Sagespring Wealth Partners, LLC Incresed Positions in Q2 2025

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LECO
Lincoln Electric Holdings Inc

Industrials
295
+ 26.32%
$167.18 - $211.38 $49.3K - $62.4K
1.42K $294M
AMED
Amedisys Inc

Healthcare
623
+ 19.25%
$91.31 - $98.39 $56.9K - $61.3K
3.86K $380M
PEG
Public Service Enterprise Group Inc

Utilities
701
+ 6.49%
$77.13 - $84.18 $54.1K - $59K
11.5K $969M
TRP
Tc Energy Corp

Energy
1.48K
+ 34.9%
$44.48 - $51.4 $65.8K - $76.1K
5.72K $279M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.57K
+ 19.27%
$46.41 - $47.7 $72.7K - $74.7K
9.69K $461M
PHM
Pultegroup Inc

Consumer Cyclical
625
+ 21.67%
$92.02 - $106.54 $57.5K - $66.6K
3.51K $370M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
29
+ 1.55%
$139.8 - $197.22 $4.05K - $5.72K
1.9K $375M
PPL
Ppl Corp

Utilities
2.75K
+ 29.23%
$33.45 - $36.5 $92K - $100K
12.2K $412M
NVO
Novo Nordisk A S

Healthcare
1.14K
+ 6.32%
$58.08 - $81.05 $66.2K - $92.4K
19.2K $1.32B
SNY
Sanofi

Healthcare
3.17K
+ 27.49%
$47.62 - $55.44 $151K - $176K
14.7K $710M
DFUS
Dimensional ETF Tr U S Equity

ETFs
525
+ 9.92%
$53.65 - $67.02 $28.2K - $35.2K
5.82K $390M
AJG
Arthur J. Gallagher & Co.

Financial Services
330
+ 23.06%
$310.86 - $348.77 $103K - $115K
1.76K $564M
FDX
Fedex Corp

Industrials
456
+ 21.93%
$198.07 - $245.17 $90.3K - $112K
2.54K $576M
VRSK
Verisk Analytics, Inc.

Industrials
99
+ 4.07%
$277.03 - $321.33 $27.4K - $31.8K
2.53K $788M
WRB
Berkley W R Corp

Financial Services
657
+ 9.31%
$64.28 - $75.17 $42.2K - $49.4K
7.71K $567M
CAH
Cardinal Health Inc

Healthcare
80
+ 4.74%
$125.0 - $168.0 $10K - $13.4K
1.77K $297M
CASY
Caseys General Stores Inc

Consumer Cyclical
53
+ 11.37%
$415.82 - $510.91 $22K - $27.1K
519 $265M
ED
Consolidated Edison Inc

Utilities
1.11K
+ 23.27%
$98.05 - $113.3 $108K - $125K
5.86K $588M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
195
+ 2.93%
$59.98 - $74.92 $11.7K - $14.6K
6.84K $509M
LYG
Lloyds Banking Group PLC

Financial Services
10K
+ 22.41%
$3.32 - $4.29 $33.2K - $42.9K
54.6K $232M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
43
+ 5.98%
$299.15 - $396.54 $12.9K - $17.1K
762 $302M
ROST
Ross Stores, Inc.

Consumer Cyclical
475
+ 12.69%
$126.62 - $154.26 $60.1K - $73.3K
4.22K $538M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.39K
+ 21.19%
$12.23 - $15.46 $53.7K - $67.9K
25.1K $380M
KEYS
Keysight Technologies, Inc.

Technology
237
+ 16.47%
$127.02 - $165.4 $30.1K - $39.2K
1.68K $275M
HBAN
Huntington Bancshares Inc

Financial Services
1.45K
+ 7.36%
$12.49 - $16.76 $18.1K - $24.2K
21.1K $353M
OZK
Bank Ozk

Financial Services
837
+ 17.85%
$37.58 - $47.34 $31.5K - $39.6K
5.53K $260M
ITW
Illinois Tool Works Inc

Industrials
241
+ 5.36%
$218.41 - $252.43 $52.6K - $60.8K
4.74K $1.17B
DOV
Dover Corp

Industrials
192
+ 7.4%
$151.14 - $186.7 $29K - $35.8K
2.79K $511M
MSCI
Msci Inc.

Financial Services
85
+ 18.01%
$506.56 - $576.74 $43.1K - $49K
557 $321M
DHI
Horton D R Inc

Consumer Cyclical
380
+ 13.27%
$115.1 - $129.63 $43.7K - $49.3K
3.24K $418M
INTC
Intel Corp

Technology
2.75K
+ 10.96%
$18.13 - $22.69 $49.9K - $62.5K
27.9K $624M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
227
+ 0.61%
$15.5 - $20.28 $3.52K - $4.6K
37.2K $755M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.88K
+ 26.45%
$13.71 - $15.46 $39.5K - $44.5K
13.8K $213M
DAL
Delta Air Lines, Inc.

Industrials
381
+ 6.65%
$35.88 - $52.99 $13.7K - $20.2K
6.11K $301M
RSG
Republic Services, Inc.

Industrials
176
+ 11.14%
$227.2 - $258.07 $40K - $45.4K
1.76K $433M
PDEC
Innovator U.S. Equity Power Bu
102
+ 0.54%
N/A
18.9K $756M
BR
Broadridge Financial Solutions, Inc.

Technology
194
+ 18.16%
$217.22 - $246.25 $42.1K - $47.8K
1.26K $307M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
517
+ 3.78%
$33.82 - $37.61 $17.5K - $19.4K
14.2K $534M
PAPR
Innovator U.S. Equity Power Bu

ETFs
729
+ 6.23%
$33.22 - $37.29 $24.2K - $27.2K
12.4K $464M
ROLL
Rbc Bearings Inc

Industrials
6
+ 0.88%
N/A
684 $263M
Capital Grp Fixed Incm ETF T
1.68K
+ 17.73%
N/A
11.2K $294M
AEP
American Electric Power CO Inc

Utilities
1.03K
+ 8.85%
$98.59 - $109.11 $101K - $112K
12.6K $1.31B
ALL
Allstate Corp

Financial Services
423
+ 5.52%
$180.53 - $212.64 $76.4K - $89.9K
8.09K $1.63B
EQIX
Equinix Inc

Real Estate
69
+ 9.57%
$740.07 - $914.43 $51.1K - $63.1K
790 $629M
FITB
Fifth Third Bancorp

Financial Services
699
+ 11.75%
$33.32 - $41.51 $23.3K - $29K
6.65K $273M
CRH.L
Crh PLC

Basic Materials
304
+ 9.52%
N/A
3.5K $321M
CTSH
Cognizant Technology Solutions Corp

Technology
403
+ 7.25%
$66.47 - $81.81 $26.8K - $33K
5.96K $465M
MFG
Mizuho Financial Group Inc

Financial Services
6.55K
+ 32.55%
$4.25 - $5.66 $27.9K - $37.1K
26.7K $148M
NLOK
Norton Life Lock Inc.

Technology
454
+ 5.68%
N/A
8.45K $248M
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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