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
CL
Colgate Palmolive CO

Consumer Defensive
737
+ 10.72%
$85.68 - $97.5 $63.1K - $71.9K
7.61K $713M
MCO
Moodys Corp

Financial Services
204
+ 21.73%
$437.8 - $527.48 $89.3K - $108K
1.14K $532M
CDNS
Cadence Design Systems Inc

Technology
715
+ 33.47%
$233.96 - $324.52 $167K - $232K
2.85K $725M
Natwest Group PLC
3.61K
+ 15.9%
N/A
26.3K $314M
SPG
Simon Property Group Inc

Real Estate
589
+ 23.52%
$159.48 - $187.78 $93.9K - $111K
3.09K $514M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 22.66%
N/A
6.42K $672M
LEN
Lennar Corp

Consumer Cyclical
1.03K
+ 60.15%
$113.93 - $141.54 $118K - $146K
2.75K $316M
RELX
Relx PLC

Communication Services
1.09K
+ 22.48%
$45.34 - $51.91 $49.5K - $56.6K
5.94K $300M
AME
Ametek Inc

Industrials
556
+ 26.64%
$170.39 - $190.43 $94.7K - $106K
2.64K $455M
EBAY
Ebay Inc

Consumer Cyclical
706
+ 13.99%
$61.61 - $70.93 $43.5K - $50.1K
5.75K $390M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.31K
+ 7.97%
$44.68 - $46.49 $58.7K - $61.1K
17.8K $824M
CPRT
Copart Inc

Consumer Cyclical
1.53K
+ 11.4%
$52.3 - $59.83 $80.1K - $91.7K
15K $847M
ALLE
Allegion PLC

Industrials
572
+ 28.82%
$123.79 - $135.5 $70.8K - $77.5K
2.56K $334M
KMB
Kimberly Clark Corp

Consumer Defensive
210
+ 5.28%
$124.46 - $147.4 $26.1K - $31K
4.18K $595M
PHM
Pultegroup Inc

Consumer Cyclical
824
+ 40.0%
$101.09 - $118.51 $83.3K - $97.7K
2.88K $296M
USXF
Ishares Esg Advanced Msci Usa

Technology
2.78K
+ 13.76%
$46.38 - $52.65 $129K - $146K
23K $1.07B
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
277
+ 13.82%
$110.55 - $130.35 $30.6K - $36.1K
2.28K $290M
XLF
Financial Sector Spdr

ETFs
989
+ 9.15%
$47.32 - $52.19 $46.8K - $51.6K
11.8K $587M
XEL
Xcel Energy Inc

Utilities
709
+ 15.64%
$63.37 - $72.1 $44.9K - $51.1K
5.24K $371M
PCAR
Paccar Inc

Industrials
1.15K
+ 16.15%
$96.91 - $112.51 $112K - $130K
8.28K $807M
PEG
Public Service Enterprise Group Inc

Utilities
1.05K
+ 10.72%
$78.2 - $90.39 $81.8K - $94.5K
10.8K $889M
Ge Vernova Inc
393
+ 16.44%
N/A
2.78K $850M
EFX
Equifax Inc

Industrials
360
+ 15.23%
$235.63 - $278.34 $84.8K - $100K
2.72K $663M
XLV
Select Sector Spdr Fund Health

ETFs
215
+ 6.49%
$137.61 - $149.68 $29.6K - $32.2K
3.53K $515M
Ge Healthcare Technologies I
624
+ 22.9%
N/A
3.35K $270M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
171
+ 0.69%
$126.11 - $135.06 $21.6K - $23.1K
24.8K $3.2B
HOOD
Robinhood Markets, Inc.

Technology
773
+ 14.32%
$35.63 - $65.28 $27.5K - $50.5K
6.17K $257M
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.39K
+ 17.26%
$39.51 - $41.0 $54.9K - $57K
9.44K $377M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.43K
+ 45.54%
$65.15 - $91.81 $158K - $223K
7.77K $507M
DGX
Quest Diagnostics Inc

Healthcare
123
+ 7.68%
N/A
1.72K $292M
PFG
Principal Financial Group Inc

Financial Services
282
+ 7.84%
$76.34 - $89.04 $21.5K - $25.1K
3.88K $327M
FANG
Diamondback Energy, Inc.

Energy
473
+ 6.72%
$139.9 - $180.18 $66.2K - $85.2K
7.51K $1.2B
MKL
Markel Corp

Financial Services
15
+ 11.11%
$1660.14 - $2059.83 $24.9K - $30.9K
150 $280M
BR
Broadridge Financial Solutions, Inc.

Technology
130
+ 13.86%
$221.46 - $244.83 $28.8K - $31.8K
1.07K $259M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
484
+ 14.63%
$81.83 - $82.73 $39.6K - $40K
3.79K $314M
LHX
L3 Harris Technologies, Inc.

Industrials
230
+ 3.75%
$194.65 - $222.86 $44.8K - $51.3K
6.37K $1.33B
WTM
White Mountains Insurance Group LTD

Financial Services
23
+ 20.18%
$1818.58 - $1983.07 $41.8K - $45.6K
137 $264M
ISRG
Intuitive Surgical Inc

Healthcare
235
+ 8.41%
$476.63 - $610.45 $112K - $143K
3.03K $1.5B
NHI
National Health Investors Inc

Real Estate
86
+ 1.11%
$65.79 - $76.06 $5.66K - $6.54K
7.83K $579M
CARR
Carrier Global Corp

Industrials
1.37K
+ 14.71%
$62.07 - $70.55 $85.2K - $96.9K
10.7K $679M
ITUB
Itau Unibanco Holding S.A.

Financial Services
5.68K
+ 41.77%
$4.87 - $6.28 $27.7K - $35.7K
19.3K $106M
AMED
Amedisys Inc

Healthcare
354
+ 12.28%
$90.44 - $92.9 $32K - $32.9K
3.24K $300M
MCHP
Microchip Technology Inc

Technology
1.54K
+ 37.63%
$48.41 - $64.3 $74.6K - $99K
5.63K $273M
GLW
Corning Inc

Technology
1.2K
+ 11.76%
$44.91 - $54.25 $53.7K - $64.9K
11.4K $520M
TT
Trane Technologies PLC

Industrials
906
+ 10.93%
$332.0 - $400.86 $301K - $363K
9.19K $3.1B
UBS
Ubs Group Ag

Financial Services
1.03K
+ 6.47%
$30.28 - $35.78 $31.2K - $36.9K
17K $519M
SNA
Snap On Inc

Industrials
113
+ 10.45%
$324.09 - $358.62 $36.6K - $40.5K
1.19K $402M
TDY
Teledyne Technologies Inc

Technology
25
+ 3.92%
$455.51 - $518.84 $11.4K - $13K
663 $330M
PODD
Insulet Corp

Healthcare
122
+ 13.53%
$237.06 - $288.29 $28.9K - $35.2K
1.02K $269M
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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