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
SNA
Snap On Inc

Industrials
-13
- 1.16%
$313.01 - $346.53 $4.07K - $4.5K
1.11K $384M
MRVL
Marvell Technology, Inc.

Technology
-42
- 0.7%
$62.31 - $84.07 $2.62K - $3.53K
5.96K $501M
URTH
Ishares Msci World ETF

ETFs
-21
- 0.62%
$168.96 - $181.71 $3.55K - $3.82K
3.34K $607M
TSCO
Tractor Supply CO

Consumer Cyclical
-369
- 2.47%
$54.08 - $62.65 $20K - $23.1K
14.6K $829M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-21
- 0.38%
$82.29 - $90.77 $1.73K - $1.91K
5.47K $495M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-4.34K
- 8.32%
$13.29 - $16.05 $57.7K - $69.7K
47.8K $762M
ALL
Allstate Corp

Financial Services
-268
- 3.31%
$192.0 - $214.65 $51.5K - $57.5K
7.82K $1.68B
HWM
Howmet Aerospace Inc.

Industrials
-5
- 0.1%
$171.0 - $196.23 $855 - $981
5.14K $1.01B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-62
- 0.28%
$79.89 - $83.25 $4.95K - $5.16K
22.4K $1.85B
FIX
Comfort Systems Usa Inc

Industrials
-105
- 21.83%
$521.66 - $825.18 $54.8K - $86.6K
376 $310M
IFRA
Ishares Tr

ETFs
-10
- 0.06%
$49.77 - $52.82 $498 - $528
16.5K $874M
ALLE
Allegion PLC

Industrials
-198
- 6.75%
$145.55 - $179.33 $28.8K - $35.5K
2.74K $485M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-24
- 0.1%
$28.92 - $32.19 $694 - $773
23.4K $747M
BA
Boeing CO

Industrials
-10
- 0.09%
$209.79 - $237.38 $2.1K - $2.37K
10.6K $2.28B
AN
Autonation, Inc.

Consumer Cyclical
-215
- 3.82%
$189.27 - $227.18 $40.7K - $48.8K
5.41K $1.18B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-434
- 1.41%
$136.48 - $142.97 $59.2K - $62K
30.4K $4.26B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-11
- 0.14%
$301.44 - $365.84 $3.32K - $4.02K
7.91K $2.56B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-15
- 0.63%
$362.31 - $405.74 $5.43K - $6.09K
2.39K $960M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-61
- 2.06%
$284.45 - $324.95 $17.4K - $19.8K
2.89K $926M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-44
- 0.69%
$56.32 - $68.81 $2.48K - $3.03K
6.34K $436M
AEP
American Electric Power CO Inc

Utilities
-245
- 1.94%
$103.26 - $115.0 $25.3K - $28.2K
12.4K $1.39B
VV
Vanguard Large Cap ETF

ETFs
-132
- 2.35%
$285.05 - $309.14 $37.6K - $40.8K
5.48K $1.69B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-22
- 0.59%
$339.37 - $366.46 $7.47K - $8.06K
3.74K $1.37B
XEL
Xcel Energy Inc

Utilities
-155
- 1.82%
$67.56 - $80.65 $10.5K - $12.5K
8.38K $676M
WSM
Williams Sonoma Inc

Consumer Cyclical
-21
- 0.62%
$163.62 - $210.2 $3.44K - $4.41K
3.37K $658M
SONY
Sony Group Corp

Technology
-296
- 0.71%
$23.92 - $30.07 $7.08K - $8.9K
41.4K $1.19B
ASML
Asml Holding Nv

Technology
-142
- 8.91%
$689.63 - $968.09 $97.9K - $137K
1.45K $1.41B
VIG
Vanguard Dividend Appreciation

ETFs
-428
- 1.98%
N/A
21.2K $4.57B
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-103
- 0.28%
$20.98 - $26.94 $2.16K - $2.77K
37.1K $915M
VEA
Vanguard Ftse Developed Market

ETFs
-3.18K
- 2.54%
$56.02 - $60.3 $178K - $192K
122K $7.31B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2.62K
- 2.09%
$32.53 - $35.69 $85.2K - $93.5K
123K $4.35B
SPY
Spdr S&P 500 ETF Trust

ETFs
-139
- 0.1%
$617.65 - $666.84 $85.9K - $92.7K
143K $4.81B
XOM
Exxon Mobil Corp

Energy
-247
- 0.41%
$105.83 - $117.22 $26.1K - $29K
59.6K $6.72B
UNH
Unitedhealth Group Inc

Healthcare
-141
- 1.42%
$237.77 - $353.61 $33.5K - $49.9K
9.8K $3.39B
VTI
Vanguard Total Stock Market Et

ETFs
-298
- 0.5%
$303.93 - $329.86 $90.6K - $98.3K
59K $6.36B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-90
- 0.35%
$459.11 - $506.91 $41.3K - $45.6K
25.7K $12.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.24K
- 5.87%
$108.46 - $120.63 $1M - $1.11M
148K $17.6B
VO
Vanguard Mid Cap ETF

ETFs
-1.81K
- 2.65%
$279.83 - $293.74 $506K - $531K
66.5K $19.5B
HCA
Hca Healthcare, Inc.

Healthcare
-39
- 0.38%
$334.32 - $426.2 $13K - $16.6K
10.1K $4.31B
DGRO
Ishares Core Dividend Growth E

ETFs
-1.53K
- 1.16%
$64.12 - $68.08 $98.4K - $104K
131K $8.91B
IWD
Ishares Russell 1000 Val ETF

ETFs
-119
- 0.21%
$192.76 - $203.86 $22.9K - $24.3K
57.3K $11.7B
MO
Altria Group, Inc.

Consumer Defensive
-637
- 0.84%
$57.75 - $67.68 $36.8K - $43.1K
75.5K $4.99B
FQAL
Fidelity Covington Tr Quality

ETFs
-1.11K
- 0.92%
$69.69 - $74.72 $77K - $82.6K
118K $8.85B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.5K
- 2.77%
$62.09 - $66.51 $717K - $768K
405K $26.4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-618
- 0.62%
$135.0 - $146.02 $83.4K - $90.2K
99.2K $14.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-311
- 0.43%
$236.25 - $257.69 $73.5K - $80.1K
71.3K $18.3B
ICLN
Ishares

ETFs
-7.73K
- 1.47%
$13.22 - $15.48 $102K - $120K
517K $8B
IGM
Ishares Expanded Tech Sector E

ETFs
-1.13K
- 0.99%
$110.96 - $127.67 $125K - $144K
113K $14.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-104
- 0.25%
$420.11 - $472.68 $43.7K - $49.2K
42K $19.7B
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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