Sagespring Wealth Partners, LLC Reduced Holdings in Q4 2025

Sagespring Wealth Partners, LLC

  • $5.5 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-339K
- 60.0%
$191.01 - $199.18 $64.7M - $67.5M
226K $15.2B
EFG
Msci Eafe Growth ETF

ETFs
-409K
- 60.91%
$112.91 - $117.61 $46.1M - $48.1M
262K $7.28B
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-429K
- 61.7%
$100.57 - $104.36 $43.1M - $44.8M
266K $1.93B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-307K
- 11.55%
N/A
2.35M $193B
EFV
Msci Eafe Value ETF

ETFs
-410K
- 29.86%
$66.73 - $70.99 $27.3M - $29.1M
962K $51.1B
DFRA
Trimtabs ETF Tr Donoghue Forli
-694K
- 42.21%
N/A
951K $27.7B
IVV
Ishares Core S&P 500 ETF

ETFs
-23.2K
- 6.17%
$656.2 - $690.71 $15.2M - $16M
352K $182B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-21.2K
- 1.38%
$600.51 - $631.95 $12.7M - $13.4M
1.51M $302B
IEFA
Ishares Tr

ETFs
-95.3K
- 6.4%
$86.09 - $89.88 $8.2M - $8.57M
1.39M $125B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-41.8K
- 8.19%
$119.13 - $120.38 $4.98M - $5.03M
469K $55.9B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-85.5K
- 15.32%
$50.37 - $50.58 $4.31M - $4.33M
473K $23.8B
META
Meta Platforms, Inc.

Communication Services
-1.2K
- 3.29%
$609.01 - $751.67 $730K - $901K
35.2K $23.2B
HD
Home Depot, Inc.

Consumer Cyclical
-1.19K
- 2.9%
$358.03 - $397.02 $427K - $474K
40K $13.8B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-49.4K
- 14.21%
$52.21 - $52.72 $2.58M - $2.6M
298K $15.6B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-20.5K
- 66.94%
$117.68 - $124.18 $2.41M - $2.54M
10.1K $1.21B
HON
Honeywell International Inc

Industrials
-11.3K
- 65.89%
$194.07 - $220.67 $2.2M - $2.5M
5.86K $1.14B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-21.7K
- 7.65%
$92.34 - $95.43 $2M - $2.07M
262K $24.6B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-9.24K
- 54.91%
$242.67 - $261.79 $2.24M - $2.42M
7.59K $1.92B
Victory Portfolios Ii
-55.7K
- 56.53%
N/A
42.8K $1.69B
PG
Procter & Gamble CO

Consumer Defensive
-8.98K
- 18.8%
$145.5 - $153.18 $1.31M - $1.38M
38.8K $5.56B
RFV
Invesco Exchange Traded Fd Tr

ETFs
-12.6K
- 87.84%
$122.16 - $129.81 $1.54M - $1.64M
1.75K $223M
VZ
Verizon Communications Inc

Communication Services
-28.7K
- 25.01%
$38.4 - $43.83 $1.1M - $1.26M
86.1K $3.51B
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-17.2K
- 83.67%
$87.16 - $90.91 $1.5M - $1.56M
3.36K $311M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-7.65K
- 68.8%
$184.47 - $199.8 $1.41M - $1.53M
3.47K $663M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.71K
- 54.51%
$185.12 - $192.11 $1.24M - $1.29M
5.6K $1.07B
OEF
Ishares S&P 100 ETF

ETFs
-4.47K
- 1.61%
N/A
273K $8.16B
ETN
Eaton Corp PLC

Industrials
-329
- 1.66%
$352.39 - $387.75 $116K - $128K
19.5K $6.22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-22.5K
- 5.55%
$63.25 - $66.24 $1.42M - $1.49M
382K $25.2B
T
At&T Inc.

Communication Services
-27.4K
- 18.83%
$24.44 - $27.55 $670K - $756K
118K $2.94B
FISV
Fiserv Inc

Technology
-4.91K
- 37.68%
N/A
8.13K $546M
VO
Vanguard Mid Cap ETF

ETFs
-3.04K
- 4.57%
$286.27 - $296.23 $870K - $900K
63.4K $18.4B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.9K
- 7.33%
$114.27 - $121.15 $1.24M - $1.32M
137K $16.5B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.46K
- 3.46%
$245.79 - $258.02 $606K - $636K
68.8K $17.2B
SO
Southern CO

Utilities
-6.34K
- 11.12%
$90.58 - $99.72 $575K - $633K
50.7K $4.42B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-18.8K
- 31.69%
$55.63 - $58.98 $1.04M - $1.11M
40.5K $2.43B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-20.3K
- 7.68%
$49.98 - $50.59 $1.01M - $1.03M
244K $12.3B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-8.63K
- 44.68%
$98.1 - $103.73 $847K - $896K
10.7K $1.05B
MSI
Motorola Solutions, Inc.

Technology
-101
- 0.94%
$379.98 - $462.26 $38.4K - $46.7K
10.6K $4.07B
MO
Altria Group, Inc.

Consumer Defensive
-2.37K
- 3.14%
$56.38 - $66.65 $134K - $158K
73.1K $4.21B
PM
Philip Morris International Inc.

Consumer Defensive
-4.11K
- 7.19%
$144.33 - $160.86 $593K - $661K
53K $8.5B
IOO
Ishares Tr Global 100 ETF

ETFs
-6.78K
- 42.74%
$118.15 - $126.87 $801K - $861K
9.09K $1.15B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-16.6K
- 41.91%
$46.45 - $49.01 $771K - $813K
23K $1.11B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-31K
- 55.95%
$23.04 - $23.36 $714K - $724K
24.4K $562M
ADP
Automatic Data Processing Inc

Industrials
-1.34K
- 16.79%
$250.9 - $292.94 $336K - $393K
6.65K $1.71B
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.62K
- 20.61%
$237.56 - $271.47 $385K - $440K
6.24K $1.54B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.66K
- 3.94%
$459.47 - $491.71 $761K - $814K
40.3K $19.1B
Linde PLC
-693
- 12.02%
N/A
5.07K $2.16B
COST
Costco Wholesale Corp

Consumer Defensive
-112
- 1.53%
$910.94 - $954.99 $102K - $107K
7.22K $6.23B
XLF
Financial Sector Spdr

ETFs
-10.6K
- 41.89%
$51.76 - $53.77 $548K - $569K
14.7K $804M
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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