Sagespring Wealth Partners, LLC Reduced Holdings in Q2 2025

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
-189K
- 87.33%
N/A
27.3K $8.32B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-284K
- 78.31%
$83.97 - $92.85 $23.9M - $26.4M
78.7K $6.95B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-246K
- 42.98%
$50.34 - $51.86 $12.4M - $12.8M
326K $16.8B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-108K
- 79.91%
$51.14 - $57.0 $5.54M - $6.17M
27.2K $1.55B
UNH
Unitedhealth Group Inc

Healthcare
-6.19K
- 38.36%
$274.35 - $599.47 $1.7M - $3.71M
9.95K $3.1B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-85.3K
- 91.72%
$50.39 - $60.05 $4.3M - $5.12M
7.7K $462M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-71.1K
- 20.51%
$48.13 - $49.85 $3.42M - $3.54M
276K $13.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38.7K
- 19.75%
$90.56 - $109.49 $3.51M - $4.24M
157K $17.2B
CRM
Salesforce, Inc.

Technology
-7.41K
- 30.25%
$236.26 - $291.15 $1.75M - $2.16M
17.1K $4.66B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-58.9K
- 12.4%
$51.16 - $62.02 $3.02M - $3.66M
416K $25.8B
CVX
Chevron Corp

Energy
-4.24K
- 10.92%
$133.73 - $168.51 $567K - $714K
34.6K $4.95B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-14.1K
- 71.2%
$86.05 - $107.7 $1.22M - $1.52M
5.71K $615M
MRK
Merck & Co., Inc.

Healthcare
-11K
- 25.07%
$73.47 - $87.12 $805K - $955K
32.8K $2.59B
VO
Vanguard Mid Cap ETF

ETFs
-10.2K
- 13.0%
$228.54 - $279.83 $2.33M - $2.86M
68.3K $19.1B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-20.6K
- 16.63%
$47.46 - $55.3 $979K - $1.14M
103K $5.7B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-41.8K
- 35.26%
$24.14 - $25.43 $1.01M - $1.06M
76.8K $1.9B
TSCO
Tractor Supply CO

Consumer Cyclical
-18.6K
- 55.44%
$47.86 - $55.77 $890K - $1.04M
14.9K $788M
FISV
Fiserv Inc

Technology
-1.69K
- 11.05%
N/A
13.6K $2.35B
LLY
Eli Lilly & CO

Healthcare
-622
- 6.62%
$713.71 - $898.95 $444K - $559K
8.77K $6.83B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.28K
- 17.25%
$91.43 - $91.74 $757K - $760K
39.7K $3.64B
UPS
United Parcel Service Inc

Industrials
-5.16K
- 25.51%
$91.92 - $110.2 $475K - $569K
15.1K $1.52B
BMY
Bristol Myers Squibb CO

Healthcare
-7.42K
- 34.38%
$44.12 - $59.6 $327K - $442K
14.2K $655M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-650
- 20.88%
$390.26 - $489.06 $254K - $318K
2.46K $999M
LHX
L3 Harris Technologies, Inc.

Industrials
-3.08K
- 48.41%
$200.21 - $256.99 $617K - $793K
3.29K $824M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-16.3K
- 9.07%
$35.3 - $37.51 $575K - $611K
163K $6.12B
IXUS
Ishares Tr

ETFs
-8K
- 33.5%
$62.37 - $77.63 $499K - $621K
15.9K $1.23B
VB
Vanguard Small Cap ETF

ETFs
-2.42K
- 26.55%
$193.73 - $237.37 $469K - $574K
6.69K $1.59B
FVAL
Fidelity Covington Tr Value Fa

ETFs
-6.67K
- 62.38%
$52.8 - $63.87 $352K - $426K
4.02K $257M
ADBE
Adobe Inc.

Technology
-995
- 22.95%
$340.0 - $420.68 $338K - $419K
3.34K $1.29B
IEF
Ishares Barclays

ETFs
-3.69K
- 29.78%
$93.15 - $96.56 $344K - $356K
8.7K $833M
BDX
Becton Dickinson & CO

Healthcare
-661
- 16.2%
$165.15 - $226.42 $109K - $150K
3.42K $589M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.52K
- 11.79%
$24.32 - $27.87 $207K - $238K
63.7K $1.69B
MSI
Motorola Solutions, Inc.

Technology
-324
- 3.06%
$394.72 - $440.39 $128K - $143K
10.3K $4.31B
VONV
Vanguard Russell 1000 Value Et

ETFs
-3.32K
- 47.26%
$73.19 - $85.21 $243K - $283K
3.7K $315M
CGXU
Capital Group Intl Focus Equit

ETFs
-13.1K
- 36.66%
$21.44 - $27.35 $280K - $357K
22.5K $612M
ACN
Accenture PLC

Technology
-599
- 9.92%
$279.23 - $323.21 $167K - $194K
5.44K $1.63B
EEMV
Ishares Msci Emerging Markets

ETFs
-5.21K
- 28.91%
$54.12 - $62.8 $282K - $327K
12.8K $805M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.83K
- 5.59%
$121.58 - $136.74 $222K - $250K
30.8K $4.18B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.93K
- 58.66%
$29.12 - $35.84 $231K - $284K
5.59K $200M
VIG
Vanguard Dividend Appreciation

ETFs
-2.43K
- 10.1%
N/A
21.6K $4.42B
Innovator Etfs Trust
-8.52K
- 40.23%
N/A
12.7K $412M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.77K
- 54.6%
$44.8 - $53.97 $214K - $257K
3.96K $214M
TRGP
Targa Resources Corp.

Energy
-849
- 27.11%
$157.32 - $205.72 $134K - $175K
2.28K $398M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-6.68K
- 7.2%
$37.87 - $42.54 $253K - $284K
86.1K $3.62B
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-5.18K
- 54.65%
$42.85 - $50.11 $222K - $259K
4.3K $215M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-283
- 4.65%
$212.1 - $244.27 $60K - $69.1K
5.8K $1.27B
SLB
Schlumberger Limited

Energy
-3.13K
- 23.41%
$31.95 - $42.2 $100K - $132K
10.2K $346M
OKE
Oneok Inc

Energy
-1.03K
- 14.41%
$78.71 - $100.37 $80.8K - $103K
6.1K $498M
RIO
Rio Tinto PLC

Basic Materials
-3.07K
- 45.12%
$52.32 - $62.75 $161K - $193K
3.74K $218M
Activity Summary
Buys All Purchases 507 New Holdings 93 Increased Positions 414 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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