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
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.53K
+ 125.61%
$32.42 - $36.13 $244K - $272K
13.5K $446M
Innovator Etfs Trust
10.1K
New
N/A
10.1K $239M
CTRA
Coterra Energy Inc.

Energy
8.19K
New
$25.51 - $29.83 $209K - $244K
8.19K $237M
ROL
Rollins Inc

Consumer Cyclical
4.37K
New
$45.65 - $54.03 $199K - $236K
4.37K $236M
TXN
Texas Instruments Inc

Technology
1.82K
+ 15.45%
N/A
13.6K $2.44B
AWK
American Water Works Company, Inc.

Utilities
1.59K
New
$121.01 - $149.31 $192K - $237K
1.59K $234M
ALL
Allstate Corp

Financial Services
648
+ 9.24%
$180.99 - $210.18 $117K - $136K
7.66K $1.59B
Ab Active Etfs Inc
6.31K
New
N/A
6.31K $233M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.84K
+ 124.22%
$50.44 - $58.1 $244K - $281K
8.73K $449M
CAH
Cardinal Health Inc

Healthcare
1.69K
New
$118.02 - $137.77 $199K - $233K
1.69K $233M
STE
Steris PLC

Healthcare
578
+ 12.36%
$202.46 - $232.74 $117K - $135K
5.26K $1.19B
IDXX
Idexx Laboratories Inc

Healthcare
545
New
$406.29 - $469.04 $221K - $256K
545 $229M
HWM
Howmet Aerospace Inc.

Industrials
1.28K
+ 42.66%
$110.79 - $139.39 $142K - $179K
4.29K $557M
MS
Morgan Stanley

Financial Services
2.96K
+ 22.72%
$111.68 - $141.08 $331K - $418K
16K $1.87B
MCK
Mckesson Corp

Healthcare
195
+ 21.01%
$566.21 - $672.99 $110K - $131K
1.12K $756M
IP
International Paper CO

Consumer Cyclical
4.19K
New
$49.38 - $60.09 $207K - $252K
4.19K $223M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
783
New
$283.06 - $421.16 $222K - $330K
783 $222M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
12.4K
+ 45.72%
$11.66 - $14.98 $145K - $186K
39.6K $540M
DELL
Dell Technologies Inc.

Technology
2.43K
New
$90.34 - $124.66 $219K - $302K
2.43K $221M
NXPI
Nxp Semiconductors N.V.

Technology
1.81K
+ 26.2%
$189.99 - $245.86 $343K - $444K
8.69K $1.65B
BHP
Bhp Group LTD

Basic Materials
4.56K
+ 68.87%
$48.18 - $52.11 $220K - $237K
11.2K $542M
VICI
Vici Properties Inc.

Real Estate
5.71K
+ 59.51%
$28.21 - $32.68 $161K - $187K
15.3K $499M
SAP
Sap Se

Technology
550
+ 17.22%
$241.4 - $293.69 $133K - $162K
3.74K $1B
PSX
Phillips 66

Energy
1.57K
+ 61.41%
$113.93 - $131.55 $179K - $207K
4.13K $510M
ROLL
Rbc Bearings Inc

Industrials
678
New
N/A
678 $218M
LDOS
Leidos Holdings, Inc.

Technology
1.62K
New
$126.82 - $161.11 $205K - $261K
1.62K $218M
HES
Hess Corp

Energy
1.11K
+ 73.18%
$135.42 - $160.52 $150K - $178K
2.62K $419M
CINF
Cincinnati Financial Corp

Financial Services
1.47K
New
$133.67 - $147.81 $197K - $218K
1.47K $217M
FVD
First Tr Value Line Divid Inde

ETFs
4.7K
+ 59.96%
$42.61 - $45.51 $200K - $214K
12.5K $559M
MPWR
Monolithic Power Systems Inc

Technology
374
New
$565.7 - $720.25 $212K - $269K
374 $217M
WPC
W. P. Carey Inc.

Real Estate
3.43K
New
$53.5 - $65.05 $183K - $223K
3.43K $216M
KEYS
Keysight Technologies, Inc.

Technology
1.44K
New
$148.16 - $185.11 $213K - $266K
1.44K $215M
ED
Consolidated Edison Inc

Utilities
1.26K
+ 36.23%
$88.0 - $110.59 $111K - $140K
4.75K $526M
VTR
Ventas, Inc.

Real Estate
3.11K
New
$56.9 - $70.47 $177K - $219K
3.11K $214M
NLOK
Norton Life Lock Inc.

Technology
8K
New
N/A
8K $212M
LECO
Lincoln Electric Holdings Inc

Industrials
1.12K
New
$180.51 - $216.81 $202K - $243K
1.12K $212M
Gsk PLC
5.42K
New
N/A
5.42K $210M
CCI
Crown Castle International Corp

Real Estate
1.24K
+ 21.19%
$84.33 - $106.39 $105K - $132K
7.09K $739M
BK
Bank Of New York Mellon Corp

Financial Services
2.03K
+ 38.73%
$75.42 - $88.95 $153K - $181K
7.27K $610M
NEM
Newmont Corp

Basic Materials
2.7K
+ 41.11%
$37.79 - $48.39 $102K - $131K
9.26K $447M
CASY
Caseys General Stores Inc

Consumer Cyclical
466
New
$378.71 - $442.54 $176K - $206K
466 $202M
SHW
Sherwin Williams CO

Basic Materials
465
+ 10.86%
$330.16 - $365.55 $154K - $170K
4.75K $1.66B
ROK
Rockwell Automation, Inc

Industrials
781
New
$255.29 - $303.75 $199K - $237K
781 $202M
DVY
Ishares Tr

ETFs
1.49K
New
$128.58 - $138.1 $192K - $206K
1.49K $200M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.84K
+ 1.03%
$51.26 - $52.53 $299K - $307K
572K $29.5B
LOW
Lowes Companies Inc

Consumer Cyclical
1.21K
+ 19.51%
$222.66 - $268.42 $269K - $325K
7.41K $1.73B
OKE
Oneok Inc

Energy
2.05K
+ 40.53%
$89.57 - $109.85 $184K - $226K
7.12K $707M
WDAY
Workday, Inc.

Technology
942
+ 96.42%
$233.53 - $277.82 $220K - $262K
1.92K $448M
MNST
Monster Beverage Corp

Consumer Defensive
2.92K
+ 75.1%
$46.16 - $58.58 $135K - $171K
6.81K $398M
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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