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
WFC
Wells Fargo & Company

Financial Services
5.25K
+ 19.54%
$60.98 - $80.12 $320K - $421K
32.1K $2.58B
JCI
Johnson Controls International PLC

Industrials
1.46K
+ 7.7%
$71.14 - $105.62 $104K - $154K
20.4K $2.15B
HOOD
Robinhood Markets, Inc.

Technology
3.23K
+ 52.35%
$34.17 - $93.63 $110K - $302K
9.4K $880M
CSCO
Cisco Systems, Inc.

Technology
3.26K
+ 6.48%
$53.19 - $69.38 $173K - $226K
53.5K $3.71B
CGDV
Capital Group Divid Value ETF

ETFs
6.61K
+ 7.45%
$31.93 - $39.49 $211K - $261K
95.3K $3.77B
SCHW
Schwab Charles Corp

Financial Services
5.28K
+ 58.4%
$69.06 - $91.24 $364K - $481K
14.3K $1.31B
AMAT
Applied Materials Inc

Technology
1.88K
+ 29.2%
$126.95 - $183.52 $238K - $344K
8.3K $1.52B
EMR
Emerson Electric CO

Industrials
3.13K
+ 46.94%
$94.15 - $133.33 $295K - $418K
9.81K $1.31B
HON
Honeywell International Inc

Industrials
814
+ 4.48%
$182.86 - $232.88 $149K - $190K
19K $4.42B
RBLX
Roblox Corp

Communication Services
5.41K
New
$51.22 - $105.59 $277K - $571K
5.41K $569M
CEG
Constellation Energy Corp

Utilities
756
+ 29.02%
$170.96 - $322.76 $129K - $244K
3.36K $1.08B
MPC
Marathon Petroleum Corp

Energy
781
+ 3.74%
$118.55 - $170.08 $92.6K - $133K
21.7K $3.6B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
11.9K
+ 132.23%
$45.9 - $48.26 $548K - $577K
21K $980M
ADSK
Autodesk, Inc.

Technology
1.4K
+ 60.59%
N/A
3.7K $1.15B
Innovator Etfs Trust
11.8K
New
N/A
11.8K $528M
CME
Cme Group Inc.

Financial Services
997
+ 4.08%
$252.37 - $290.71 $252K - $290K
25.4K $7.01B
TJX
Tjx Companies Inc

Consumer Cyclical
3.55K
+ 7.29%
$119.13 - $135.03 $423K - $479K
52.2K $6.45B
CCL
Carnival Corp

Consumer Cyclical
2.83K
+ 5.6%
$16.43 - $28.12 $46.5K - $79.6K
53.4K $1.5B
DGRO
Ishares Core Dividend Growth E

ETFs
3.54K
+ 2.75%
$55.22 - $63.94 $196K - $227K
132K $8.47B
ABT
Abbott Laboratories

Healthcare
2.95K
+ 11.12%
$123.95 - $138.08 $365K - $407K
29.4K $4.01B
CDNS
Cadence Design Systems Inc

Technology
1.09K
+ 38.06%
$231.64 - $323.08 $251K - $351K
3.94K $1.21B
Target Corp
4.92K
New
N/A
4.92K $486M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.65K
New
$68.13 - $74.77 $453K - $497K
6.65K $484M
RY
Royal Bank Of Canada

Financial Services
3.33K
+ 136.67%
$108.36 - $131.55 $361K - $438K
5.77K $759M
DIS
Walt Disney CO

Communication Services
1K
+ 7.07%
$81.72 - $124.01 $82K - $125K
15.2K $1.89B
KLAC
Kla Corp

Technology
231
+ 18.15%
$576.53 - $902.94 $133K - $209K
1.5K $1.35B
MSTR
Microstrategy Inc

Technology
870
+ 78.24%
$237.95 - $421.61 $207K - $367K
1.98K $801M
Capital Group Global Equity
14.6K
+ 96.45%
N/A
29.7K $868M
Ferguson Enterprises Inc
2.19K
New
N/A
2.19K $476M
UBER
Uber Technologies, Inc

Technology
1.41K
+ 8.58%
$64.62 - $93.3 $91K - $131K
17.8K $1.66B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
659
+ 2.39%
$108.06 - $135.3 $71.2K - $89.2K
28.3K $3.82B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.92K
+ 34.3%
$49.48 - $61.22 $293K - $362K
23.2K $1.41B
VST
Vistra Corp.

Utilities
2.34K
New
$98.07 - $195.04 $230K - $457K
2.34K $454M
IEV
Ishares Tr Europe ETF

ETFs
5.76K
+ 35.92%
$51.8 - $64.59 $298K - $372K
21.8K $1.38B
WMB
Williams Companies, Inc.

Energy
5.93K
+ 25.5%
$54.33 - $62.87 $322K - $373K
29.2K $1.83B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.68K
+ 24.34%
$74.88 - $91.97 $275K - $338K
18.8K $1.73B
KKR
Kkr & Co. Inc.

Financial Services
2.47K
+ 43.59%
$92.79 - $134.29 $229K - $332K
8.14K $1.08B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.11K
+ 46.91%
$152.93 - $181.74 $322K - $383K
6.6K $1.2B
First Tr Exchng Traded Fd Vi
3.63K
+ 3.05%
N/A
123K $4.9B
DE
Deere & CO

Industrials
458
+ 9.71%
$412.99 - $531.48 $189K - $243K
5.17K $2.63B
GILD
Gilead Sciences, Inc.

Healthcare
3.85K
+ 28.5%
$96.91 - $113.0 $373K - $435K
17.4K $1.92B
ASML
Asml Holding Nv

Technology
270
+ 20.39%
$595.37 - $815.24 $161K - $220K
1.59K $1.28B
HWM
Howmet Aerospace Inc.

Industrials
847
+ 19.73%
$112.33 - $186.13 $95.1K - $158K
5.14K $957M
TD
Toronto Dominion Bank

Financial Services
5.42K
New
$55.71 - $73.45 $302K - $398K
5.42K $398M
USB
Us Bancorp \De\

Financial Services
7.61K
+ 44.11%
$36.4 - $45.76 $277K - $348K
24.9K $1.12B
COIN
Coinbase Global, Inc.

Technology
459
+ 34.93%
$151.47 - $375.07 $69.5K - $172K
1.77K $621M
CTVA
Corteva, Inc.

Basic Materials
4.01K
+ 51.25%
$55.52 - $74.53 $222K - $299K
11.8K $881M
HDB
Hdfc Bank LTD

Financial Services
4.31K
+ 78.67%
$63.78 - $77.48 $275K - $334K
9.8K $751M
DASH
Door Dash, Inc.

Communication Services
959
+ 40.76%
$163.16 - $246.51 $156K - $236K
3.31K $817M
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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