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
BALL
Ball Corp

Consumer Cyclical
11.4K
New
$54.84 - $67.94 $624K - $773K
11.4K $627M
EOG
Eog Resources Inc

Energy
5.11K
New
$118.22 - $136.54 $604K - $698K
5.11K $627M
CL
Colgate Palmolive CO

Consumer Defensive
6.87K
New
$90.22 - $102.31 $620K - $703K
6.87K $625M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12.1K
New
$51.33 - $53.74 $622K - $652K
12.1K $625M
URTH
Ishares Msci World ETF

ETFs
3.98K
New
$153.73 - $162.67 $611K - $647K
3.98K $618M
COF
Capital One Financial Corp

Financial Services
3.46K
New
$145.19 - $192.01 $502K - $664K
3.46K $617M
XLE
Energy Sector Spdr

ETFs
7.19K
New
$83.32 - $97.27 $599K - $699K
7.19K $616M
FDX
Fedex Corp

Industrials
2.16K
New
$260.5 - $305.15 $562K - $658K
2.16K $606M
SNPS
Synopsys Inc

Technology
1.25K
New
$485.36 - $588.0 $606K - $734K
1.25K $606M
EFX
Equifax Inc

Industrials
2.36K
New
$245.03 - $293.5 $579K - $694K
2.36K $603M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
5.23K
New
N/A
5.23K $590M
TFC
Truist Financial Corp

Financial Services
13.5K
New
$41.51 - $48.1 $560K - $648K
13.5K $585M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.28K
New
N/A
6.28K $582M
AMT
American Tower Corp

Real Estate
3.16K
New
$179.4 - $232.01 $567K - $734K
3.16K $580M
PRU
Prudential Financial Inc

Financial Services
4.89K
New
$114.59 - $129.52 $560K - $633K
4.89K $579M
CMI
Cummins Inc

Industrials
1.65K
New
$324.93 - $383.42 $537K - $633K
1.65K $576M
IEV
Ishares Tr Europe ETF

ETFs
10.9K
New
$52.03 - $57.63 $569K - $630K
10.9K $570M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.24K
New
$241.48 - $274.89 $540K - $615K
2.24K $567M
VRSK
Verisk Analytics, Inc.

Industrials
2.05K
New
$262.86 - $294.75 $538K - $604K
2.05K $564M
APH
Amphenol Corp

Technology
8.12K
New
$62.07 - $75.35 $504K - $611K
8.12K $564M
CWB
Spdr Bloomberg Convertible Sec

ETFs
7.14K
New
$76.21 - $82.24 $544K - $587K
7.14K $556M
SHEL
Shell PLC

Energy
8.85K
New
$60.63 - $70.23 $536K - $621K
8.85K $554M
IQLT
Ishares Msci Intl Quality Fact

ETFs
14.9K
New
$37.12 - $41.23 $552K - $613K
14.9K $552M
CEG
Constellation Energy Corp

Utilities
2.47K
New
$224.28 - $285.52 $553K - $704K
2.47K $551M
Lam Research Corp
7.63K
New
N/A
7.63K $551M
SHOP
Shopify Inc.

Technology
5.14K
New
$78.14 - $119.49 $402K - $614K
5.14K $547M
WELL
Welltower Inc.

Real Estate
4.31K
New
$123.11 - $139.3 $530K - $600K
4.31K $543M
AMP
Ameriprise Financial Inc

Financial Services
1.01K
New
$473.15 - $574.01 $480K - $582K
1.01K $540M
ROST
Ross Stores, Inc.

Consumer Cyclical
3.56K
New
$138.59 - $156.61 $493K - $557K
3.56K $538M
NHI
National Health Investors Inc

Real Estate
7.75K
New
$68.83 - $83.01 $533K - $643K
7.75K $537M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.9K
New
$129.13 - $198.21 $374K - $575K
2.9K $537M
TM
Toyota Motor Corp

Consumer Cyclical
2.76K
New
$169.2 - $199.52 $467K - $550K
2.76K $537M
CCI
Crown Castle International Corp

Real Estate
5.85K
New
$89.78 - $119.11 $525K - $697K
5.85K $531M
MCK
Mckesson Corp

Healthcare
928
New
$482.27 - $628.5 $448K - $583K
928 $529M
SRE
Sempra Energy

Utilities
6.02K
New
$80.81 - $94.77 $487K - $571K
6.02K $528M
AON
Aon PLC

Financial Services
1.46K
New
$344.14 - $393.31 $503K - $575K
1.46K $525M
KR
Kroger CO

Consumer Defensive
8.56K
New
$55.21 - $63.3 $473K - $542K
8.56K $523M
BKR
Baker Hughes CO

Energy
12.8K
New
$35.98 - $44.88 $459K - $572K
12.8K $523M
XLF
Financial Sector Spdr

ETFs
10.8K
New
$44.89 - $51.34 $485K - $555K
10.8K $522M
D
Dominion Energy, Inc

Utilities
9.68K
New
$52.63 - $60.92 $509K - $590K
9.68K $521M
KMB
Kimberly Clark Corp

Consumer Defensive
3.97K
New
$130.37 - $146.09 $518K - $581K
3.97K $521M
KLAC
Kla Corp

Technology
822
New
$614.46 - $829.55 $505K - $682K
822 $518M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.3K
New
$50.02 - $51.24 $514K - $527K
10.3K $516M
KMI
Kinder Morgan, Inc.

Energy
18.6K
New
$22.59 - $28.54 $421K - $532K
18.6K $511M
ADSK
Autodesk, Inc.

Technology
1.72K
New
N/A
1.72K $509M
OKE
Oneok Inc

Energy
5.07K
New
$92.28 - $117.05 $468K - $593K
5.07K $509M
MMM
3 M CO

Industrials
3.9K
New
$124.74 - $137.12 $486K - $534K
3.9K $503M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
10.3K
New
$47.98 - $49.47 $497K - $512K
10.3K $500M
FDN
First Tr Fd Dow Jones

ETFs
2.05K
New
$210.5 - $257.24 $431K - $527K
2.05K $498M
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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