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.
Stock Holdings Table
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