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
CWB
Spdr Bloomberg Convertible Sec

ETFs
35
+ 0.64%
$71.86 - $82.66 $2.52K - $2.89K
5.49K $454M
PFEB
Innovator U.S. Equity Power Bu

ETFs
461
+ 5.71%
$33.46 - $38.01 $15.4K - $17.5K
8.54K $324M
PJAN
Innovator U.S. Equity Power Bu

ETFs
385
+ 5.48%
$38.7 - $44.05 $14.9K - $17K
7.41K $326M
ORI
Old Republic International Corp

Financial Services
1.03K
+ 15.89%
$35.25 - $39.79 $36.3K - $40.9K
7.5K $288M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.28K
+ 16.88%
$32.56 - $35.71 $41.8K - $45.9K
8.89K $294M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.47K
+ 20.76%
$99.37 - $134.05 $146K - $196K
8.52K $967M
MO
Altria Group, Inc.

Consumer Defensive
2.31K
+ 3.13%
$55.56 - $60.91 $128K - $141K
76.1K $4.46B
ZTS
Zoetis Inc.

Healthcare
402
+ 11.59%
$144.41 - $170.3 $58.1K - $68.5K
3.87K $604M
ELV
Elevance Health, Inc.

Healthcare
241
+ 18.0%
$372.27 - $452.69 $89.7K - $109K
1.58K $615M
LNT
Alliant Energy Corp

Utilities
783
+ 19.54%
$58.79 - $64.85 $46K - $50.8K
4.79K $290M
LCTD
Blackrock ETF World Ex Us Carb
123
+ 2.34%
N/A
5.38K $273M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
377
+ 2.76%
$51.1 - $53.29 $19.3K - $20.1K
14K $748M
OXY
Occidental Petroleum Corp

Energy
2.54K
+ 23.62%
$36.11 - $49.33 $91.7K - $125K
13.3K $559M
IR
Ingersoll Rand Inc.

Industrials
205
+ 6.86%
$66.75 - $84.94 $13.7K - $17.4K
3.2K $266M
AME
Ametek Inc

Industrials
15
+ 0.57%
$151.41 - $182.75 $2.27K - $2.74K
2.66K $481M
DGX
Quest Diagnostics Inc

Healthcare
38
+ 2.2%
N/A
1.76K $316M
JKHY
Henry Jack & Associates Inc

Technology
209
+ 3.52%
$163.54 - $186.02 $34.2K - $38.9K
6.15K $1.11B
LQD
Ishares Iboxx $ Investment Gra

ETFs
165
+ 6.09%
$105.23 - $109.61 $17.4K - $18.1K
2.88K $315M
BNDX
Vanguard Total International B

ETFs
354
+ 0.0%
$48.77 - $49.55 $17.3K - $17.5K
28.6M $28.7B
COP
Conocophillips

Energy
2.15K
+ 18.8%
$82.66 - $106.1 $178K - $228K
13.6K $1.22B
TTE
Total Energies Se

Energy
1.03K
+ 7.47%
N/A
14.7K $905M
SYLD
Cambria Shareholder Yld ETF

ETFs
181
+ 4.69%
$55.35 - $65.57 $10K - $11.9K
4.04K $263M
CBOE
Cboe Global Markets, Inc.

Financial Services
39
+ 3.98%
$205.81 - $234.23 $8.03K - $9.13K
1.02K $238M
ETR
Entergy Corp

Utilities
354
+ 5.95%
$79.01 - $86.61 $28K - $30.7K
6.3K $524M
MAIN
Main Street Capital Corp

Financial Services
58
+ 1.24%
$49.15 - $59.32 $2.85K - $3.44K
4.73K $280M
PSA
Public Storage

Real Estate
72
+ 5.66%
$266.31 - $309.77 $19.2K - $22.3K
1.35K $395M
FOXA
Fox Corp

Communication Services
288
+ 5.72%
$47.21 - $57.04 $13.6K - $16.4K
5.32K $298M
LOW
Lowes Companies Inc

Consumer Cyclical
437
+ 5.9%
$210.83 - $235.28 $92.1K - $103K
7.85K $1.74B
AMGN
Amgen Inc

Healthcare
1.45K
+ 11.96%
$262.28 - $309.85 $381K - $451K
13.6K $3.8B
CL
Colgate Palmolive CO

Consumer Defensive
365
+ 4.8%
$87.57 - $96.0 $32K - $35K
7.98K $725M
ROL
Rollins Inc

Consumer Cyclical
15
+ 0.34%
$50.65 - $58.58 $760 - $879
4.38K $247M
GRMN
Garmin LTD

Technology
84
+ 7.54%
$173.63 - $218.07 $14.6K - $18.3K
1.2K $250M
DVY
Ishares Tr

ETFs
71
+ 4.77%
$118.37 - $134.86 $8.4K - $9.58K
1.56K $207M
FTCS
First Trust Capital Strength E

ETFs
35
+ 1.4%
$81.6 - $92.39 $2.86K - $3.23K
2.54K $230M
CSGP
Costar Group, Inc.

Real Estate
25
+ 0.8%
$72.62 - $83.22 $1.82K - $2.08K
3.16K $254M
CB
Chubb LTD

Financial Services
481
+ 4.27%
$274.32 - $302.46 $132K - $145K
11.7K $3.4B
SBUX
Starbucks Corp

Consumer Cyclical
844
+ 7.14%
$79.69 - $99.41 $67.3K - $83.9K
12.7K $1.16B
GL
Globe Life Inc.

Financial Services
117
+ 6.41%
$113.29 - $133.09 $13.3K - $15.6K
1.94K $241M
PDD
Pinduoduo Inc.

Consumer Cyclical
346
+ 13.38%
$88.35 - $122.19 $30.6K - $42.3K
2.93K $307M
IP
International Paper CO

Consumer Cyclical
520
+ 12.41%
$43.89 - $54.46 $22.8K - $28.3K
4.71K $221M
OTIS
Otis Worldwide Corp

Industrials
93
+ 3.14%
$90.88 - $104.3 $8.45K - $9.7K
3.06K $303M
ROP
Roper Technologies Inc

Industrials
20
+ 2.87%
$519.19 - $590.78 $10.4K - $11.8K
718 $407M
PFG
Principal Financial Group Inc

Financial Services
154
+ 3.97%
$69.56 - $86.19 $10.7K - $13.3K
4.04K $321M
ET
Energy Transfer LP

Energy
154
+ 0.71%
$15.65 - $18.93 $2.41K - $2.92K
21.9K $398M
GIS
General Mills Inc

Consumer Defensive
463
+ 11.64%
$50.37 - $60.97 $23.3K - $28.2K
4.44K $230M
SPG
Simon Property Group Inc

Real Estate
34
+ 1.1%
$140.37 - $171.44 $4.77K - $5.83K
3.13K $503M
DD
Du Pont De Nemours, Inc.

Basic Materials
140
+ 3.9%
$55.13 - $75.25 $7.72K - $10.5K
3.73K $256M
AFL
Aflac Inc

Financial Services
220
+ 3.14%
$99.77 - $112.45 $21.9K - $24.7K
7.23K $763M
FANG
Diamondback Energy, Inc.

Energy
1.1K
+ 14.67%
$119.25 - $161.49 $131K - $178K
8.61K $1.18B
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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