Sagespring Wealth Partners, LLC New Holdings in Q1 2025

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.8M
New
$61.9 - $66.89 $174M - $188M
2.8M $178B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.09M
New
$58.04 - $65.84 $63M - $71.5M
1.09M $69.2B
DFRA
Trimtabs ETF Tr Donoghue Forli
1.44M
New
N/A
1.44M $41.1B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
242K
New
$114.57 - $118.14 $27.7M - $28.6M
242K $28.6B
FDVV
Fidelity High Dividend ETF

ETFs
537K
New
$48.86 - $52.28 $26.3M - $28.1M
537K $26.7B
FQAL
Fidelity Covington Tr Quality

ETFs
115K
New
$63.12 - $69.13 $7.26M - $7.95M
115K $7.38B
First Tr Exchng Traded Fd Vi
119K
New
N/A
119K $4.48B
First Tr Exchng Traded Fd Vi
204K
New
N/A
204K $3.91B
Innovator Etfs Trust
79.7K
New
N/A
79.7K $2.37B
AEM
Agnico Eagle Mines LTD

Basic Materials
14.7K
New
$79.66 - $108.41 $1.17M - $1.59M
14.7K $1.59B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.13K
New
$302.31 - $337.54 $947K - $1.06M
3.13K $961M
DMAR
First Tr Ex Tr Viii Cboe Vest
23.3K
New
$36.82 - $39.1 $858K - $911K
23.3K $878M
BALT
Innovator Etfs Tr
25.4K
New
$31.31 - $31.89 $794K - $809K
25.4K $796M
Innovator Etfs Trust
21.2K
New
N/A
21.2K $651M
PNOV
Innovator U.S. Equity Power Bu
16.2K
New
N/A
16.2K $602M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.02K
New
$80.21 - $86.14 $563K - $605K
7.02K $579M
Tidal Tr Ii
20K
New
N/A
20K $515M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.8K
New
N/A
7.8K $501M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
13.7K
New
$35.26 - $36.57 $483K - $501K
13.7K $487M
First Tr Exchng Traded Fd Vi
13.6K
New
N/A
13.6K $467M
BRO
Brown & Brown, Inc.

Financial Services
3.65K
New
$100.54 - $124.4 $367K - $454K
3.65K $454M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
9.47K
New
$46.06 - $49.24 $436K - $466K
9.47K $442M
EXC
Exelon Corp

Utilities
9.47K
New
$37.3 - $46.08 $353K - $437K
9.47K $437M
DASH
Door Dash, Inc.

Communication Services
2.35K
New
$168.37 - $213.38 $396K - $502K
2.35K $430M
HYG
Ishares Tr

ETFs
5.03K
New
$78.51 - $80.11 $395K - $403K
5.03K $397M
NUE
Nucor Corp

Basic Materials
3.29K
New
$114.48 - $142.52 $377K - $469K
3.29K $396M
Aim ETF Products Trust
12.8K
New
N/A
12.8K $396M
Capital Group Global Equity
15.1K
New
N/A
15.1K $391M
GNMA
Ishares Gnma Bond ETF

ETFs
8.18K
New
$42.17 - $44.04 $345K - $360K
8.18K $359M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.93K
New
$49.67 - $51.43 $344K - $356K
6.93K $354M
BMAR
Innovator U.S. Equity Buffer E

ETFs
7.71K
New
$44.99 - $47.69 $347K - $368K
7.71K $351M
PPL
Ppl Corp

Utilities
9.41K
New
$31.68 - $36.11 $298K - $340K
9.41K $340M
SPOT
Spotify Technology S.A.

Communication Services
582
New
$457.79 - $648.32 $266K - $377K
582 $320M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.52K
New
$106.31 - $123.73 $268K - $312K
2.52K $312M
OTIS
Otis Worldwide Corp

Industrials
2.97K
New
$90.77 - $104.01 $269K - $308K
2.97K $306M
PDD
Pinduoduo Inc.

Consumer Cyclical
2.59K
New
$94.68 - $131.34 $245K - $340K
2.59K $306M
TPL
Texas Pacific Land Corp

Energy
228
New
$1180.08 - $1431.01 $269K - $326K
228 $303M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4.89K
New
$46.15 - $63.53 $226K - $311K
4.89K $301M
NET
Cloudflare, Inc.

Technology
2.62K
New
$110.71 - $176.5 $291K - $463K
2.62K $296M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.71K
New
$105.1 - $109.61 $285K - $297K
2.71K $295M
PFEB
Innovator U.S. Equity Power Bu

ETFs
8.07K
New
$35.54 - $37.44 $287K - $302K
8.07K $289M
FOXA
Fox Corp

Communication Services
5.03K
New
$47.9 - $58.0 $241K - $292K
5.03K $285M
TTWO
Take Two Interactive Software Inc

Communication Services
1.37K
New
$178.61 - $217.95 $245K - $299K
1.37K $284M
TAFI
Ab Active Etfs Inc Tax Aware S
11.2K
New
N/A
11.2K $281M
CRH.L
Crh PLC

Basic Materials
3.19K
New
N/A
3.19K $281M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
20.4K
New
$9.49 - $14.83 $194K - $303K
20.4K $278M
CNP
Centerpoint Energy Inc

Utilities
7.65K
New
$30.87 - $36.25 $236K - $277K
7.65K $277M
SHV
Ishares Tr

ETFs
2.5K
New
$110.11 - $110.51 $275K - $276K
2.5K $276M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.59K
New
$72.7 - $84.32 $261K - $303K
3.59K $268M
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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