Sagespring Wealth Partners, LLC Purchases in Q2 2025

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
647
+ 7.34%
$462.22 - $707.75 $299K - $458K
9.46K $6.69B
KO
Coca Cola CO

Consumer Defensive
27.1K
+ 60.68%
$68.37 - $73.9 $1.85M - $2M
71.7K $5.07B
ETN
Eaton Corp PLC

Industrials
551
+ 2.89%
$246.52 - $356.99 $136K - $197K
19.6K $7B
VEA
Vanguard Ftse Developed Market

ETFs
19.8K
+ 18.77%
$45.65 - $57.01 $903K - $1.13M
125K $7.14B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
32.9K
+ 17.66%
$37.18 - $42.55 $1.22M - $1.4M
219K $9.33B
PM
Philip Morris International Inc.

Consumer Defensive
2.21K
+ 3.94%
$149.23 - $184.95 $329K - $408K
58.3K $10.6B
PLTR
Palantir Technologies Inc.

Technology
2.87K
+ 11.95%
$74.01 - $144.25 $213K - $415K
26.9K $3.67B
WMT
Walmart Inc.

Consumer Defensive
3.1K
+ 2.47%
$81.79 - $99.98 $253K - $309K
128K $12.5B
ORCL
Oracle Corp

Technology
742
+ 4.36%
$122.82 - $218.63 $91.1K - $162K
17.8K $3.88B
CAT
Caterpillar Inc

Industrials
645
+ 3.15%
$273.94 - $388.21 $177K - $250K
21.1K $8.21B
ABBV
Abb Vie Inc.

Healthcare
10.1K
+ 42.54%
$170.16 - $206.27 $1.72M - $2.08M
33.9K $6.28B
INTF
Ishares Tr

ETFs
23.9K
+ 19.17%
$27.6 - $34.51 $661K - $826K
149K $5.09B
First Tr Exchng Traded Fd Vi
44.1K
+ 21.62%
N/A
248K $5.12B
BOND
Pimco Active Bond Exchange Tra

ETFs
13.1K
+ 16.32%
$89.87 - $92.93 $1.18M - $1.22M
93.4K $8.61B
V
Visa Inc.

Financial Services
2.74K
+ 7.48%
$308.27 - $373.31 $845K - $1.02M
39.4K $14B
AMD
Advanced Micro Devices Inc

Technology
2.02K
+ 9.25%
$78.21 - $143.81 $158K - $290K
23.8K $3.38B
HD
Home Depot, Inc.

Consumer Cyclical
3.07K
+ 8.65%
$335.24 - $380.78 $1.03M - $1.17M
38.6K $14.2B
CGUS
Capital Group Core Equity ETF
14K
+ 8.14%
$29.93 - $36.93 $418K - $516K
185K $6.85B
INTU
Intuit Inc

Technology
675
+ 21.01%
$544.07 - $787.63 $367K - $532K
3.89K $3.06B
Capital Group Core Balanced
25.6K
+ 27.27%
N/A
119K $3.99B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
24.2K
+ 23.98%
$26.69 - $33.44 $646K - $810K
125K $4.12B
APH
Amphenol Corp

Technology
5.61K
+ 40.34%
$59.09 - $98.75 $332K - $554K
19.5K $1.93B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
8.95K
+ 139.52%
N/A
15.4K $1.68B
BA
Boeing CO

Industrials
3.42K
+ 47.75%
$136.59 - $217.51 $467K - $744K
10.6K $2.22B
FQAL
Fidelity Covington Tr Quality

ETFs
4.5K
+ 3.91%
$57.29 - $69.63 $258K - $313K
119K $8.32B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
240
+ 3.13%
$177.93 - $313.14 $42.7K - $75.2K
7.92K $2.48B
COST
Costco Wholesale Corp

Consumer Defensive
584
+ 8.24%
$908.13 - $1056.85 $530K - $617K
7.67K $7.59B
MS
Morgan Stanley

Financial Services
3.5K
+ 21.88%
$99.83 - $140.86 $350K - $493K
19.5K $2.75B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.4K
+ 0.07%
$72.02 - $73.82 $824K - $845K
17.5M $19.4B
CGGO
Capital Group Global Growth Eq

ETFs
16.7K
+ 10.65%
$25.31 - $32.17 $423K - $538K
174K $3.31B
NOW
Service Now, Inc.

Technology
474
+ 31.1%
$721.65 - $1040.18 $342K - $493K
2K $2.05B
EMB
Ishares Tr

ETFs
5.49K
+ 3.47%
$86.54 - $92.62 $475K - $509K
164K $15.2B
VT
Vanguard Total World Stk Index

ETFs
5.74K
+ 79.65%
$103.16 - $128.52 $592K - $737K
12.9K $1.66B
COF
Capital One Financial Corp

Financial Services
3.2K
+ 73.3%
$150.57 - $212.76 $482K - $681K
7.56K $1.61B
Edwards Lifesciences Corp
10.5K
New
N/A
10.5K $823M
GE
General Electric CO

Industrials
221
+ 1.72%
$166.81 - $257.39 $36.9K - $56.9K
13.1K $3.37B
MA
Mastercard Inc

Financial Services
1.18K
+ 13.71%
$479.92 - $590.74 $568K - $699K
9.81K $5.51B
Victory Portfolios Ii
19.9K
+ 28.45%
N/A
89.7K $3.17B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
15.1K
+ 145.61%
$48.46 - $50.2 $732K - $758K
25.5K $1.26B
PLW
Invesco 1 30 Laddered Treasury

ETFs
14.4K
New
N/A
14.4K $737M
VUG
Vanguard Growth ETF

ETFs
959
+ 22.22%
$329.49 - $438.4 $316K - $420K
5.28K $2.31B
C
Citigroup Inc

Financial Services
5.2K
+ 27.56%
$58.13 - $85.12 $302K - $443K
24.1K $2.05B
CRWD
Crowd Strike Holdings, Inc.

Technology
688
+ 30.1%
$321.63 - $509.31 $221K - $350K
2.97K $1.51B
BKNG
Booking Holdings Inc.

Consumer Cyclical
68
+ 26.77%
$4164.15 - $5789.24 $283K - $394K
322 $1.86B
Capital Group Equity ETF Tr
25.8K
New
N/A
25.8K $692M
VTI
Vanguard Total Stock Market Et

ETFs
365
+ 0.62%
$243.75 - $303.93 $89K - $111K
59.3K $5.98B
Blackrock Inc
460
+ 26.5%
N/A
2.2K $2.3B
Travelers Companies Inc
2.44K
New
N/A
2.44K $652M
HCA
Hca Healthcare, Inc.

Healthcare
769
+ 8.21%
$317.61 - $387.52 $244K - $298K
10.1K $3.88B
Activity Summary
Buys All Purchases 507 New Holdings 93 Increased Positions 414 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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