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
IJK
Ishares S&P Midcap 400 Growth

ETFs
-29
- 0.54%
$73.7 - $90.98 $2.14K - $2.64K
5.35K $486M
FTNT
Fortinet, Inc.

Technology
-103
- 1.93%
$84.71 - $108.69 $8.73K - $11.2K
5.23K $553M
IXN
Ishares Global Information Tec

ETFs
-168
- 4.46%
$65.81 - $92.34 $11.1K - $15.5K
3.6K $332M
SIZE
Ishares Msci Usa Size Factor E

ETFs
-7
- 0.12%
$128.15 - $154.54 $897 - $1.08K
5.83K $901M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-72
- 1.8%
$106.81 - $136.49 $7.69K - $9.83K
3.94K $537M
T Rowe Price ETF Inc
-155
- 0.79%
N/A
19.4K $684M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-766
- 2.38%
$36.14 - $44.23 $27.7K - $33.9K
31.4K $1.39B
SYK
Stryker Corp

Healthcare
-44
- 1.31%
$337.37 - $395.63 $14.8K - $17.4K
3.33K $1.32B
IFRA
Ishares Tr

ETFs
-17
- 0.1%
$40.97 - $49.19 $696 - $836
16.6K $814M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-872
- 3.59%
$22.27 - $29.21 $19.4K - $25.5K
23.4K $685M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.3K
- 2.21%
$166.82 - $194.23 $216K - $252K
57.4K $11.2B
SAP
Sap Se

Technology
-39
- 1.04%
$237.53 - $309.8 $9.26K - $12.1K
3.71K $1.13B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-961
- 4.11%
$63.36 - $80.23 $60.9K - $77.1K
22.4K $1.8B
XLK
Technology Sector Spdr

ETFs
-499
- 9.09%
$179.73 - $253.23 $89.7K - $126K
4.99K $1.26B
SHOP
Shopify Inc.

Technology
-65
- 0.9%
$76.89 - $115.35 $5K - $7.5K
7.14K $824M
NRG
Nrg Energy, Inc.

Utilities
-13
- 0.57%
$83.61 - $162.67 $1.09K - $2.11K
2.25K $362M
TXN
Texas Instruments Inc

Technology
-1K
- 7.37%
N/A
12.6K $2.61B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.69K
- 10.1%
$171.4 - $227.1 $290K - $384K
15.1K $3.42B
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-413
- 1.29%
$50.1 - $63.16 $20.7K - $26.1K
31.5K $1.99B
IWM
Ishares Russell 2000 ETF

ETFs
-130
- 0.92%
$174.82 - $215.79 $22.7K - $28.1K
13.9K $3.01B
DG
Dollar General Corp

Consumer Defensive
-324
- 3.39%
$86.02 - $114.95 $27.9K - $37.2K
9.25K $1.06B
PANW
Palo Alto Networks Inc

Technology
-56
- 0.77%
$152.44 - $204.64 $8.54K - $11.5K
7.24K $1.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
-265
- 0.18%
$496.48 - $617.85 $132K - $164K
143K $4.56B
Lam Research Corp
-138
- 1.09%
N/A
12.6K $1.22B
ADI
Analog Devices Inc

Technology
-365
- 3.17%
$164.6 - $238.02 $60.1K - $86.9K
11.1K $2.65B
TT
Trane Technologies PLC

Industrials
-37
- 0.4%
$315.21 - $437.41 $11.7K - $16.2K
9.16K $4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.23K
- 1.22%
$108.12 - $135.04 $133K - $166K
99.8K $13.5B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6.31K
- 8.1%
$180.84 - $240.32 $1.14M - $1.52M
71.6K $17.2B
IGM
Ishares Expanded Tech Sector E

ETFs
-10.7K
- 8.62%
$79.8 - $112.34 $858K - $1.21M
114K $12.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.53K
- 3.5%
$320.42 - $424.58 $489K - $648K
42.1K $17.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.96K
- 6.21%
$416.06 - $551.64 $2.9M - $3.84M
105K $58.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-36.1K
- 2.28%
$456.74 - $568.03 $16.5M - $20.5M
1.55M $296B
IYW
Ishares Dj Us Tech ETF

ETFs
-34.3K
- 6.17%
$122.57 - $173.27 $4.21M - $5.95M
523K $90.5B
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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