Sagespring Wealth Partners, LLC New Holdings in Q2 2025

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EUSA
Ishares Msci Usa Equal Weighte

ETFs
416K
New
$82.93 - $99.12 $34.5M - $41.2M
416K $41.2B
IYF
Ishares Tr

ETFs
221K
New
$99.23 - $120.99 $22M - $26.8M
221K $26.8B
J P Morgan Exchange Traded F
368K
New
N/A
368K $19.7B
J P Morgan Exchange Traded F
183K
New
N/A
183K $12.7B
Rbb Fund Trust
276K
New
N/A
276K $11.6B
Fidelity Covington Trust
298K
New
N/A
298K $9.53B
Rtx Corporation
49.1K
New
N/A
49.1K $7.17B
Goldman Sachs ETF Tr
80.4K
New
N/A
80.4K $4.01B
SCHV
Schwab Strategic Tr Us Large C

ETFs
121K
New
$23.55 - $27.67 $2.86M - $3.36M
121K $3.36B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
27.2K
New
$82.32 - $112.47 $2.24M - $3.06M
27.2K $3.06B
PLW
Invesco 1 30 Laddered Treasury

ETFs
14.4K
New
N/A
14.4K $737M
Capital Group Equity ETF Tr
25.8K
New
N/A
25.8K $692M
Travelers Companies Inc
2.44K
New
N/A
2.44K $652M
RBLX
Roblox Corp

Communication Services
5.41K
New
$51.22 - $105.59 $277K - $571K
5.41K $569M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
35.5K
New
$14.83 - $16.07 $527K - $571K
35.5K $562M
Innovator Etfs Trust
11.8K
New
N/A
11.8K $528M
Target Corp
4.92K
New
N/A
4.92K $486M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.65K
New
$68.13 - $74.77 $453K - $497K
6.65K $484M
Ferguson Enterprises Inc
2.19K
New
N/A
2.19K $476M
VST
Vistra Corp.

Utilities
2.34K
New
$98.07 - $195.04 $230K - $457K
2.34K $454M
TD
Toronto Dominion Bank

Financial Services
5.42K
New
$55.71 - $73.45 $302K - $398K
5.42K $398M
CVNA
Carvana Co.

Consumer Cyclical
1.08K
New
$162.57 - $345.64 $176K - $374K
1.08K $365M
Innovator Etfs Trust
14.9K
New
N/A
14.9K $364M
DDOG
Datadog, Inc.

Technology
2.7K
New
$87.0 - $134.33 $235K - $363K
2.7K $363M
CNQ
Canadian Natural Resources LTD

Energy
11.5K
New
$25.14 - $34.01 $289K - $391K
11.5K $361M
VEEV
Veeva Systems Inc

Healthcare
1.24K
New
$209.39 - $289.94 $260K - $360K
1.24K $358M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.75K
New
$51.68 - $52.76 $349K - $356K
6.75K $356M
Brookfield Corp
5.56K
New
N/A
5.56K $344M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
8.91K
New
$33.92 - $37.71 $302K - $336K
8.91K $336M
Capital Group New Geography
11.6K
New
N/A
11.6K $336M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
11.4K
New
$19.5 - $30.4 $222K - $346K
11.4K $333M
PNR
Pentair PLC

Industrials
3.14K
New
$76.17 - $103.58 $239K - $326K
3.14K $323M
VRT
Vertiv Holdings CO

Industrials
2.51K
New
N/A
2.51K $322M
IHDG
Wisdomtree Tr

ETFs
7.03K
New
$38.54 - $46.0 $271K - $323K
7.03K $317M
ATO
Atmos Energy Corp

Utilities
2.03K
New
$145.06 - $162.66 $295K - $331K
2.03K $313M
TTD
Trade Desk, Inc.

Technology
4.27K
New
$45.27 - $79.4 $193K - $339K
4.27K $308M
VBR
Vanguard Small Cap Value ETF

ETFs
1.57K
New
$162.76 - $195.77 $255K - $307K
1.57K $306M
STT
State Street Corp

Financial Services
2.85K
New
$75.33 - $106.34 $215K - $303K
2.85K $303M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.39K
New
$73.02 - $90.22 $247K - $305K
3.39K $302M
CPNG
Coupang, Inc.

Consumer Cyclical
10.1K
New
$19.76 - $30.81 $199K - $310K
10.1K $301M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
916
New
$224.32 - $326.09 $205K - $299K
916 $299M
First Tr Exchng Traded Fd Vi
12.9K
New
N/A
12.9K $294M
MTB
M&T Bank Corp

Financial Services
1.52K
New
$156.58 - $193.99 $237K - $294K
1.52K $294M
EQT
Eqt Corp

Energy
5K
New
$46.11 - $60.44 $231K - $302K
5K $292M
CDW
Cdw Corp

Technology
1.57K
New
$144.49 - $190.68 $227K - $300K
1.57K $281M
A
Agilent Technologies, Inc.

Healthcare
2.35K
New
$99.29 - $120.52 $233K - $283K
2.35K $277M
IRM
Iron Mountain Inc

Real Estate
2.69K
New
$76.93 - $105.25 $207K - $283K
2.69K $275M
PFGC
Performance Food Group CO

Consumer Defensive
3.1K
New
$71.62 - $89.56 $222K - $277K
3.1K $271M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
6.67K
New
$36.26 - $40.45 $242K - $270K
6.67K $270M
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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