Sagespring Wealth Partners, LLC Incresed Positions in Q3 2025

Sagespring Wealth Partners, LLC

  • $5.11 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MAIN
Main Street Capital Corp

Financial Services
2
+ 0.04%
$59.28 - $67.54 $119 - $135
4.73K $301M
APD
Air Products & Chemicals, Inc.

Basic Materials
332
+ 4.41%
$265.78 - $299.3 $88.2K - $99.4K
7.86K $2.14B
DHR
Danaher Corp

Healthcare
71
+ 1.28%
$181.46 - $212.2 $12.9K - $15.1K
5.62K $1.12B
DFAT
Dimensional ETF Tr U S Target

ETFs
6
+ 0.15%
$53.36 - $59.69 $320 - $358
3.97K $231M
XLV
Select Sector Spdr Fund Health

ETFs
27
+ 0.89%
$129.01 - $139.72 $3.48K - $3.77K
3.05K $425M
CNQ
Canadian Natural Resources LTD

Energy
311
+ 2.71%
$29.31 - $32.93 $9.12K - $10.2K
11.8K $377M
SYLD
Cambria Shareholder Yld ETF

ETFs
21
+ 0.52%
$63.93 - $70.45 $1.34K - $1.48K
4.06K $279M
VEEV
Veeva Systems Inc

Healthcare
10
+ 0.81%
$269.2 - $297.91 $2.69K - $2.98K
1.25K $373M
JBL
Jabil Inc

Technology
68
+ 5.98%
$202.08 - $234.45 $13.7K - $15.9K
1.21K $262M
BNDX
Vanguard Total International B

ETFs
279
+ 0.0%
$49.0 - $49.51 $13.7K - $13.8K
28.6M $28.7B
ROL
Rollins Inc

Consumer Cyclical
57
+ 1.3%
$55.05 - $58.74 $3.14K - $3.35K
4.44K $261M
SFBS
Servis First Bancshares, Inc.

Financial Services
1
+ 0.02%
$76.69 - $89.24 $76.7 - $89.2
4.32K $348M
ABNB
Airbnb, Inc.

Consumer Cyclical
394
+ 12.21%
$118.3 - $142.16 $46.6K - $56K
3.62K $440M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
89
+ 1.19%
$33.76 - $35.55 $3K - $3.16K
7.57K $267M
AOR
Ishares Tr Core Growth Allocat

ETFs
1
+ 0.03%
$60.99 - $64.39 $61 - $64.4
3.52K $226M
GIS
General Mills Inc

Consumer Defensive
270
+ 6.08%
$48.44 - $53.83 $13.1K - $14.5K
4.71K $238M
IP
International Paper CO

Consumer Cyclical
203
+ 4.31%
$45.32 - $55.68 $9.2K - $11.3K
4.91K $228M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
104
+ 1.54%
$52.39 - $53.11 $5.45K - $5.52K
6.85K $363M
ET
Energy Transfer LP

Energy
1.58K
+ 7.2%
$17.11 - $18.16 $27K - $28.7K
23.5K $404M
MCHP
Microchip Technology Inc

Technology
637
+ 11.01%
$60.95 - $75.26 $38.8K - $47.9K
6.42K $413M
PANW
Palo Alto Networks Inc

Technology
53
+ 0.73%
$167.06 - $208.19 $8.85K - $11K
7.3K $1.49B
PBR
Petrobras Petroleo Brasileiro Sa

Energy
60
+ 0.55%
$11.84 - $13.45 $710 - $807
10.9K $138M
AMCR
Amcor PLC

Consumer Cyclical
2.19K
+ 13.65%
$7.97 - $9.94 $17.4K - $21.7K
18.2K $149M
DEO
Diageo PLC

Consumer Defensive
138
+ 5.53%
$93.64 - $115.33 $12.9K - $15.9K
2.63K $251M
MFC
Manulife Financial Corp

Financial Services
191
+ 1.77%
$29.9 - $32.34 $5.71K - $6.18K
11K $343M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
175
+ 2.88%
$42.56 - $49.08 $7.45K - $8.59K
6.25K $268M
EOG
Eog Resources Inc

Energy
410
+ 6.15%
$112.12 - $126.1 $46K - $51.7K
7.08K $794M
CDW
Cdw Corp

Technology
155
+ 9.86%
$156.97 - $182.84 $24.3K - $28.3K
1.73K $275M
KR
Kroger CO

Consumer Defensive
742
+ 5.7%
$64.52 - $74.35 $47.9K - $55.2K
13.8K $928M
AJG
Arthur J. Gallagher & Co.

Financial Services
38
+ 2.16%
$284.17 - $319.49 $10.8K - $12.1K
1.8K $557M
DIS
Walt Disney CO

Communication Services
1.16K
+ 7.63%
$112.25 - $124.0 $130K - $144K
16.4K $1.87B
SYK
Stryker Corp

Healthcare
200
+ 6.01%
$368.57 - $403.53 $73.7K - $80.7K
3.53K $1.3B
WSO
Watsco Inc

Industrials
8
+ 1.31%
$381.94 - $489.97 $3.06K - $3.92K
617 $250M
ARCC
Ares Capital Corp

Financial Services
75
+ 0.48%
$20.41 - $23.25 $1.53K - $1.74K
15.7K $321M
AXON
Axon Enterprise, Inc.

Industrials
82
+ 10.45%
$698.02 - $870.97 $57.2K - $71.4K
867 $622M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.32K
+ 14.85%
$25.5 - $35.2 $33.7K - $46.5K
10.2K $260M
CL
Colgate Palmolive CO

Consumer Defensive
672
+ 8.43%
$79.36 - $93.33 $53.3K - $62.7K
8.65K $691M
DG
Dollar General Corp

Consumer Defensive
505
+ 5.46%
$101.86 - $116.32 $51.4K - $58.7K
9.75K $1.01B
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 4.04%
$5364.25 - $5815.92 $69.7K - $75.6K
335 $1.81B
CTVA
Corteva, Inc.

Basic Materials
402
+ 3.4%
$67.08 - $77.12 $27K - $31K
12.2K $827M
CARR
Carrier Global Corp

Industrials
226
+ 2.13%
$58.75 - $80.73 $13.3K - $18.2K
10.9K $648M
HDB
Hdfc Bank LTD

Financial Services
7.4K
+ 75.56%
$34.14 - $78.94 $253K - $584K
17.2K $588M
SPGI
S&P Global Inc.

Financial Services
46
+ 0.79%
$484.94 - $564.15 $22.3K - $26K
5.87K $2.86B
DRI
Darden Restaurants Inc

Consumer Cyclical
197
+ 1.9%
$184.73 - $220.27 $36.4K - $43.4K
10.6K $2.01B
Tidal Tr Ii
64
+ 0.32%
N/A
20.1K $430M
V
Visa Inc.

Financial Services
192
+ 0.49%
$332.09 - $358.86 $63.8K - $68.9K
39.6K $13.5B
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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