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
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
242
+ 2.38%
$8.24 - $8.68 $1.99K - $2.1K
10.4K $85.9M
PAPR
Innovator U.S. Equity Power Bu

ETFs
333
+ 2.93%
$35.21 - $37.69 $11.7K - $12.6K
11.7K $418M
IT
Gartner Inc

Technology
87
+ 14.92%
$418.25 - $548.38 $36.4K - $47.7K
670 $281M
SFBS
Servis First Bancshares, Inc.

Financial Services
89
+ 2.07%
$80.8 - $93.58 $7.19K - $8.33K
4.38K $362M
RMD
Resmed Inc

Healthcare
19
+ 1.24%
$219.7 - $257.65 $4.17K - $4.9K
1.55K $347M
ADM
Archer Daniels Midland CO

Consumer Defensive
239
+ 4.13%
$45.22 - $52.17 $10.8K - $12.5K
6.02K $289M
PWR
Quanta Services, Inc.

Industrials
132
+ 19.7%
$236.71 - $358.03 $31.2K - $47.3K
802 $206M
HAL
Halliburton CO

Energy
422
+ 4.16%
$24.15 - $29.9 $10.2K - $12.6K
10.6K $268M
GM
General Motors CO

Consumer Cyclical
1.03K
+ 11.24%
$45.22 - $54.92 $46.5K - $56.5K
10.2K $478M
IBKR
Interactive Brokers Group, Inc.

Financial Services
46
+ 2.94%
$161.03 - $235.53 $7.41K - $10.8K
1.61K $266M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 7.17%
$4295.4 - $5141.88 $73K - $87.4K
254 $1.17B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.05K
+ 3.36%
$40.87 - $45.28 $42.8K - $47.4K
32.2K $1.33B
DOV
Dover Corp

Industrials
95
+ 3.8%
$174.65 - $206.43 $16.6K - $19.6K
2.6K $456M
MLM
Martin Marietta Materials Inc

Basic Materials
19
+ 3.11%
$460.39 - $552.64 $8.75K - $10.5K
629 $301M
USB
Us Bancorp \De\

Financial Services
1.69K
+ 10.88%
$40.92 - $50.9 $69.3K - $86.2K
17.3K $728M
XLY
Select Sector Spdr Consumer Di

ETFs
119
+ 7.91%
$192.6 - $233.2 $22.9K - $27.8K
1.62K $321M
CGGO
Capital Group Global Growth Eq

ETFs
71.9K
+ 84.36%
$28.33 - $30.84 $2.04M - $2.22M
157K $2.47B
IFRA
Ishares Tr

ETFs
10
+ 0.06%
$44.8 - $49.25 $448 - $493
16.6K $747M
SYF
Synchrony Financial

Financial Services
507
+ 13.09%
$51.9 - $70.63 $26.3K - $35.8K
4.38K $232M
IR
Ingersoll Rand Inc.

Industrials
122
+ 4.25%
$79.44 - $94.23 $9.69K - $11.5K
2.99K $239M
AN
Autonation, Inc.

Consumer Cyclical
132
+ 2.43%
$156.67 - $195.15 $20.7K - $25.8K
5.56K $900M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
176
+ 5.55%
$221.78 - $273.45 $39K - $48.1K
3.35K $761M
HBAN
Huntington Bancshares Inc

Financial Services
148
+ 0.76%
$14.28 - $17.39 $2.11K - $2.57K
19.6K $295M
CSX
Csx Corp

Industrials
415
+ 3.27%
$29.11 - $33.67 $12.1K - $14K
13.1K $385M
TROW
Price T Rowe Group Inc

Financial Services
301
+ 12.15%
$91.57 - $116.93 $27.6K - $35.2K
2.78K $255M
DAL
Delta Air Lines, Inc.

Industrials
1.19K
+ 26.07%
$43.6 - $69.06 $51.7K - $81.8K
5.73K $250M
LII
Lennox International Inc

Industrials
4
+ 0.71%
$553.05 - $666.93 $2.21K - $2.67K
567 $318M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
133
+ 0.43%
$38.92 - $41.1 $5.18K - $5.47K
31.2K $1.22B
CEG
Constellation Energy Corp

Utilities
140
+ 5.68%
$201.63 - $347.44 $28.2K - $48.6K
2.61K $525M
VONG
Vanguard Russell 1000 Growth E

ETFs
177
+ 4.29%
$92.71 - $107.38 $16.4K - $19K
4.31K $400M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
30
+ 5.04%
$314.47 - $431.35 $9.43K - $12.9K
625 $229M
Arm Holdings PLC
4
+ 0.18%
N/A
2.24K $239M
SMG
Scotts Miracle Gro CO

Basic Materials
207
+ 4.79%
$54.76 - $77.7 $11.3K - $16.1K
4.52K $248M
EMR
Emerson Electric CO

Industrials
460
+ 7.4%
$108.64 - $131.17 $50K - $60.3K
6.68K $732M
DEO
Diageo PLC

Consumer Defensive
240
+ 8.24%
$104.79 - $126.12 $25.1K - $30.3K
3.15K $330M
DLR
Digital Realty Trust, Inc.

Real Estate
120
+ 6.17%
$142.1 - $183.56 $17.1K - $22K
2.07K $296M
IOO
Ishares Tr Global 100 ETF

ETFs
207
+ 1.31%
$96.2 - $105.12 $19.9K - $21.8K
16K $1.54B
ROST
Ross Stores, Inc.

Consumer Cyclical
183
+ 5.14%
$123.3 - $154.95 $22.6K - $28.4K
3.74K $478M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
435
+ 1.9%
$69.69 - $79.99 $30.3K - $34.8K
23.4K $1.67B
VUG
Vanguard Growth ETF

ETFs
259
+ 6.38%
$369.1 - $427.61 $95.6K - $111K
4.32K $1.6B
VBK
Vanguard Small Cap Growth ETF

ETFs
87
+ 2.6%
$247.97 - $296.33 $21.6K - $25.8K
3.43K $865M
GS
Goldman Sachs Group Inc

Financial Services
274
+ 3.21%
$524.81 - $672.19 $144K - $184K
8.81K $4.81B
ORCL
Oracle Corp

Technology
2.27K
+ 15.41%
$139.81 - $186.47 $318K - $423K
17K $2.38B
TER
Teradyne, Inc

Technology
206
+ 9.12%
$82.6 - $140.0 $17K - $28.8K
2.46K $204M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
38
+ 1.35%
$254.58 - $302.92 $9.67K - $11.5K
2.86K $731M
ZBRA
Zebra Technologies Corp

Technology
68
+ 6.63%
$271.72 - $421.11 $18.5K - $28.6K
1.09K $309M
MAR
Marriott International Inc

Consumer Cyclical
90
+ 3.1%
$237.01 - $304.45 $21.3K - $27.4K
3K $714M
SQ
Block, Inc.

Technology
185
+ 5.26%
$54.04 - $92.95 $10K - $17.2K
3.7K $201M
COIN
Coinbase Global, Inc.

Technology
7
+ 0.54%
$172.23 - $301.3 $1.21K - $2.11K
1.31K $226M
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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