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
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.57K
- 12.67%
$11.11 - $14.46 $17.4K - $22.7K
10.8K $135M
ABNB
Airbnb, Inc.

Consumer Cyclical
-683
- 17.47%
$105.69 - $140.64 $72.2K - $96.1K
3.23K $427M
FICO
Fair Isaac Corp

Technology
-20
- 12.27%
$1503.62 - $2206.01 $30.1K - $44.1K
143 $262M
BHP
Bhp Group LTD

Basic Materials
-695
- 6.22%
$40.22 - $50.88 $28K - $35.4K
10.5K $504M
J P Morgan Exchange Traded F
-843
- 16.25%
N/A
4.35K $272M
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.76K
- 16.34%
$41.54 - $53.93 $156K - $203K
19.2K $1.04B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-766
- 4.31%
$45.2 - $46.6 $34.6K - $35.7K
17K $789M
GDDY
Go Daddy Inc.

Technology
-187
- 7.78%
$162.11 - $192.36 $30.3K - $36K
2.22K $399M
PNOV
Innovator U.S. Equity Power Bu
-1.75K
- 10.8%
N/A
14.4K $570M
WAT
Waters Corp

Healthcare
-53
- 7.99%
$307.71 - $366.67 $16.3K - $19.4K
610 $213M
SFBS
Servis First Bancshares, Inc.

Financial Services
-66
- 1.51%
$68.48 - $82.21 $4.52K - $5.43K
4.31K $334M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-1.62K
- 7.19%
$12.76 - $14.51 $20.7K - $23.5K
21K $301M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.61K
- 11.74%
$20.84 - $24.54 $33.4K - $39.4K
12.1K $296M
WTM
White Mountains Insurance Group LTD

Financial Services
-4
- 2.92%
$1699.35 - $1901.99 $6.8K - $7.61K
133 $239M
GLD
Spdr Gold Trust

ETFs
-186
- 9.2%
$273.71 - $316.29 $50.9K - $58.8K
1.84K $559M
ZBRA
Zebra Technologies Corp

Technology
-157
- 14.36%
$213.54 - $309.26 $33.5K - $48.6K
936 $289M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.1K
- 12.77%
$7.69 - $11.46 $23.9K - $35.6K
21.2K $243M
FBK
Fb Financial Corp

Financial Services
-220
- 3.19%
$39.93 - $46.97 $8.78K - $10.3K
6.67K $302M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-69
- 3.02%
$110.23 - $131.5 $7.61K - $9.07K
2.21K $273M
OUNZ
Van Eck Merk Gold Trust

ETFs
-978
- 11.52%
$28.68 - $33.09 $28K - $32.4K
7.51K $239M
XLC
Select Sector Spdr Tr Communic

ETFs
-619
- 14.59%
$86.13 - $108.53 $53.3K - $67.2K
3.62K $393M
GNMA
Ishares Gnma Bond ETF

ETFs
-336
- 4.11%
$42.91 - $44.21 $14.4K - $14.9K
7.84K $345M
SU
Suncor Energy Inc

Energy
-144
- 2.37%
$31.54 - $41.04 $4.54K - $5.91K
5.92K $222M
LEN
Lennar Corp

Consumer Cyclical
-10
- 0.36%
$102.76 - $115.66 $1.03K - $1.16K
2.74K $303M
ARCC
Ares Capital Corp

Financial Services
-382
- 2.38%
$18.91 - $22.43 $7.22K - $8.57K
15.7K $344M
NUE
Nucor Corp

Basic Materials
-307
- 9.33%
$103.22 - $131.43 $31.7K - $40.3K
2.98K $386M
IGE
Ishares Tr North Amern Nat Res

ETFs
-52
- 0.96%
$38.21 - $46.01 $1.99K - $2.39K
5.34K $236M
VONG
Vanguard Russell 1000 Growth E

ETFs
-720
- 16.72%
$82.51 - $109.2 $59.4K - $78.6K
3.59K $392M
TDY
Teledyne Technologies Inc

Technology
-30
- 4.52%
$435.54 - $512.31 $13.1K - $15.4K
633 $324M
VALE
Vale S.A.

Basic Materials
-138
- 0.93%
$8.26 - $10.1 $1.14K - $1.39K
14.7K $142M
MKL
Markel Corp

Financial Services
-11
- 7.33%
$1678.5 - $1997.36 $18.5K - $22K
139 $278M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-88
- 1.27%
$49.73 - $51.44 $4.38K - $4.53K
6.84K $352M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-162
- 2.08%
N/A
7.64K $499M
BALT
Innovator Etfs Tr
-580
- 2.29%
$30.33 - $32.1 $17.6K - $18.6K
24.8K $795M
TROW
Price T Rowe Group Inc

Financial Services
-65
- 2.34%
$80.27 - $98.06 $5.22K - $6.37K
2.71K $262M
JPSE
J P Morgan Diversified Return

ETFs
-70
- 1.27%
$38.2 - $45.49 $2.67K - $3.18K
5.44K $248M
WSM
Williams Sonoma Inc

Consumer Cyclical
-58
- 1.68%
$137.62 - $174.44 $7.98K - $10.1K
3.39K $553M
BALL
Ball Corp

Consumer Cyclical
-633
- 5.67%
$44.94 - $56.99 $28.4K - $36.1K
10.5K $591M
XLY
Select Sector Spdr Consumer Di

ETFs
-104
- 6.41%
$176.34 - $218.59 $18.3K - $22.7K
1.52K $330M
KEY
Keycorp

Financial Services
-405
- 3.43%
$13.23 - $17.42 $5.36K - $7.06K
11.4K $198M
RF
Regions Financial Corp

Financial Services
-1.19K
- 5.47%
$18.34 - $23.52 $21.9K - $28.1K
20.7K $486M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-26
- 0.38%
$41.55 - $46.04 $1.08K - $1.2K
6.8K $313M
VGT
Vanguard Information Technolog

ETFs
-381
- 17.14%
$470.37 - $663.28 $179K - $253K
1.84K $1.22B
IOO
Ishares Tr Global 100 ETF

ETFs
-1.56K
- 9.74%
$84.95 - $107.81 $132K - $168K
14.4K $1.56B
PNFP
Pinnacle Financial Partners Inc

Financial Services
-519
- 3.03%
$87.19 - $111.51 $45.3K - $57.9K
16.6K $1.83B
IWS
Ishares Russell Midcap Value E

ETFs
-9
- 0.28%
$110.58 - $132.14 $995 - $1.19K
3.18K $420M
VXF
Vanguard Extended Market ETF

ETFs
-142
- 6.05%
$150.43 - $192.71 $21.4K - $27.4K
2.21K $425M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-12
- 0.36%
$66.99 - $83.47 $804 - $1K
3.36K $281M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-521
- 2.1%
$114.78 - $133.31 $59.8K - $69.5K
24.3K $3.24B
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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email