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
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
18.4K
New
$44.21 - $46.46 $815K - $856K
18.4K $817M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.82K
New
$278.19 - $315.36 $786K - $891K
2.82K $813M
MAR
Marriott International Inc

Consumer Cyclical
2.91K
New
$246.06 - $292.59 $715K - $851K
2.91K $811M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
682
New
$1146.59 - $1270.6 $782K - $867K
682 $809M
BSCV
Invesco ETF Self Indexed Fd Tr
50.1K
New
$16.02 - $16.72 $802K - $837K
50.1K $804M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.34K
New
$316.94 - $357.88 $742K - $837K
2.34K $804M
MBB
Ishares Tr

ETFs
8.74K
New
$91.26 - $95.82 $798K - $838K
8.74K $802M
DSI
Ishares Msci Kld 400 Social Et

ETFs
7.27K
New
$107.41 - $115.71 $781K - $841K
7.27K $801M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
6.33K
New
$123.69 - $133.68 $783K - $846K
6.33K $791M
SAP
Sap Se

Technology
3.19K
New
$218.13 - $255.54 $697K - $816K
3.19K $786M
BDX
Becton Dickinson & CO

Healthcare
3.46K
New
$220.02 - $243.75 $761K - $843K
3.46K $784M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.17K
New
$229.83 - $258.46 $729K - $819K
3.17K $784M
BOND
Pimco Active Bond Exchange Tra

ETFs
8.64K
New
$90.42 - $94.5 $781K - $817K
8.64K $781M
CPRT
Copart Inc

Consumer Cyclical
13.4K
New
$51.36 - $63.8 $690K - $857K
13.4K $771M
EMR
Emerson Electric CO

Industrials
6.22K
New
$108.13 - $134.33 $672K - $835K
6.22K $770M
IFRA
Ishares Tr

ETFs
16.6K
New
$45.94 - $51.71 $761K - $856K
16.6K $766M
EQIX
Equinix Inc

Real Estate
809
New
$865.69 - $985.0 $700K - $797K
809 $763M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.5K
New
$45.17 - $47.23 $744K - $778K
16.5K $747M
USB
Us Bancorp \De\

Financial Services
15.6K
New
$43.98 - $53.66 $684K - $835K
15.6K $744M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
37K
New
N/A
37K $744M
PDEC
Innovator U.S. Equity Power Bu
19.3K
New
N/A
19.3K $742M
PCAR
Paccar Inc

Industrials
7.13K
New
$97.92 - $118.41 $698K - $844K
7.13K $742M
VTV
Vanguard Value ETF

ETFs
4.32K
New
$168.32 - $181.87 $727K - $786K
4.32K $732M
First Tr Exchng Traded Fd Vi
19.8K
New
N/A
19.8K $731M
SBUX
Starbucks Corp

Consumer Cyclical
7.98K
New
$87.44 - $102.5 $697K - $818K
7.98K $728M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
12.2K
New
$57.38 - $61.11 $698K - $743K
12.2K $710M
ENB
Enbridge Inc

Energy
16.7K
New
$40.4 - $43.92 $675K - $734K
16.7K $709M
NSC
Norfolk Southern Corp

Industrials
2.96K
New
$230.6 - $277.0 $683K - $820K
2.96K $695M
GD
General Dynamics Corp

Industrials
2.64K
New
$260.28 - $314.03 $686K - $828K
2.64K $694M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
10.7K
New
$64.62 - $71.43 $693K - $766K
10.7K $693M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
13.7K
New
$50.06 - $55.0 $688K - $756K
13.7K $690M
Arista Networks Inc
6.23K
New
N/A
6.23K $688M
PLD
Prologis, Inc.

Real Estate
6.41K
New
$101.4 - $126.96 $650K - $814K
6.41K $677M
BSCU
Invesco Exc Self Ind Tr

ETFs
40.9K
New
$16.32 - $16.99 $668K - $695K
40.9K $670M
MDLZ
Mondelez International, Inc.

Consumer Defensive
11.2K
New
$59.25 - $72.99 $664K - $818K
11.2K $669M
TGT
Target Corp

Consumer Defensive
4.94K
New
$121.59 - $160.69 $601K - $794K
4.94K $668M
First Tr Exchng Traded Fd Vi
17.7K
New
N/A
17.7K $662M
EPD
Enterprise Products Partners L.P.

Energy
21.1K
New
$28.66 - $34.43 $604K - $725K
21.1K $661M
VEA
Vanguard Ftse Developed Market

ETFs
13.7K
New
$47.57 - $52.44 $653K - $720K
13.7K $656M
DG
Dollar General Corp

Consumer Defensive
8.62K
New
$73.27 - $84.47 $632K - $728K
8.62K $654M
AEP
American Electric Power CO Inc

Utilities
7.06K
New
$90.91 - $102.21 $642K - $722K
7.06K $651M
AFL
Aflac Inc

Financial Services
6.25K
New
$100.37 - $115.27 $627K - $720K
6.25K $647M
CDNS
Cadence Design Systems Inc

Technology
2.14K
New
$249.1 - $324.54 $532K - $693K
2.14K $642M
HSBC
Hsbc Holdings PLC

Financial Services
13K
New
$43.83 - $49.51 $568K - $641K
13K $641M
CARR
Carrier Global Corp

Industrials
9.33K
New
$66.69 - $82.65 $622K - $771K
9.33K $637M
TTE
Total Energies Se

Energy
11.7K
New
N/A
11.7K $636M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.85K
New
$275.15 - $388.2 $508K - $717K
1.85K $632M
First Tr Exchng Traded Fd Vi
17.5K
New
N/A
17.5K $630M
T Rowe Price ETF Inc
18.9K
New
N/A
18.9K $628M
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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