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
PSX
Phillips 66

Energy
1.57K
+ 61.41%
$113.93 - $131.55 $179K - $207K
4.13K $510M
HES
Hess Corp

Energy
1.11K
+ 73.18%
$135.42 - $160.52 $150K - $178K
2.62K $419M
FVD
First Tr Value Line Divid Inde

ETFs
4.7K
+ 59.96%
$42.61 - $45.51 $200K - $214K
12.5K $559M
ED
Consolidated Edison Inc

Utilities
1.26K
+ 36.23%
$88.0 - $110.59 $111K - $140K
4.75K $526M
CCI
Crown Castle International Corp

Real Estate
1.24K
+ 21.19%
$84.33 - $106.39 $105K - $132K
7.09K $739M
BK
Bank Of New York Mellon Corp

Financial Services
2.03K
+ 38.73%
$75.42 - $88.95 $153K - $181K
7.27K $610M
NEM
Newmont Corp

Basic Materials
2.7K
+ 41.11%
$37.79 - $48.39 $102K - $131K
9.26K $447M
SHW
Sherwin Williams CO

Basic Materials
465
+ 10.86%
$330.16 - $365.55 $154K - $170K
4.75K $1.66B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.84K
+ 1.03%
$51.26 - $52.53 $299K - $307K
572K $29.5B
LOW
Lowes Companies Inc

Consumer Cyclical
1.21K
+ 19.51%
$222.66 - $268.42 $269K - $325K
7.41K $1.73B
WDAY
Workday, Inc.

Technology
942
+ 96.42%
$233.53 - $277.82 $220K - $262K
1.92K $448M
MNST
Monster Beverage Corp

Consumer Defensive
2.92K
+ 75.1%
$46.16 - $58.58 $135K - $171K
6.81K $398M
SLB
Schlumberger Limited

Energy
3.83K
+ 40.06%
$38.4 - $43.74 $147K - $167K
13.4K $559M
Kenvue Inc
6.43K
+ 45.25%
N/A
20.6K $495M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.77K
+ 16.23%
$96.88 - $111.25 $268K - $308K
19.8K $1.98B
DG
Dollar General Corp

Consumer Defensive
951
+ 11.03%
$68.44 - $87.93 $65.1K - $83.6K
9.57K $841M
COP
Conocophillips

Energy
1.19K
+ 11.58%
$88.6 - $105.85 $105K - $126K
11.4K $1.2B
ABNB
Airbnb, Inc.

Consumer Cyclical
1.75K
+ 81.22%
$119.38 - $161.42 $209K - $283K
3.91K $467M
DIS
Walt Disney CO

Communication Services
3.25K
+ 29.67%
$96.87 - $114.0 $315K - $371K
14.2K $1.4B
BP
Bp PLC

Energy
3.87K
+ 33.99%
$29.93 - $35.31 $116K - $137K
15.3K $516M
TRV
Travelers Companies, Inc.

Financial Services
542
+ 36.16%
$232.43 - $265.13 $126K - $144K
2.04K $540M
CTVA
Corteva, Inc.

Basic Materials
2.32K
+ 42.11%
$55.94 - $66.15 $130K - $153K
7.82K $492M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.66K
+ 19.89%
$43.76 - $45.31 $160K - $166K
22.1K $994M
ECL
Ecolab Inc.

Basic Materials
592
+ 45.05%
$229.72 - $269.82 $136K - $160K
1.91K $483M
CRWD
Crowd Strike Holdings, Inc.

Technology
438
+ 23.7%
$308.86 - $455.36 $135K - $199K
2.29K $806M
FTNT
Fortinet, Inc.

Technology
1.73K
+ 47.81%
$92.49 - $114.57 $160K - $198K
5.34K $514M
YUM
Yum Brands Inc

Consumer Cyclical
560
+ 15.42%
$123.25 - $162.53 $69K - $91K
4.19K $659M
SNY
Sanofi

Healthcare
1.81K
+ 18.59%
$48.15 - $59.42 $87K - $107K
11.5K $639M
PH
Parker Hannifin Corp

Industrials
346
+ 23.39%
$591.65 - $707.05 $205K - $245K
1.83K $1.11B
AMD
Advanced Micro Devices Inc

Technology
4.64K
+ 26.99%
$96.63 - $129.55 $448K - $601K
21.8K $2.24B
ZTS
Zoetis Inc.

Healthcare
984
+ 39.58%
$156.48 - $175.67 $154K - $173K
3.47K $571M
COF
Capital One Financial Corp

Financial Services
906
+ 26.2%
$163.87 - $209.82 $148K - $190K
4.36K $783M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.37K
+ 70.86%
$45.92 - $47.58 $155K - $160K
8.13K $386M
NEE
Nextera Energy Inc

Utilities
2.66K
+ 8.76%
$66.96 - $76.16 $178K - $202K
33K $2.34B
ADI
Analog Devices Inc

Technology
1.36K
+ 13.36%
$201.56 - $243.82 $273K - $331K
11.5K $2.32B
AJG
Arthur J. Gallagher & Co.

Financial Services
265
+ 22.73%
$275.89 - $345.24 $73.1K - $91.5K
1.43K $494M
BA
Boeing CO

Industrials
1.18K
+ 19.74%
$148.15 - $186.25 $175K - $220K
7.17K $1.22B
IWR
Ishares Russell Mid Cap ETF

ETFs
2.4K
+ 18.92%
$82.81 - $92.93 $199K - $223K
15.1K $1.28B
BCS
Barclays PLC

Financial Services
8.23K
+ 47.84%
$12.69 - $16.25 $104K - $134K
25.4K $391M
APD
Air Products & Chemicals, Inc.

Basic Materials
430
+ 6.16%
$283.24 - $338.07 $122K - $145K
7.42K $2.19B
NSC
Norfolk Southern Corp

Industrials
653
+ 22.05%
$227.69 - $259.76 $149K - $170K
3.61K $856M
SNPS
Synopsys Inc

Technology
538
+ 43.07%
$428.58 - $551.54 $231K - $297K
1.79K $766M
VRSK
Verisk Analytics, Inc.

Industrials
384
+ 18.75%
$268.63 - $301.33 $103K - $116K
2.43K $724M
RIO
Rio Tinto PLC

Basic Materials
2.56K
+ 60.16%
$58.19 - $64.29 $149K - $164K
6.81K $409M
SAN
Banco Santander, S.A.

Financial Services
13.1K
+ 40.76%
$4.46 - $7.14 $58.4K - $93.6K
45.3K $303M
ABC
Amerisourcebergen Corp

Healthcare
242
+ 14.53%
N/A
1.91K $531M
TRGP
Targa Resources Corp.

Energy
486
+ 18.37%
$178.44 - $217.22 $86.7K - $106K
3.13K $628M
AON
Aon PLC

Financial Services
242
+ 16.54%
$348.44 - $409.32 $84.3K - $99.1K
1.71K $680M
SYK
Stryker Corp

Healthcare
315
+ 10.31%
$355.18 - $399.9 $112K - $126K
3.37K $1.25B
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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