $34K - $68.5K
2.97K $582M
PWR
Quanta Services, Inc.

Industrials
506
+ 63.09%
$239.47 - $381.26 $121K - $193K
1.31K $491M
NGG
National Grid PLC

Utilities
3.35K
+ 81.9%
$62.74 - $74.79 $210K - $250K
7.43K $553M
SUB
Ishares Short Term National Mu

ETFs
2.53K
+ 13.04%
$104.77 - $106.34 $265K - $269K
21.9K $2.33B
CDW
Cdw Corp

Technology
1.57K
New
$144.49 - $190.68 $227K - $300K
1.57K $281M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.14K
+ 10.5%
$53.69 - $67.27 $115K - $144K
22.5K $1.52B
GLW
Corning Inc

Technology
3.84K
+ 33.74%
$39.07 - $52.59 $150K - $202K
15.2K $799M
A
Agilent Technologies, Inc.

Healthcare
2.35K
New
$99.29 - $120.52 $233K - $283K
2.35K $277M
IRM
Iron Mountain Inc

Real Estate
2.69K
New
$76.93 - $105.25 $207K - $283K
2.69K $275M
APO
Apollo Global Management, Inc.

Financial Services
1.85K
+ 73.33%
$108.68 - $145.07 $201K - $268K
4.36K $619M
LMT
Lockheed Martin Corp

Industrials
523
+ 28.83%
$430.82 - $486.45 $225K - $254K
2.34K $1.08B
PFGC
Performance Food Group CO

Consumer Defensive
3.1K
New
$71.62 - $89.56 $222K - $277K
3.1K $271M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
6.67K
New
$36.26 - $40.45 $242K - $270K
6.67K $270M
NSC
Norfolk Southern Corp

Industrials
784
+ 21.69%
$206.34 - $257.46 $162K - $202K
4.4K $1.13B
NOC
Northrop Grumman Corp

Industrials
587
+ 26.89%
$456.3 - $540.39 $268K - $317K
2.77K $1.38B
HSBC
Hsbc Holdings PLC

Financial Services
3.47K
+ 21.04%
$46.68 - $61.09 $162K - $212K
20K $1.21B
NEE
Nextera Energy Inc

Utilities
4.53K
+ 13.73%
$64.11 - $75.0 $290K - $339K
37.5K $2.6B
NXPI
Nxp Semiconductors N.V.

Technology
78
+ 0.9%
$153.5 - $218.72 $12K - $17.1K
8.77K $1.92B
KR
Kroger CO

Consumer Defensive
3.11K
+ 31.32%
$64.62 - $74.0 $201K - $230K
13K $934M
SQ
Block, Inc.

Technology
3.13K
+ 84.51%
N/A
6.83K $464M
USFD
Us Foods Holding Corp.

Consumer Defensive
3.39K
New
$60.47 - $79.12 $205K - $268K
3.39K $261M
FIX
Comfort Systems Usa Inc

Industrials
481
New
$296.51 - $536.21 $143K - $258K
481 $258M
CSX
Csx Corp

Industrials
6.6K
+ 50.39%
$26.69 - $32.91 $176K - $217K
19.7K $642M
SBAC
Sba Communications Corp

Real Estate
1.09K
New
$208.57 - $243.4 $228K - $266K
1.09K $257M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
7.48K
New
$27.43 - $34.32 $205K - $257K
7.48K $256M
SAN
Banco Santander, S.A.

Financial Services
22K
+ 48.66%
$5.72 - $8.32 $126K - $183K
67.3K $558M
INSM
Insmed Inc

Healthcare
2.53K
New
$64.81 - $105.9 $164K - $268K
2.53K $254M
EVR
Evercore Inc.

Financial Services
942
New
$163.77 - $271.5 $154K - $256K
942 $254M
MCO
Moodys Corp

Financial Services
424
+ 37.1%
$396.7 - $501.59 $168K - $213K
1.57K $786M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.37K
+ 24.32%
$43.65 - $45.44 $234K - $244K
27.5K $1.25B
ISRG
Intuitive Surgical Inc

Healthcare
193
+ 6.37%
$451.58 - $565.94 $87.2K - $109K
3.22K $1.75B
SPOT
Spotify Technology S.A.

Communication Services
159
+ 27.32%
$503.3 - $775.9 $80K - $123K
741 $568M
JBL
Jabil Inc

Technology
1.14K
New
$116.88 - $218.1 $133K - $248K
1.14K $248M
CMI
Cummins Inc

Industrials
593
+ 16.11%
$267.12 - $336.65 $158K - $200K
4.27K $1.4B
URI
United Rentals, Inc.

Industrials
236
+ 44.36%
$551.94 - $753.4 $130K - $178K
768 $579M
UL
Unilever PLC

Consumer Defensive
3.74K
+ 38.3%
$57.9 - $65.43 $217K - $245K
13.5K $826M
RELX
Relx PLC

Communication Services
4.02K
+ 67.66%
$45.31 - $55.66 $182K - $224K
9.97K $542M
DXCM
Dexcom Inc

Healthcare
465
+ 4.41%
$59.83 - $87.57 $27.8K - $40.7K
11K $962M
VRSN
Verisign Inc

Technology
833
New
$234.49 - $288.8 $195K - $241K
833 $241M
TPR
Tapestry, Inc.

Consumer Cyclical
2.7K
New
$60.6 - $87.81 $164K - $237K
2.7K $237M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
835
+ 38.08%
$160.22 - $209.35 $134K - $175K
3.03K $634M
DUK
Duke Energy Corp

Utilities
3.02K
+ 9.9%
$112.46 - $124.05 $340K - $375K
33.6K $3.96B
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.45K
New
$146.74 - $176.07 $213K - $255K
1.45K $235M
STX
Seagate Technology Holdings PLC

Technology
1.62K
New
$66.54 - $144.33 $108K - $234K
1.62K $234M
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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email