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
Capital Group Dividend Growe
27.4K
+ 322.61%
N/A
35.9K $1.11B
ABT
Abbott Laboratories

Healthcare
2.76K
+ 11.64%
$111.1 - $140.22 $307K - $387K
26.5K $3.52B
CME
Cme Group Inc.

Financial Services
52
+ 0.21%
$225.82 - $266.54 $11.7K - $13.9K
24.4K $6.48B
CSCO
Cisco Systems, Inc.

Technology
11.6K
+ 30.15%
$58.74 - $64.87 $684K - $755K
50.3K $3.1B
MA
Mastercard Inc

Financial Services
1.19K
+ 16.05%
$504.67 - $576.31 $602K - $688K
8.63K $4.73B
FISV
Fiserv Inc

Technology
2.62K
+ 20.66%
N/A
15.3K $3.38B
UBER
Uber Technologies, Inc

Technology
9.23K
+ 128.59%
$63.17 - $81.49 $583K - $752K
16.4K $1.2B
EMB
Ishares Tr

ETFs
5.43K
+ 3.55%
$88.64 - $92.03 $481K - $499K
158K $14.3B
CGDV
Capital Group Divid Value ETF

ETFs
19.4K
+ 28.01%
$34.95 - $37.36 $679K - $725K
88.7K $3.16B
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.3K
+ 10.92%
$56.17 - $59.71 $749K - $796K
135K $7.74B
PLTR
Palantir Technologies Inc.

Technology
6.41K
+ 36.29%
$64.98 - $124.62 $416K - $798K
24.1K $2.03B
CGGR
Capital Group Growth ETF Shs C

ETFs
28.3K
+ 26.77%
$33.98 - $39.84 $963K - $1.13M
134K $4.6B
DE
Deere & CO

Industrials
1.01K
+ 27.16%
$408.57 - $509.27 $411K - $513K
4.72K $2.21B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
934
+ 40.68%
$402.49 - $513.76 $376K - $480K
3.23K $1.57B
O
Realty Income Corp

Real Estate
9.17K
+ 39.09%
$51.67 - $58.49 $474K - $536K
32.6K $1.89B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.1K
+ 50.96%
$41.61 - $44.72 $547K - $588K
38.9K $1.69B
AEP
American Electric Power CO Inc

Utilities
4.55K
+ 64.5%
$90.32 - $109.27 $411K - $498K
11.6K $1.27B
SHEL
Shell PLC

Energy
7.01K
+ 79.22%
$62.84 - $73.29 $440K - $514K
15.9K $1.16B
MDT
Medtronic PLC

Healthcare
4.79K
+ 27.11%
$79.84 - $94.5 $383K - $453K
22.5K $2.02B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.1K
+ 78.43%
$80.53 - $147.57 $250K - $458K
7.06K $933M
HCA
Hca Healthcare, Inc.

Healthcare
522
+ 5.9%
$296.7 - $345.55 $155K - $180K
9.37K $3.24B
CMI
Cummins Inc

Industrials
2.03K
+ 122.82%
$312.92 - $386.07 $635K - $783K
3.68K $1.15B
CVS
Cvs Health Corp

Healthcare
5.98K
+ 88.45%
$44.22 - $68.64 $264K - $410K
12.7K $863M
AIG
American International Group, Inc.

Financial Services
5.64K
+ 136.59%
$70.5 - $86.94 $397K - $490K
9.76K $849M
QCOM
Qualcomm Inc

Technology
3.56K
+ 54.74%
$151.94 - $175.86 $541K - $626K
10.1K $1.55B
PGR
Progressive Corp

Financial Services
956
+ 16.21%
$235.61 - $291.22 $225K - $278K
6.85K $1.94B
AMZN
Amazon Com Inc

Consumer Cyclical
18K
+ 11.38%
$190.26 - $242.06 $3.43M - $4.36M
176K $21.7B
WFC
Wells Fargo & Company

Financial Services
6.85K
+ 34.19%
$66.78 - $81.42 $458K - $558K
26.9K $1.93B
IXUS
Ishares Tr

ETFs
6.48K
+ 37.24%
$65.06 - $72.31 $421K - $468K
23.9K $1.67B
ICVT
Ishares Tr Convertible Bond Et

ETFs
6.36K
+ 53.39%
$83.18 - $89.27 $529K - $567K
18.3K $1.53B
VT
Vanguard Total World Stk Index

ETFs
4.42K
+ 158.99%
$115.08 - $123.97 $509K - $548K
7.2K $835M
INTU
Intuit Inc

Technology
878
+ 37.62%
$555.63 - $630.23 $488K - $553K
3.21K $1.97B
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
CB
Chubb LTD

Financial Services
660
+ 6.23%
$257.71 - $301.99 $170K - $199K
11.3K $3.4B
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
SBUX
Starbucks Corp

Consumer Cyclical
3.85K
+ 48.21%
$91.75 - $115.81 $353K - $445K
11.8K $1.16B
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
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
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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