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
DFUS
Dimensional ETF Tr U S Equity

ETFs
-180
- 3.29%
$59.61 - $66.71 $10.7K - $12K
5.29K $320M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.22K
- 10.66%
$32.74 - $36.2 $40K - $44.2K
10.2K $358M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-437
- 5.86%
$41.09 - $43.24 $18K - $18.9K
7.02K $291M
OZK
Bank Ozk

Financial Services
-373
- 7.37%
$41.71 - $53.1 $15.6K - $19.8K
4.69K $204M
JPSE
J P Morgan Diversified Return

ETFs
-68
- 1.22%
$42.78 - $48.51 $2.91K - $3.3K
5.51K $240M
TRP
Tc Energy Corp

Energy
-509
- 10.72%
$44.29 - $49.27 $22.5K - $25.1K
4.24K $200M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1
- 0.05%
$114.9 - $139.6 $115 - $140
2.01K $236M
GIS
General Mills Inc

Consumer Defensive
-34
- 0.85%
$57.56 - $65.3 $1.96K - $2.22K
3.98K $238M
EMN
Eastman Chemical CO

Basic Materials
-105
- 4.17%
$87.05 - $103.47 $9.14K - $10.9K
2.41K $212M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-535
- 5.8%
$42.18 - $45.16 $22.6K - $24.2K
8.69K $384M
ARCC
Ares Capital Corp

Financial Services
-643
- 3.85%
$21.28 - $23.81 $13.7K - $15.3K
16.1K $356M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-234
- 3.31%
$42.93 - $44.71 $10K - $10.5K
6.83K $300M
LCTD
Blackrock ETF World Ex Us Carb
-384
- 6.81%
N/A
5.25K $243M
HDB
Hdfc Bank LTD

Financial Services
-251
- 4.38%
$58.06 - $66.85 $14.6K - $16.8K
5.48K $364M
IBN
Icici Bank LTD

Financial Services
-168
- 2.07%
$27.55 - $31.67 $4.63K - $5.32K
7.95K $251M
AMGN
Amgen Inc

Healthcare
-2.34K
- 16.15%
$258.59 - $327.36 $606K - $767K
12.2K $3.79B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-200
- 2.56%
$30.38 - $34.94 $6.08K - $6.99K
7.61K $260M
JKHY
Henry Jack & Associates Inc

Technology
-172
- 2.82%
$166.47 - $191.28 $28.6K - $32.9K
5.94K $1.08B
CBOE
Cboe Global Markets, Inc.

Financial Services
-65
- 6.23%
$190.84 - $226.29 $12.4K - $14.7K
979 $221M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-866
- 1.18%
$27.01 - $28.54 $23.4K - $24.7K
72.3K $2.02B
OUNZ
Van Eck Merk Gold Trust

ETFs
-13
- 0.15%
$25.41 - $30.14 $330 - $392
8.49K $256M
XLE
Energy Sector Spdr

ETFs
-45
- 0.63%
$85.7 - $93.96 $3.86K - $4.23K
7.14K $667M
AZN
Astrazeneca PLC

Healthcare
-892
- 5.96%
$65.37 - $77.96 $58.3K - $69.5K
14.1K $1.04B
SO
Southern CO

Utilities
-4.82K
- 8.11%
$80.96 - $92.96 $390K - $448K
54.6K $5.02B
HDV
Ishares Core High Dividend ETF

ETFs
-279
- 1.42%
$110.86 - $121.12 $30.9K - $33.8K
19.3K $2.34B
VZ
Verizon Communications Inc

Communication Services
-2.41K
- 2.28%
$37.81 - $46.49 $91.1K - $112K
103K $4.68B
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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