Sagespring Wealth Partners, LLC Purchases in Q1 2025

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
244
+ 19.06%
$783.83 - $1170.39 $191K - $286K
1.52K $1.21B
VGT
Vanguard Information Technolog

ETFs
32
+ 1.46%
$542.38 - $646.34 $17.4K - $20.7K
2.22K $1.21B
MRVL
Marvell Technology, Inc.

Technology
355
+ 9.5%
$61.57 - $126.06 $21.9K - $44.8K
4.09K $252M
KKR
Kkr & Co. Inc.

Financial Services
52
+ 0.93%
$108.17 - $167.07 $5.62K - $8.69K
5.67K $656M
CCL
Carnival Corp

Consumer Cyclical
96
+ 0.19%
$19.08 - $28.49 $1.83K - $2.74K
50.5K $987M
CAT
Caterpillar Inc

Industrials
956
+ 4.89%
$326.75 - $407.63 $312K - $390K
20.5K $6.76B
HD
Home Depot, Inc.

Consumer Cyclical
1.09K
+ 3.16%
$347.25 - $424.87 $377K - $462K
35.5K $13B
VTI
Vanguard Total Stock Market Et

ETFs
1.31K
+ 2.28%
$271.18 - $303.12 $356K - $398K
58.9K $5.31B
GOOG
Alphabet Inc.

Communication Services
2.64K
+ 7.17%
$156.06 - $207.71 $413K - $549K
39.5K $6.18B
GOOGL
Alphabet Inc.

Communication Services
6.96K
+ 12.18%
$154.33 - $206.19 $1.07M - $1.44M
64.1K $9.92B
IVV
Ishares Core S&P 500 ETF

ETFs
9.52K
+ 2.95%
$554.06 - $615.85 $5.27M - $5.86M
332K $138B
TSLA
Tesla, Inc.

Consumer Cyclical
3.99K
+ 17.64%
$222.15 - $428.22 $885K - $1.71M
26.6K $6.89B
MSFT
Microsoft Corp

Technology
4.28K
+ 4.71%
$375.39 - $447.2 $1.61M - $1.91M
95K $35.7B
AVGO
Broadcom Inc.

Technology
6.65K
+ 10.0%
$167.43 - $244.7 $1.11M - $1.63M
73.1K $12.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
931K
+ 142.43%
$507.05 - $563.67 $472M - $525M
1.58M $286B
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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