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
VLO
Valero Energy Corp

Energy
1.7K
+ 66.67%
$104.69 - $141.77 $178K - $240K
4.24K $570M
ITT
Itt Inc.

Industrials
1.49K
New
$112.67 - $157.95 $167K - $235K
1.49K $233M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.28K
New
$54.6 - $70.83 $179K - $232K
3.28K $232M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.78K
+ 73.32%
$82.21 - $83.12 $229K - $231K
6.57K $545M
BNS
Bank Of Nova Scotia

Financial Services
4.14K
New
$44.56 - $55.27 $185K - $229K
4.14K $229M
Super Micro Computer Inc
4.62K
New
N/A
4.62K $227M
ES
Eversource Energy

Utilities
3.51K
New
$54.25 - $65.89 $191K - $231K
3.51K $223M
AEM
Agnico Eagle Mines LTD

Basic Materials
574
+ 3.92%
$99.48 - $124.46 $57.1K - $71.4K
15.2K $1.81B
E
Eni Spa

Energy
6.82K
New
$25.19 - $32.93 $172K - $224K
6.82K $221M
JBHT
Hunt J B Transport Services Inc

Industrials
1.54K
New
$124.73 - $152.78 $192K - $235K
1.54K $221M
DELL
Dell Technologies Inc.

Technology
1.18K
+ 48.43%
$71.63 - $125.98 $84.2K - $148K
3.6K $442M
PKG
Packaging Corp Of America

Consumer Cyclical
1.16K
New
$175.97 - $201.36 $204K - $233K
1.16K $218M
BMO
Bank Of Montreal

Financial Services
1.96K
New
$87.54 - $110.63 $172K - $217K
1.96K $217M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.16K
New
$153.22 - $199.8 $177K - $231K
1.16K $217M
EA
Electronic Arts Inc.

Communication Services
1.36K
New
$132.53 - $159.7 $180K - $217K
1.36K $217M
AN
Autonation, Inc.

Consumer Cyclical
62
+ 1.12%
$155.71 - $201.03 $9.65K - $12.5K
5.62K $1.12B
CW
Curtiss Wright Corp

Industrials
439
New
$283.18 - $488.55 $124K - $214K
439 $214M
ICE
Intercontinental Exchange, Inc.

Financial Services
618
+ 6.83%
$151.62 - $183.47 $93.7K - $113K
9.67K $1.77B
MRVL
Marvell Technology, Inc.

Technology
1.91K
+ 46.64%
$49.38 - $79.97 $94.3K - $153K
6K $465M
HEI
Heico Corp

Industrials
647
New
$236.44 - $328.0 $153K - $212K
647 $212M
MAS
Masco Corp

Industrials
3.28K
New
$58.73 - $71.06 $192K - $233K
3.28K $211M
XEL
Xcel Energy Inc

Utilities
3.29K
+ 62.8%
$65.65 - $72.39 $216K - $238K
8.53K $581M
PAYC
Paycom Software, Inc.

Technology
904
New
$193.07 - $265.71 $175K - $240K
904 $209M
RL
Ralph Lauren Corp

Consumer Cyclical
762
New
$182.34 - $286.22 $139K - $218K
762 $209M
ESS
Essex Property Trust, Inc.

Real Estate
737
New
N/A
737 $209M
CGSD
Capital Grp Core Plus Income E
8.05K
New
N/A
8.05K $209M
BSX
Boston Scientific Corp

Healthcare
1.23K
+ 10.6%
$89.7 - $107.41 $110K - $132K
12.8K $1.38B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
293
+ 8.76%
$201.28 - $266.34 $59K - $78K
3.64K $969M
UAL
United Airlines Holdings, Inc.

Industrials
2.61K
New
$56.15 - $84.23 $147K - $220K
2.61K $208M
NTRS
Northern Trust Corp

Financial Services
1.63K
New
$84.45 - $126.79 $138K - $207K
1.63K $207M
CGMS
Capital Grp Core Plus Income E
7.4K
New
N/A
7.4K $204M
BURL
Burlington Stores, Inc.

Consumer Cyclical
878
New
$215.78 - $270.12 $189K - $237K
878 $204M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.21K
New
$136.63 - $176.62 $165K - $213K
1.21K $204M
CTAS
Cintas Corp

Industrials
647
+ 19.05%
$190.11 - $227.66 $123K - $147K
4.04K $901M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.94K
New
$55.54 - $69.09 $163K - $203K
2.94K $203M
TFC
Truist Financial Corp

Financial Services
3.95K
+ 22.09%
$34.79 - $42.99 $137K - $170K
21.8K $937M
ARES
Ares Management Corp

Financial Services
1.16K
New
$118.04 - $175.83 $137K - $205K
1.16K $202M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.23K
New
$160.0 - $195.62 $197K - $241K
1.23K $201M
ENB
Enbridge Inc

Energy
3.94K
+ 20.51%
$41.09 - $47.16 $162K - $186K
23.1K $1.05B
AMT
American Tower Corp

Real Estate
828
+ 19.35%
$203.96 - $228.19 $169K - $189K
5.11K $1.13B
ICVT
Ishares Tr Convertible Bond Et

ETFs
845
+ 4.63%
$78.98 - $90.1 $66.7K - $76.1K
19.1K $1.72B
INFY
Infosys LTD

Technology
10.4K
New
$16.14 - $18.75 $169K - $196K
10.4K $193M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.42K
+ 57.96%
$22.54 - $23.17 $190K - $195K
22.9K $527M
APP
App Lovin Corp

Technology
311
+ 31.32%
$219.37 - $417.89 $68.2K - $130K
1.3K $456M
D
Dominion Energy, Inc

Utilities
3.33K
+ 30.32%
$49.66 - $58.0 $165K - $193K
14.3K $808M
DTE
Dte Energy CO

Utilities
1.59K
+ 48.17%
$127.39 - $139.49 $203K - $222K
4.9K $649M
MCK
Mckesson Corp

Healthcare
169
+ 15.05%
$652.83 - $732.78 $110K - $124K
1.29K $946M
SOFI
So Fi Technologies, Inc.

Financial Services
10.4K
New
$9.5 - $18.21 $98.5K - $189K
10.4K $189M
MLM
Martin Marietta Materials Inc

Basic Materials
255
+ 40.54%
$452.51 - $568.19 $115K - $145K
884 $485M
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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