Sagespring Wealth Partners, LLC Reduced Holdings in Q1 2025

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FVAL
Fidelity Covington Tr Value Fa

ETFs
-1.94M
- 99.45%
$58.79 - $65.0 $114M - $126M
10.7K $637M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.34M
- 99.71%
$54.25 - $57.64 $72.5M - $77M
3.84K $212M
J P Morgan Exchange Traded F
-946K
- 99.45%
N/A
5.19K $310M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-169K
- 68.43%
$196.12 - $229.48 $33.1M - $38.7M
77.9K $15.7B
IXC
Ishares Tr Global Energy ETF

ETFs
-873K
- 99.42%
$38.48 - $42.16 $33.6M - $36.8M
5.12K $215M
EFG
Msci Eafe Growth ETF

ETFs
-285K
- 40.0%
$96.1 - $106.37 $27.3M - $30.3M
427K $42.7B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-517K
- 59.88%
$49.25 - $50.66 $25.5M - $26.2M
347K $17.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-253K
- 34.76%
$57.21 - $65.8 $14.5M - $16.7M
475K $27.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-131K
- 40.03%
$102.49 - $119.96 $13.4M - $15.7M
196K $20.5B
IEFA
Ishares Tr

ETFs
-340K
- 19.43%
$69.57 - $78.65 $23.7M - $26.8M
1.41M $107B
IYW
Ishares Dj Us Tech ETF

ETFs
-8.83K
- 1.56%
$140.44 - $166.79 $1.24M - $1.47M
557K $78.2B
VO
Vanguard Mid Cap ETF

ETFs
-34.1K
- 30.29%
$251.87 - $277.95 $8.59M - $9.48M
78.5K $20.3B
Blackrock ETF Trust Ii
-182K
- 7.08%
N/A
2.39M $125B
EFV
Msci Eafe Value ETF

ETFs
-188K
- 15.68%
$51.88 - $60.73 $9.77M - $11.4M
1.01M $59.7B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-101K
- 46.0%
$25.12 - $26.05 $2.54M - $2.63M
119K $2.99B
SUB
Ishares Short Term National Mu

ETFs
-23.4K
- 54.65%
$105.3 - $106.24 $2.46M - $2.48M
19.4K $2.05B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.8K
- 72.49%
$169.43 - $182.84 $2.01M - $2.16M
4.49K $778M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-710
- 1.6%
$360.07 - $417.26 $256K - $296K
43.6K $15.8B
CGUS
Capital Group Core Equity ETF
-45.8K
- 21.06%
$33.08 - $36.62 $1.51M - $1.68M
172K $5.73B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-44.1K
- 19.73%
$36.63 - $37.45 $1.62M - $1.65M
180K $6.61B
FCX
Freeport Mcmoran Inc

Basic Materials
-41.1K
- 77.06%
$34.5 - $43.01 $1.42M - $1.77M
12.2K $463M
DGRO
Ishares Core Dividend Growth E

ETFs
-24.2K
- 15.8%
$60.46 - $64.42 $1.46M - $1.56M
129K $7.96B
MRK
Merck & Co., Inc.

Healthcare
-9.25K
- 17.47%
$83.01 - $101.02 $768K - $935K
43.7K $3.92B
ETN
Eaton Corp PLC

Industrials
-381
- 1.96%
$271.83 - $371.23 $104K - $141K
19.1K $5.18B
SPY
Spdr S&P 500 ETF Trust

ETFs
-913
- 0.63%
$551.42 - $612.93 $503K - $560K
143K $4.29B
IEF
Ishares Barclays

ETFs
-12.7K
- 50.6%
$91.17 - $95.39 $1.16M - $1.21M
12.4K $1.18B
MPC
Marathon Petroleum Corp

Energy
-7.57K
- 26.59%
$134.72 - $159.03 $1.02M - $1.2M
20.9K $3.04B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.12K
- 12.8%
$522.96 - $601.18 $583K - $670K
7.6K $4.05B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-28K
- 7.73%
$87.68 - $94.52 $2.45M - $2.64M
334K $31.3B
HON
Honeywell International Inc

Industrials
-1.97K
- 9.77%
$202.75 - $226.52 $399K - $446K
18.2K $3.85B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6.11K
- 15.75%
$128.74 - $138.67 $786K - $847K
32.6K $4.43B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-13.8K
- 64.63%
$36.64 - $45.76 $505K - $630K
7.54K $283M
EEM
Ishares Msci Emerging Markets

ETFs
-15.7K
- 75.3%
$40.81 - $45.34 $640K - $711K
5.14K $225M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-14.8K
- 13.73%
$40.38 - $42.65 $596K - $630K
92.8K $3.85B
APP
App Lovin Corp

Technology
-1.68K
- 62.81%
$238.08 - $510.13 $399K - $855K
993 $263M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-975
- 7.74%
$165.25 - $224.62 $161K - $219K
11.6K $1.93B
IWM
Ishares Russell 2000 ETF

ETFs
-1.06K
- 7.0%
$198.1 - $229.79 $210K - $243K
14.1K $2.8B
ACN
Accenture PLC

Technology
-706
- 10.46%
$300.91 - $398.25 $212K - $281K
6.04K $1.88B
VIG
Vanguard Dividend Appreciation

ETFs
-2.25K
- 8.54%
N/A
24K $4.66B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-14.6K
- 37.5%
$24.91 - $29.02 $363K - $423K
24.3K $609M
EEMV
Ishares Msci Emerging Markets

ETFs
-7.76K
- 30.09%
$57.07 - $59.29 $443K - $460K
18K $1.05B
UPS
United Parcel Service Inc

Industrials
-883
- 4.18%
$109.66 - $136.26 $96.8K - $120K
20.2K $2.23B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.19K
- 25.84%
$74.85 - $84.89 $538K - $610K
20.6K $1.69B
NVO
Novo Nordisk A S

Healthcare
-1.31K
- 6.76%
$69.3 - $90.95 $90.6K - $119K
18K $1.25B
UNH
Unitedhealth Group Inc

Healthcare
-1.38K
- 7.89%
$461.52 - $548.18 $637K - $757K
16.1K $8.45B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-12.2K
- 5.8%
$97.25 - $104.79 $1.19M - $1.28M
198K $20.6B
PNFP
Pinnacle Financial Partners Inc

Financial Services
-1.76K
- 9.29%
$99.42 - $126.15 $175K - $222K
17.1K $1.82B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-2.32K
- 36.69%
$119.84 - $136.1 $278K - $316K
4.01K $485M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.57K
- 4.19%
$182.82 - $196.21 $469K - $504K
58.7K $11B
Activity Summary
Buys All Purchases 516 New Holdings 95 Increased Positions 421 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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