Sagespring Wealth Partners, LLC Purchases in Q4 2024

Sagespring Wealth Partners, LLC

  • $3.79 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
653K
New
$521.84 - $558.82 $341M - $365M
653K $335B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.3M
New
$42.05 - $48.31 $223M - $256M
5.3M $245B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.51M
New
$49.03 - $53.35 $221M - $241M
4.51M $231B
TTAC
Fcf Us Quality ETF

ETFs
3.02M
New
$64.72 - $70.85 $196M - $214M
3.02M $201B
IVV
Ishares Core S&P 500 ETF

ETFs
322K
New
$570.51 - $610.59 $184M - $197M
322K $139B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.91M
New
$72.28 - $78.42 $138M - $149M
1.91M $138B
Blackrock ETF Trust Ii
2.57M
New
N/A
2.57M $134B
IEFA
Ishares Tr

ETFs
1.75M
New
$70.06 - $77.43 $123M - $136M
1.75M $123B
FVAL
Fidelity Covington Tr Value Fa

ETFs
1.95M
New
$60.19 - $64.39 $117M - $125M
1.95M $120B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.5M
New
$96.64 - $101.23 $2.47B - $2.58B
25.5M $118B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.81M
New
$44.87 - $46.86 $395M - $413M
8.81M $86B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.34M
New
$55.45 - $61.08 $74.3M - $81.8M
1.34M $74.3B
EFG
Msci Eafe Growth ETF

ETFs
711K
New
$96.83 - $106.88 $68.9M - $76M
711K $68.9B
EFV
Msci Eafe Value ETF

ETFs
1.2M
New
$51.78 - $57.15 $62.2M - $68.7M
1.2M $63B
QUAL
Ishares Msci Usa Quality Facto

ETFs
351K
New
$176.42 - $186.91 $61.9M - $65.6M
351K $62.5B
J P Morgan Exchange Traded F
951K
New
N/A
951K $59B
TTAI
Fcf International Quality ETF
1.93M
New
N/A
1.93M $55.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
247K
New
$201.32 - $217.44 $49.7M - $53.6M
247K $51.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
729K
New
$61.68 - $67.87 $44.9M - $49.5M
729K $45.4B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
864K
New
$49.79 - $51.14 $43M - $44.2M
864K $43.3B
AAPL
Apple Inc.

Technology
163K
New
$221.69 - $259.02 $36.2M - $42.2M
163K $40.8B
MSFT
Microsoft Corp

Technology
90.8K
New
$406.35 - $454.46 $36.9M - $41.2M
90.8K $38.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
327K
New
$113.92 - $127.38 $37.2M - $41.6M
327K $37.7B
IEMG
Ishares Inc

ETFs
695K
New
N/A
695K $36.3B
IXC
Ishares Tr Global Energy ETF

ETFs
878K
New
$36.95 - $43.06 $32.5M - $37.8M
878K $33.5B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
362K
New
$88.59 - $94.57 $32.1M - $34.2M
362K $32.1B
VO
Vanguard Mid Cap ETF

ETFs
113K
New
$261.5 - $284.63 $29.4M - $32M
113K $29.7B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
567K
New
$51.58 - $52.91 $29.2M - $30M
567K $29.3B
NVDA
Nvidia Corp

Technology
216K
New
$117.0 - $148.88 $25.3M - $32.2M
216K $29B
BNDX
Vanguard Total International B

ETFs
27.6M
New
$48.91 - $50.61 $1.35B - $1.4B
27.6M $27.6B
TLT
Ishares Barclays 20+ Year Trea

ETFs
292K
New
$87.1 - $98.49 $25.4M - $28.8M
292K $25.5B
Pimco ETF Tr
909K
New
N/A
909K $23.6B
AMZN
Amazon Com Inc

Consumer Cyclical
158K
New
$180.88 - $232.93 $28.7M - $36.9M
158K $21.2B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
211K
New
$99.04 - $109.59 $20.9M - $23.1M
211K $21B
EMGF
Ishares Msci Emerging Markets

ETFs
402K
New
$45.23 - $51.49 $18.2M - $20.7M
402K $18.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.2M
New
$71.75 - $75.11 $1.23B - $1.29B
17.2M $18.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
44.3K
New
$370.24 - $418.94 $16.4M - $18.6M
44.3K $17.8B
MUB
Ishares National Muni Bond ETF

ETFs
160K
New
$105.78 - $108.7 $16.9M - $17.3M
160K $17B
AVGO
Broadcom Inc.

Technology
66.4K
New
$159.67 - $250.0 $10.6M - $16.6M
66.4K $15.4B
JPM
Jpmorgan Chase & CO

Financial Services
61.9K
New
$205.18 - $250.29 $12.7M - $15.5M
61.9K $14.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
140K
New
$94.43 - $105.47 $13.2M - $14.7M
140K $14.2B
META
Meta Platforms, Inc.

Communication Services
24.1K
New
$554.08 - $632.68 $13.4M - $15.3M
24.1K $14.1B
EMB
Ishares Tr

ETFs
153K
New
$88.94 - $93.46 $13.6M - $14.3M
153K $13.6B
HD
Home Depot, Inc.

Consumer Cyclical
34.4K
New
$385.02 - $431.37 $13.3M - $14.9M
34.4K $13.4B
IWD
Ishares Russell 1000 Val ETF

ETFs
61.3K
New
$183.23 - $199.79 $11.2M - $12.2M
61.3K $11.3B
WMT
Walmart Inc.

Consumer Defensive
121K
New
$79.1 - $95.7 $9.61M - $11.6M
121K $11B
GOOGL
Alphabet Inc.

Communication Services
57.2K
New
$161.86 - $196.66 $9.25M - $11.2M
57.2K $10.8B
V
Visa Inc.

Financial Services
33.6K
New
$273.87 - $320.91 $9.2M - $10.8M
33.6K $10.6B
IAU
Ishares Gold Trust

ETFs
208K
New
$48.37 - $52.65 $10M - $10.9M
208K $10.3B
Activity Summary
Buys All Purchases 602 New Holdings 602 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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