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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$994 Million 0.03% of portfolio
22,089
Q1 2025 Added 19.89%
$26.7B
$1.03 Billion 0.03% of portfolio
5,861
Q1 2025 Added 26.15%
$0
$1.17 Billion 0.03% of portfolio
11,300
Q1 2025 New
$0
$1.07 Billion 0.03% of portfolio
22,995
Q1 2025 Added 13.76%
$0
$1.18 Billion 0.03% of portfolio
12,386
Q1 2025 Reduced 50.6%
$12.5B
$1.08 Billion 0.03% of portfolio
5,936
Q1 2025 Reduced 2.82%
$70.9B
$1.11 Billion 0.03% of portfolio
4,495
Q1 2025 Added 14.03%
$0
$1.05 Billion 0.03% of portfolio
18,024
Q1 2025 Reduced 30.09%
$55.3B
$1.27 Billion 0.03% of portfolio
11,615
Q1 2025 Added 64.5%
$156B
$1.21 Billion 0.03% of portfolio
1,524
Q1 2025 Added 19.06%
$0
$1.13 Billion 0.03% of portfolio
5,488
Q1 2025 Added 2.22%
$1.34B
$1.33 Billion 0.03% of portfolio
26,472
Q1 2025 Added 56.58%
$122B
$1.34 Billion 0.03% of portfolio
18,877
Q1 2025 Added 49.88%
$301B
$1 Billion 0.03% of portfolio
3,744
Q1 2025 Added 17.22%
$113B
$1.2 Billion 0.03% of portfolio
11,440
Q1 2025 Added 11.58%
$39.7B
$1.15 Billion 0.03% of portfolio
3,681
Q1 2025 Added 122.82%
$136B
$1.17 Billion 0.03% of portfolio
11,606
Q1 2025 Added 14.06%
$72.1B
$1.11 Billion 0.03% of portfolio
1,825
Q1 2025 Added 23.39%
$24.5B
$1.2 Billion 0.03% of portfolio
7,511
Q1 2025 Added 6.72%
$50.2B
$1.25 Billion 0.03% of portfolio
7,298
Q1 2025 Added 36.85%
$232B
$1.16 Billion 0.03% of portfolio
15,852
Q1 2025 Added 79.22%
Capital Group Dividend Growe
-
$1.11 Billion 0.03% of portfolio
-
Q1 2025 Added 322.61%
$0
$1.21 Billion 0.03% of portfolio
2,223
Q1 2025 Added 1.46%
$209B
$1.04 Billion 0.03% of portfolio
14,084
Q1 2025 Reduced 5.96%
$149B
$1.2 Billion 0.03% of portfolio
16,401
Q1 2025 Added 128.59%
$326B
$1.39 Billion 0.03% of portfolio
5,196
Q1 2025 Added 10.93%
$101B
$1.37 Billion 0.03% of portfolio
4,176
Q1 2025 Added 31.57%
$0
$1.24 Billion 0.03% of portfolio
20,400
Q1 2025 Reduced 1.94%
$96.5B
$1.22 Billion 0.03% of portfolio
7,165
Q1 2025 Added 19.74%
$182B
$1.17 Billion 0.03% of portfolio
254
Q1 2025 Added 7.17%
$105B
$1.32 Billion 0.03% of portfolio
21,578
Q1 2025 Added 36.85%
$131B
$1.25 Billion 0.03% of portfolio
3,370
Q1 2025 Added 10.31%
$22.2B
$1.19 Billion 0.03% of portfolio
5,255
Q1 2025 Added 12.36%
$93.5B
$1.16 Billion 0.03% of portfolio
11,821
Q1 2025 Added 48.21%
$87.3B
$1.12 Billion 0.03% of portfolio
781
Q1 2025 Added 14.52%
$83.2B
$1.12 Billion 0.03% of portfolio
2,183
Q1 2025 Added 4.05%
$45.3B
$1.36 Billion 0.03% of portfolio
18,159
Q1 2025 Added 15.98%
$0
$1.22 Billion 0.03% of portfolio
31,200
Q1 2025 Added 0.43%
$41.8B
$1.33 Billion 0.03% of portfolio
6,371
Q1 2025 Added 3.75%
$52.2B
$1.32 Billion 0.03% of portfolio
8,550
Q1 2025 Added 18.92%
$131B
$1.25 Billion 0.03% of portfolio
18,036
Q1 2025 Reduced 6.76%
$0
$993 Million 0.03% of portfolio
16,956
Q1 2025 Reduced 2.5%
$51B
$671 Million 0.02% of portfolio
9,918
Q1 2025 Added 15.88%
$0
$835 Million 0.02% of portfolio
7,200
Q1 2025 Added 158.99%
$89.9B
$865 Million 0.02% of portfolio
1,273
Q1 2025 Added 54.87%
$37B
$674 Million 0.02% of portfolio
6,039
Q1 2025 Added 23.62%
$39.6B
$628 Million 0.02% of portfolio
3,132
Q1 2025 Added 18.37%
Lam Research Corp
-
$923 Million 0.02% of portfolio
-
Q1 2025 Added 66.31%
T Rowe Price ETF Inc
-
$631 Million 0.02% of portfolio
-
Q1 2025 Added 3.54%

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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