Sagespring Wealth Partners, LLC Incresed Positions in Q1 2025

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
1.08M
+ 155.42%
N/A
1.77M $95.8B
OEF
Ishares S&P 100 ETF

ETFs
209K
+ 2865.88%
N/A
216K $58.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
105K
+ 1408.51%
$468.34 - $539.52 $49.1M - $56.5M
112K $52.6B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
747K
+ 8.48%
$44.41 - $45.98 $33.2M - $34.3M
9.56M $121B
EMGF
Ishares Msci Emerging Markets

ETFs
589K
+ 146.58%
$44.18 - $48.23 $26M - $28.4M
991K $46.4B
IAU
Ishares Gold Trust

ETFs
353K
+ 169.99%
$49.74 - $58.96 $17.6M - $20.8M
561K $33B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
256K
+ 13.43%
$73.16 - $83.16 $18.7M - $21.3M
2.16M $151B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
449K
+ 9.96%
$48.06 - $53.73 $21.6M - $24.1M
4.96M $242B
IGM
Ishares Expanded Tech Sector E

ETFs
114K
+ 1024.61%
$90.67 - $108.46 $10.3M - $12.3M
125K $11.3B
TTAC
Fcf Us Quality ETF

ETFs
279K
+ 9.23%
$65.72 - $67.39 $18.4M - $18.8M
3.3M $211B
ITOT
Ishares Core S&P Total U.S. St

ETFs
67.7K
+ 203.52%
$120.29 - $134.6 $8.15M - $9.12M
101K $12.3B
TLT
Ishares Barclays 20+ Year Trea

ETFs
71K
+ 24.31%
$85.29 - $92.57 $6.05M - $6.57M
363K $33B
BOND
Pimco Active Bond Exchange Tra

ETFs
71.7K
+ 829.52%
$89.27 - $92.9 $6.4M - $6.66M
80.3K $7.43B
VEA
Vanguard Ftse Developed Market

ETFs
91.7K
+ 667.8%
$47.4 - $52.99 $4.34M - $4.86M
105K $5.36B
IDEV
Ishares Core Msci Intl Develop

ETFs
58.9K
+ 96.26%
$63.77 - $71.36 $3.75M - $4.2M
120K $8.27B
ICLN
Ishares

ETFs
379K
+ 2190.27%
$10.94 - $11.86 $4.14M - $4.49M
396K $4.52B
IVW
Ishares S&P 500 Growth ETF

ETFs
53.8K
+ 38.48%
$92.45 - $106.69 $4.97M - $5.73M
193K $18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.44K
+ 16.07%
$442.66 - $534.52 $1.52M - $1.84M
24.8K $13.2B
AAPL
Apple Inc.

Technology
35.7K
+ 21.91%
$209.68 - $247.1 $7.49M - $8.83M
199K $44.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
68.2K
+ 103.84%
$44.72 - $46.25 $3.05M - $3.16M
134K $6.17B
META
Meta Platforms, Inc.

Communication Services
5.11K
+ 21.18%
$576.36 - $736.67 $2.95M - $3.77M
29.2K $16.9B
MUB
Ishares National Muni Bond ETF

ETFs
24.8K
+ 15.55%
$104.71 - $107.69 $2.6M - $2.67M
184K $19.4B
PM
Philip Morris International Inc.

Consumer Defensive
1.74K
+ 3.21%
$117.15 - $158.79 $204K - $277K
56.1K $8.91B
V
Visa Inc.

Financial Services
3.03K
+ 9.03%
$306.92 - $362.71 $931K - $1.1M
36.6K $12.8B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
890K
+ 16.78%
$39.97 - $48.7 $35.6M - $43.3M
6.19M $248B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
69.5K
+ 220.8%
$26.71 - $31.58 $1.86M - $2.19M
101K $3.06B
CVX
Chevron Corp

Energy
8.23K
+ 26.91%
$146.71 - $167.97 $1.21M - $1.38M
38.8K $6.5B
INTF
Ishares Tr

ETFs
56.1K
+ 81.69%
$28.43 - $31.96 $1.6M - $1.79M
125K $3.85B
Capital Group Core Balanced
59.6K
+ 174.79%
N/A
93.7K $2.9B
XOM
Exxon Mobil Corp

Energy
10.5K
+ 22.82%
$105.44 - $118.93 $1.1M - $1.24M
56.3K $6.7B
RTX
Raytheon Technologies Corp

Industrials
9.63K
+ 34.96%
$114.1 - $135.66 $1.1M - $1.31M
37.2K $4.93B
CRM
Salesforce, Inc.

Technology
9.74K
+ 65.97%
$268.36 - $359.95 $2.61M - $3.51M
24.5K $6.58B
JPM
Jpmorgan Chase & CO

Financial Services
4.97K
+ 8.02%
$225.19 - $279.95 $1.12M - $1.39M
66.9K $16.4B
ABBV
Abb Vie Inc.

Healthcare
4.14K
+ 21.1%
$169.2 - $216.66 $700K - $897K
23.8K $4.98B
JNJ
Johnson & Johnson

Healthcare
5.54K
+ 20.81%
$142.06 - $167.7 $787K - $929K
32.2K $5.33B
MO
Altria Group, Inc.

Consumer Defensive
14.7K
+ 24.85%
$50.81 - $60.02 $746K - $882K
73.8K $4.43B
MCD
Mcdonalds Corp

Consumer Cyclical
3.21K
+ 22.92%
$279.74 - $321.29 $899K - $1.03M
17.2K $5.38B
T
At&T Inc.

Communication Services
23.1K
+ 20.8%
$21.56 - $28.28 $497K - $652K
134K $3.79B
VV
Vanguard Large Cap ETF

ETFs
4.84K
+ 267.81%
$253.32 - $282.66 $1.23M - $1.37M
6.65K $1.71B
IBM
International Business Machines Corp

Technology
1.99K
+ 8.38%
$217.4 - $264.74 $433K - $527K
25.8K $6.41B
Victory Portfolios Ii
32.6K
+ 87.66%
N/A
69.9K $2.4B
DUK
Duke Energy Corp

Utilities
6.07K
+ 24.81%
$105.87 - $121.97 $643K - $740K
30.5K $3.72B
BNDX
Vanguard Total International B

ETFs
1M
+ 3.63%
$48.33 - $49.5 $48.4M - $49.6M
28.6M $28.7B
COST
Costco Wholesale Corp

Consumer Defensive
947
+ 15.42%
$890.62 - $1076.86 $843K - $1.02M
7.09K $6.7B
NFLX
Netflix Inc

Communication Services
900
+ 21.41%
$828.4 - $1058.6 $746K - $953K
5.1K $4.76B
LLY
Eli Lilly & CO

Healthcare
589
+ 6.69%
$725.72 - $929.72 $427K - $548K
9.39K $7.75B
GE
General Electric CO

Industrials
3.17K
+ 32.71%
$168.59 - $212.13 $534K - $672K
12.9K $2.57B
KO
Coca Cola CO

Consumer Defensive
7.93K
+ 21.63%
$60.81 - $72.32 $482K - $574K
44.6K $3.19B
PG
Procter & Gamble CO

Consumer Defensive
4.6K
+ 9.98%
$158.56 - $176.26 $729K - $810K
50.6K $8.63B
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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