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
PFE
Pfizer Inc

Healthcare
42.1K
New
$24.8 - $30.19 $1.04M - $1.27M
42.1K $1.12B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.25K
New
$209.89 - $233.24 $1.1M - $1.22M
5.25K $1.12B
GILD
Gilead Sciences, Inc.

Healthcare
11.9K
New
$83.95 - $97.9 $1M - $1.17M
11.9K $1.1B
SYK
Stryker Corp

Healthcare
3.06K
New
$345.14 - $392.15 $1.05M - $1.2M
3.06K $1.1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.9K
New
$25.93 - $105.3 $1.01M - $4.1M
38.9K $1.08B
JKHY
Henry Jack & Associates Inc

Technology
6.11K
New
$171.12 - $186.18 $1.05M - $1.14M
6.11K $1.07B
AOA
Ishares Tr Core Aggressive All

ETFs
14K
New
$76.61 - $79.88 $1.07M - $1.11M
14K $1.07B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
25.8K
New
$40.97 - $42.66 $1.06M - $1.1M
25.8K $1.07B
Capital Group Core Balanced
34.1K
New
N/A
34.1K $1.07B
BA
Boeing CO

Industrials
5.98K
New
$138.14 - $180.72 $827K - $1.08M
5.98K $1.06B
RDVY
First Trust Rising Dividend Ac

ETFs
17.4K
New
$58.65 - $64.37 $1.02M - $1.12M
17.4K $1.03B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
16.9K
New
$55.73 - $66.16 $942K - $1.12M
16.9K $1.02B
COP
Conocophillips

Energy
10.3K
New
$95.12 - $114.72 $975K - $1.18M
10.3K $1.02B
ICVT
Ishares Tr Convertible Bond Et

ETFs
11.9K
New
$83.09 - $89.28 $989K - $1.06M
11.9K $1.01B
PAYX
Paychex Inc

Industrials
7.19K
New
$135.86 - $148.73 $977K - $1.07M
7.19K $1.01B
BBY
Best Buy CO Inc

Consumer Cyclical
11.7K
New
$85.2 - $101.35 $1M - $1.19M
11.7K $1.01B
USXF
Ishares Esg Advanced Msci Usa

Technology
20.2K
New
$48.45 - $52.57 $979K - $1.06M
20.2K $1B
ITW
Illinois Tool Works Inc

Industrials
3.94K
New
$253.56 - $278.5 $1M - $1.1M
3.94K $999M
QCOM
Qualcomm Inc

Technology
6.51K
New
$150.4 - $178.04 $978K - $1.16M
6.51K $999M
NOC
Northrop Grumman Corp

Industrials
2.1K
New
$466.52 - $543.88 $979K - $1.14M
2.1K $985M
AZN
Astrazeneca PLC

Healthcare
15K
New
$63.2 - $79.58 $946K - $1.19M
15K $981M
PANW
Palo Alto Networks Inc

Technology
5.33K
New
$181.96 - $405.9 $970K - $2.16M
5.33K $970M
ASML
Asml Holding Nv

Technology
1.39K
New
$658.43 - $872.27 $918K - $1.22M
1.39K $966M
STE
Steris PLC

Healthcare
4.68K
New
$204.34 - $235.7 $956K - $1.1M
4.68K $961M
LMT
Lockheed Martin Corp

Industrials
1.97K
New
$479.66 - $614.62 $945K - $1.21M
1.97K $958M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
37.1K
New
$19.44 - $28.35 $721K - $1.05M
37.1K $955M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.91K
New
$178.39 - $215.0 $875K - $1.05M
4.91K $946M
PH
Parker Hannifin Corp

Industrials
1.48K
New
$621.74 - $709.46 $920K - $1.05M
1.48K $941M
PPG
Ppg Industries Inc

Basic Materials
7.86K
New
$119.09 - $131.37 $936K - $1.03M
7.86K $939M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
21.3K
New
$43.84 - $48.76 $934K - $1.04M
21.3K $938M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.35K
New
$264.18 - $304.19 $884K - $1.02M
3.35K $937M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.3K
New
$396.64 - $516.74 $911K - $1.19M
2.3K $925M
AN
Autonation, Inc.

Consumer Cyclical
5.43K
New
$155.47 - $182.16 $844K - $989K
5.43K $922M
DHR
Danaher Corp

Healthcare
3.98K
New
$226.16 - $274.52 $900K - $1.09M
3.98K $913M
IQV
Iqvia Holdings Inc.

Healthcare
4.65K
New
$190.97 - $236.63 $887K - $1.1M
4.65K $913M
BSX
Boston Scientific Corp

Healthcare
10.2K
New
$83.62 - $91.5 $851K - $931K
10.2K $909M
BMY
Bristol Myers Squibb CO

Healthcare
15.8K
New
$51.92 - $59.94 $819K - $945K
15.8K $892M
C
Citigroup Inc

Financial Services
12.6K
New
$61.31 - $72.5 $772K - $913K
12.6K $887M
CI
Cigna Corp

Healthcare
3.17K
New
$265.59 - $358.58 $843K - $1.14M
3.17K $877M
EEM
Ishares Msci Emerging Markets

ETFs
20.8K
New
$41.82 - $47.36 $871K - $986K
20.8K $871M
SIZE
Ishares Msci Usa Size Factor E

ETFs
5.83K
New
$146.95 - $158.89 $857K - $927K
5.83K $866M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
16.6K
New
$52.1 - $57.26 $865K - $950K
16.6K $866M
APP
App Lovin Corp

Technology
2.67K
New
$130.67 - $401.5 $349K - $1.07M
2.67K $865M
CGXU
Capital Group Intl Focus Equit

ETFs
34.9K
New
$24.67 - $26.94 $860K - $939K
34.9K $860M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
31.5K
New
$26.65 - $29.34 $839K - $924K
31.5K $853M
AMAT
Applied Materials Inc

Technology
5.15K
New
$161.44 - $213.89 $831K - $1.1M
5.15K $837M
EW
Edwards Lifesciences Corp

Healthcare
11.2K
New
$64.54 - $75.92 $726K - $854K
11.2K $832M
KKR
Kkr & Co. Inc.

Financial Services
5.62K
New
$129.87 - $162.87 $730K - $915K
5.62K $831M
PEG
Public Service Enterprise Group Inc

Utilities
9.76K
New
$81.87 - $94.51 $799K - $922K
9.76K $825M
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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