Sagespring Wealth Partners, LLC Reduced Holdings in Q1 2025

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-83
- 0.22%
$18.53 - $29.07 $1.54K - $2.41K
37K $702M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-4.08K
- 38.05%
$63.91 - $70.19 $261K - $287K
6.65K $448M
SRE
Sempra Energy

Utilities
-1.9K
- 31.54%
$67.85 - $87.67 $129K - $166K
4.12K $294M
HPE
Hewlett Packard Enterprise CO

Technology
-6.15K
- 36.67%
$14.77 - $24.42 $90.8K - $150K
10.6K $164M
TGT
Target Corp

Consumer Defensive
-388
- 7.86%
$103.65 - $142.5 $40.2K - $55.3K
4.55K $475M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.68K
- 22.87%
$142.8 - $176.36 $383K - $473K
9.05K $1.56B
VB
Vanguard Small Cap ETF

ETFs
-62
- 0.68%
$217.89 - $252.64 $13.5K - $15.7K
9.11K $2.02B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.75K
- 27.8%
N/A
4.53K $399M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-1.84K
- 5.46%
$55.58 - $62.24 $102K - $115K
31.9K $1.8B
EQIX
Equinix Inc

Real Estate
-88
- 10.88%
$803.0 - $959.97 $70.7K - $84.5K
721 $588M
First Tr Exchng Traded Fd Vi
-4.43K
- 35.21%
N/A
8.15K $303M
LMT
Lockheed Martin Corp

Industrials
-157
- 7.97%
$423.19 - $506.29 $66.4K - $79.5K
1.81K $810M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.68K
- 23.58%
$75.99 - $81.58 $128K - $137K
5.46K $418M
AXON
Axon Enterprise, Inc.

Industrials
-139
- 18.27%
$496.65 - $710.01 $69K - $98.7K
622 $327M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.53K
- 18.44%
$49.22 - $51.73 $125K - $131K
11.2K $566M
SYLD
Cambria Shareholder Yld ETF

ETFs
-1.52K
- 28.32%
$62.77 - $71.4 $95.7K - $109K
3.86K $246M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-708
- 29.06%
$126.86 - $146.45 $89.8K - $104K
1.73K $220M
FBK
Fb Financial Corp

Financial Services
-1.37K
- 16.63%
$44.62 - $54.37 $61.3K - $74.7K
6.89K $319M
EW
Edwards Lifesciences Corp

Healthcare
-1.19K
- 10.54%
$67.95 - $76.19 $80.5K - $90.3K
10.1K $729M
AYI
Acuity Brands Inc

Industrials
-264
- 22.7%
$257.8 - $337.07 $68.1K - $89K
899 $237M
PPG
Ppg Industries Inc

Basic Materials
-210
- 2.67%
$107.44 - $124.29 $22.6K - $26.1K
7.65K $836M
FDX
Fedex Corp

Industrials
-77
- 3.57%
$230.33 - $281.53 $17.7K - $21.7K
2.08K $507M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-404
- 1.94%
$59.79 - $67.15 $24.2K - $27.1K
20.4K $1.24B
FTCS
First Trust Capital Strength E

ETFs
-1.09K
- 30.34%
$86.39 - $91.35 $94.1K - $99.5K
2.5K $224M
ASML
Asml Holding Nv

Technology
-70
- 5.02%
$662.63 - $776.99 $46.4K - $54.4K
1.32K $877M
DVN
Devon Energy Corp

Energy
-3.65K
- 33.91%
$33.15 - $38.55 $121K - $141K
7.11K $266M
MAIN
Main Street Capital Corp

Financial Services
-1.29K
- 21.58%
$54.71 - $63.1 $70.4K - $81.1K
4.67K $264M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-9
- 0.38%
$307.43 - $357.48 $2.77K - $3.22K
2.33K $720M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.97K
- 18.62%
$42.5 - $46.71 $83.8K - $92.1K
8.62K $390M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.31K
- 12.7%
$47.47 - $48.84 $62.4K - $64.2K
9.04K $432M
FNDX
Schwab Fundamental U S Large C

ETFs
-2.57K
- 15.82%
$23.03 - $25.01 $59.2K - $64.3K
13.7K $323M
SNOW
Snowflake Inc.

Technology
-220
- 8.15%
$146.16 - $192.78 $32.2K - $42.4K
2.48K $362M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-2.48K
- 9.88%
$14.19 - $15.67 $35.1K - $38.8K
22.6K $327M
IWS
Ishares Russell Midcap Value E

ETFs
-299
- 8.57%
$122.59 - $135.24 $36.7K - $40.4K
3.19K $402M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.04K
- 18.19%
$56.12 - $68.15 $114K - $139K
9.17K $622M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-57
- 1.05%
$81.62 - $96.63 $4.65K - $5.51K
5.38K $448M
BALL
Ball Corp

Consumer Cyclical
-202
- 1.78%
$49.04 - $56.53 $9.91K - $11.4K
11.2K $582M
NRG
Nrg Energy, Inc.

Utilities
-627
- 21.67%
$84.82 - $113.33 $53.2K - $71.1K
2.27K $216M
FITB
Fifth Third Bancorp

Financial Services
-599
- 9.15%
$37.48 - $44.96 $22.5K - $26.9K
5.95K $233M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-43K
- 2.92%
$49.42 - $50.43 $2.13M - $2.17M
1.43M $1.43B
VXF
Vanguard Extended Market ETF

ETFs
-5
- 0.21%
$170.36 - $201.04 $852 - $1.01K
2.35K $405M
RY
Royal Bank Of Canada

Financial Services
-189
- 7.19%
$108.81 - $123.4 $20.6K - $23.3K
2.44K $275M
MBB
Ishares Tr

ETFs
-617
- 7.06%
$90.37 - $94.08 $55.8K - $58K
8.13K $762M
AOR
Ishares Tr Core Growth Allocat

ETFs
-672
- 10.34%
$56.63 - $59.39 $38.1K - $39.9K
5.83K $335M
RDVY
First Trust Rising Dividend Ac

ETFs
-434
- 2.5%
$57.22 - $63.39 $24.8K - $27.5K
17K $993M
XLP
Consumer Staples Sector Spdr

ETFs
-554
- 18.08%
N/A
2.51K $205M
PDEC
Innovator U.S. Equity Power Bu
-520
- 2.69%
N/A
18.8K $707M
IXN
Ishares Global Information Tec

ETFs
-9
- 0.24%
$75.73 - $88.4 $682 - $796
3.76K $285M
VMC
Vulcan Materials CO

Basic Materials
-38
- 3.77%
$220.9 - $277.54 $8.39K - $10.5K
971 $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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