Sagespring Wealth Partners, LLC New Holdings in Q1 2025

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NGG
National Grid PLC

Utilities
4.08K
New
$56.13 - $65.61 $229K - $268K
4.08K $268M
FNF
Fidelity National Financial, Inc.

Financial Services
4.09K
New
$54.25 - $65.27 $222K - $267K
4.09K $266M
BJAN
Innovator U.S. Equity Buffer E

ETFs
5.69K
New
$46.03 - $49.45 $262K - $281K
5.69K $265M
ORI
Old Republic International Corp

Financial Services
6.48K
New
$33.46 - $39.22 $217K - $254K
6.48K $254M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
3.37K
New
$67.85 - $77.32 $229K - $261K
3.37K $252M
Capital Grp Fixed Incm ETF T
9.48K
New
N/A
9.48K $249M
CSGP
Costar Group, Inc.

Real Estate
3.14K
New
$69.29 - $80.37 $217K - $252K
3.14K $249M
BOCT
Innovator U.S. Equity Buffer E

ETFs
5.84K
New
$41.53 - $44.57 $243K - $260K
5.84K $246M
GRMN
Garmin LTD

Technology
1.11K
New
$204.55 - $241.93 $228K - $270K
1.11K $242M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
719
New
$333.37 - $384.99 $240K - $277K
719 $240M
DOW
Dow Inc.

Basic Materials
6.86K
New
$34.36 - $41.92 $236K - $288K
6.86K $240M
Innovator Etfs Trust
9.54K
New
N/A
9.54K $239M
Innovator Etfs Trust
10.1K
New
N/A
10.1K $239M
CTRA
Coterra Energy Inc.

Energy
8.19K
New
$25.51 - $29.83 $209K - $244K
8.19K $237M
ROL
Rollins Inc

Consumer Cyclical
4.37K
New
$45.65 - $54.03 $199K - $236K
4.37K $236M
AWK
American Water Works Company, Inc.

Utilities
1.59K
New
$121.01 - $149.31 $192K - $237K
1.59K $234M
Ab Active Etfs Inc
6.31K
New
N/A
6.31K $233M
CAH
Cardinal Health Inc

Healthcare
1.69K
New
$118.02 - $137.77 $199K - $233K
1.69K $233M
JD
Jd.Com, Inc.

Consumer Cyclical
5.6K
New
$33.1 - $45.21 $185K - $253K
5.6K $230M
IDXX
Idexx Laboratories Inc

Healthcare
545
New
$406.29 - $469.04 $221K - $256K
545 $229M
IP
International Paper CO

Consumer Cyclical
4.19K
New
$49.38 - $60.09 $207K - $252K
4.19K $223M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
783
New
$283.06 - $421.16 $222K - $330K
783 $222M
DELL
Dell Technologies Inc.

Technology
2.43K
New
$90.34 - $124.66 $219K - $302K
2.43K $221M
ROLL
Rbc Bearings Inc

Industrials
678
New
N/A
678 $218M
LDOS
Leidos Holdings, Inc.

Technology
1.62K
New
$126.82 - $161.11 $205K - $261K
1.62K $218M
CINF
Cincinnati Financial Corp

Financial Services
1.47K
New
$133.67 - $147.81 $197K - $218K
1.47K $217M
MPWR
Monolithic Power Systems Inc

Technology
374
New
$565.7 - $720.25 $212K - $269K
374 $217M
WPC
W. P. Carey Inc.

Real Estate
3.43K
New
$53.5 - $65.05 $183K - $223K
3.43K $216M
KEYS
Keysight Technologies, Inc.

Technology
1.44K
New
$148.16 - $185.11 $213K - $266K
1.44K $215M
VTR
Ventas, Inc.

Real Estate
3.11K
New
$56.9 - $70.47 $177K - $219K
3.11K $214M
NLOK
Norton Life Lock Inc.

Technology
8K
New
N/A
8K $212M
LECO
Lincoln Electric Holdings Inc

Industrials
1.12K
New
$180.51 - $216.81 $202K - $243K
1.12K $212M
Gsk PLC
5.42K
New
N/A
5.42K $210M
CASY
Caseys General Stores Inc

Consumer Cyclical
466
New
$378.71 - $442.54 $176K - $206K
466 $202M
ROK
Rockwell Automation, Inc

Industrials
781
New
$255.29 - $303.75 $199K - $237K
781 $202M
DVY
Ishares Tr

ETFs
1.49K
New
$128.58 - $138.1 $192K - $206K
1.49K $200M
KEY
Keycorp

Financial Services
11.8K
New
$15.15 - $18.3 $179K - $216K
11.8K $189M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
12.4K
New
$12.61 - $14.92 $156K - $185K
12.4K $178M
LYG
Lloyds Banking Group PLC

Financial Services
44.6K
New
$2.58 - $3.9 $115K - $174K
44.6K $170M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
10.9K
New
$12.89 - $15.19 $140K - $165K
10.9K $162M
VALE
Vale S.A.

Basic Materials
14.8K
New
$8.5 - $10.19 $126K - $151K
14.8K $148M
MFG
Mizuho Financial Group Inc

Financial Services
20.1K
New
$4.83 - $6.04 $97.2K - $122K
20.1K $111M
GAB
Gabelli Equity Trust Inc

Financial Services
13.4K
New
$5.36 - $5.67 $71.9K - $76.1K
13.4K $74M
BBD
Bank Bradesco

Financial Services
18.5K
New
$1.85 - $2.32 $34.2K - $42.8K
18.5K $41.2M
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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