Sagespring Wealth Partners, LLC New Holdings in Q4 2025

Sagespring Wealth Partners, LLC

  • $5.5 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust
4.67M
New
N/A
4.67M $156B
Blackrock ETF Trust Ii
2.35M
New
N/A
2.35M $119B
IYG
Ishares Tr

ETFs
576K
New
$86.19 - $90.17 $49.7M - $52M
576K $53.2B
INMU
Blackrock ETF Tr Ii Intermedia
1.18M
New
$23.85 - $24.16 $28.2M - $28.6M
1.18M $28.4B
ITA
Ishares Tr

ETFs
102K
New
$205.04 - $218.9 $20.9M - $22.3M
102K $21.9B
First Tr Exchng Traded Fd Vi
241K
New
N/A
241K $5.42B
First Tr Exchng Traded Fd Vi
119K
New
N/A
119K $4.69B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
54.6K
New
$50.85 - $51.0 $2.78M - $2.78M
54.6K $2.78B
Innovator Etfs Trust
22.3K
New
N/A
22.3K $1.11B
CMF
Ishares California Muni Bond E

ETFs
14.7K
New
$56.96 - $57.62 $837K - $847K
14.7K $845M
SCHO
Schwab Short Term Us Treasury

ETFs
23.6K
New
$24.31 - $24.46 $573K - $577K
23.6K $575M
Neuberger Berman ETF Trust
11.2K
New
N/A
11.2K $575M
VMI
Valmont Industries Inc

Industrials
1.11K
New
$389.98 - $419.23 $432K - $465K
1.11K $446M
IVE
Ishares S&P 500 Value ETF

ETFs
2.02K
New
$202.52 - $212.07 $409K - $428K
2.02K $428M
GAM
General American Investors CO Inc

Financial Services
6.41K
New
$62.16 - $63.77 $398K - $409K
6.41K $376M
Global X Fds
5.81K
New
N/A
5.81K $376M
TNL
Travel & Leisure Co.

Consumer Cyclical
4.72K
New
$58.09 - $69.91 $274K - $330K
4.72K $333M
JBHT
Hunt J B Transport Services Inc

Industrials
1.6K
New
$132.68 - $172.64 $213K - $277K
1.6K $312M
LAMR
Lamar Advertising CO

Real Estate
2.38K
New
$116.11 - $129.63 $277K - $309K
2.38K $302M
FHN
First Horizon Corp

Financial Services
12.2K
New
$19.94 - $23.43 $243K - $285K
12.2K $291M
UHS
Universal Health Services Inc

Healthcare
1.29K
New
$196.11 - $229.23 $254K - $296K
1.29K $282M
BRX
Brixmor Property Group Inc.

Real Estate
10.6K
New
N/A
10.6K $278M
FICO
Fair Isaac Corp

Technology
164
New
$1512.71 - $1879.55 $248K - $308K
164 $277M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.67K
New
$163.25 - $220.55 $272K - $367K
1.67K $277M
CNC
Centene Corp

Healthcare
6.56K
New
$33.15 - $38.7 $217K - $254K
6.56K $270M
HAL
Halliburton CO

Energy
9.55K
New
$21.82 - $28.06 $208K - $268K
9.55K $270M
OHI
Omega Healthcare Investors Inc

Real Estate
6.07K
New
$39.41 - $44.12 $239K - $268K
6.07K $269M
TWLO
Twilio Inc

Communication Services
1.89K
New
$102.7 - $136.1 $194K - $258K
1.89K $269M
NTRA
Natera, Inc.

Healthcare
1.17K
New
$160.21 - $209.5 $188K - $246K
1.17K $269M
JGRO
J P Morgan Exchange Traded Fd
2.89K
New
N/A
2.89K $268M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.7K
New
$132.29 - $144.78 $224K - $245K
1.7K $266M
Rocket Lab Corp
3.8K
New
N/A
3.8K $265M
EWBC
East West Bancorp Inc

Financial Services
2.34K
New
$94.31 - $107.45 $221K - $251K
2.34K $263M
SLV
I Shares Silver Trust

ETFs
4.07K
New
$42.4 - $49.17 $173K - $200K
4.07K $262M
EGP
Eastgroup Properties Inc

Real Estate
1.47K
New
$166.12 - $182.72 $244K - $268K
1.47K $261M
Ab Active Etfs Inc
10.2K
New
N/A
10.2K $260M
HPQ
Hp Inc

Technology
11.5K
New
$24.53 - $28.61 $283K - $330K
11.5K $257M
CRUS
Cirrus Logic, Inc.

Technology
2.16K
New
$115.68 - $135.01 $250K - $292K
2.16K $256M
XLP
Consumer Staples Sector Spdr

ETFs
3.26K
New
N/A
3.26K $253M
VTR
Ventas, Inc.

Real Estate
3.27K
New
$67.45 - $78.0 $220K - $255K
3.27K $253M
G
Genpact LTD

Technology
5.38K
New
$37.89 - $45.54 $204K - $245K
5.38K $252M
RPM
Rpm International Inc

Basic Materials
2.39K
New
$105.88 - $117.19 $253K - $280K
2.39K $249M
SBAC
Sba Communications Corp

Real Estate
1.26K
New
$187.49 - $202.84 $236K - $256K
1.26K $244M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.41K
New
$131.16 - $141.71 $185K - $200K
1.41K $240M
PAYC
Paycom Software, Inc.

Technology
1.5K
New
$162.15 - $206.86 $243K - $310K
1.5K $239M
Fidelity Wise Origin Bitcoin
3.11K
New
N/A
3.11K $237M
HAS
Hasbro, Inc.

Consumer Cyclical
2.88K
New
$70.95 - $79.13 $204K - $228K
2.88K $236M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.61K
New
$86.12 - $92.36 $225K - $241K
2.61K $236M
CLH
Clean Harbors Inc

Industrials
1.01K
New
$204.29 - $246.19 $206K - $248K
1.01K $236M
Activity Summary
Buys All Purchases 487 New Holdings 89 Increased Positions 398 Sells All Sells 276 Reductions 276 Sold out 0 Options Calls 0 Puts 0
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