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
CTAS
Cintas Corp

Industrials
647
+ 19.05%
$190.11 - $227.66 $123K - $147K
4.04K $901M
TFC
Truist Financial Corp

Financial Services
3.95K
+ 22.09%
$34.79 - $42.99 $137K - $170K
21.8K $937M
ENB
Enbridge Inc

Energy
3.94K
+ 20.51%
$41.09 - $47.16 $162K - $186K
23.1K $1.05B
AMT
American Tower Corp

Real Estate
828
+ 19.35%
$203.96 - $228.19 $169K - $189K
5.11K $1.13B
ICVT
Ishares Tr Convertible Bond Et

ETFs
845
+ 4.63%
$78.98 - $90.1 $66.7K - $76.1K
19.1K $1.72B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.42K
+ 57.96%
$22.54 - $23.17 $190K - $195K
22.9K $527M
APP
App Lovin Corp

Technology
311
+ 31.32%
$219.37 - $417.89 $68.2K - $130K
1.3K $456M
D
Dominion Energy, Inc

Utilities
3.33K
+ 30.32%
$49.66 - $58.0 $165K - $193K
14.3K $808M
DTE
Dte Energy CO

Utilities
1.59K
+ 48.17%
$127.39 - $139.49 $203K - $222K
4.9K $649M
MCK
Mckesson Corp

Healthcare
169
+ 15.05%
$652.83 - $732.78 $110K - $124K
1.29K $946M
PFE
Pfizer Inc

Healthcare
9.61K
+ 21.65%
$21.59 - $24.84 $207K - $239K
54K $1.31B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.53K
+ 2.64%
$45.12 - $46.23 $159K - $163K
137K $6.36B
Gsk PLC
4.82K
+ 89.02%
N/A
10.2K $393M
DSI
Ishares Msci Kld 400 Social Et

ETFs
634
+ 8.09%
$91.62 - $116.16 $58.1K - $73.6K
8.47K $984M
DRI
Darden Restaurants Inc

Consumer Cyclical
361
+ 3.6%
$186.58 - $225.78 $67.4K - $81.5K
10.4K $2.26B
VBK
Vanguard Small Cap Growth ETF

ETFs
335
+ 9.76%
$219.76 - $276.94 $73.6K - $92.8K
3.77K $1.04B
LNG
Cheniere Energy, Inc.

Energy
656
+ 46.2%
$197.25 - $244.33 $129K - $160K
2.08K $505M
IDXX
Idexx Laboratories Inc

Healthcare
211
+ 38.72%
$361.04 - $536.34 $76.2K - $113K
756 $406M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
12.6K
+ 31.78%
$10.79 - $14.14 $136K - $178K
52.2K $716M
PSX
Phillips 66

Energy
1.6K
+ 38.75%
$92.87 - $125.73 $149K - $201K
5.73K $684M
TTWO
Take Two Interactive Software Inc

Communication Services
502
+ 36.62%
$194.58 - $243.05 $97.7K - $122K
1.87K $455M
IBN
Icici Bank LTD

Financial Services
4.57K
+ 57.5%
$30.16 - $34.39 $138K - $157K
12.5K $421M
SRE
Sempra Energy

Utilities
2.01K
+ 48.67%
$63.78 - $78.91 $128K - $158K
6.13K $464M
AWK
American Water Works Company, Inc.

Utilities
1.3K
+ 81.88%
$133.82 - $151.96 $174K - $198K
2.89K $402M
DHR
Danaher Corp

Healthcare
1.02K
+ 22.45%
$174.64 - $205.16 $178K - $209K
5.55K $1.1B
WELL
Welltower Inc.

Real Estate
1.06K
+ 20.54%
$136.49 - $155.22 $144K - $164K
6.2K $953M
FAST
Fastenal CO

Industrials
8.3K
+ 160.62%
$40.65 - $83.16 $337K - $690K
13.5K $566M
QCOM
Qualcomm Inc

Technology
670
+ 6.66%
$124.66 - $159.48 $83.5K - $107K
10.7K $1.71B
DLR
Digital Realty Trust, Inc.

Real Estate
547
+ 26.48%
$136.11 - $177.69 $74.5K - $97.2K
2.61K $456M
AZN
Astrazeneca PLC

Healthcare
3.01K
+ 21.37%
$64.87 - $75.0 $195K - $226K
17.1K $1.19B
MGK
Vanguard Mega Cap Growth ETF

ETFs
69
+ 2.96%
$273.67 - $366.17 $18.9K - $25.3K
2.4K $879M
RMD
Resmed Inc

Healthcare
407
+ 26.26%
$204.54 - $258.0 $83.2K - $105K
1.96K $505M
VICI
Vici Properties Inc.

Real Estate
4.85K
+ 31.67%
$29.41 - $32.97 $143K - $160K
20.2K $657M
VMC
Vulcan Materials CO

Basic Materials
501
+ 51.6%
$226.49 - $276.01 $113K - $138K
1.47K $384M
VZ
Verizon Communications Inc

Communication Services
8.57K
+ 8.31%
$41.67 - $45.62 $357K - $391K
112K $4.83B
CVS
Cvs Health Corp

Healthcare
1.99K
+ 15.65%
$60.04 - $70.18 $120K - $140K
14.7K $1.02B
O
Realty Income Corp

Real Estate
2.89K
+ 8.85%
$52.27 - $58.52 $151K - $169K
35.5K $2.05B
ADM
Archer Daniels Midland CO

Consumer Defensive
2.34K
+ 38.87%
$41.79 - $54.16 $97.8K - $127K
8.36K $441M
NDAQ
Nasdaq, Inc.

Financial Services
1.11K
+ 30.02%
$66.4 - $89.42 $73.6K - $99.1K
4.8K $429M
MMM
3 M CO

Industrials
785
+ 14.34%
$126.09 - $154.15 $99K - $121K
6.26K $953M
MPWR
Monolithic Power Systems Inc

Technology
126
+ 33.69%
$455.19 - $737.73 $57.4K - $93K
500 $365M
AMP
Ameriprise Financial Inc

Financial Services
169
+ 14.93%
$422.19 - $533.73 $71.4K - $90.2K
1.3K $694M
EBAY
Ebay Inc

Consumer Cyclical
1.45K
+ 25.17%
$59.52 - $79.36 $86.2K - $115K
7.2K $536M
MET
Metlife Inc

Financial Services
1.79K
+ 30.67%
$68.42 - $82.49 $123K - $148K
7.63K $614M
MNST
Monster Beverage Corp

Consumer Defensive
1.84K
+ 27.02%
$55.01 - $64.24 $101K - $118K
8.65K $541M
EXC
Exelon Corp

Utilities
3.82K
+ 40.32%
$42.2 - $47.37 $161K - $181K
13.3K $577M
Linde PLC
256
+ 5.05%
N/A
5.32K $2.5B
VTV
Vanguard Value ETF

ETFs
674
+ 15.57%
$153.67 - $176.74 $104K - $119K
5K $884M
CBRE
Cbre Group, Inc.

Real Estate
745
+ 21.96%
$113.94 - $140.12 $84.9K - $104K
4.14K $580M
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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