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
ABBV
Abb Vie Inc.

Healthcare
19.6K
New
$164.99 - $203.87 $3.24M - $4M
19.6K $3.49B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
68.3K
New
$49.74 - $50.43 $3.39M - $3.44M
68.3K $3.4B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16K
New
$198.04 - $221.51 $3.17M - $3.55M
16K $3.37B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
26K
New
$124.61 - $133.96 $3.24M - $3.48M
26K $3.35B
IWM
Ishares Russell 2000 ETF

ETFs
15.1K
New
$216.13 - $242.4 $3.27M - $3.67M
15.1K $3.34B
RTX
Raytheon Technologies Corp

Industrials
27.6K
New
$114.45 - $127.21 $3.15M - $3.5M
27.6K $3.19B
First Tr Exchng Traded Fd Vi
150K
New
N/A
150K $3.15B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
24.7K
New
$126.68 - $134.74 $3.12M - $3.32M
24.7K $3.15B
MO
Altria Group, Inc.

Consumer Defensive
59.1K
New
$49.06 - $57.74 $2.9M - $3.41M
59.1K $3.09B
BAC
Bank Of America Corp

Financial Services
70.2K
New
$39.22 - $47.77 $2.76M - $3.36M
70.2K $3.09B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
65.7K
New
$45.07 - $47.1 $2.96M - $3.09M
65.7K $2.97B
CB
Chubb LTD

Financial Services
10.6K
New
$271.57 - $301.89 $2.88M - $3.2M
10.6K $2.93B
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.3K
New
$174.22 - $187.62 $2.85M - $3.06M
16.3K $2.86B
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$664750.0 - $724132.5 $2.66M - $2.9M
4 $2.72B
ABT
Abbott Laboratories

Healthcare
23.7K
New
$111.93 - $119.39 $2.66M - $2.83M
23.7K $2.68B
UPS
United Parcel Service Inc

Industrials
21.1K
New
$122.65 - $138.35 $2.59M - $2.92M
21.1K $2.66B
HCA
Hca Healthcare, Inc.

Healthcare
8.85K
New
$297.52 - $415.61 $2.63M - $3.68M
8.85K $2.66B
DUK
Duke Energy Corp

Utilities
24.5K
New
$105.76 - $120.76 $2.59M - $2.95M
24.5K $2.64B
FISV
Fiserv Inc

Technology
12.7K
New
N/A
12.7K $2.61B
UNP
Union Pacific Corp

Industrials
11.2K
New
$223.15 - $249.32 $2.5M - $2.8M
11.2K $2.56B
T
At&T Inc.

Communication Services
111K
New
$21.22 - $23.88 $2.35M - $2.65M
111K $2.53B
CGGO
Capital Group Global Growth Eq

ETFs
85.2K
New
$29.21 - $30.67 $2.49M - $2.61M
85.2K $2.49B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
12.6K
New
$172.07 - $207.36 $2.17M - $2.61M
12.6K $2.49B
First Tr Exchng Traded Fd Vi
67.3K
New
N/A
67.3K $2.47B
ORCL
Oracle Corp

Technology
14.7K
New
$165.41 - $192.43 $2.44M - $2.84M
14.7K $2.46B
CGDV
Capital Group Divid Value ETF

ETFs
69.3K
New
$35.16 - $37.12 $2.44M - $2.57M
69.3K $2.44B
ACN
Accenture PLC

Technology
6.75K
New
$343.9 - $376.86 $2.32M - $2.54M
6.75K $2.37B
HYDB
Ishares Tr Edge High Yield Def

ETFs
50.3K
New
$46.68 - $47.95 $2.35M - $2.41M
50.3K $2.36B
IEF
Ishares Barclays

ETFs
25.1K
New
$92.08 - $98.18 $2.31M - $2.46M
25.1K $2.32B
SPGI
S&P Global Inc.

Financial Services
4.64K
New
$480.36 - $529.17 $2.23M - $2.45M
4.64K $2.31B
CSCO
Cisco Systems, Inc.

Technology
38.6K
New
$52.45 - $60.02 $2.03M - $2.32M
38.6K $2.29B
KO
Coca Cola CO

Consumer Defensive
36.7K
New
$61.74 - $71.71 $2.26M - $2.63M
36.7K $2.28B
CMCSA
Comcast Corp

Communication Services
60.8K
New
$37.39 - $45.14 $2.27M - $2.75M
60.8K $2.28B
TXN
Texas Instruments Inc

Technology
11.8K
New
N/A
11.8K $2.21B
VB
Vanguard Small Cap ETF

ETFs
9.18K
New
$233.76 - $261.58 $2.14M - $2.4M
9.18K $2.2B
HDV
Ishares Core High Dividend ETF

ETFs
19.6K
New
$110.82 - $121.28 $2.17M - $2.38M
19.6K $2.2B
NEE
Nextera Energy Inc

Utilities
30.3K
New
$69.77 - $85.43 $2.11M - $2.59M
30.3K $2.17B
PNFP
Pinnacle Financial Partners Inc

Financial Services
18.9K
New
$92.95 - $129.87 $1.76M - $2.45M
18.9K $2.16B
ADI
Analog Devices Inc

Technology
10.2K
New
$206.35 - $236.48 $2.09M - $2.4M
10.2K $2.16B
OEF
Ishares S&P 100 ETF

ETFs
7.28K
New
N/A
7.28K $2.1B
EFA
Ishares Tr Msci Eafe ETF

ETFs
27.8K
New
$75.1 - $82.99 $2.09M - $2.31M
27.8K $2.1B
AMD
Advanced Micro Devices Inc

Technology
17.2K
New
$118.88 - $172.8 $2.04M - $2.97M
17.2K $2.08B
FCX
Freeport Mcmoran Inc

Basic Materials
53.4K
New
$38.08 - $50.82 $2.03M - $2.71M
53.4K $2.03B
APD
Air Products & Chemicals, Inc.

Basic Materials
6.99K
New
$285.5 - $335.62 $1.99M - $2.34M
6.99K $2.03B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
73.1K
New
$26.93 - $84.95 $1.97M - $6.21M
73.1K $2B
FLQL
Franklin Templeton ETF Tr Libe

ETFs
33.8K
New
$57.47 - $61.21 $1.94M - $2.07M
33.8K $1.98B
INTF
Ishares Tr

ETFs
68.7K
New
$28.54 - $31.26 $1.96M - $2.15M
68.7K $1.97B
IYE
Ishares Tr

ETFs
43.1K
New
$43.93 - $51.37 $1.89M - $2.21M
43.1K $1.96B
ADP
Automatic Data Processing Inc

Industrials
6.6K
New
$280.08 - $307.97 $1.85M - $2.03M
6.6K $1.93B
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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