Sagespring Wealth Partners, LLC Incresed Positions in Q4 2025

Sagespring Wealth Partners, LLC

  • $5.5 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IYF
Ishares Tr

ETFs
589K
+ 247.17%
$120.85 - $126.31 $71.1M - $74.4M
827K $107B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
355K
+ 9.23%
$67.15 - $70.77 $23.8M - $25.1M
4.2M $259B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
208K
+ 3.33%
$57.9 - $61.26 $12.1M - $12.8M
6.47M $352B
IEMG
Ishares Inc

ETFs
211K
+ 9.58%
N/A
2.41M $142B
Blackrock ETF Trust Ii
312K
+ 12.21%
N/A
2.87M $151B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
311K
+ 3.15%
$46.2 - $46.85 $14.4M - $14.6M
10.2M $151B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
151K
+ 10.22%
$72.75 - $76.17 $11M - $11.5M
1.63M $104B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
196K
+ 758.53%
$50.33 - $50.81 $9.84M - $9.94M
221K $11.2B
AAPL
Apple Inc.

Technology
13.3K
+ 6.04%
$245.27 - $275.25 $3.26M - $3.66M
233K $63.4B
GOOGL
Alphabet Inc.

Communication Services
1.92K
+ 2.46%
$236.57 - $291.31 $455K - $560K
80.2K $25.1B
WMT
Walmart Inc.

Consumer Defensive
33.1K
+ 23.94%
$101.18 - $109.03 $3.35M - $3.61M
171K $19.1B
LLY
Eli Lilly & CO

Healthcare
1.77K
+ 21.87%
$799.57 - $1025.28 $1.41M - $1.81M
9.85K $10.6B
GOOG
Alphabet Inc.

Communication Services
2.29K
+ 4.43%
$237.49 - $291.74 $544K - $668K
53.9K $16.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
26.8K
+ 9.47%
$118.29 - $126.28 $3.17M - $3.39M
310K $38.2B
EMGF
Ishares Msci Emerging Markets

ETFs
37.4K
+ 3.24%
$55.07 - $59.37 $2.06M - $2.22M
1.19M $68.9B
AMZN
Amazon Com Inc

Consumer Cyclical
8.34K
+ 4.28%
$213.04 - $254.0 $1.78M - $2.12M
203K $32.5B
MUB
Ishares National Muni Bond ETF

ETFs
30.3K
+ 14.1%
$106.36 - $107.61 $3.22M - $3.26M
245K $26.2B
FDVV
Fidelity High Dividend ETF

ETFs
44.7K
+ 7.29%
$54.66 - $56.68 $2.44M - $2.53M
657K $37.3B
MRK
Merck & Co., Inc.

Healthcare
19.9K
+ 42.87%
$82.49 - $92.93 $1.65M - $1.85M
66.5K $7B
NVDA
Nvidia Corp

Technology
13.9K
+ 4.75%
$179.83 - $207.04 $2.5M - $2.88M
307K $57.2B
J P Morgan Exchange Traded F
11.3K
+ 5.87%
N/A
204K $16.4B
TSLA
Tesla, Inc.

Consumer Cyclical
3.38K
+ 9.57%
$401.99 - $468.37 $1.36M - $1.58M
38.7K $17.4B
MU
Micron Technology Inc

Technology
1.05K
+ 9.2%
$181.6 - $253.3 $191K - $267K
12.5K $3.57B
CGGR
Capital Group Growth ETF Shs C

ETFs
28.4K
+ 4.65%
$43.04 - $45.68 $1.22M - $1.3M
638K $28.4B
AVGO
Broadcom Inc.

Technology
223
+ 0.26%
$324.63 - $385.98 $72.4K - $86.1K
86.4K $29.9B
AMD
Advanced Micro Devices Inc

Technology
887
+ 3.64%
$164.01 - $264.33 $145K - $234K
25.3K $5.41B
JNJ
Johnson & Johnson

Healthcare
2.66K
+ 6.25%
$185.98 - $199.58 $495K - $531K
45.2K $9.36B
AXP
American Express CO

Financial Services
1.75K
+ 8.47%
$316.26 - $372.77 $552K - $650K
22.4K $8.27B
TTAC
Fcf Us Quality ETF

ETFs
49.7K
+ 1.16%
N/A
4.32M $269B
Rbb Fund Trust
13K
+ 4.41%
N/A
307K $14.8B
RTX
Raytheon Technologies Corp

Industrials
2.82K
+ 5.96%
$157.0 - $179.44 $442K - $505K
50.1K $9.19B
XOM
Exxon Mobil Corp

Energy
6.51K
+ 10.93%
$110.64 - $119.78 $720K - $780K
66.1K $7.95B
AMGN
Amgen Inc

Healthcare
1.67K
+ 11.89%
$290.13 - $341.71 $485K - $571K
15.7K $5.15B
EMB
Ishares Tr

ETFs
10.5K
+ 6.76%
$94.63 - $97.03 $991K - $1.02M
165K $15.9B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
26.7K
+ 10.45%
$43.6 - $45.68 $1.16M - $1.22M
282K $12.6B
VGT
Vanguard Information Technolog

ETFs
1.41K
+ 71.02%
$736.33 - $801.52 $1.04M - $1.13M
3.39K $2.55B
IBM
International Business Machines Corp

Technology
2.22K
+ 7.95%
$275.97 - $314.98 $612K - $698K
30.1K $8.91B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.19K
+ 32.17%
$524.58 - $588.02 $626K - $702K
4.9K $2.84B
WFC
Wells Fargo & Company

Financial Services
7.46K
+ 20.27%
$77.62 - $87.3 $579K - $652K
44.3K $4.13B
PDEC
Innovator U.S. Equity Power Bu
23.2K
+ 145.54%
N/A
39.1K $1.7B
BALT
Innovator Etfs Tr
29.8K
+ 120.38%
$32.7 - $33.07 $976K - $987K
54.6K $1.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.98K
+ 7.71%
$475.68 - $513.11 $942K - $1.02M
27.7K $13.9B
GS
Goldman Sachs Group Inc

Financial Services
176
+ 1.78%
$744.6 - $838.97 $131K - $148K
10.1K $8.87B
CGUS
Capital Group Core Equity ETF
19.7K
+ 10.26%
$38.81 - $40.67 $765K - $802K
212K $8.53B
INTF
Ishares Tr

ETFs
15.5K
+ 8.92%
$35.44 - $37.17 $548K - $575K
189K $7.13B
C
Citigroup Inc

Financial Services
3.82K
+ 15.0%
$93.93 - $102.87 $359K - $393K
29.3K $3.42B
VT
Vanguard Total World Stk Index

ETFs
5.45K
+ 33.79%
$135.16 - $141.78 $737K - $773K
21.6K $3.04B
BAC
Bank Of America Corp

Financial Services
8.15K
+ 7.52%
$48.65 - $54.11 $397K - $441K
117K $6.41B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1K
+ 5.08%
$280.66 - $305.09 $282K - $306K
20.8K $6.31B
Activity Summary
Buys All Purchases 487 New Holdings 89 Increased Positions 398 Sells All Sells 276 Reductions 276 Sold out 0 Options Calls 0 Puts 0
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