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
GM
General Motors CO

Consumer Cyclical
2.29K
+ 22.48%
$42.48 - $50.46 $97.1K - $115K
12.5K $613M
MCHP
Microchip Technology Inc

Technology
154
+ 2.73%
$35.34 - $71.6 $5.44K - $11K
5.79K $407M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.39K
+ 28.47%
$58.52 - $71.7 $81.5K - $99.8K
6.28K $432M
SHV
Ishares Tr

ETFs
1.16K
+ 46.62%
$110.06 - $110.46 $128K - $129K
3.66K $404M
SO
Southern CO

Utilities
1.47K
+ 2.69%
$84.91 - $92.56 $125K - $136K
56.1K $5.15B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.29K
+ 11.45%
$102.02 - $103.5 $132K - $134K
12.6K $1.3B
Natwest Group PLC
4.75K
+ 18.04%
N/A
31.1K $439M
Te Connectivity PLC
320
+ 12.26%
N/A
2.93K $494M
BK
Bank Of New York Mellon Corp

Financial Services
791
+ 10.88%
$73.31 - $91.62 $58K - $72.5K
8.06K $735M
CMCSA
Comcast Corp

Communication Services
5.65K
+ 8.84%
$32.84 - $36.72 $186K - $208K
69.6K $2.48B
Arm Holdings PLC
3
+ 0.13%
N/A
2.24K $362M
GWW
W.W. Grainger, Inc.

Industrials
97
+ 23.37%
$919.93 - $1101.66 $89.2K - $107K
512 $533M
CINF
Cincinnati Financial Corp

Financial Services
750
+ 50.95%
$126.6 - $151.6 $95K - $114K
2.22K $331M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
93
+ 3.25%
$224.16 - $285.86 $20.8K - $26.6K
2.96K $845M
SMG
Scotts Miracle Gro CO

Basic Materials
943
+ 20.84%
$48.21 - $66.48 $45.5K - $62.7K
5.47K $361M
EFX
Equifax Inc

Industrials
262
+ 9.62%
$205.5 - $280.54 $53.8K - $73.5K
2.99K $774M
SYF
Synchrony Financial

Financial Services
756
+ 17.26%
$43.81 - $66.74 $33.1K - $50.5K
5.14K $343M
TDG
Trans Digm Group Inc

Industrials
37
+ 9.49%
$1231.75 - $1520.64 $45.6K - $56.3K
427 $649M
CCI
Crown Castle International Corp

Real Estate
1.16K
+ 16.3%
$94.83 - $107.06 $110K - $124K
8.25K $847M
SHW
Sherwin Williams CO

Basic Materials
394
+ 8.3%
$313.51 - $363.51 $124K - $143K
5.14K $1.77B
MDT
Medtronic PLC

Healthcare
1.9K
+ 8.45%
$80.68 - $88.86 $153K - $169K
24.4K $2.13B
BCS
Barclays PLC

Financial Services
1.08K
+ 4.26%
$12.69 - $18.61 $13.7K - $20.2K
26.5K $493M
ROK
Rockwell Automation, Inc

Industrials
131
+ 16.77%
$218.97 - $332.17 $28.7K - $43.5K
912 $303M
LDOS
Leidos Holdings, Inc.

Technology
405
+ 25.03%
$132.9 - $160.3 $53.8K - $64.9K
2.02K $319M
PPG
Ppg Industries Inc

Basic Materials
586
+ 7.66%
$91.66 - $115.04 $53.7K - $67.4K
8.24K $937M
AOA
Ishares Tr Core Aggressive All

ETFs
38
+ 0.27%
$69.46 - $83.4 $2.64K - $3.17K
14.1K $1.18B
AIG
American International Group, Inc.

Financial Services
1.32K
+ 13.56%
$77.56 - $87.72 $103K - $116K
11.1K $949M
RJF
Raymond James Financial Inc

Financial Services
467
+ 24.16%
$123.65 - $153.88 $57.7K - $71.9K
2.4K $368M
HIG
Hartford Financial Services Group, Inc.

Financial Services
719
+ 28.54%
$109.83 - $131.67 $79K - $94.7K
3.24K $411M
SYY
Sysco Corp

Consumer Defensive
1.25K
+ 23.28%
$68.0 - $75.91 $84.7K - $94.6K
6.6K $500M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.3K
+ 12.68%
$30.87 - $39.17 $40.1K - $50.9K
11.5K $452M
HPE
Hewlett Packard Enterprise CO

Technology
2K
+ 18.79%
$12.51 - $20.45 $25K - $40.8K
12.6K $258M
JNJ
Johnson & Johnson

Healthcare
3.37K
+ 10.47%
$146.36 - $159.82 $493K - $538K
35.5K $5.43B
ING
Ing Groep Nv

Financial Services
2.42K
+ 13.77%
$16.62 - $21.98 $40.3K - $53.3K
20K $438M
LPLA
Lpl Financial Holdings Inc.

Financial Services
76
+ 5.68%
$283.31 - $388.96 $21.5K - $29.6K
1.41K $530M
CNP
Centerpoint Energy Inc

Utilities
2.4K
+ 31.34%
$35.5 - $39.05 $85.1K - $93.6K
10K $369M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
3.63K
+ 17.8%
$11.9 - $15.57 $43.2K - $56.6K
24K $370M
PODD
Insulet Corp

Healthcare
123
+ 12.01%
$238.57 - $327.47 $29.3K - $40.3K
1.15K $360M
MBB
Ishares Tr

ETFs
953
+ 11.73%
$91.41 - $94.22 $87.1K - $89.8K
9.08K $852M
CHTR
Charter Communications, Inc.

Communication Services
131
+ 14.67%
$321.68 - $427.25 $42.1K - $56K
1.02K $419M
ALLE
Allegion PLC

Industrials
377
+ 14.74%
$118.52 - $145.64 $44.7K - $54.9K
2.93K $423M
WDAY
Workday, Inc.

Technology
316
+ 16.47%
$210.47 - $274.71 $66.5K - $86.8K
2.24K $536M
WEC
Wec Energy Group, Inc.

Utilities
1.03K
+ 25.69%
$102.24 - $109.76 $105K - $113K
5.02K $523M
ITUB
Itau Unibanco Holding S.A.

Financial Services
9.25K
+ 47.99%
$5.24 - $6.81 $48.5K - $63K
28.5K $194M
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.77K
+ 296.71%
$50.53 - $212.53 $241K - $1.01M
6.38K $354M
ECL
Ecolab Inc.

Basic Materials
210
+ 11.02%
$225.65 - $270.95 $47.4K - $56.9K
2.12K $570M
STE
Steris PLC

Healthcare
64
+ 1.22%
$208.55 - $252.55 $13.3K - $16.2K
5.32K $1.28B
ABC
Amerisourcebergen Corp

Healthcare
138
+ 7.23%
N/A
2.05K $614M
MFC
Manulife Financial Corp

Financial Services
2.36K
+ 27.9%
$26.93 - $32.44 $63.5K - $76.5K
10.8K $345M
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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