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
IBM
International Business Machines Corp

Technology
1.99K
+ 8.38%
$217.4 - $264.74 $433K - $527K
25.8K $6.41B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
11.3K
New
$100.59 - $103.47 $1.14M - $1.17M
11.3K $1.17B
Victory Portfolios Ii
32.6K
+ 87.66%
N/A
69.9K $2.4B
DUK
Duke Energy Corp

Utilities
6.07K
+ 24.81%
$105.87 - $121.97 $643K - $740K
30.5K $3.72B
BNDX
Vanguard Total International B

ETFs
1M
+ 3.63%
$48.33 - $49.5 $48.4M - $49.6M
28.6M $28.7B
COST
Costco Wholesale Corp

Consumer Defensive
947
+ 15.42%
$890.62 - $1076.86 $843K - $1.02M
7.09K $6.7B
NFLX
Netflix Inc

Communication Services
900
+ 21.41%
$828.4 - $1058.6 $746K - $953K
5.1K $4.76B
LLY
Eli Lilly & CO

Healthcare
589
+ 6.69%
$725.72 - $929.72 $427K - $548K
9.39K $7.75B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.13K
New
$302.31 - $337.54 $947K - $1.06M
3.13K $961M
GE
General Electric CO

Industrials
3.17K
+ 32.71%
$168.59 - $212.13 $534K - $672K
12.9K $2.57B
PG
Procter & Gamble CO

Consumer Defensive
4.6K
+ 9.98%
$158.56 - $176.26 $729K - $810K
50.6K $8.63B
DMAR
First Tr Ex Tr Viii Cboe Vest
23.3K
New
$36.82 - $39.1 $858K - $911K
23.3K $878M
Capital Group Dividend Growe
27.4K
+ 322.61%
N/A
35.9K $1.11B
ABT
Abbott Laboratories

Healthcare
2.76K
+ 11.64%
$111.1 - $140.22 $307K - $387K
26.5K $3.52B
CME
Cme Group Inc.

Financial Services
52
+ 0.21%
$225.82 - $266.54 $11.7K - $13.9K
24.4K $6.48B
CSCO
Cisco Systems, Inc.

Technology
11.6K
+ 30.15%
$58.74 - $64.87 $684K - $755K
50.3K $3.1B
MA
Mastercard Inc

Financial Services
1.19K
+ 16.05%
$504.67 - $576.31 $602K - $688K
8.63K $4.73B
BALT
Innovator Etfs Tr
25.4K
New
$31.31 - $31.89 $794K - $809K
25.4K $796M
FISV
Fiserv Inc

Technology
2.62K
+ 20.66%
N/A
15.3K $3.38B
UBER
Uber Technologies, Inc

Technology
9.23K
+ 128.59%
$63.17 - $81.49 $583K - $752K
16.4K $1.2B
EMB
Ishares Tr

ETFs
5.43K
+ 3.55%
$88.64 - $92.03 $481K - $499K
158K $14.3B
CGDV
Capital Group Divid Value ETF

ETFs
19.4K
+ 28.01%
$34.95 - $37.36 $679K - $725K
88.7K $3.16B
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.3K
+ 10.92%
$56.17 - $59.71 $749K - $796K
135K $7.74B
Linde PLC
1.1K
+ 27.6%
N/A
5.07K $2.36B
PLTR
Palantir Technologies Inc.

Technology
6.41K
+ 36.29%
$64.98 - $124.62 $416K - $798K
24.1K $2.03B
CGGR
Capital Group Growth ETF Shs C

ETFs
28.3K
+ 26.77%
$33.98 - $39.84 $963K - $1.13M
134K $4.6B
Innovator Etfs Trust
21.2K
New
N/A
21.2K $651M
DE
Deere & CO

Industrials
1.01K
+ 27.16%
$408.57 - $509.27 $411K - $513K
4.72K $2.21B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
934
+ 40.68%
$402.49 - $513.76 $376K - $480K
3.23K $1.57B
O
Realty Income Corp

Real Estate
9.17K
+ 39.09%
$51.67 - $58.49 $474K - $536K
32.6K $1.89B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.1K
+ 50.96%
$41.61 - $44.72 $547K - $588K
38.9K $1.69B
AEP
American Electric Power CO Inc

Utilities
4.55K
+ 64.5%
$90.32 - $109.27 $411K - $498K
11.6K $1.27B
SHEL
Shell PLC

Energy
7.01K
+ 79.22%
$62.84 - $73.29 $440K - $514K
15.9K $1.16B
MDT
Medtronic PLC

Healthcare
4.79K
+ 27.11%
$79.84 - $94.5 $383K - $453K
22.5K $2.02B
PNOV
Innovator U.S. Equity Power Bu
16.2K
New
N/A
16.2K $602M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.1K
+ 78.43%
$80.53 - $147.57 $250K - $458K
7.06K $933M
HCA
Hca Healthcare, Inc.

Healthcare
522
+ 5.9%
$296.7 - $345.55 $155K - $180K
9.37K $3.24B
VONV
Vanguard Russell 1000 Value Et

ETFs
7.02K
New
$80.21 - $86.14 $563K - $605K
7.02K $579M
CMI
Cummins Inc

Industrials
2.03K
+ 122.82%
$312.92 - $386.07 $635K - $783K
3.68K $1.15B
CVS
Cvs Health Corp

Healthcare
5.98K
+ 88.45%
$44.22 - $68.64 $264K - $410K
12.7K $863M
AIG
American International Group, Inc.

Financial Services
5.64K
+ 136.59%
$70.5 - $86.94 $397K - $490K
9.76K $849M
QCOM
Qualcomm Inc

Technology
3.56K
+ 54.74%
$151.94 - $175.86 $541K - $626K
10.1K $1.55B
PGR
Progressive Corp

Financial Services
956
+ 16.21%
$235.61 - $291.22 $225K - $278K
6.85K $1.94B
AMZN
Amazon Com Inc

Consumer Cyclical
18K
+ 11.38%
$190.26 - $242.06 $3.43M - $4.36M
176K $21.7B
WFC
Wells Fargo & Company

Financial Services
6.85K
+ 34.19%
$66.78 - $81.42 $458K - $558K
26.9K $1.93B
IXUS
Ishares Tr

ETFs
6.48K
+ 37.24%
$65.06 - $72.31 $421K - $468K
23.9K $1.67B
Tidal Tr Ii
20K
New
N/A
20K $515M
ICVT
Ishares Tr Convertible Bond Et

ETFs
6.36K
+ 53.39%
$83.18 - $89.27 $529K - $567K
18.3K $1.53B
VT
Vanguard Total World Stk Index

ETFs
4.42K
+ 158.99%
$115.08 - $123.97 $509K - $548K
7.2K $835M
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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