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
DAL
Delta Air Lines, Inc.

Industrials
4.55K
New
$47.46 - $65.77 $216K - $299K
4.55K $275M
ROP
Roper Technologies Inc

Industrials
523
New
$519.85 - $575.95 $272K - $301K
523 $272M
PSA
Public Storage

Real Estate
906
New
$289.33 - $360.21 $262K - $326K
906 $271M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.31K
New
$81.68 - $82.93 $270K - $274K
3.31K $271M
FAST
Fastenal CO

Industrials
3.76K
New
$69.99 - $84.35 $263K - $317K
3.76K $270M
INTC
Intel Corp

Technology
13.4K
New
$19.07 - $26.23 $256K - $353K
13.4K $270M
FICO
Fair Isaac Corp

Technology
135
New
$1911.01 - $2382.4 $258K - $322K
135 $269M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.78K
New
$70.63 - $78.23 $267K - $296K
3.78K $269M
MSCI
Msci Inc.

Financial Services
438
New
$569.09 - $635.99 $249K - $279K
438 $263M
AMED
Amedisys Inc

Healthcare
2.88K
New
$83.78 - $97.71 $242K - $282K
2.88K $262M
NRG
Nrg Energy, Inc.

Utilities
2.89K
New
$85.3 - $101.61 $247K - $294K
2.89K $261M
VMC
Vulcan Materials CO

Basic Materials
1.01K
New
$237.95 - $292.31 $240K - $295K
1.01K $260M
IR
Ingersoll Rand Inc.

Industrials
2.87K
New
$90.46 - $105.35 $259K - $302K
2.87K $259M
ALLE
Allegion PLC

Industrials
1.99K
New
$130.63 - $153.36 $259K - $304K
1.99K $259M
RSG
Republic Services, Inc.

Industrials
1.29K
New
$198.0 - $218.75 $255K - $282K
1.29K $259M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
595
New
$338.38 - $446.21 $201K - $265K
595 $259M
ELV
Elevance Health, Inc.

Healthcare
699
New
$365.96 - $514.62 $256K - $360K
699 $258M
GIS
General Mills Inc

Consumer Defensive
4.01K
New
$62.78 - $74.62 $252K - $299K
4.01K $256M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.01K
New
$116.4 - $138.52 $234K - $278K
2.01K $255M
EXR
Extra Space Storage Inc.

Real Estate
1.7K
New
$142.35 - $178.32 $242K - $303K
1.7K $254M
WDAY
Workday, Inc.

Technology
977
New
$233.85 - $279.91 $228K - $273K
977 $252M
Capital Group Dividend Growe
8.5K
New
N/A
8.5K $252M
SYF
Synchrony Financial

Financial Services
3.87K
New
$49.01 - $68.55 $190K - $265K
3.87K $252M
NDAQ
Nasdaq, Inc.

Financial Services
3.25K
New
$70.87 - $83.05 $230K - $270K
3.25K $251M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.81K
New
$31.24 - $37.15 $244K - $290K
7.81K $251M
RIO
Rio Tinto PLC

Basic Materials
4.25K
New
$58.59 - $71.15 $249K - $303K
4.25K $250M
IWX
Ishares Tr Russell 200 Value E

ETFs
3.15K
New
$78.25 - $85.17 $246K - $268K
3.15K $249M
A
Agilent Technologies, Inc.

Healthcare
1.84K
New
$125.69 - $146.56 $231K - $269K
1.84K $247M
RJF
Raymond James Financial Inc

Financial Services
1.59K
New
$123.0 - $170.1 $195K - $270K
1.59K $246M
BIO
Bio Rad Laboratories, Inc.

Healthcare
750
New
$313.15 - $374.28 $235K - $281K
750 $246M
FDS
Factset Research Systems Inc

Financial Services
513
New
$449.69 - $495.72 $231K - $254K
513 $246M
LCTD
Blackrock ETF World Ex Us Carb
5.64K
New
N/A
5.64K $245M
NEM
Newmont Corp

Basic Materials
6.56K
New
$37.0 - $58.68 $243K - $385K
6.56K $244M
Cooper Cos Inc
2.65K
New
N/A
2.65K $244M
IBN
Icici Bank LTD

Financial Services
8.12K
New
$28.69 - $31.9 $233K - $259K
8.12K $242M
DGX
Quest Diagnostics Inc

Healthcare
1.6K
New
N/A
1.6K $242M
XLP
Consumer Staples Sector Spdr

ETFs
3.06K
New
N/A
3.06K $241M
CHTR
Charter Communications, Inc.

Communication Services
702
New
$315.38 - $408.02 $221K - $286K
702 $241M
BURL
Burlington Stores, Inc.

Consumer Cyclical
841
New
$242.7 - $295.49 $204K - $249K
841 $240M
Ferguson Enterprises Inc
1.38K
New
N/A
1.38K $239M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.26K
New
$104.01 - $115.38 $235K - $261K
2.26K $239M
MFC
Manulife Financial Corp

Financial Services
7.75K
New
$29.21 - $32.87 $226K - $255K
7.75K $238M
VST
Vistra Corp.

Utilities
1.72K
New
$115.74 - $166.61 $199K - $286K
1.72K $237M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.33K
New
$70.1 - $76.53 $234K - $255K
3.33K $236M
PODD
Insulet Corp

Healthcare
902
New
$227.79 - $275.7 $205K - $249K
902 $235M
MCHP
Microchip Technology Inc

Technology
4.09K
New
$55.51 - $79.05 $227K - $324K
4.09K $235M
LEN
Lennar Corp

Consumer Cyclical
1.72K
New
$136.2 - $188.96 $234K - $325K
1.72K $234M
MKL
Markel Corp

Financial Services
135
New
$1542.01 - $1785.11 $208K - $241K
135 $233M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.1K
New
$53.94 - $58.15 $221K - $239K
4.1K $231M
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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