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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.4K
New
$22.39 - $23.45 $322K - $337K
14.4K $330M
HWM
Howmet Aerospace Inc.

Industrials
3.01K
New
$99.72 - $120.09 $300K - $361K
3.01K $329M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
6.83K
New
$43.37 - $51.46 $296K - $351K
6.83K $329M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
9.99K
New
N/A
9.99K $328M
VT
Vanguard Total World Stk Index

ETFs
2.78K
New
$117.09 - $123.07 $326K - $342K
2.78K $327M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.52K
New
$91.94 - $100.02 $324K - $352K
3.52K $326M
COIN
Coinbase Global, Inc.

Technology
1.31K
New
$163.17 - $343.62 $213K - $449K
1.31K $324M
PMAR
Innovator U.S. Equity Power Bu

ETFs
8.05K
New
$39.04 - $40.41 $314K - $325K
8.05K $324M
CBRE
Cbre Group, Inc.

Real Estate
2.46K
New
$119.22 - $140.71 $294K - $347K
2.46K $323M
BHP
Bhp Group LTD

Basic Materials
6.62K
New
$48.78 - $62.43 $323K - $413K
6.62K $323M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
27.2K
New
$9.95 - $12.23 $270K - $332K
27.2K $318M
HBAN
Huntington Bancshares Inc

Financial Services
19.5K
New
$14.18 - $18.2 $276K - $355K
19.5K $317M
RY
Royal Bank Of Canada

Financial Services
2.63K
New
$119.72 - $128.02 $315K - $336K
2.63K $317M
FTCS
First Trust Capital Strength E

ETFs
3.59K
New
$87.62 - $94.03 $314K - $337K
3.59K $315M
PJAN
Innovator U.S. Equity Power Bu

ETFs
7.46K
New
$41.16 - $42.25 $307K - $315K
7.46K $315M
MLM
Martin Marietta Materials Inc

Basic Materials
610
New
$516.5 - $619.58 $315K - $378K
610 $315M
CTVA
Corteva, Inc.

Basic Materials
5.5K
New
$55.21 - $64.13 $304K - $353K
5.5K $313M
CTSH
Cognizant Technology Solutions Corp

Technology
4.07K
New
$74.37 - $82.32 $303K - $335K
4.07K $313M
EBAY
Ebay Inc

Consumer Cyclical
5.05K
New
$57.51 - $67.17 $290K - $339K
5.05K $313M
PEAK
Healthpeak Properties, Inc.

Real Estate
15.4K
New
N/A
15.4K $312M
ED
Consolidated Edison Inc

Utilities
3.49K
New
$88.87 - $107.38 $310K - $375K
3.49K $311M
ECL
Ecolab Inc.

Basic Materials
1.31K
New
$234.32 - $261.43 $308K - $344K
1.31K $308M
AOM
Ishares Tr Core Moderate Alloc

ETFs
7.06K
New
$43.44 - $45.05 $307K - $318K
7.06K $307M
XEL
Xcel Energy Inc

Utilities
4.53K
New
$62.16 - $72.92 $282K - $331K
4.53K $306M
CVS
Cvs Health Corp

Healthcare
6.76K
New
$43.78 - $67.46 $296K - $456K
6.76K $303M
Kenvue Inc
14.2K
New
N/A
14.2K $303M
AIG
American International Group, Inc.

Financial Services
4.13K
New
$70.0 - $79.22 $289K - $327K
4.13K $300M
SQ
Block, Inc.

Technology
3.52K
New
$65.06 - $98.92 $229K - $348K
3.52K $299M
TDY
Teledyne Technologies Inc

Technology
638
New
$436.59 - $489.24 $279K - $312K
638 $296M
MSTR
Microstrategy Inc

Technology
1.02K
New
$162.69 - $473.83 $165K - $481K
1.02K $294M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.78K
New
$49.38 - $59.52 $286K - $344K
5.78K $292M
WSO
Watsco Inc

Industrials
616
New
$466.57 - $568.78 $287K - $350K
616 $292M
PSX
Phillips 66

Energy
2.56K
New
$110.35 - $138.93 $282K - $356K
2.56K $292M
SMG
Scotts Miracle Gro CO

Basic Materials
4.32K
New
$65.14 - $93.47 $281K - $404K
4.32K $286M
WEC
Wec Energy Group, Inc.

Utilities
3.03K
New
$92.94 - $101.82 $282K - $308K
3.03K $285M
DFS
Discover Financial Services

Financial Services
1.64K
New
$136.3 - $182.67 $224K - $300K
1.64K $284M
TER
Teradyne, Inc

Technology
2.26K
New
$102.58 - $133.62 $232K - $302K
2.26K $284M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.16K
New
$125.36 - $147.37 $270K - $318K
2.16K $283M
FNDF
Schwab Fundamental Intl Large

ETFs
8.51K
New
$32.92 - $37.15 $280K - $316K
8.51K $282M
IT
Gartner Inc

Technology
583
New
$481.22 - $551.8 $281K - $322K
583 $282M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.52K
New
$170.03 - $192.78 $259K - $293K
1.52K $281M
VICI
Vici Properties Inc.

Real Estate
9.6K
New
$28.27 - $33.19 $271K - $318K
9.6K $280M
TROW
Price T Rowe Group Inc

Financial Services
2.48K
New
$106.48 - $124.69 $264K - $309K
2.48K $280M
FYX
First Tr Small Cap Core Alphad

ETFs
2.77K
New
$96.51 - $110.53 $267K - $306K
2.77K $280M
PFG
Principal Financial Group Inc

Financial Services
3.6K
New
$74.91 - $91.26 $270K - $328K
3.6K $279M
FITB
Fifth Third Bancorp

Financial Services
6.55K
New
$41.76 - $48.44 $273K - $317K
6.55K $277M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.56K
New
$138.3 - $192.95 $216K - $302K
1.56K $276M
HAL
Halliburton CO

Energy
10.1K
New
$25.77 - $31.99 $261K - $324K
10.1K $276M
Arm Holdings PLC
2.23K
New
N/A
2.23K $275M
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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email