Sagespring Wealth Partners, LLC Portfolio Holdings

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025

Sagespring Wealth Partners, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.96 Trillion distributed in 651 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $286B, Fidelity Covington Tr Blue Chi with a value of $248B, Blackrock ETF Tr U S Equity Fa with a value of $242B, Fcf Us Quality ETF with a value of $211B, and Jp Morgan ETF Fd Tr Active Val with a value of $178B.

Examining the 13F form we can see an increase of $175B in the current position value, from $3.79T to 3.96T.

Sagespring Wealth Partners, LLC is based out at Franklin, TN

Below you can find more details about Sagespring Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.96 Trillion
Technology: $190 Billion
Financial Services: $116 Billion
Consumer Cyclical: $81.7 Billion
Healthcare: $70.6 Billion
Industrials: $64.3 Billion
Communication Services: $53.5 Billion
Consumer Defensive: $52.2 Billion
Energy: $32.5 Billion
Other: $46 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$137B
$2.99 Billion 0.08% of portfolio
12,649
Q1 2025 Added 12.69%
$98.1B
$3.1 Billion 0.08% of portfolio
9,193
Q1 2025 Added 10.93%
$79.3B
$3.04 Billion 0.08% of portfolio
20,885
Q1 2025 Reduced 26.59%
$347B
$3.21 Billion 0.08% of portfolio
76,942
Q1 2025 Added 9.53%
$453B
$3.19 Billion 0.08% of portfolio
4
Q4 2024 New
$259B
$3.1 Billion 0.08% of portfolio
50,270
Q1 2025 Added 30.15%
$166B
$2.7 Billion 0.07% of portfolio
5,306
Q1 2025 Added 14.4%
$69.6B
$2.23 Billion 0.06% of portfolio
20,241
Q1 2025 Reduced 4.18%
$154B
$2.21 Billion 0.06% of portfolio
4,715
Q1 2025 Added 27.16%
$152B
$2.36 Billion 0.06% of portfolio
63,954
Q1 2025 Added 5.13%
$421B
$2.38 Billion 0.06% of portfolio
17,011
Q1 2025 Added 15.41%
$254B
$2.57 Billion 0.06% of portfolio
12,857
Q1 2025 Added 32.71%
$133B
$2.34 Billion 0.06% of portfolio
32,960
Q1 2025 Added 8.76%
$108B
$2.32 Billion 0.06% of portfolio
11,506
Q1 2025 Added 13.36%
$133B
$2.28 Billion 0.06% of portfolio
7,476
Q1 2025 Added 13.26%
$59.9B
$2.19 Billion 0.06% of portfolio
7,415
Q1 2025 Added 6.16%
$178B
$2.24 Billion 0.06% of portfolio
21,827
Q1 2025 Added 26.99%
$25B
$2.08 Billion 0.05% of portfolio
10,026
Q1 2025 Added 8.79%
$5.52B
$1.85 Billion 0.05% of portfolio
33,525
Q1 2025 Added 1.71%
$34.3B
$1.89 Billion 0.05% of portfolio
32,624
Q1 2025 Added 39.09%
$214B
$1.87 Billion 0.05% of portfolio
16,009
Q1 2025 Added 22.72%
$195B
$1.88 Billion 0.05% of portfolio
6,041
Q1 2025 Reduced 10.46%
$203B
$1.97 Billion 0.05% of portfolio
3,212
Q1 2025 Added 37.62%
$107B
$2.02 Billion 0.05% of portfolio
22,478
Q1 2025 Added 27.11%
$276B
$1.93 Billion 0.05% of portfolio
26,891
Q1 2025 Added 34.19%
$162B
$1.94 Billion 0.05% of portfolio
6,852
Q1 2025 Added 16.21%
$996B
$1.93 Billion 0.05% of portfolio
11,624
Q1 2025 Reduced 7.74%
$8.07B
$1.82 Billion 0.05% of portfolio
17,138
Q1 2025 Reduced 9.29%
$242B
$2.03 Billion 0.05% of portfolio
24,054
Q1 2025 Added 36.29%
$190B
$1.66 Billion 0.04% of portfolio
4,336
Q1 2025 Added 45.16%
$53.5B
$1.59 Billion 0.04% of portfolio
14,653
Q1 2025 New
$97.2B
$1.55 Billion 0.04% of portfolio
6,695
Q1 2025 Added 19.64%
$112B
$1.57 Billion 0.04% of portfolio
3,230
Q1 2025 Added 40.68%
$54.9B
$1.59 Billion 0.04% of portfolio
7,662
Q1 2025 Added 9.24%
$71.9B
$1.39 Billion 0.04% of portfolio
23,252
Q1 2025 Added 1.87%
$67.5B
$1.52 Billion 0.04% of portfolio
18,943
Q1 2025 Added 21.87%
$191B
$1.5 Billion 0.04% of portfolio
3,028
Q1 2025 Added 8.41%
$135B
$1.51 Billion 0.04% of portfolio
13,503
Q1 2025 Added 13.09%
$163B
$1.55 Billion 0.04% of portfolio
10,066
Q1 2025 Added 54.74%
$61.2B
$1.58 Billion 0.04% of portfolio
7,679
Q1 2025 Added 5.08%
$91.4B
$1.66 Billion 0.04% of portfolio
4,748
Q1 2025 Added 10.86%
$137B
$1.73 Billion 0.04% of portfolio
7,413
Q1 2025 Added 19.51%
$98.4B
$1.56 Billion 0.04% of portfolio
9,051
Q1 2025 Reduced 22.87%
$96.5B
$1.69 Billion 0.04% of portfolio
12,092
Q1 2025 Added 25.67%
$154B
$1.55 Billion 0.04% of portfolio
3,113
Q1 2025 Added 30.36%
$50.5B
$1.65 Billion 0.04% of portfolio
8,693
Q1 2025 Added 26.2%
$200B
$1.4 Billion 0.04% of portfolio
14,203
Q1 2025 Added 29.67%
$178B
$1.53 Billion 0.04% of portfolio
10,220
Q1 2025 Added 2.67%
$114B
$1.48 Billion 0.04% of portfolio
6,085
Q1 2025 Added 15.9%

Summary

  • Portfolio
  • No. of Stocks 651
  • Current Value $3.96 Trillion
  • Prior Value $3.79 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 95 stocks
  • Additional Purchases 421 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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