Sagespring Wealth Partners, LLC Portfolio Holdings

Sagespring Wealth Partners, LLC

  • $3.79 Trillion
  • Q4 2024

Sagespring Wealth Partners, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.79 Trillion distributed in 602 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 $335B, Fidelity Covington Tr Blue Chi with a value of $245B, Blackrock ETF Tr U S Equity Fa with a value of $231B, Fcf Us Quality ETF with a value of $201B, and Ishares Core S&P 500 ETF with a value of $139B.

Examining the 13F form we can see an increase of $3.79T in the current position value.

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 $3.79 Trillion
Technology: $184 Billion
Financial Services: $98.6 Billion
Consumer Cyclical: $77.6 Billion
Healthcare: $61.1 Billion
Industrials: $58.2 Billion
Communication Services: $47.9 Billion
Consumer Defensive: $44.7 Billion
Energy: $25.7 Billion
Other: $38.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$335 Billion 8.85% of portfolio
653,408
Q4 2024 New
$0
$245 Billion 6.48% of portfolio
5,304,068
Q4 2024 New
$0
$231 Billion 6.1% of portfolio
4,510,417
Q4 2024 New
$0
$201 Billion 5.31% of portfolio
3,024,502
Q4 2024 New
$0
$139 Billion 3.67% of portfolio
322,204
Q4 2024 New
$0
$138 Billion 3.65% of portfolio
1,905,886
Q4 2024 New
Blackrock ETF Trust Ii
-
$134 Billion 3.53% of portfolio
-
Q4 2024 New
$0
$123 Billion 3.25% of portfolio
1,752,293
Q4 2024 New
$0
$120 Billion 3.16% of portfolio
1,946,715
Q4 2024 New
$0
$118 Billion 3.11% of portfolio
25,522,515
Q4 2024 New
$0
$90.2 Billion 2.38% of portfolio
565,671
Q4 2024 New
$0
$86 Billion 2.27% of portfolio
8,809,902
Q4 2024 New
$0
$74.3 Billion 1.96% of portfolio
1,340,000
Q4 2024 New
$0
$68.9 Billion 1.82% of portfolio
711,460
Q4 2024 New
$0
$63 Billion 1.66% of portfolio
1,201,244
Q4 2024 New
$0
$62.5 Billion 1.65% of portfolio
351,020
Q4 2024 New
-
$55.4 Billion 1.46% of portfolio
-
Q4 2024 New
$0
$51.1 Billion 1.35% of portfolio
246,734
Q4 2024 New
$0
$45.4 Billion 1.2% of portfolio
728,729
Q4 2024 New
$0
$43.3 Billion 1.14% of portfolio
863,953
Q4 2024 New
$3.93T
$40.8 Billion 1.08% of portfolio
163,081
Q4 2024 New
$3.04T
$38.3 Billion 1.01% of portfolio
90,762
Q4 2024 New
$0
$37.7 Billion 0.99% of portfolio
326,853
Q4 2024 New
$0
$36.3 Billion 0.96% of portfolio
694,732
Q4 2024 New
$0
$33.5 Billion 0.89% of portfolio
878,310
Q4 2024 New
$0
$32.1 Billion 0.85% of portfolio
361,850
Q4 2024 New
$0
$29.7 Billion 0.79% of portfolio
112,564
Q4 2024 New
$0
$29.3 Billion 0.77% of portfolio
566,606
Q4 2024 New
$346B
$29 Billion 0.77% of portfolio
216,169
Q4 2024 New
$0
$27.6 Billion 0.73% of portfolio
27,601,006
Q4 2024 New
$0
$25.5 Billion 0.67% of portfolio
291,963
Q4 2024 New
Pimco ETF Tr
-
$23.6 Billion 0.62% of portfolio
-
Q4 2024 New
$2.33T
$21.2 Billion 0.56% of portfolio
158,404
Q4 2024 New
$0
$21 Billion 0.55% of portfolio
210,686
Q4 2024 New
$0
$18.1 Billion 0.48% of portfolio
17,163,757
Q4 2024 New
$0
$18.2 Billion 0.48% of portfolio
402,035
Q4 2024 New
$0
$17.8 Billion 0.47% of portfolio
44,342
Q4 2024 New
$0
$17 Billion 0.45% of portfolio
159,602
Q4 2024 New
$94.4B
$15.4 Billion 0.41% of portfolio
66,449
Q4 2024 New
$811B
$14.8 Billion 0.39% of portfolio
61,943
Q4 2024 New
$0
$14.2 Billion 0.37% of portfolio
139,683
Q4 2024 New
$1.64T
$14.1 Billion 0.37% of portfolio
24,132
Q4 2024 New
$0
$13.6 Billion 0.36% of portfolio
152,901
Q4 2024 New
$419B
$13.4 Billion 0.35% of portfolio
34,434
Q4 2024 New
$0
$11.3 Billion 0.3% of portfolio
61,277
Q4 2024 New
$1.11T
$10.8 Billion 0.29% of portfolio
57,169
Q4 2024 New
$282B
$11 Billion 0.29% of portfolio
121,434
Q4 2024 New
$578B
$10.6 Billion 0.28% of portfolio
33,590
Q4 2024 New
$46.2B
$10.3 Billion 0.27% of portfolio
207,610
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 602
  • Current Value $3.79 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 602 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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