Sagespring Wealth Partners, LLC Portfolio Holdings

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025

Sagespring Wealth Partners, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.96 Trillion distributed in 651 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $286B, Fidelity Covington Tr Blue Chi with a value of $248B, Blackrock ETF Tr U S Equity Fa with a value of $242B, Fcf Us Quality ETF with a value of $211B, and Jp Morgan ETF Fd Tr Active Val with a value of $178B.

Examining the 13F form we can see an increase of $175B in the current position value, from $3.79T to 3.96T.

Sagespring Wealth Partners, LLC is based out at Franklin, TN

Below you can find more details about Sagespring Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.96 Trillion
Technology: $190 Billion
Financial Services: $116 Billion
Consumer Cyclical: $81.7 Billion
Healthcare: $70.6 Billion
Industrials: $64.3 Billion
Communication Services: $53.5 Billion
Consumer Defensive: $52.2 Billion
Energy: $32.5 Billion
Other: $46 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$44.2 Billion 1.11% of portfolio
198,810
Q1 2025 Added 21.91%
-
$41.1 Billion 1.04% of portfolio
-
Q1 2025 New
$3.36T
$35.7 Billion 0.9% of portfolio
95,040
Q1 2025 Added 4.71%
$327B
$27.8 Billion 0.7% of portfolio
256,250
Q1 2025 Added 18.54%
$2.05T
$21.7 Billion 0.55% of portfolio
176,427
Q1 2025 Added 11.38%
$1.43T
$16.9 Billion 0.43% of portfolio
29,244
Q1 2025 Added 21.18%
$765B
$16.4 Billion 0.41% of portfolio
66,911
Q1 2025 Added 8.02%
$660B
$13.2 Billion 0.33% of portfolio
24,841
Q1 2025 Added 16.07%
$371B
$13 Billion 0.33% of portfolio
35,521
Q1 2025 Added 3.16%
$578B
$12.8 Billion 0.32% of portfolio
36,623
Q1 2025 Added 9.03%
$92.6B
$12.2 Billion 0.31% of portfolio
73,095
Q1 2025 Added 10.0%
$261B
$11 Billion 0.28% of portfolio
125,094
Q1 2025 Added 3.01%
$1.01T
$9.92 Billion 0.25% of portfolio
64,133
Q1 2025 Added 12.18%
$276B
$8.91 Billion 0.22% of portfolio
56,110
Q1 2025 Added 3.21%
$393B
$8.63 Billion 0.22% of portfolio
50,649
Q1 2025 Added 9.98%
$276B
$8.45 Billion 0.21% of portfolio
16,133
Q1 2025 Reduced 7.89%
$446B
$6.7 Billion 0.17% of portfolio
7,088
Q1 2025 Added 15.42%
$273B
$6.58 Billion 0.17% of portfolio
24,505
Q1 2025 Added 65.97%
$181B
$6.76 Billion 0.17% of portfolio
20,495
Q1 2025 Added 4.89%
$1.07T
$6.89 Billion 0.17% of portfolio
26,586
Q1 2025 Added 17.64%
$429B
$6.7 Billion 0.17% of portfolio
56,348
Q1 2025 Added 22.82%
$1.03T
$6.18 Billion 0.16% of portfolio
39,542
Q1 2025 Added 7.17%
$267B
$6.5 Billion 0.16% of portfolio
38,831
Q1 2025 Added 26.91%
$232B
$6.41 Billion 0.16% of portfolio
25,762
Q1 2025 Added 8.38%
$102B
$6.48 Billion 0.16% of portfolio
24,418
Q1 2025 Added 0.21%
$146B
$5.93 Billion 0.15% of portfolio
48,666
Q1 2025 Added 8.16%
$231B
$5.38 Billion 0.14% of portfolio
17,226
Q1 2025 Added 22.92%
$97.6B
$5.02 Billion 0.13% of portfolio
54,616
Q1 2025 Reduced 8.11%
$324B
$4.98 Billion 0.13% of portfolio
23,754
Q1 2025 Added 21.1%
$128B
$5.18 Billion 0.13% of portfolio
19,052
Q1 2025 Reduced 1.96%
$400B
$5.33 Billion 0.13% of portfolio
32,159
Q1 2025 Added 20.81%
$69.9B
$4.63 Billion 0.12% of portfolio
10,576
Q1 2025 Added 8.69%
$528B
$4.76 Billion 0.12% of portfolio
5,104
Q1 2025 Added 21.41%
$204B
$4.81 Billion 0.12% of portfolio
8,810
Q1 2025 Added 3.21%
$538B
$4.73 Billion 0.12% of portfolio
8,628
Q1 2025 Added 16.05%
$195B
$4.93 Billion 0.12% of portfolio
37,183
Q1 2025 Added 34.96%
$182B
$4.68 Billion 0.12% of portfolio
103,146
Q1 2025 Reduced 2.28%
$107B
$4.43 Billion 0.11% of portfolio
73,795
Q1 2025 Added 24.85%
$213B
$4.38 Billion 0.11% of portfolio
16,265
Q1 2025 Added 21.74%
$195B
$3.79 Billion 0.1% of portfolio
133,985
Q1 2025 Added 20.8%
$145B
$3.79 Billion 0.1% of portfolio
12,162
Q1 2025 Reduced 16.15%
$149B
$3.85 Billion 0.1% of portfolio
18,175
Q1 2025 Reduced 9.77%
$197B
$3.92 Billion 0.1% of portfolio
43,709
Q1 2025 Reduced 17.47%
$79.5B
$3.38 Billion 0.09% of portfolio
15,308
Q1 2025 Added 20.66%
$230B
$3.52 Billion 0.09% of portfolio
26,499
Q1 2025 Added 11.64%
$89.7B
$3.72 Billion 0.09% of portfolio
30,534
Q1 2025 Added 24.81%
$119B
$3.4 Billion 0.09% of portfolio
11,257
Q1 2025 Added 6.23%
$310B
$3.19 Billion 0.08% of portfolio
44,606
Q1 2025 Added 21.63%
$108B
$3.24 Billion 0.08% of portfolio
9,371
Q1 2025 Added 5.9%

Summary

  • Portfolio
  • No. of Stocks 651
  • Current Value $3.96 Trillion
  • Prior Value $3.79 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 95 stocks
  • Additional Purchases 421 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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