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
SPGP
Invesco Exchange Traded Fd Tr

ETFs
17.1K
New
$103.6 - $112.52 $1.77M - $1.92M
17.1K $1.79B
TSCO
Tractor Supply CO

Consumer Cyclical
33K
New
$52.59 - $303.74 $1.73M - $10M
33K $1.75B
ICE
Intercontinental Exchange, Inc.

Financial Services
11.7K
New
$148.29 - $166.93 $1.74M - $1.96M
11.7K $1.75B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
23K
New
$72.18 - $81.41 $1.66M - $1.87M
23K $1.73B
DRI
Darden Restaurants Inc

Consumer Cyclical
9.22K
New
$155.96 - $188.66 $1.44M - $1.74M
9.22K $1.72B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7.31K
New
$173.13 - $258.09 $1.27M - $1.89M
7.31K $1.69B
VUG
Vanguard Growth ETF

ETFs
4.06K
New
$378.79 - $428.11 $1.54M - $1.74M
4.06K $1.67B
NVO
Novo Nordisk A S

Healthcare
19.3K
New
$85.0 - $120.04 $1.64M - $2.32M
19.3K $1.66B
Linde PLC
3.97K
New
N/A
3.97K $1.66B
BX
Blackstone Inc.

Financial Services
9.62K
New
$148.45 - $199.05 $1.43M - $1.92M
9.62K $1.66B
Blackrock Inc
1.58K
New
N/A
1.58K $1.62B
GE
General Electric CO

Industrials
9.69K
New
$159.95 - $194.23 $1.55M - $1.88M
9.69K $1.62B
IOO
Ishares Tr Global 100 ETF

ETFs
15.8K
New
$97.46 - $103.45 $1.54M - $1.63M
15.8K $1.59B
DE
Deere & CO

Industrials
3.71K
New
$389.45 - $466.0 $1.44M - $1.73M
3.71K $1.57B
LOW
Lowes Companies Inc

Consumer Cyclical
6.2K
New
$244.52 - $284.07 $1.52M - $1.76M
6.2K $1.53B
PEP
Pepsico Inc

Consumer Defensive
9.95K
New
$151.29 - $176.1 $1.51M - $1.75M
9.95K $1.51B
EEMV
Ishares Msci Emerging Markets

ETFs
25.8K
New
$57.85 - $63.11 $1.49M - $1.63M
25.8K $1.5B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.48M
New
$49.87 - $52.46 $73.6M - $77.4M
1.48M $1.48B
INTU
Intuit Inc

Technology
2.33K
New
$602.01 - $706.25 $1.41M - $1.65M
2.33K $1.47B
ISRG
Intuitive Surgical Inc

Healthcare
2.79K
New
$471.27 - $550.62 $1.32M - $1.54M
2.79K $1.46B
SHW
Sherwin Williams CO

Basic Materials
4.28K
New
$338.75 - $399.71 $1.45M - $1.71M
4.28K $1.46B
NXPI
Nxp Semiconductors N.V.

Technology
6.89K
New
$207.27 - $255.58 $1.43M - $1.76M
6.89K $1.43B
PGR
Progressive Corp

Financial Services
5.9K
New
$239.6 - $268.88 $1.41M - $1.59M
5.9K $1.41B
MDT
Medtronic PLC

Healthcare
17.7K
New
$79.61 - $92.24 $1.41M - $1.63M
17.7K $1.41B
WFC
Wells Fargo & Company

Financial Services
20K
New
$54.98 - $77.35 $1.1M - $1.55M
20K $1.41B
VGT
Vanguard Information Technolog

ETFs
2.19K
New
$571.78 - $647.97 $1.25M - $1.42M
2.19K $1.36B
NOW
Service Now, Inc.

Technology
1.28K
New
$867.18 - $1148.42 $1.11M - $1.47M
1.28K $1.36B
ALL
Allstate Corp

Financial Services
7.01K
New
$181.25 - $208.2 $1.27M - $1.46M
7.01K $1.35B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
31.2K
New
$42.95 - $45.72 $1.34M - $1.42M
31.2K $1.35B
PLTR
Palantir Technologies Inc.

Technology
17.6K
New
$36.46 - $82.38 $643K - $1.45M
17.6K $1.33B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
20.8K
New
$62.07 - $66.61 $1.29M - $1.39M
20.8K $1.33B
ADBE
Adobe Inc.

Technology
2.99K
New
$437.39 - $552.96 $1.31M - $1.65M
2.99K $1.33B
LHX
L3 Harris Technologies, Inc.

Industrials
6.14K
New
$208.94 - $264.22 $1.28M - $1.62M
6.14K $1.29B
Victory Portfolios Ii
37.2K
New
N/A
37.2K $1.27B
FIS
Fidelity National Information Services, Inc.

Technology
15.7K
New
$80.14 - $90.95 $1.25M - $1.42M
15.7K $1.26B
CCL
Carnival Corp

Consumer Cyclical
50.4K
New
$17.34 - $26.8 $874K - $1.35M
50.4K $1.26B
O
Realty Income Corp

Real Estate
23.5K
New
$51.76 - $64.71 $1.21M - $1.52M
23.5K $1.25B
XLK
Technology Sector Spdr

ETFs
5.37K
New
$220.26 - $241.44 $1.18M - $1.3M
5.37K $1.25B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
31.1K
New
$39.4 - $40.57 $1.22M - $1.26M
31.1K $1.25B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.39K
New
$501.29 - $612.85 $1.2M - $1.46M
2.39K $1.24B
WMB
Williams Companies, Inc.

Energy
22.8K
New
$46.37 - $59.74 $1.06M - $1.36M
22.8K $1.24B
JCI
Johnson Controls International PLC

Industrials
15.5K
New
$74.23 - $86.6 $1.15M - $1.35M
15.5K $1.23B
DIS
Walt Disney CO

Communication Services
11K
New
$92.39 - $117.6 $1.01M - $1.29M
11K $1.22B
BKNG
Booking Holdings Inc.

Consumer Cyclical
237
New
$4100.99 - $5300.34 $972K - $1.26M
237 $1.18B
FANG
Diamondback Energy, Inc.

Energy
7.04K
New
$153.06 - $199.5 $1.08M - $1.4M
7.04K $1.15B
IXUS
Ishares Tr

ETFs
17.4K
New
$65.95 - $72.56 $1.15M - $1.26M
17.4K $1.15B
IGM
Ishares Expanded Tech Sector E

ETFs
11.1K
New
$94.19 - $106.95 $1.04M - $1.19M
11.1K $1.13B
WM
Waste Management Inc

Industrials
5.6K
New
$201.79 - $228.46 $1.13M - $1.28M
5.6K $1.13B
IWR
Ishares Russell Mid Cap ETF

ETFs
12.7K
New
$87.25 - $95.52 $1.11M - $1.21M
12.7K $1.12B
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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