Sagespring Wealth Partners, LLC Reduced Holdings in Q3 2025

Sagespring Wealth Partners, LLC

  • $5.11 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Natwest Group PLC
-5.15K
- 16.57%
N/A
25.9K $367M
LMT
Lockheed Martin Corp

Industrials
-312
- 13.35%
$410.74 - $499.21 $128K - $156K
2.03K $1.01B
BRO
Brown & Brown, Inc.

Financial Services
-128
- 3.72%
$90.88 - $108.93 $11.6K - $13.9K
3.32K $311M
CINF
Cincinnati Financial Corp

Financial Services
-561
- 25.25%
$145.8 - $158.1 $81.8K - $88.7K
1.66K $263M
WM
Waste Management Inc

Industrials
-69
- 1.05%
$213.88 - $237.1 $14.8K - $16.4K
6.48K $1.43B
KKR
Kkr & Co. Inc.

Financial Services
-320
- 3.93%
$129.95 - $152.16 $41.6K - $48.7K
7.82K $1.02B
EXR
Extra Space Storage Inc.

Real Estate
-371
- 18.46%
$134.36 - $152.88 $49.8K - $56.7K
1.64K $231M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-148
- 4.07%
$259.44 - $278.65 $38.4K - $41.2K
3.49K $906M
NGG
National Grid PLC

Utilities
-635
- 8.55%
$67.98 - $74.38 $43.2K - $47.2K
6.79K $494M
DOV
Dover Corp

Industrials
-77
- 2.76%
$165.59 - $190.9 $12.8K - $14.7K
2.71K $452M
UNP
Union Pacific Corp

Industrials
-565
- 4.58%
$214.91 - $237.16 $121K - $134K
11.8K $2.78B
UL
Unilever PLC

Consumer Defensive
-505
- 3.74%
$58.43 - $65.01 $29.5K - $32.8K
13K $771M
MCO
Moodys Corp

Financial Services
-29
- 1.85%
$472.69 - $521.32 $13.7K - $15.1K
1.54K $733M
VTV
Vanguard Value ETF

ETFs
-544
- 10.87%
$175.51 - $186.57 $95.5K - $101K
4.46K $832M
MAR
Marriott International Inc

Consumer Cyclical
-17
- 0.46%
$255.35 - $282.87 $4.34K - $4.81K
3.69K $961M
PSA
Public Storage

Real Estate
-156
- 11.6%
$271.94 - $298.09 $42.4K - $46.5K
1.19K $343M
RSG
Republic Services, Inc.

Industrials
-93
- 5.3%
$225.33 - $246.01 $21K - $22.9K
1.66K $382M
IBN
Icici Bank LTD

Financial Services
-249
- 1.99%
$30.23 - $34.41 $7.53K - $8.57K
12.3K $371M
PFGC
Performance Food Group CO

Consumer Defensive
-969
- 31.28%
$88.19 - $102.08 $85.5K - $98.9K
2.13K $221M
LNG
Cheniere Energy, Inc.

Energy
-135
- 6.5%
$222.68 - $244.28 $30.1K - $33K
1.94K $456M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-1K
- 24.9%
$63.74 - $69.18 $63.8K - $69.2K
3.02K $208M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-663
- 18.82%
$94.17 - $99.95 $62.4K - $66.3K
2.86K $286M
SUB
Ishares Short Term National Mu

ETFs
-521
- 2.38%
$106.17 - $107.3 $55.3K - $55.9K
21.4K $2.29B
Arm Holdings PLC
-2
- 0.09%
N/A
2.24K $317M
TROW
Price T Rowe Group Inc

Financial Services
-584
- 21.52%
$98.67 - $111.52 $57.6K - $65.1K
2.13K $219M
TRGP
Targa Resources Corp.

Energy
-157
- 6.88%
$160.52 - $174.4 $25.2K - $27.4K
2.13K $356M
VOT
Vanguard Mid Cap Growth Index

ETFs
-241
- 7.56%
$282.75 - $294.19 $68.1K - $70.9K
2.95K $866M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.07K
- 2.7%
$24.11 - $24.94 $50K - $51.7K
74.7K $1.86B
RDVY
First Trust Rising Dividend Ac

ETFs
-1.52K
- 10.95%
$62.38 - $67.29 $94.7K - $102K
12.4K $831M
LECO
Lincoln Electric Holdings Inc

Industrials
-336
- 23.73%
$210.22 - $247.76 $70.6K - $83.2K
1.08K $255M
WMB
Williams Companies, Inc.

Energy
-838
- 2.87%
$56.52 - $64.01 $47.4K - $53.6K
28.3K $1.8B
CNP
Centerpoint Energy Inc

Utilities
-1.43K
- 14.23%
$35.77 - $39.16 $51.1K - $56K
8.61K $334M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-17
- 0.56%
$185.65 - $214.38 $3.16K - $3.64K
3.01K $604M
NDAQ
Nasdaq, Inc.

Financial Services
-282
- 5.88%
$86.73 - $96.94 $24.5K - $27.3K
4.52K $400M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-691
- 7.13%
$46.86 - $48.27 $32.4K - $33.4K
9K $432M
EFX
Equifax Inc

Industrials
-75
- 2.51%
$234.03 - $265.73 $17.6K - $19.9K
2.91K $747M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-885
- 11.95%
$43.95 - $45.8 $38.9K - $40.5K
6.52K $299M
CAH
Cardinal Health Inc

Healthcare
-24
- 1.36%
$146.04 - $167.63 $3.5K - $4.02K
1.74K $274M
LII
Lennox International Inc

Industrials
-4
- 0.84%
$516.18 - $664.54 $2.06K - $2.66K
474 $251M
ITT
Itt Inc.

Industrials
-310
- 20.88%
$155.93 - $182.88 $48.3K - $56.7K
1.18K $210M
ORCC
Owl Rock Capital Corp

Financial Services
-229
- 2.01%
N/A
11.2K $142M
IHDG
Wisdomtree Tr

ETFs
-596
- 8.48%
$43.81 - $46.31 $26.1K - $27.6K
6.44K $297M
DLR
Digital Realty Trust, Inc.

Real Estate
-94
- 3.6%
$161.21 - $180.02 $15.2K - $16.9K
2.52K $436M
FVD
First Tr Value Line Divid Inde

ETFs
-702
- 8.15%
$44.73 - $46.86 $31.4K - $32.9K
7.92K $366M
WTM
White Mountains Insurance Group LTD

Financial Services
-1
- 0.75%
$1671.52 - $1869.81 $1.67K - $1.87K
132 $221M
MCK
Mckesson Corp

Healthcare
-90
- 6.97%
$659.01 - $772.54 $59.3K - $69.5K
1.2K $929M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.13K
- 5.0%
$87.29 - $93.61 $98.2K - $105K
21.4K $1.99B
AWK
American Water Works Company, Inc.

Utilities
-103
- 3.56%
$135.05 - $147.0 $13.9K - $15.1K
2.79K $388M
DTE
Dte Energy CO

Utilities
-395
- 8.06%
$130.26 - $141.49 $51.5K - $55.9K
4.51K $638M
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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