Sagespring Wealth Partners, LLC Sells in Q3 2025

Sagespring Wealth Partners, LLC

  • $5.11 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-483
- 9.46%
$192.32 - $232.35 $92.9K - $112K
4.62K $889M
ELV
Elevance Health, Inc.

Healthcare
-407
- 25.76%
$274.66 - $395.76 $112K - $161K
1.17K $379M
JKHY
Henry Jack & Associates Inc

Technology
-278
- 4.52%
$148.45 - $182.09 $41.3K - $50.6K
5.87K $874M
PEG
Public Service Enterprise Group Inc

Utilities
-2.7K
- 23.43%
$79.99 - $90.14 $216K - $243K
8.81K $735M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.55K
- 19.09%
$60.9 - $70.75 $156K - $181K
10.8K $676M
TAFI
Ab Active Etfs Inc Tax Aware S
-11.5K
- 3.31%
N/A
335K $8.48B
SAP
Sap Se

Technology
-266
- 7.18%
$252.42 - $311.93 $67.1K - $83K
3.44K $919M
CB
Chubb LTD

Financial Services
-399
- 3.4%
$265.99 - $289.59 $106K - $116K
11.3K $3.2B
CTSH
Cognizant Technology Solutions Corp

Technology
-1.99K
- 33.45%
$66.67 - $80.98 $133K - $161K
3.97K $266M
Aim ETF Products Trust
-6.04K
- 47.29%
N/A
6.73K $226M
RELX
Relx PLC

Communication Services
-2.52K
- 25.26%
$45.13 - $54.19 $114K - $136K
7.45K $356M
FTNT
Fortinet, Inc.

Technology
-791
- 15.12%
$74.39 - $107.65 $58.8K - $85.2K
4.44K $373M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-6.49K
- 14.08%
$43.65 - $46.42 $283K - $301K
39.6K $1.84B
USXF
Ishares Esg Advanced Msci Usa

Technology
-4.19K
- 21.8%
$53.69 - $57.31 $225K - $240K
15K $862M
ICE
Intercontinental Exchange, Inc.

Financial Services
-129
- 1.33%
$167.28 - $188.45 $21.6K - $24.3K
9.54K $1.61B
TT
Trane Technologies PLC

Industrials
-44
- 0.48%
$398.96 - $472.54 $17.6K - $20.8K
9.11K $3.85B
GDDY
Go Daddy Inc.

Technology
-458
- 20.65%
$133.35 - $178.59 $61.1K - $81.8K
1.76K $241M
OKE
Oneok Inc

Energy
-1.38K
- 22.6%
$71.36 - $83.47 $98.3K - $115K
4.72K $344M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-956
- 22.9%
$93.1 - $110.49 $89K - $106K
3.22K $300M
EQIX
Equinix Inc

Real Estate
-172
- 21.77%
$756.7 - $811.13 $130K - $140K
618 $484M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.47K
- 23.32%
$57.1 - $70.52 $83.7K - $103K
4.82K $287M
ROP
Roper Technologies Inc

Industrials
-191
- 26.6%
$495.03 - $573.0 $94.6K - $109K
527 $263M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-207
- 3.57%
$196.15 - $217.83 $40.6K - $45.1K
5.6K $1.13B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.67K
- 25.42%
$82.38 - $83.0 $138K - $139K
4.9K $407M
SPOT
Spotify Technology S.A.

Communication Services
-123
- 16.6%
$620.01 - $738.53 $76.3K - $90.8K
618 $432M
TDG
Trans Digm Group Inc

Industrials
-31
- 7.26%
$1271.04 - $1620.83 $39.4K - $50.2K
396 $522M
CRWD
Crowd Strike Holdings, Inc.

Technology
-142
- 4.77%
$412.46 - $514.1 $58.6K - $73K
2.83K $1.39B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.41K
- 30.09%
$48.72 - $50.73 $118K - $122K
5.6K $276M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.17K
- 7.97%
$55.61 - $57.37 $121K - $124K
25K $1.43B
CCI
Crown Castle International Corp

Real Estate
-653
- 7.92%
$92.96 - $113.91 $60.7K - $74.4K
7.6K $733M
SBUX
Starbucks Corp

Consumer Cyclical
-284
- 2.24%
$81.9 - $96.86 $23.3K - $27.5K
12.4K $1.05B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.78K
- 9.07%
$26.38 - $27.95 $152K - $162K
58K $1.58B
PPG
Ppg Industries Inc

Basic Materials
-330
- 4.01%
$103.65 - $119.07 $34.2K - $39.3K
7.91K $831M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-354
- 3.24%
$65.64 - $78.22 $23.2K - $27.7K
10.6K $710M
TTD
Trade Desk, Inc.

Technology
-34
- 0.8%
$43.93 - $89.76 $1.49K - $3.05K
4.24K $208M
NVBW
Aim ETF Prods Tr Allianzim U S
-3.34K
- 25.2%
N/A
9.92K $330M
FCX
Freeport Mcmoran Inc

Basic Materials
-558
- 3.1%
$35.34 - $47.21 $19.7K - $26.3K
17.4K $683M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-4.19K
- 4.86%
$41.17 - $43.65 $172K - $183K
81.9K $3.53B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.09K
- 19.01%
$107.27 - $113.94 $116K - $124K
4.63K $526M
SMG
Scotts Miracle Gro CO

Basic Materials
-702
- 12.84%
$55.82 - $70.08 $39.2K - $49.2K
4.77K $271M
TTE
Total Energies Se

Energy
-1.07K
- 7.27%
N/A
13.7K $816M
AMP
Ameriprise Financial Inc

Financial Services
-66
- 5.07%
$486.13 - $544.55 $32.1K - $35.9K
1.24K $606M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-84
- 5.94%
$332.69 - $399.0 $27.9K - $33.5K
1.33K $442M
PDEC
Innovator U.S. Equity Power Bu
-2.99K
- 15.81%
N/A
15.9K $669M
EQT
Eqt Corp

Energy
-1.23K
- 24.57%
$49.19 - $59.19 $60.5K - $72.7K
3.77K $205M
ZBRA
Zebra Technologies Corp

Technology
-255
- 27.24%
$296.92 - $341.36 $75.7K - $87K
681 $202M
CPRT
Copart Inc

Consumer Cyclical
-563
- 3.83%
$44.6 - $49.97 $25.1K - $28.1K
14.1K $635M
CTAS
Cintas Corp

Industrials
-24
- 0.59%
$199.29 - $226.27 $4.78K - $5.43K
4.02K $825M
BALL
Ball Corp

Consumer Cyclical
-278
- 2.64%
$48.47 - $59.71 $13.5K - $16.6K
10.3K $517M
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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