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
TDG
Trans Digm Group Inc

Industrials
77
+ 24.6%
$1251.32 - $1394.11 $96.4K - $107K
390 $539M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.88K
+ 14.67%
$35.35 - $42.74 $66.4K - $80.3K
14.7K $607M
ENB
Enbridge Inc

Energy
2.49K
+ 14.9%
$41.54 - $45.45 $103K - $113K
19.2K $851M
SHOP
Shopify Inc.

Technology
2.07K
+ 40.19%
$90.59 - $129.31 $187K - $267K
7.21K $688M
UL
Unilever PLC

Consumer Defensive
1.97K
+ 25.25%
$54.72 - $60.29 $108K - $119K
9.77K $582M
ROP
Roper Technologies Inc

Industrials
175
+ 33.46%
$502.71 - $593.81 $88K - $104K
698 $412M
AFL
Aflac Inc

Financial Services
761
+ 12.18%
$100.99 - $111.19 $76.9K - $84.6K
7.01K $780M
NOC
Northrop Grumman Corp

Industrials
85
+ 4.05%
$433.45 - $513.82 $36.8K - $43.7K
2.18K $1.12B
MSI
Motorola Solutions, Inc.

Technology
846
+ 8.69%
$411.73 - $482.1 $348K - $408K
10.6K $4.63B
FAST
Fastenal CO

Industrials
1.41K
+ 37.41%
$71.11 - $79.98 $100K - $113K
5.17K $401M
RSG
Republic Services, Inc.

Industrials
292
+ 22.67%
$200.09 - $242.16 $58.4K - $70.7K
1.58K $383M
BAC
Bank Of America Corp

Financial Services
6.69K
+ 9.53%
$39.61 - $47.74 $265K - $320K
76.9K $3.21B
CBRE
Cbre Group, Inc.

Real Estate
930
+ 37.76%
$121.79 - $147.13 $113K - $137K
3.39K $444M
IQV
Iqvia Holdings Inc.

Healthcare
1.22K
+ 26.15%
$176.3 - $209.96 $214K - $255K
5.86K $1.03B
LNG
Cheniere Energy, Inc.

Energy
444
+ 45.49%
$209.32 - $253.66 $92.9K - $113K
1.42K $329M
VLO
Valero Energy Corp

Energy
756
+ 42.28%
$121.76 - $142.99 $92.1K - $108K
2.54K $336M
ING
Ing Groep Nv

Financial Services
3.04K
+ 20.85%
$15.51 - $20.74 $47.1K - $63K
17.6K $345M
ITW
Illinois Tool Works Inc

Industrials
553
+ 14.03%
$244.9 - $274.48 $135K - $152K
4.5K $1.11B
WRB
Berkley W R Corp

Financial Services
445
+ 6.73%
$56.7 - $71.27 $25.2K - $31.7K
7.05K $502M
CTSH
Cognizant Technology Solutions Corp

Technology
1.49K
+ 36.52%
$75.32 - $90.7 $112K - $135K
5.56K $425M
MFG
Mizuho Financial Group Inc

Financial Services
20.1K
New
$4.83 - $6.04 $97.2K - $122K
20.1K $111M
PSA
Public Storage

Real Estate
367
+ 40.51%
$288.99 - $313.98 $106K - $115K
1.27K $381M
DTE
Dte Energy CO

Utilities
406
+ 13.99%
$117.6 - $138.27 $47.7K - $56.1K
3.31K $458M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.99K
+ 40.63%
$14.13 - $16.72 $84.6K - $100K
20.7K $321M
KMI
Kinder Morgan, Inc.

Energy
2.84K
+ 15.23%
$26.1 - $31.22 $74.1K - $88.6K
21.5K $613M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
102K
+ 2.0%
$45.66 - $47.41 $4.66M - $4.84M
5.21M $5.21B
TSCO
Tractor Supply CO

Consumer Cyclical
563
+ 1.71%
$51.66 - $57.94 $29.1K - $32.6K
33.5K $1.85B
BKR
Baker Hughes CO

Energy
1.37K
+ 10.7%
$41.16 - $48.85 $56.2K - $66.7K
14.1K $620M
OXY
Occidental Petroleum Corp

Energy
1.96K
+ 22.31%
$45.45 - $52.7 $89.2K - $103K
10.8K $531M
PRU
Prudential Financial Inc

Financial Services
1.15K
+ 23.62%
$105.04 - $122.33 $121K - $141K
6.04K $674M
ETR
Entergy Corp

Utilities
497
+ 9.12%
$75.26 - $87.89 $37.4K - $43.7K
5.95K $508M
AMAT
Applied Materials Inc

Technology
1.28K
+ 24.77%
$145.06 - $195.51 $185K - $249K
6.42K $932M
ADSK
Autodesk, Inc.

Technology
581
+ 33.72%
N/A
2.3K $603M
D
Dominion Energy, Inc

Utilities
1.29K
+ 13.36%
$52.85 - $57.43 $68.3K - $74.3K
11K $615M
EPD
Enterprise Products Partners L.P.

Energy
1.03K
+ 4.88%
$31.75 - $34.14 $32.6K - $35.1K
22.1K $754M
WBD
Warner Bros. Discovery, Inc.

Communication Services
8.42K
+ 53.07%
$9.47 - $11.46 $79.8K - $96.5K
24.3K $261M
EXR
Extra Space Storage Inc.

Real Estate
638
+ 37.51%
$143.8 - $161.28 $91.7K - $103K
2.34K $347M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.53K
+ 12.61%
$50.82 - $52.7 $77.7K - $80.6K
13.7K $717M
FIS
Fidelity National Information Services, Inc.

Technology
2.5K
+ 15.98%
$68.12 - $83.42 $170K - $209K
18.2K $1.36B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
653
+ 3.93%
$51.39 - $57.43 $33.6K - $37.5K
17.3K $957M
TM
Toyota Motor Corp

Consumer Cyclical
795
+ 28.83%
$176.53 - $195.35 $140K - $155K
3.55K $627M
CHTR
Charter Communications, Inc.

Communication Services
191
+ 27.21%
$334.89 - $384.77 $64K - $73.5K
893 $329M
CL
Colgate Palmolive CO

Consumer Defensive
737
+ 10.72%
$85.68 - $97.5 $63.1K - $71.9K
7.61K $713M
MCO
Moodys Corp

Financial Services
204
+ 21.73%
$437.8 - $527.48 $89.3K - $108K
1.14K $532M
CDNS
Cadence Design Systems Inc

Technology
715
+ 33.47%
$233.96 - $324.52 $167K - $232K
2.85K $725M
Natwest Group PLC
3.61K
+ 15.9%
N/A
26.3K $314M
SPG
Simon Property Group Inc

Real Estate
589
+ 23.52%
$159.48 - $187.78 $93.9K - $111K
3.09K $514M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 22.66%
N/A
6.42K $672M
LEN
Lennar Corp

Consumer Cyclical
1.03K
+ 60.15%
$113.93 - $141.54 $118K - $146K
2.75K $316M
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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