Sagespring Wealth Partners, LLC Reduced Holdings in Q3 2025

Sagespring Wealth Partners, LLC

  • $5.11 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-113K
- 0.46%
$97.75 - $100.75 $11M - $11.4M
24.4M $94.7B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-68.5K
- 41.97%
$37.14 - $37.85 $2.55M - $2.59M
94.8K $3.58B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-30.5K
- 9.73%
$92.18 - $95.14 $2.82M - $2.91M
283K $27B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-44.2K
- 42.73%
$55.15 - $58.11 $2.44M - $2.57M
59.2K $3.4B
PM
Philip Morris International Inc.

Consumer Defensive
-1.19K
- 2.05%
$157.77 - $183.27 $188K - $219K
57.1K $9.27B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-12.5K
- 81.6%
N/A
2.83K $341M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-9K
- 37.04%
$132.9 - $142.03 $1.2M - $1.28M
15.3K $2.16B
NFLX
Netflix Inc

Communication Services
-145
- 2.63%
$1147.87 - $1297.18 $166K - $188K
5.38K $6.45B
CRM
Salesforce, Inc.

Technology
-1.26K
- 7.35%
$231.66 - $273.65 $291K - $344K
15.8K $3.75B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12.5K
- 0.07%
$72.57 - $74.72 $903K - $930K
17.5M $18.5B
HON
Honeywell International Inc

Industrials
-1.8K
- 9.5%
$207.7 - $240.4 $375K - $434K
17.2K $3.62B
IBM
International Business Machines Corp

Technology
-1.44K
- 4.91%
$234.77 - $292.47 $338K - $421K
27.9K $7.86B
PG
Procter & Gamble CO

Consumer Defensive
-3.13K
- 6.14%
$150.47 - $161.22 $471K - $504K
47.8K $7.34B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.99K
- 16.53%
$38.58 - $58.24 $193K - $291K
25.2K $988M
FISV
Fiserv Inc

Technology
-577
- 4.24%
N/A
13K $1.68B
LLY
Eli Lilly & CO

Healthcare
-682
- 7.78%
$625.65 - $812.69 $427K - $554K
8.09K $6.17B
CMCSA
Comcast Corp

Communication Services
-10.9K
- 15.6%
$31.41 - $36.33 $341K - $394K
58.8K $1.85B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-11.8K
- 69.4%
$45.72 - $47.27 $540K - $558K
5.21K $245M
PGR
Progressive Corp

Financial Services
-1.54K
- 21.93%
$238.61 - $264.3 $368K - $407K
5.49K $1.35B
INTU
Intuit Inc

Technology
-152
- 3.91%
$646.03 - $807.39 $98.2K - $123K
3.74K $2.55B
ISRG
Intuitive Surgical Inc

Healthcare
-388
- 12.05%
$433.66 - $544.47 $168K - $211K
2.83K $1.27B
ACN
Accenture PLC

Technology
-791
- 14.54%
$232.56 - $304.78 $184K - $241K
4.65K $1.15B
UPS
United Parcel Service Inc

Industrials
-2.46K
- 16.32%
$82.58 - $105.54 $203K - $260K
12.6K $1.05B
FIS
Fidelity National Information Services, Inc.

Technology
-2.18K
- 10.44%
$63.37 - $82.35 $138K - $180K
18.7K $1.24B
CI
Cigna Corp

Healthcare
-1.02K
- 26.83%
$262.23 - $334.39 $269K - $342K
2.79K $805M
TXN
Texas Instruments Inc

Technology
-827
- 6.57%
N/A
11.8K $2.16B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-13.3K
- 2.32%
$50.09 - $50.73 $664K - $673K
558K $28.2B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-9.52K
- 45.38%
$45.92 - $47.76 $437K - $455K
11.5K $545M
EMB
Ishares Tr

ETFs
-8.93K
- 5.45%
$91.52 - $95.59 $817K - $854K
155K $14.7B
KO
Coca Cola CO

Consumer Defensive
-1.03K
- 1.43%
$65.67 - $71.67 $67.4K - $73.5K
70.6K $4.69B
NVO
Novo Nordisk A S

Healthcare
-2.14K
- 11.17%
$45.38 - $71.7 $97.2K - $154K
17K $945M
PAYX
Paychex Inc

Industrials
-1.64K
- 19.2%
$126.69 - $147.99 $208K - $243K
6.9K $875M
AIG
American International Group, Inc.

Financial Services
-3.44K
- 31.04%
$76.34 - $85.87 $263K - $296K
7.65K $600M
SNY
Sanofi

Healthcare
-6.96K
- 47.36%
$45.07 - $51.35 $314K - $357K
7.73K $365M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-665
- 4.0%
$86.13 - $119.63 $57.3K - $79.6K
16K $1.5B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.57K
- 6.23%
$45.6 - $46.92 $391K - $402K
129K $6.02B
NOW
Service Now, Inc.

Technology
-106
- 5.31%
$850.86 - $1044.69 $90.2K - $111K
1.89K $1.74B
DE
Deere & CO

Industrials
-61
- 1.18%
$457.26 - $524.37 $27.9K - $32K
5.11K $2.34B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-11.4K
- 4.13%
$48.5 - $50.19 $552K - $572K
264K $13.2B
VRSK
Verisk Analytics, Inc.

Industrials
-510
- 20.15%
$242.3 - $312.95 $124K - $160K
2.02K $508M
BOND
Pimco Active Bond Exchange Tra

ETFs
-4.12K
- 4.41%
$90.83 - $93.81 $374K - $386K
89.3K $8.34B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-255
- 8.01%
$366.54 - $479.53 $93.5K - $122K
2.93K $1.15B
ADBE
Adobe Inc.

Technology
-440
- 13.17%
$333.65 - $392.1 $147K - $173K
2.9K $1.02B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-5.04K
- 35.93%
$52.55 - $54.37 $265K - $274K
8.99K $486M
PNOV
Innovator U.S. Equity Power Bu
-6.89K
- 47.8%
N/A
7.53K $309M
DXCM
Dexcom Inc

Healthcare
-580
- 5.26%
$66.46 - $89.53 $38.5K - $51.9K
10.4K $702M
ZTS
Zoetis Inc.

Healthcare
-1.42K
- 36.62%
$141.13 - $159.19 $200K - $226K
2.45K $359M
MSTR
Microstrategy Inc

Technology
-244
- 12.31%
$300.7 - $455.9 $73.4K - $111K
1.74K $560M
ADP
Automatic Data Processing Inc

Industrials
-394
- 4.7%
$288.69 - $310.94 $114K - $123K
7.99K $2.34B
Activity Summary
Buys All Purchases 463 New Holdings 66 Increased Positions 397 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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