Sagespring Wealth Partners, LLC New Holdings in Q4 2024

Sagespring Wealth Partners, LLC

  • $3.79 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Natwest Group PLC
22.7K
New
N/A
22.7K $231M
IGE
Ishares Tr North Amern Nat Res

ETFs
5.39K
New
$41.52 - $48.01 $224K - $259K
5.39K $230M
EMN
Eastman Chemical CO

Basic Materials
2.52K
New
$90.03 - $110.64 $226K - $278K
2.52K $230M
Healthcare Rlty Tr
13.5K
New
N/A
13.5K $229M
LNT
Alliant Energy Corp

Utilities
3.87K
New
$56.24 - $63.63 $218K - $246K
3.87K $229M
BCS
Barclays PLC

Financial Services
17.2K
New
$11.65 - $13.67 $200K - $235K
17.2K $229M
ING
Ing Groep Nv

Financial Services
14.6K
New
$15.1 - $17.73 $220K - $258K
14.6K $228M
EUSB
Ishares Tr Esg Advanced Total

Technology
5.33K
New
$42.39 - $44.29 $226K - $236K
5.33K $226M
OZK
Bank Ozk

Financial Services
5.06K
New
$41.39 - $50.55 $210K - $256K
5.06K $225M
ILMN
Illumina, Inc.

Healthcare
1.68K
New
$128.99 - $155.15 $217K - $261K
1.68K $225M
PHM
Pultegroup Inc

Consumer Cyclical
2.06K
New
$108.86 - $149.04 $224K - $307K
2.06K $224M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
2K
New
$104.0 - $138.19 $208K - $277K
2K $222M
WTM
White Mountains Insurance Group LTD

Financial Services
114
New
$1755.01 - $2015.0 $200K - $230K
114 $222M
TRP
Tc Energy Corp

Energy
4.75K
New
$44.03 - $50.23 $209K - $239K
4.75K $221M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.76K
New
$46.33 - $48.6 $220K - $231K
4.76K $221M
RELX
Relx PLC

Communication Services
4.85K
New
$44.45 - $48.63 $216K - $236K
4.85K $220M
IRM
Iron Mountain Inc

Real Estate
2.09K
New
$101.62 - $128.14 $212K - $267K
2.09K $219M
VLO
Valero Energy Corp

Energy
1.79K
New
$118.59 - $144.02 $212K - $258K
1.79K $219M
CNQ
Canadian Natural Resources LTD

Energy
7.09K
New
$29.51 - $37.6 $209K - $267K
7.09K $219M
NTAP
Net App, Inc.

Technology
1.88K
New
$115.31 - $131.11 $216K - $246K
1.88K $218M
EA
Electronic Arts Inc.

Communication Services
1.48K
New
$140.69 - $167.97 $208K - $249K
1.48K $217M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.89K
New
$54.54 - $61.04 $212K - $238K
3.89K $217M
OUNZ
Van Eck Merk Gold Trust

ETFs
8.5K
New
$24.72 - $26.9 $210K - $229K
8.5K $215M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
14.7K
New
$12.27 - $15.41 $181K - $227K
14.7K $214M
Ge Healthcare Technologies I
2.73K
New
N/A
2.73K $213M
F
Ford Motor CO

Consumer Cyclical
21.4K
New
$9.69 - $11.4 $208K - $244K
21.4K $212M
BR
Broadridge Financial Solutions, Inc.

Technology
938
New
$209.64 - $236.44 $197K - $222K
938 $212M
EIX
Edison International

Utilities
2.66K
New
$77.93 - $88.36 $207K - $235K
2.66K $212M
PWR
Quanta Services, Inc.

Industrials
670
New
$296.05 - $346.6 $198K - $232K
670 $212M
PFGC
Performance Food Group CO

Consumer Defensive
2.48K
New
$78.03 - $90.57 $194K - $225K
2.48K $210M
LNG
Cheniere Energy, Inc.

Energy
976
New
$181.07 - $225.92 $177K - $220K
976 $210M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.99K
New
$33.92 - $36.6 $203K - $219K
5.99K $207M
OHI
Omega Healthcare Investors Inc

Real Estate
5.44K
New
$37.51 - $42.56 $204K - $231K
5.44K $206M
SU
Suncor Energy Inc

Energy
5.73K
New
$34.5 - $41.53 $198K - $238K
5.73K $205M
MNST
Monster Beverage Corp

Consumer Defensive
3.89K
New
$49.24 - $56.38 $191K - $219K
3.89K $204M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.04K
New
$191.61 - $217.84 $200K - $227K
1.04K $204M
HES
Hess Corp

Energy
1.51K
New
$127.66 - $148.65 $193K - $225K
1.51K $201M
HOOD
Robinhood Markets, Inc.

Technology
5.4K
New
$22.33 - $43.2 $121K - $233K
5.4K $201M
GPN
Global Payments Inc

Industrials
1.79K
New
$97.57 - $119.38 $174K - $213K
1.79K $200M
NDSN
Nordson Corp

Industrials
956
New
$208.83 - $264.36 $200K - $253K
956 $200M
ICLN
Ishares

ETFs
17.3K
New
$11.35 - $14.51 $196K - $251K
17.3K $197M
ORCC
Owl Rock Capital Corp

Financial Services
11.3K
New
N/A
11.3K $170M
WBD
Warner Bros. Discovery, Inc.

Communication Services
15.9K
New
$7.33 - $12.37 $116K - $196K
15.9K $168M
SAN
Banco Santander, S.A.

Financial Services
32.1K
New
$4.49 - $5.05 $144K - $162K
32.1K $147M
GNW
Genworth Financial Inc

Financial Services
20.4K
New
$6.52 - $7.82 $133K - $160K
20.4K $143M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
11.4K
New
$10.4 - $12.75 $118K - $145K
11.4K $133M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
10.3K
New
$10.38 - $11.36 $107K - $117K
10.3K $108M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
10.2K
New
$8.36 - $8.71 $85K - $88.6K
10.2K $85.6M
ACCD
Accolade, Inc.

Healthcare
20.9K
New
$3.15 - $4.04 $65.7K - $84.3K
20.9K $71.3M
Activity Summary
Buys All Purchases 602 New Holdings 602 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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