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
URTH
Ishares Msci World ETF

ETFs
278
+ 6.99%
$151.24 - $164.09 $42K - $45.6K
4.25K $652M
XLC
Select Sector Spdr Tr Communic

ETFs
355
+ 9.13%
$94.84 - $105.31 $33.7K - $37.4K
4.24K $409M
MET
Metlife Inc

Financial Services
508
+ 9.53%
$77.7 - $87.0 $39.5K - $44.2K
5.84K $469M
FICO
Fair Isaac Corp

Technology
28
+ 20.74%
$1695.35 - $2030.47 $47.5K - $56.9K
163 $301M
BX
Blackstone Inc.

Financial Services
2.47K
+ 25.67%
$136.53 - $186.74 $337K - $461K
12.1K $1.69B
PNC
Pnc Financial Services Group, Inc.

Financial Services
650
+ 13.25%
$168.84 - $202.89 $110K - $132K
5.56K $976M
SU
Suncor Energy Inc

Energy
332
+ 5.79%
$34.27 - $40.63 $11.4K - $13.5K
6.07K $235M
LNT
Alliant Energy Corp

Utilities
136
+ 3.51%
$56.66 - $66.04 $7.71K - $8.98K
4.01K $258M
NDAQ
Nasdaq, Inc.

Financial Services
439
+ 13.5%
$72.17 - $83.76 $31.7K - $36.8K
3.69K $280M
MSTR
Microstrategy Inc

Technology
97
+ 9.56%
$239.27 - $396.5 $23.2K - $38.5K
1.11K $320M
WSO
Watsco Inc

Industrials
7
+ 1.14%
$463.86 - $530.75 $3.25K - $3.72K
623 $317M
ET
Energy Transfer LP

Energy
2.34K
+ 12.06%
$17.26 - $21.08 $40.5K - $49.4K
21.8K $405M
Blackrock Inc
156
+ 9.87%
N/A
1.74K $1.64B
GDDY
Go Daddy Inc.

Technology
325
+ 15.63%
$172.13 - $214.35 $55.9K - $69.7K
2.41K $433M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.17K
+ 3.48%
$53.6 - $58.97 $224K - $246K
124K $6.79B
RJF
Raymond James Financial Inc

Financial Services
347
+ 21.88%
$137.62 - $172.64 $47.8K - $59.9K
1.93K $269M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
350
+ 23.01%
$161.27 - $192.3 $56.4K - $67.3K
1.87K $302M
GWW
W.W. Grainger, Inc.

Industrials
45
+ 12.16%
$953.54 - $1132.42 $42.9K - $51K
415 $410M
DFS
Discover Financial Services

Financial Services
143
+ 8.71%
$152.99 - $203.25 $21.9K - $29.1K
1.79K $305M
WAT
Waters Corp

Healthcare
57
+ 9.41%
$362.16 - $417.28 $20.6K - $23.8K
663 $244M
PEP
Pepsico Inc

Consumer Defensive
266
+ 2.67%
$142.64 - $156.42 $37.9K - $41.6K
10.2K $1.53B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.62K
+ 6.23%
$120.24 - $134.3 $195K - $217K
27.6K $3.37B
VOT
Vanguard Mid Cap Growth Index

ETFs
152
+ 6.8%
$237.72 - $276.98 $36.1K - $42.1K
2.39K $584M
VTV
Vanguard Value ETF

ETFs
9
+ 0.21%
$167.73 - $179.21 $1.51K - $1.61K
4.33K $748M
DHR
Danaher Corp

Healthcare
556
+ 13.97%
$201.62 - $250.59 $112K - $139K
4.54K $930M
IGE
Ishares Tr North Amern Nat Res

ETFs
5
+ 0.09%
$42.6 - $46.27 $213 - $231
5.4K $245M
Healthcare Rlty Tr
884
+ 6.54%
N/A
14.4K $243M
CGXU
Capital Group Intl Focus Equit

ETFs
741
+ 2.13%
$24.48 - $26.59 $18.1K - $19.7K
35.6K $871M
NDSN
Nordson Corp

Industrials
92
+ 9.62%
$200.12 - $224.07 $18.4K - $20.6K
1.05K $211M
WMT
Walmart Inc.

Consumer Defensive
3.66K
+ 3.01%
$84.5 - $105.05 $309K - $384K
125K $11B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
194
+ 1.32%
$22.42 - $23.22 $4.35K - $4.5K
14.9K $344M
PEAK
Healthpeak Properties, Inc.

Real Estate
452
+ 2.94%
N/A
15.9K $321M
AMP
Ameriprise Financial Inc

Financial Services
118
+ 11.64%
$472.29 - $575.13 $55.7K - $67.9K
1.13K $548M
SYY
Sysco Corp

Consumer Defensive
204
+ 3.96%
$70.0 - $77.13 $14.3K - $15.7K
5.35K $402M
WSM
Williams Sonoma Inc

Consumer Cyclical
546
+ 18.83%
$158.1 - $217.71 $86.3K - $119K
3.45K $545M
PFE
Pfizer Inc

Healthcare
2.26K
+ 5.38%
$25.01 - $27.13 $56.6K - $61.4K
44.4K $1.12B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
130
+ 6.3%
$175.5 - $209.86 $22.8K - $27.3K
2.19K $398M
AOA
Ishares Tr Core Aggressive All

ETFs
100
+ 0.72%
$75.7 - $80.01 $7.57K - $8K
14.1K $1.08B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
71
+ 0.73%
$50.72 - $50.92 $3.6K - $3.62K
9.81K $499M
MSCI
Msci Inc.

Financial Services
34
+ 7.76%
$541.46 - $628.34 $18.4K - $21.4K
472 $267M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
152
+ 1.06%
$22.25 - $23.0 $3.38K - $3.5K
14.5K $334M
Te Connectivity PLC
51
+ 1.99%
N/A
2.61K $369M
APO
Apollo Global Management, Inc.

Financial Services
448
+ 21.66%
$126.01 - $172.06 $56.5K - $77.1K
2.52K $345M
T Rowe Price ETF Inc
669
+ 3.54%
N/A
19.5K $631M
URI
United Rentals, Inc.

Industrials
63
+ 13.43%
$594.17 - $789.56 $37.4K - $49.7K
532 $333M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
84
+ 0.82%
$49.69 - $50.76 $4.17K - $4.26K
10.4K $518M
DHI
Horton D R Inc

Consumer Cyclical
276
+ 10.66%
$125.29 - $147.65 $34.6K - $40.8K
2.86K $364M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
+ 0.3%
$308.87 - $383.33 $1.24K - $1.53K
1.34K $438M
DSI
Ishares Msci Kld 400 Social Et

ETFs
567
+ 7.8%
$101.98 - $115.66 $57.8K - $65.6K
7.84K $803M
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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