Sagespring Wealth Partners, LLC Incresed Positions in Q1 2025

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.81K
+ 8.62%
$91.45 - $91.75 $348K - $349K
48K $4.4B
DRI
Darden Restaurants Inc

Consumer Cyclical
810
+ 8.79%
$180.02 - $208.56 $146K - $169K
10K $2.08B
TMUS
T Mobile Us, Inc.

Communication Services
512
+ 10.93%
$211.3 - $272.83 $108K - $140K
5.2K $1.39B
ADP
Automatic Data Processing Inc

Industrials
875
+ 13.26%
$286.85 - $318.64 $251K - $279K
7.48K $2.28B
AMT
American Tower Corp

Real Estate
1.12K
+ 35.25%
$173.46 - $217.6 $193K - $243K
4.28K $931M
APH
Amphenol Corp

Technology
5.8K
+ 71.42%
$61.62 - $78.55 $357K - $455K
13.9K $912M
EOG
Eog Resources Inc

Energy
2.49K
+ 48.69%
$120.54 - $138.05 $300K - $344K
7.6K $975M
KLAC
Kla Corp

Technology
451
+ 54.87%
$636.62 - $777.63 $287K - $351K
1.27K $865M
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.19K
+ 14.31%
$46.82 - $47.8 $337K - $344K
57.4K $2.71B
ADBE
Adobe Inc.

Technology
1.35K
+ 45.16%
$377.84 - $464.11 $510K - $626K
4.34K $1.66B
GD
General Dynamics Corp

Industrials
1.08K
+ 41.08%
$241.94 - $272.58 $262K - $295K
3.72K $1.01B
PAYX
Paychex Inc

Industrials
1.36K
+ 18.92%
$136.06 - $154.52 $185K - $210K
8.55K $1.32B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
99
+ 14.52%
$1187.71 - $1432.58 $118K - $142K
781 $1.12B
PLD
Prologis, Inc.

Real Estate
2.42K
+ 37.81%
$103.59 - $124.04 $251K - $301K
8.83K $987M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.57K
+ 56.58%
$47.79 - $59.89 $457K - $573K
26.5K $1.33B
NVS
Novartis Ag

Healthcare
2.33K
+ 67.71%
$97.14 - $115.57 $226K - $269K
5.76K $642M
TMO
Thermo Fisher Scientific Inc.

Healthcare
725
+ 30.36%
$497.6 - $606.74 $361K - $440K
3.11K $1.55B
HSBC
Hsbc Holdings PLC

Financial Services
3.53K
+ 27.26%
$48.68 - $61.58 $172K - $217K
16.5K $947M
SONY
Sony Group Corp

Technology
8.25K
+ 37.16%
$19.88 - $25.64 $164K - $212K
30.5K $773M
DXCM
Dexcom Inc

Healthcare
5.17K
+ 96.13%
$67.74 - $90.75 $350K - $469K
10.6K $721M
MMM
3 M CO

Industrials
1.58K
+ 40.5%
$129.7 - $155.12 $205K - $245K
5.47K $804M
INTC
Intel Corp

Technology
11.7K
+ 86.79%
$19.1 - $27.39 $223K - $320K
25.1K $570M
MU
Micron Technology Inc

Technology
3.18K
+ 55.88%
$86.89 - $109.38 $276K - $348K
8.87K $771M
JCI
Johnson Controls International PLC

Industrials
3.4K
+ 21.87%
$76.12 - $90.6 $259K - $308K
18.9K $1.52B
AZO
Autozone Inc

Consumer Cyclical
50
+ 33.11%
$3193.96 - $3828.11 $160K - $191K
201 $766M
NKE
Nike, Inc.

Consumer Cyclical
5.35K
+ 113.03%
$63.29 - $81.72 $338K - $437K
10.1K $639M
PANW
Palo Alto Networks Inc

Technology
1.97K
+ 36.85%
$167.82 - $208.28 $330K - $409K
7.3K $1.25B
BSX
Boston Scientific Corp

Healthcare
1.43K
+ 14.06%
$89.38 - $106.18 $128K - $152K
11.6K $1.17B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.83K
+ 49.64%
$56.51 - $62.98 $216K - $241K
11.5K $700M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.76K
+ 6.6%
$55.41 - $60.74 $319K - $350K
93K $5.25B
TTE
Total Energies Se

Energy
2.05K
+ 17.6%
N/A
13.7K $887M
CTAS
Cintas Corp

Industrials
937
+ 38.1%
$182.09 - $208.14 $171K - $195K
3.4K $698M
WELL
Welltower Inc.

Real Estate
837
+ 19.43%
$124.05 - $156.86 $104K - $131K
5.15K $788M
GLD
Spdr Gold Trust

ETFs
623
+ 44.56%
$243.19 - $288.14 $152K - $180K
2.02K $582M
QUAL
Ishares Msci Usa Quality Facto

ETFs
16.2K
+ 4.61%
$168.16 - $186.21 $2.72M - $3.01M
367K $62.8B
SCHW
Schwab Charles Corp

Financial Services
2.73K
+ 43.34%
$71.24 - $83.64 $195K - $229K
9.04K $707M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.53K
+ 125.61%
$32.42 - $36.13 $244K - $272K
13.5K $446M
TXN
Texas Instruments Inc

Technology
1.82K
+ 15.45%
N/A
13.6K $2.44B
ALL
Allstate Corp

Financial Services
648
+ 9.24%
$180.99 - $210.18 $117K - $136K
7.66K $1.59B
DFAT
Dimensional ETF Tr U S Target

ETFs
4.84K
+ 124.22%
$50.44 - $58.1 $244K - $281K
8.73K $449M
STE
Steris PLC

Healthcare
578
+ 12.36%
$202.46 - $232.74 $117K - $135K
5.26K $1.19B
HWM
Howmet Aerospace Inc.

Industrials
1.28K
+ 42.66%
$110.79 - $139.39 $142K - $179K
4.29K $557M
MS
Morgan Stanley

Financial Services
2.96K
+ 22.72%
$111.68 - $141.08 $331K - $418K
16K $1.87B
MCK
Mckesson Corp

Healthcare
195
+ 21.01%
$566.21 - $672.99 $110K - $131K
1.12K $756M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
12.4K
+ 45.72%
$11.66 - $14.98 $145K - $186K
39.6K $540M
NXPI
Nxp Semiconductors N.V.

Technology
1.81K
+ 26.2%
$189.99 - $245.86 $343K - $444K
8.69K $1.65B
BHP
Bhp Group LTD

Basic Materials
4.56K
+ 68.87%
$48.18 - $52.11 $220K - $237K
11.2K $542M
VICI
Vici Properties Inc.

Real Estate
5.71K
+ 59.51%
$28.21 - $32.68 $161K - $187K
15.3K $499M
SAP
Sap Se

Technology
550
+ 17.22%
$241.4 - $293.69 $133K - $162K
3.74K $1B
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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