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
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.43K
New
$90.66 - $99.46 $492K - $540K
5.43K $494M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.73K
New
$50.67 - $50.9 $493K - $495K
9.73K $494M
VV
Vanguard Large Cap ETF

ETFs
1.81K
New
$260.27 - $280.65 $471K - $507K
1.81K $488M
YUM
Yum Brands Inc

Consumer Cyclical
3.63K
New
$130.36 - $139.54 $473K - $507K
3.63K $487M
GM
General Motors CO

Consumer Cyclical
9.14K
New
$44.82 - $60.2 $410K - $550K
9.14K $487M
RF
Regions Financial Corp

Financial Services
20.6K
New
$22.45 - $27.47 $463K - $566K
20.6K $485M
AZO
Autozone Inc

Consumer Cyclical
151
New
$2981.19 - $3370.27 $450K - $509K
151 $484M
GLW
Corning Inc

Technology
10.2K
New
$44.11 - $49.76 $449K - $506K
10.2K $483M
UBS
Ubs Group Ag

Financial Services
15.9K
New
$29.78 - $33.08 $474K - $527K
15.9K $483M
MU
Micron Technology Inc

Technology
5.69K
New
$84.16 - $113.41 $479K - $645K
5.69K $479M
First Tr Exchng Traded Fd Vi
12.6K
New
N/A
12.6K $471M
SONY
Sony Group Corp

Technology
22.2K
New
$17.53 - $96.8 $389K - $2.15M
22.2K $470M
DOV
Dover Corp

Industrials
2.5K
New
$184.72 - $206.51 $462K - $516K
2.5K $469M
SNY
Sanofi

Healthcare
9.72K
New
$45.89 - $57.31 $446K - $557K
9.72K $469M
SCHW
Schwab Charles Corp

Financial Services
6.3K
New
$63.31 - $82.85 $399K - $522K
6.3K $467M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.6K
New
$44.04 - $49.49 $466K - $524K
10.6K $466M
BTI
British American Tobacco P.L.C.

Consumer Defensive
12.8K
New
$34.25 - $37.94 $439K - $486K
12.8K $465M
XLV
Select Sector Spdr Fund Health

ETFs
3.31K
New
$136.28 - $154.74 $452K - $513K
3.31K $456M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.34K
New
$77.25 - $91.3 $412K - $487K
5.34K $456M
AXON
Axon Enterprise, Inc.

Industrials
761
New
$399.22 - $689.78 $304K - $525K
761 $452M
IWS
Ishares Russell Midcap Value E

ETFs
3.49K
New
$128.08 - $140.32 $447K - $490K
3.49K $451M
CTAS
Cintas Corp

Industrials
2.46K
New
$182.7 - $226.47 $449K - $557K
2.46K $449M
VXF
Vanguard Extended Market ETF

ETFs
2.35K
New
$179.17 - $207.15 $422K - $488K
2.35K $447M
MCO
Moodys Corp

Financial Services
939
New
$454.04 - $500.88 $426K - $470K
939 $445M
TTD
Trade Desk, Inc.

Technology
3.78K
New
$108.7 - $139.51 $410K - $527K
3.78K $444M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.71K
New
$57.29 - $63.1 $442K - $486K
7.71K $442M
UL
Unilever PLC

Consumer Defensive
7.8K
New
$56.7 - $64.64 $442K - $504K
7.8K $442M
MET
Metlife Inc

Financial Services
5.33K
New
$78.15 - $88.25 $417K - $471K
5.33K $437M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.33K
New
$229.85 - $335.91 $307K - $448K
1.33K $436M
OXY
Occidental Petroleum Corp

Energy
8.79K
New
$45.36 - $55.91 $399K - $492K
8.79K $434M
UBER
Uber Technologies, Inc

Technology
7.18K
New
$59.93 - $86.34 $430K - $619K
7.18K $433M
SPG
Simon Property Group Inc

Real Estate
2.5K
New
$167.23 - $183.84 $419K - $460K
2.5K $431M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.13K
New
$95.27 - $107.82 $393K - $445K
4.13K $427M
FBK
Fb Financial Corp

Financial Services
8.26K
New
$44.94 - $57.73 $371K - $477K
8.26K $426M
DXCM
Dexcom Inc

Healthcare
5.38K
New
$65.68 - $81.01 $353K - $436K
5.38K $418M
PAPR
Innovator U.S. Equity Power Bu

ETFs
11.4K
New
$35.71 - $37.1 $406K - $422K
11.4K $418M
SNOW
Snowflake Inc.

Technology
2.7K
New
$109.65 - $186.51 $296K - $503K
2.7K $417M
ETR
Entergy Corp

Utilities
5.45K
New
$73.19 - $156.4 $399K - $853K
5.45K $413M
MRVL
Marvell Technology, Inc.

Technology
3.74K
New
$70.31 - $124.78 $263K - $466K
3.74K $413M
NVBW
Aim ETF Prods Tr Allianzim U S
13.3K
New
N/A
13.3K $411M
GDDY
Go Daddy Inc.

Technology
2.08K
New
$153.16 - $209.03 $319K - $435K
2.08K $411M
CSX
Csx Corp

Industrials
12.7K
New
$31.58 - $36.88 $400K - $467K
12.7K $409M
ZTS
Zoetis Inc.

Healthcare
2.49K
New
$162.24 - $194.42 $403K - $483K
2.49K $405M
BK
Bank Of New York Mellon Corp

Financial Services
5.24K
New
$70.82 - $81.87 $371K - $429K
5.24K $403M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
13.5K
New
$28.37 - $30.25 $382K - $407K
13.5K $400M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
9.22K
New
$43.02 - $47.32 $397K - $436K
9.22K $399M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.66K
New
$104.59 - $118.05 $383K - $432K
3.66K $398M
TDG
Trans Digm Group Inc

Industrials
313
New
$1239.0 - $1442.53 $388K - $452K
313 $397M
ZBRA
Zebra Technologies Corp

Technology
1.03K
New
$360.09 - $411.94 $369K - $422K
1.03K $396M
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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