Sagespring Wealth Partners, LLC Incresed Positions in Q2 2025

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
34.3K
+ 0.55%
$35.12 - $48.24 $1.21M - $1.66M
6.23M $300B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
82.5K
+ 3.82%
N/A
2.24M $202B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
385K
+ 7.77%
$43.53 - $54.46 $16.8M - $21M
5.34M $291B
TTAC
Fcf Us Quality ETF

ETFs
201K
+ 6.09%
$68.45 - $70.76 $13.8M - $14.2M
3.5M $248B
IVV
Ishares Core S&P 500 ETF

ETFs
28.7K
+ 8.65%
$498.8 - $620.9 $14.3M - $17.8M
360K $170B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
241K
+ 99.48%
$116.93 - $119.39 $28.2M - $28.7M
483K $57.5B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
266K
+ 9.48%
$56.84 - $65.5 $15.1M - $17.4M
3.07M $201B
MSFT
Microsoft Corp

Technology
14.7K
+ 15.43%
$354.56 - $497.45 $5.2M - $7.3M
110K $54.6B
CGGR
Capital Group Growth ETF Shs C

ETFs
444K
+ 330.6%
$30.53 - $40.65 $13.5M - $18M
578K $23.5B
NVDA
Nvidia Corp

Technology
27.1K
+ 10.56%
$94.31 - $157.99 $2.55M - $4.28M
283K $44.8B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
159K
+ 80.34%
$97.29 - $105.63 $15.5M - $16.8M
358K $36.4B
IEFA
Ishares Tr

ETFs
41.8K
+ 2.96%
$67.83 - $84.09 $2.84M - $3.52M
1.45M $121B
IEMG
Ishares Inc

ETFs
61.4K
+ 3.46%
N/A
1.84M $110B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
79.7K
+ 7.34%
$56.88 - $70.77 $4.53M - $5.64M
1.17M $82.5B
EMGF
Ishares Msci Emerging Markets

ETFs
120K
+ 12.07%
$41.37 - $52.07 $4.95M - $6.23M
1.11M $57.8B
AVGO
Broadcom Inc.

Technology
12.2K
+ 16.69%
$146.29 - $275.65 $1.78M - $3.36M
85.3K $23.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
71.3K
+ 36.86%
$82.96 - $110.1 $5.92M - $7.85M
265K $29.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
25.8K
+ 7.03%
$152.42 - $182.82 $3.94M - $4.72M
393K $71.9B
TAFI
Ab Active Etfs Inc Tax Aware S
335K
+ 2988.72%
N/A
346K $8.69B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
177K
+ 1.85%
$44.68 - $45.96 $7.92M - $8.14M
9.73M $130B
EFV
Msci Eafe Value ETF

ETFs
53.1K
+ 5.24%
$52.4 - $64.65 $2.78M - $3.43M
1.07M $67.7B
EFG
Msci Eafe Growth ETF

ETFs
18.3K
+ 4.28%
$89.8 - $112.0 $1.64M - $2.05M
445K $49.9B
META
Meta Platforms, Inc.

Communication Services
2.93K
+ 10.01%
$484.66 - $738.09 $1.42M - $2.16M
32.2K $23.7B
AMZN
Amazon Com Inc

Consumer Cyclical
11.7K
+ 6.64%
$167.32 - $223.3 $1.96M - $2.62M
188K $27.6B
JPM
Jpmorgan Chase & CO

Financial Services
6.99K
+ 10.44%
$210.28 - $289.91 $1.47M - $2.03M
73.9K $21.4B
TSLA
Tesla, Inc.

Consumer Cyclical
7.14K
+ 26.85%
$221.86 - $362.89 $1.58M - $2.59M
33.7K $10.7B
FDVV
Fidelity High Dividend ETF

ETFs
48.3K
+ 8.99%
$43.6 - $52.02 $2.11M - $2.51M
586K $30.5B
IAU
Ishares Gold Trust

ETFs
29.2K
+ 5.21%
$56.1 - $64.74 $1.64M - $1.89M
590K $36.8B
DFRA
Trimtabs ETF Tr Donoghue Forli
115K
+ 7.96%
N/A
1.56M $44.5B
GOOGL
Alphabet Inc.

Communication Services
8.81K
+ 13.73%
$144.7 - $178.6 $1.27M - $1.57M
72.9K $12.9B
NFLX
Netflix Inc

Communication Services
417
+ 8.17%
$855.86 - $1339.13 $357K - $558K
5.52K $7.39B
ICLN
Ishares

ETFs
129K
+ 32.46%
$10.56 - $13.31 $1.36M - $1.71M
524K $6.87B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.04K
+ 60.56%
$141.37 - $228.57 $995K - $1.61M
18.7K $4.23B
GOOG
Alphabet Inc.

Communication Services
8.12K
+ 20.54%
$146.58 - $180.01 $1.19M - $1.46M
47.7K $8.45B
IBM
International Business Machines Corp

Technology
3.55K
+ 13.78%
$221.03 - $294.78 $785K - $1.05M
29.3K $8.64B
IDEV
Ishares Core Msci Intl Develop

ETFs
18K
+ 15.01%
$61.79 - $76.67 $1.11M - $1.38M
138K $10.5B
MUB
Ishares National Muni Bond ETF

ETFs
22.7K
+ 12.28%
$102.31 - $105.8 $2.32M - $2.4M
207K $21.6B
Ge Vernova Inc
2.71K
+ 97.23%
N/A
5.49K $2.9B
BAC
Bank Of America Corp

Financial Services
30.8K
+ 39.99%
$34.39 - $47.46 $1.06M - $1.46M
108K $5.1B
GS
Goldman Sachs Group Inc

Financial Services
647
+ 7.34%
$462.22 - $707.75 $299K - $458K
9.46K $6.69B
KO
Coca Cola CO

Consumer Defensive
27.1K
+ 60.68%
$68.37 - $73.9 $1.85M - $2M
71.7K $5.07B
ETN
Eaton Corp PLC

Industrials
551
+ 2.89%
$246.52 - $356.99 $136K - $197K
19.6K $7B
VEA
Vanguard Ftse Developed Market

ETFs
19.8K
+ 18.77%
$45.65 - $57.01 $903K - $1.13M
125K $7.14B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
32.9K
+ 17.66%
$37.18 - $42.55 $1.22M - $1.4M
219K $9.33B
PM
Philip Morris International Inc.

Consumer Defensive
2.21K
+ 3.94%
$149.23 - $184.95 $329K - $408K
58.3K $10.6B
PLTR
Palantir Technologies Inc.

Technology
2.87K
+ 11.95%
$74.01 - $144.25 $213K - $415K
26.9K $3.67B
WMT
Walmart Inc.

Consumer Defensive
3.1K
+ 2.47%
$81.79 - $99.98 $253K - $309K
128K $12.5B
ORCL
Oracle Corp

Technology
742
+ 4.36%
$122.82 - $218.63 $91.1K - $162K
17.8K $3.88B
CAT
Caterpillar Inc

Industrials
645
+ 3.15%
$273.94 - $388.21 $177K - $250K
21.1K $8.21B
Activity Summary
Buys All Purchases 507 New Holdings 93 Increased Positions 414 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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