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
SYY
Sysco Corp

Consumer Defensive
5.15K
New
$73.63 - $81.77 $379K - $421K
5.15K $394M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.06K
New
$180.39 - $205.43 $372K - $424K
2.06K $391M
GWW
W.W. Grainger, Inc.

Industrials
370
New
$1023.06 - $1220.93 $379K - $452K
370 $390M
WRB
Berkley W R Corp

Financial Services
6.61K
New
$56.48 - $64.94 $373K - $429K
6.61K $387M
FNDX
Schwab Fundamental U S Large C

ETFs
16.2K
New
$23.49 - $71.77 $381K - $1.17M
16.2K $384M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.3K
New
$83.95 - $99.75 $361K - $428K
4.3K $384M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
11.5K
New
$33.39 - $37.66 $383K - $432K
11.5K $383M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
536
New
$701.85 - $1046.91 $376K - $561K
536 $382M
ET
Energy Transfer LP

Energy
19.4K
New
$16.05 - $19.86 $312K - $386K
19.4K $381M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.1K
New
$34.13 - $37.35 $379K - $415K
11.1K $379M
XLC
Select Sector Spdr Tr Communic

ETFs
3.89K
New
$89.66 - $102.16 $349K - $397K
3.89K $376M
AME
Ametek Inc

Industrials
2.09K
New
$165.89 - $197.38 $346K - $412K
2.09K $376M
ABC
Amerisourcebergen Corp

Healthcare
1.67K
New
N/A
1.67K $374M
AOR
Ishares Tr Core Growth Allocat

ETFs
6.5K
New
$57.32 - $59.66 $372K - $388K
6.5K $372M
DEO
Diageo PLC

Consumer Defensive
2.91K
New
$118.0 - $139.88 $344K - $407K
2.91K $370M
SYLD
Cambria Shareholder Yld ETF

ETFs
5.38K
New
$68.06 - $76.27 $366K - $410K
5.38K $368M
SNA
Snap On Inc

Industrials
1.08K
New
$285.44 - $371.35 $309K - $401K
1.08K $367M
HDB
Hdfc Bank LTD

Financial Services
5.74K
New
$59.45 - $68.01 $341K - $390K
5.74K $366M
SLB
Schlumberger Limited

Energy
9.55K
New
$36.83 - $45.59 $352K - $435K
9.55K $366M
Te Connectivity PLC
2.56K
New
N/A
2.56K $366M
ARCC
Ares Capital Corp

Financial Services
16.7K
New
$20.74 - $22.27 $346K - $372K
16.7K $365M
SFBS
Servis First Bancshares, Inc.

Financial Services
4.29K
New
$77.34 - $99.0 $332K - $425K
4.29K $364M
DHI
Horton D R Inc

Consumer Cyclical
2.59K
New
$137.24 - $194.56 $355K - $504K
2.59K $362M
TRV
Travelers Companies, Inc.

Financial Services
1.5K
New
$225.97 - $266.66 $339K - $400K
1.5K $361M
HPE
Hewlett Packard Enterprise CO

Technology
16.8K
New
$19.31 - $23.95 $324K - $401K
16.8K $358M
NKE
Nike, Inc.

Consumer Cyclical
4.73K
New
$73.36 - $89.13 $347K - $421K
4.73K $358M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.94K
New
$184.21 - $199.29 $357K - $386K
1.94K $358M
DVN
Devon Energy Corp

Energy
10.8K
New
$30.52 - $42.96 $328K - $462K
10.8K $352M
DTE
Dte Energy CO

Utilities
2.9K
New
$117.04 - $129.77 $340K - $377K
2.9K $351M
First Tr Exchng Traded Fd Vi
16.2K
New
N/A
16.2K $350M
RMD
Resmed Inc

Healthcare
1.53K
New
$228.69 - $256.07 $350K - $392K
1.53K $350M
MAIN
Main Street Capital Corp

Financial Services
5.96K
New
$49.95 - $58.58 $298K - $349K
5.96K $349M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.47K
New
$61.52 - $66.5 $337K - $364K
5.47K $349M
MELI
Mercadolibre Inc

Consumer Cyclical
203
New
$1666.0 - $2117.3 $338K - $430K
203 $345M
DLR
Digital Realty Trust, Inc.

Real Estate
1.95K
New
$156.46 - $195.69 $304K - $381K
1.95K $345M
LII
Lennox International Inc

Industrials
563
New
$589.36 - $678.43 $332K - $382K
563 $343M
FVD
First Tr Value Line Divid Inde

ETFs
7.84K
New
$43.4 - $46.7 $340K - $366K
7.84K $342M
APO
Apollo Global Management, Inc.

Financial Services
2.07K
New
$131.36 - $178.61 $272K - $369K
2.07K $342M
FTNT
Fortinet, Inc.

Technology
3.61K
New
$76.49 - $99.21 $276K - $358K
3.61K $341M
AYI
Acuity Brands Inc

Industrials
1.16K
New
$292.13 - $333.45 $340K - $388K
1.16K $340M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.44K
New
$129.96 - $144.97 $317K - $353K
2.44K $339M
GLD
Spdr Gold Trust

ETFs
1.4K
New
$236.59 - $257.5 $331K - $360K
1.4K $339M
XLY
Select Sector Spdr Consumer Di

ETFs
1.5K
New
$194.8 - $239.43 $293K - $360K
1.5K $337M
BP
Bp PLC

Energy
11.4K
New
$28.16 - $33.14 $321K - $378K
11.4K $337M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.96K
New
$82.28 - $117.52 $325K - $465K
3.96K $335M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.7K
New
$22.65 - $23.8 $334K - $351K
14.7K $335M
NVS
Novartis Ag

Healthcare
3.43K
New
$96.78 - $117.18 $332K - $402K
3.43K $334M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.17K
New
$278.49 - $315.16 $325K - $367K
1.17K $331M
URI
United Rentals, Inc.

Industrials
469
New
$704.44 - $880.32 $330K - $413K
469 $331M
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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