Sagespring Wealth Partners, LLC Purchases in Q3 2025

Sagespring Wealth Partners, LLC

  • $5.11 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
949K
+ 15.23%
$47.75 - $54.24 $45.3M - $51.5M
7.18M $343B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
917K
+ 17.16%
$54.35 - $59.32 $49.8M - $54.4M
6.26M $330B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
415K
+ 18.5%
N/A
2.66M $226B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
775K
+ 25.25%
$64.75 - $69.05 $50.2M - $53.5M
3.84M $224B
IVV
Ishares Core S&P 500 ETF

ETFs
14.9K
+ 4.14%
$620.67 - $670.08 $9.27M - $10M
375K $193B
TTAC
Fcf Us Quality ETF

ETFs
762K
+ 21.75%
$69.96 - $71.12 $53.3M - $54.2M
4.27M $268B
IEMG
Ishares Inc

ETFs
366K
+ 19.92%
N/A
2.2M $126B
IYW
Ishares Dj Us Tech ETF

ETFs
215K
+ 41.08%
$171.38 - $197.01 $36.8M - $42.3M
737K $105B
AAPL
Apple Inc.

Technology
18.8K
+ 9.37%
$202.38 - $256.87 $3.81M - $4.84M
220K $56B
Blackrock ETF Trust Ii
187K
+ 7.9%
N/A
2.55M $136B
J P Morgan Exchange Traded F
169K
+ 45.99%
N/A
538K $29.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
171K
+ 43.6%
$182.33 - $194.5 $31.2M - $33.3M
564K $80.8B
IEFA
Ishares Tr

ETFs
36.2K
+ 2.49%
$81.7 - $87.53 $2.96M - $3.17M
1.49M $130B
EFV
Msci Eafe Value ETF

ETFs
306K
+ 28.66%
$62.79 - $68.42 $19.2M - $20.9M
1.37M $76.3B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
315K
+ 27.05%
$69.02 - $73.57 $21.8M - $23.2M
1.48M $90.8B
IAU
Ishares Gold Trust

ETFs
25.6K
+ 4.35%
$61.62 - $72.77 $1.58M - $1.87M
615K $44.8B
RTX
Raytheon Technologies Corp

Industrials
47.3K
New
$144.19 - $167.33 $6.82M - $7.91M
47.3K $7.91B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
136K
+ 1.4%
$45.26 - $46.63 $6.17M - $6.35M
9.87M $137B
EMGF
Ishares Msci Emerging Markets

ETFs
42.7K
+ 3.84%
$51.93 - $56.75 $2.22M - $2.42M
1.15M $65.3B
GOOGL
Alphabet Inc.

Communication Services
5.35K
+ 7.33%
$174.36 - $254.72 $933K - $1.36M
78.3K $19B
First Tr Exchng Traded Fd Vi
235K
New
N/A
235K $5.47B
IVW
Ishares S&P 500 Growth ETF

ETFs
18.3K
+ 6.93%
$108.97 - $121.65 $2M - $2.23M
283K $34.2B
TSLA
Tesla, Inc.

Consumer Cyclical
1.56K
+ 4.63%
$293.94 - $444.72 $459K - $694K
35.3K $15.7B
First Tr Exchng Traded Fd Vi
122K
New
N/A
122K $4.95B
AVGO
Broadcom Inc.

Technology
904
+ 1.06%
$264.74 - $369.57 $239K - $334K
86.2K $28.4B
EUSA
Ishares Msci Usa Equal Weighte

ETFs
279K
+ 67.15%
$99.08 - $103.57 $27.7M - $28.9M
695K $46.1B
MSFT
Microsoft Corp

Technology
4.93K
+ 4.5%
$491.09 - $535.64 $2.42M - $2.64M
115K $59.4B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
36.4K
+ 10.18%
$98.52 - $103.93 $3.59M - $3.79M
394K $40.6B
GOOG
Alphabet Inc.

Communication Services
3.98K
+ 8.34%
$175.16 - $255.24 $696K - $1.01M
51.6K $12.6B
EFG
Msci Eafe Growth ETF

ETFs
226K
+ 50.68%
$106.99 - $114.46 $24.1M - $25.8M
671K $53.8B
FDVV
Fidelity High Dividend ETF

ETFs
26.8K
+ 4.58%
$52.42 - $55.71 $1.41M - $1.49M
612K $34.1B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
27.6K
+ 5.71%
$117.65 - $120.08 $3.24M - $3.31M
510K $61B
IYF
Ishares Tr

ETFs
16.9K
+ 7.65%
$119.89 - $127.16 $2.03M - $2.15M
238K $30.2B
CGGR
Capital Group Growth ETF Shs C

ETFs
32K
+ 5.53%
$40.2 - $44.58 $1.29M - $1.43M
610K $26.8B
IEF
Ishares Barclays

ETFs
33.9K
+ 390.33%
$93.91 - $97.26 $3.19M - $3.3M
42.6K $4.11B
META
Meta Platforms, Inc.

Communication Services
4.21K
+ 13.08%
$695.21 - $791.73 $2.93M - $3.33M
36.4K $26.7B
DFRA
Trimtabs ETF Tr Donoghue Forli
85.2K
+ 5.46%
N/A
1.64M $47.3B
HD
Home Depot, Inc.

Consumer Cyclical
2.61K
+ 6.77%
$357.4 - $423.42 $934K - $1.11M
41.2K $16.7B
ABBV
Abb Vie Inc.

Healthcare
4.19K
+ 12.38%
$184.85 - $231.54 $775K - $971K
38.1K $8.81B
JPM
Jpmorgan Chase & CO

Financial Services
1.85K
+ 2.51%
$282.78 - $316.06 $524K - $585K
75.8K $23.9B
JNJ
Johnson & Johnson

Healthcare
7.04K
+ 19.81%
$155.17 - $185.42 $1.09M - $1.3M
42.6K $7.89B
VFMO
Vanguard Wellington Fd U S Mom

ETFs
11.1K
New
$170.68 - $192.95 $1.9M - $2.14M
11.1K $2.13B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
36.4K
+ 16.58%
$42.39 - $44.63 $1.54M - $1.62M
256K $11.4B
Fidelity Covington Trust
16.3K
+ 5.47%
N/A
314K $11.5B
CAT
Caterpillar Inc

Industrials
124
+ 0.59%
$390.92 - $477.15 $48.5K - $59.2K
21.3K $10.1B
Rbb Fund Trust
17.3K
+ 6.25%
N/A
294K $13.5B
J P Morgan Exchange Traded F
9.78K
+ 5.35%
N/A
193K $14.5B
RFV
Invesco Exchange Traded Fd Tr

ETFs
14.4K
New
$119.35 - $132.13 $1.71M - $1.9M
14.4K $1.84B
WMT
Walmart Inc.

Consumer Defensive
9.99K
+ 7.79%
$94.4 - $104.27 $943K - $1.04M
138K $14.2B
Activity Summary
Buys All Purchases 463 New Holdings 66 Increased Positions 397 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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