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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.57K
+ 56.58%
$47.79 - $59.89 $457K - $573K
26.5K $1.33B
NVS
Novartis Ag

Healthcare
2.33K
+ 67.71%
$97.14 - $115.57 $226K - $269K
5.76K $642M
TMO
Thermo Fisher Scientific Inc.

Healthcare
725
+ 30.36%
$497.6 - $606.74 $361K - $440K
3.11K $1.55B
OTIS
Otis Worldwide Corp

Industrials
2.97K
New
$90.77 - $104.01 $269K - $308K
2.97K $306M
HSBC
Hsbc Holdings PLC

Financial Services
3.53K
+ 27.26%
$48.68 - $61.58 $172K - $217K
16.5K $947M
PDD
Pinduoduo Inc.

Consumer Cyclical
2.59K
New
$94.68 - $131.34 $245K - $340K
2.59K $306M
SONY
Sony Group Corp

Technology
8.25K
+ 37.16%
$19.88 - $25.64 $164K - $212K
30.5K $773M
TPL
Texas Pacific Land Corp

Energy
228
New
$1180.08 - $1431.01 $269K - $326K
228 $303M
DXCM
Dexcom Inc

Healthcare
5.17K
+ 96.13%
$67.74 - $90.75 $350K - $469K
10.6K $721M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4.89K
New
$46.15 - $63.53 $226K - $311K
4.89K $301M
INTC
Intel Corp

Technology
11.7K
+ 86.79%
$19.1 - $27.39 $223K - $320K
25.1K $570M
NET
Cloudflare, Inc.

Technology
2.62K
New
$110.71 - $176.5 $291K - $463K
2.62K $296M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.71K
New
$105.1 - $109.61 $285K - $297K
2.71K $295M
MU
Micron Technology Inc

Technology
3.18K
+ 55.88%
$86.89 - $109.38 $276K - $348K
8.87K $771M
JCI
Johnson Controls International PLC

Industrials
3.4K
+ 21.87%
$76.12 - $90.6 $259K - $308K
18.9K $1.52B
PFEB
Innovator U.S. Equity Power Bu

ETFs
8.07K
New
$35.54 - $37.44 $287K - $302K
8.07K $289M
FOXA
Fox Corp

Communication Services
5.03K
New
$47.9 - $58.0 $241K - $292K
5.03K $285M
TTWO
Take Two Interactive Software Inc

Communication Services
1.37K
New
$178.61 - $217.95 $245K - $299K
1.37K $284M
AZO
Autozone Inc

Consumer Cyclical
50
+ 33.11%
$3193.96 - $3828.11 $160K - $191K
201 $766M
NKE
Nike, Inc.

Consumer Cyclical
5.35K
+ 113.03%
$63.29 - $81.72 $338K - $437K
10.1K $639M
TAFI
Ab Active Etfs Inc Tax Aware S
11.2K
New
N/A
11.2K $281M
CRH.L
Crh PLC

Basic Materials
3.19K
New
N/A
3.19K $281M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
20.4K
New
$9.49 - $14.83 $194K - $303K
20.4K $278M
CNP
Centerpoint Energy Inc

Utilities
7.65K
New
$30.87 - $36.25 $236K - $277K
7.65K $277M
SHV
Ishares Tr

ETFs
2.5K
New
$110.11 - $110.51 $275K - $276K
2.5K $276M
PANW
Palo Alto Networks Inc

Technology
1.97K
+ 36.85%
$167.82 - $208.28 $330K - $409K
7.3K $1.25B
DD
Du Pont De Nemours, Inc.

Basic Materials
3.59K
New
$72.7 - $84.32 $261K - $303K
3.59K $268M
NGG
National Grid PLC

Utilities
4.08K
New
$56.13 - $65.61 $229K - $268K
4.08K $268M
FNF
Fidelity National Financial, Inc.

Financial Services
4.09K
New
$54.25 - $65.27 $222K - $267K
4.09K $266M
BJAN
Innovator U.S. Equity Buffer E

ETFs
5.69K
New
$46.03 - $49.45 $262K - $281K
5.69K $265M
BSX
Boston Scientific Corp

Healthcare
1.43K
+ 14.06%
$89.38 - $106.18 $128K - $152K
11.6K $1.17B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.83K
+ 49.64%
$56.51 - $62.98 $216K - $241K
11.5K $700M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.76K
+ 6.6%
$55.41 - $60.74 $319K - $350K
93K $5.25B
ORI
Old Republic International Corp

Financial Services
6.48K
New
$33.46 - $39.22 $217K - $254K
6.48K $254M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
3.37K
New
$67.85 - $77.32 $229K - $261K
3.37K $252M
TTE
Total Energies Se

Energy
2.05K
+ 17.6%
N/A
13.7K $887M
Capital Grp Fixed Incm ETF T
9.48K
New
N/A
9.48K $249M
CTAS
Cintas Corp

Industrials
937
+ 38.1%
$182.09 - $208.14 $171K - $195K
3.4K $698M
CSGP
Costar Group, Inc.

Real Estate
3.14K
New
$69.29 - $80.37 $217K - $252K
3.14K $249M
BOCT
Innovator U.S. Equity Buffer E

ETFs
5.84K
New
$41.53 - $44.57 $243K - $260K
5.84K $246M
WELL
Welltower Inc.

Real Estate
837
+ 19.43%
$124.05 - $156.86 $104K - $131K
5.15K $788M
GLD
Spdr Gold Trust

ETFs
623
+ 44.56%
$243.19 - $288.14 $152K - $180K
2.02K $582M
QUAL
Ishares Msci Usa Quality Facto

ETFs
16.2K
+ 4.61%
$168.16 - $186.21 $2.72M - $3.01M
367K $62.8B
GRMN
Garmin LTD

Technology
1.11K
New
$204.55 - $241.93 $228K - $270K
1.11K $242M
SCHW
Schwab Charles Corp

Financial Services
2.73K
+ 43.34%
$71.24 - $83.64 $195K - $229K
9.04K $707M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
719
New
$333.37 - $384.99 $240K - $277K
719 $240M
GL
Globe Life Inc.

Financial Services
1.83K
New
$111.2 - $131.72 $203K - $240K
1.83K $240M
DOW
Dow Inc.

Basic Materials
6.86K
New
$34.36 - $41.92 $236K - $288K
6.86K $240M
Innovator Etfs Trust
9.54K
New
N/A
9.54K $239M
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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