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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21.4K
New
$442.29 - $483.08 $9.47M - $10.3M
21.4K $9.7B
DGRO
Ishares Core Dividend Growth E

ETFs
153K
New
$60.73 - $64.94 $9.3M - $9.94M
153K $9.39B
TSLA
Tesla, Inc.

Consumer Cyclical
22.6K
New
$213.65 - $479.86 $4.83M - $10.8M
22.6K $9.13B
UNH
Unitedhealth Group Inc

Healthcare
17.5K
New
$485.52 - $625.25 $8.5M - $11M
17.5K $8.86B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
224K
New
$36.54 - $37.53 $8.17M - $8.4M
224K $8.23B
PG
Procter & Gamble CO

Consumer Defensive
46.1K
New
$161.05 - $179.7 $7.42M - $8.28M
46.1K $7.72B
CGUS
Capital Group Core Equity ETF
217K
New
$33.96 - $36.24 $7.38M - $7.87M
217K $7.6B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
178K
New
$40.26 - $42.88 $7.18M - $7.65M
178K $7.22B
CAT
Caterpillar Inc

Industrials
19.5K
New
$360.37 - $416.88 $7.04M - $8.15M
19.5K $7.09B
GOOG
Alphabet Inc.

Communication Services
36.9K
New
$163.08 - $198.16 $6.02M - $7.31M
36.9K $7.03B
LLY
Eli Lilly & CO

Healthcare
8.8K
New
$727.2 - $932.06 $6.4M - $8.2M
8.8K $6.79B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
120K
New
$56.06 - $61.35 $6.72M - $7.36M
120K $6.77B
PM
Philip Morris International Inc.

Consumer Defensive
54.4K
New
$118.38 - $133.06 $6.44M - $7.23M
54.4K $6.54B
ETN
Eaton Corp PLC

Industrials
19.4K
New
$326.96 - $377.52 $6.35M - $7.34M
19.4K $6.45B
VTI
Vanguard Total Stock Market Et

ETFs
57.6K
New
$280.04 - $302.45 $16.1M - $17.4M
57.6K $5.71B
CME
Cme Group Inc.

Financial Services
24.4K
New
$221.17 - $246.02 $5.39M - $5.99M
24.4K $5.66B
COST
Costco Wholesale Corp

Consumer Defensive
6.14K
New
$873.59 - $994.69 $5.36M - $6.11M
6.14K $5.63B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
220K
New
$25.3 - $26.31 $5.56M - $5.78M
220K $5.62B
SPY
Spdr S&P 500 ETF Trust

ETFs
144K
New
$567.81 - $607.81 $81.9M - $87.7M
144K $5.45B
TJX
Tjx Companies Inc

Consumer Cyclical
45K
New
$112.15 - $127.2 $5.05M - $5.72M
45K $5.44B
MRK
Merck & Co., Inc.

Healthcare
53K
New
$96.31 - $114.76 $5.1M - $6.08M
53K $5.27B
IBM
International Business Machines Corp

Technology
23.8K
New
$204.9 - $238.04 $4.87M - $5.66M
23.8K $5.23B
VIG
Vanguard Dividend Appreciation

ETFs
26.3K
New
N/A
26.3K $5.15B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
38.8K
New
$131.66 - $144.0 $5.1M - $5.58M
38.8K $5.12B
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
5.1M
New
$46.38 - $48.42 $237M - $247M
5.1M $5.1B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
87.2K
New
$55.86 - $60.21 $4.87M - $5.25M
87.2K $4.99B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
8.71K
New
$563.99 - $620.12 $4.91M - $5.4M
8.71K $4.96B
CRM
Salesforce, Inc.

Technology
14.8K
New
$270.87 - $367.87 $4M - $5.43M
14.8K $4.94B
XOM
Exxon Mobil Corp

Energy
45.9K
New
$105.51 - $125.37 $4.84M - $5.75M
45.9K $4.94B
SO
Southern CO

Utilities
59.4K
New
$81.5 - $94.15 $4.84M - $5.6M
59.4K $4.89B
GS
Goldman Sachs Group Inc

Financial Services
8.54K
New
$486.1 - $608.57 $4.15M - $5.19M
8.54K $4.89B
HON
Honeywell International Inc

Industrials
20.1K
New
$202.84 - $236.0 $4.09M - $4.75M
20.1K $4.55B
SUB
Ishares Short Term National Mu

ETFs
42.8K
New
$104.94 - $106.2 $4.49M - $4.54M
42.8K $4.51B
MSI
Motorola Solutions, Inc.

Technology
9.73K
New
$449.08 - $504.6 $4.37M - $4.91M
9.73K $4.5B
SMMV
Ishares Msci Usa Small Cap Min

ETFs
108K
New
$40.26 - $44.35 $4.33M - $4.77M
108K $4.46B
CVX
Chevron Corp

Energy
30.6K
New
$141.15 - $162.53 $4.32M - $4.97M
30.6K $4.43B
ITOT
Ishares Core S&P Total U.S. St

ETFs
33.3K
New
$124.26 - $134.12 $4.14M - $4.46M
33.3K $4.28B
VZ
Verizon Communications Inc

Communication Services
106K
New
$39.6 - $45.21 $4.18M - $4.77M
106K $4.22B
MCD
Mcdonalds Corp

Consumer Cyclical
14K
New
$288.47 - $316.54 $4.04M - $4.44M
14K $4.06B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
44.2K
New
$91.29 - $91.8 $4.03M - $4.06M
44.2K $4.04B
MPC
Marathon Petroleum Corp

Energy
28.5K
New
$131.65 - $174.84 $3.75M - $4.97M
28.5K $3.97B
AXP
American Express CO

Financial Services
13.4K
New
$267.35 - $305.57 $3.57M - $4.08M
13.4K $3.97B
IDEV
Ishares Core Msci Intl Develop

ETFs
61.2K
New
$64.18 - $70.42 $3.93M - $4.31M
61.2K $3.94B
CGGR
Capital Group Growth ETF Shs C

ETFs
106K
New
$34.49 - $39.24 $3.65M - $4.15M
106K $3.93B
MA
Mastercard Inc

Financial Services
7.44K
New
$491.3 - $536.15 $3.65M - $3.99M
7.44K $3.92B
JNJ
Johnson & Johnson

Healthcare
26.6K
New
$143.34 - $165.86 $3.82M - $4.42M
26.6K $3.85B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.44K
New
$481.22 - $538.17 $3.58M - $4M
7.44K $3.8B
AMGN
Amgen Inc

Healthcare
14.5K
New
$258.78 - $328.31 $3.75M - $4.76M
14.5K $3.78B
NFLX
Netflix Inc

Communication Services
4.2K
New
$687.65 - $936.56 $2.89M - $3.94M
4.2K $3.75B
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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email