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
TJX
Tjx Companies Inc

Consumer Cyclical
3.55K
+ 7.29%
$119.13 - $135.03 $423K - $479K
52.2K $6.45B
CCL
Carnival Corp

Consumer Cyclical
2.83K
+ 5.6%
$16.43 - $28.12 $46.5K - $79.6K
53.4K $1.5B
DGRO
Ishares Core Dividend Growth E

ETFs
3.54K
+ 2.75%
$55.22 - $63.94 $196K - $227K
132K $8.47B
ABT
Abbott Laboratories

Healthcare
2.95K
+ 11.12%
$123.95 - $138.08 $365K - $407K
29.4K $4.01B
CDNS
Cadence Design Systems Inc

Technology
1.09K
+ 38.06%
$231.64 - $323.08 $251K - $351K
3.94K $1.21B
RY
Royal Bank Of Canada

Financial Services
3.33K
+ 136.67%
$108.36 - $131.55 $361K - $438K
5.77K $759M
DIS
Walt Disney CO

Communication Services
1K
+ 7.07%
$81.72 - $124.01 $82K - $125K
15.2K $1.89B
KLAC
Kla Corp

Technology
231
+ 18.15%
$576.53 - $902.94 $133K - $209K
1.5K $1.35B
MSTR
Microstrategy Inc

Technology
870
+ 78.24%
$237.95 - $421.61 $207K - $367K
1.98K $801M
Capital Group Global Equity
14.6K
+ 96.45%
N/A
29.7K $868M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
659
+ 2.39%
$108.06 - $135.3 $71.2K - $89.2K
28.3K $3.82B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.92K
+ 34.3%
$49.48 - $61.22 $293K - $362K
23.2K $1.41B
IEV
Ishares Tr Europe ETF

ETFs
5.76K
+ 35.92%
$51.8 - $64.59 $298K - $372K
21.8K $1.38B
WMB
Williams Companies, Inc.

Energy
5.93K
+ 25.5%
$54.33 - $62.87 $322K - $373K
29.2K $1.83B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.68K
+ 24.34%
$74.88 - $91.97 $275K - $338K
18.8K $1.73B
KKR
Kkr & Co. Inc.

Financial Services
2.47K
+ 43.59%
$92.79 - $134.29 $229K - $332K
8.14K $1.08B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.11K
+ 46.91%
$152.93 - $181.74 $322K - $383K
6.6K $1.2B
First Tr Exchng Traded Fd Vi
3.63K
+ 3.05%
N/A
123K $4.9B
DE
Deere & CO

Industrials
458
+ 9.71%
$412.99 - $531.48 $189K - $243K
5.17K $2.63B
GILD
Gilead Sciences, Inc.

Healthcare
3.85K
+ 28.5%
$96.91 - $113.0 $373K - $435K
17.4K $1.92B
ASML
Asml Holding Nv

Technology
270
+ 20.39%
$595.37 - $815.24 $161K - $220K
1.59K $1.28B
HWM
Howmet Aerospace Inc.

Industrials
847
+ 19.73%
$112.33 - $186.13 $95.1K - $158K
5.14K $957M
USB
Us Bancorp \De\

Financial Services
7.61K
+ 44.11%
$36.4 - $45.76 $277K - $348K
24.9K $1.12B
COIN
Coinbase Global, Inc.

Technology
459
+ 34.93%
$151.47 - $375.07 $69.5K - $172K
1.77K $621M
CTVA
Corteva, Inc.

Basic Materials
4.01K
+ 51.25%
$55.52 - $74.53 $222K - $299K
11.8K $881M
HDB
Hdfc Bank LTD

Financial Services
4.31K
+ 78.67%
$63.78 - $77.48 $275K - $334K
9.8K $751M
DASH
Door Dash, Inc.

Communication Services
959
+ 40.76%
$163.16 - $246.51 $156K - $236K
3.31K $817M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.23K
+ 42.42%
$39.43 - $49.34 $246K - $307K
20.9K $990M
SPGI
S&P Global Inc.

Financial Services
516
+ 9.72%
$438.31 - $527.29 $226K - $272K
5.82K $3.07B
MELI
Mercadolibre Inc

Consumer Cyclical
39
+ 9.63%
$1794.73 - $2613.63 $70K - $102K
444 $1.16B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.73K
+ 14.1%
$45.98 - $56.15 $172K - $210K
30.2K $1.7B
SNOW
Snowflake Inc.

Technology
727
+ 29.34%
$130.53 - $223.77 $94.9K - $163K
3.21K $717M
SNPS
Synopsys Inc

Technology
391
+ 21.88%
$380.9 - $517.66 $149K - $202K
2.18K $1.12B
FIS
Fidelity National Information Services, Inc.

Technology
2.76K
+ 15.2%
$68.14 - $82.13 $188K - $227K
20.9K $1.7B
NVS
Novartis Ag

Healthcare
2.35K
+ 40.82%
$101.96 - $121.01 $240K - $284K
8.11K $981M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.05K
+ 0.0%
$96.84 - $99.46 $102K - $105K
24.5M $105B
GD
General Dynamics Corp

Industrials
893
+ 24.01%
$247.68 - $291.66 $221K - $260K
4.61K $1.35B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.16K
+ 18.38%
$38.18 - $45.52 $273K - $326K
46.1K $2.02B
Capital Group Dividend Growe
6.79K
+ 18.91%
N/A
42.7K $1.44B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.87K
+ 9.09%
$72.96 - $90.39 $137K - $169K
22.5K $2.01B
XLF
Financial Sector Spdr

ETFs
5.6K
+ 47.52%
$43.92 - $52.37 $246K - $293K
17.4K $911M
AXON
Axon Enterprise, Inc.

Industrials
163
+ 26.21%
$497.13 - $827.94 $81K - $135K
785 $650M
MU
Micron Technology Inc

Technology
2
+ 0.02%
$64.72 - $127.91 $129 - $256
8.87K $1.09B
VOT
Vanguard Mid Cap Growth Index

ETFs
800
+ 33.5%
$216.28 - $284.39 $173K - $228K
3.19K $907M
IWB
Ishares Tr Russell 1000 ETF

ETFs
629
+ 20.09%
$272.36 - $339.57 $171K - $214K
3.76K $1.28B
FCX
Freeport Mcmoran Inc

Basic Materials
5.74K
+ 46.91%
$29.15 - $44.46 $167K - $255K
18K $780M
KMI
Kinder Morgan, Inc.

Energy
10.1K
+ 46.86%
$25.21 - $29.4 $254K - $296K
31.5K $927M
SONY
Sony Group Corp

Technology
11.2K
+ 36.81%
$21.24 - $26.88 $238K - $301K
41.7K $1.08B
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.34K
+ 24.16%
$149.76 - $186.42 $201K - $250K
6.9K $1.29B
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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