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
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
21K
+ 6.43%
$50.9 - $52.37 $1.07M - $1.1M
347K $18.2B
MRK
Merck & Co., Inc.

Healthcare
13.8K
+ 42.07%
$77.6 - $87.37 $1.07M - $1.2M
46.5K $3.91B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
+ 5.91%
$224.68 - $282.71 $248K - $312K
19.8K $5.52B
PLTR
Palantir Technologies Inc.

Technology
140
+ 0.52%
$130.68 - $186.97 $18.3K - $26.2K
27.1K $4.94B
MUB
Ishares National Muni Bond ETF

ETFs
7.51K
+ 3.63%
$103.24 - $106.68 $776K - $802K
215K $22.9B
GS
Goldman Sachs Group Inc

Financial Services
457
+ 4.83%
$696.56 - $806.32 $318K - $368K
9.91K $7.9B
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.71K
+ 86.45%
$181.56 - $190.33 $1.04M - $1.09M
12.3K $2.33B
INTF
Ishares Tr

ETFs
24.6K
+ 16.54%
$33.72 - $36.17 $829K - $890K
173K $6.23B
OEF
Ishares S&P 100 ETF

ETFs
250K
+ 914.88%
N/A
278K $9.41B
AXP
American Express CO

Financial Services
2.44K
+ 13.43%
$294.27 - $342.31 $718K - $835K
20.6K $6.85B
MCD
Mcdonalds Corp

Consumer Cyclical
2.39K
+ 12.29%
$291.67 - $316.99 $697K - $757K
21.8K $6.63B
AEM
Agnico Eagle Mines LTD

Basic Materials
1.15K
+ 7.53%
$116.14 - $168.56 $133K - $193K
16.4K $2.76B
MU
Micron Technology Inc

Technology
2.58K
+ 29.04%
$104.88 - $168.89 $270K - $435K
11.5K $1.92B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.25K
+ 50.59%
$404.94 - $499.99 $505K - $623K
3.71K $1.8B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.39K
+ 12.0%
$134.94 - $145.86 $458K - $495K
31.7K $4.61B
MPC
Marathon Petroleum Corp

Energy
1.03K
+ 4.74%
$158.59 - $198.69 $163K - $204K
22.7K $4.37B
GE
General Electric CO

Industrials
680
+ 5.2%
$244.75 - $305.63 $166K - $208K
13.8K $4.14B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
32.5K
+ 141.58%
$22.64 - $23.22 $735K - $754K
55.4K $1.28B
CGUS
Capital Group Core Equity ETF
6.79K
+ 3.66%
$36.89 - $39.72 $251K - $270K
192K $7.6B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.76K
+ 11.66%
$225.11 - $247.9 $396K - $436K
16.8K $4.16B
APP
App Lovin Corp

Technology
287
+ 22.01%
$335.1 - $718.54 $96.2K - $206K
1.59K $1.14B
SHV
Ishares Tr

ETFs
6.18K
+ 168.83%
$110.06 - $110.49 $680K - $683K
9.84K $1.09B
MDT
Medtronic PLC

Healthcare
5.01K
+ 20.54%
$87.67 - $95.74 $439K - $479K
29.4K $2.8B
CMI
Cummins Inc

Industrials
629
+ 14.72%
$327.85 - $426.39 $206K - $268K
4.9K $2.07B
Ge Vernova Inc
303
+ 5.52%
N/A
5.79K $3.56B
ADI
Analog Devices Inc

Technology
2.31K
+ 20.73%
$220.68 - $255.63 $510K - $590K
13.5K $3.3B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
515
+ 6.04%
$103.83 - $179.9 $53.5K - $92.6K
9.04K $1.62B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.38K
+ 12.42%
$110.74 - $122.12 $374K - $413K
30.6K $3.7B
IDEV
Ishares Core Msci Intl Develop

ETFs
573
+ 0.42%
$74.68 - $80.26 $42.8K - $46K
139K $11.1B
HOOD
Robinhood Markets, Inc.

Technology
956
+ 10.17%
$91.27 - $143.18 $87.3K - $137K
10.4K $1.48B
GLW
Corning Inc

Technology
1.86K
+ 12.23%
$51.6 - $82.03 $95.9K - $152K
17.1K $1.4B
MSI
Motorola Solutions, Inc.

Technology
460
+ 4.49%
$408.73 - $490.3 $188K - $226K
10.7K $4.9B
APH
Amphenol Corp

Technology
764
+ 3.91%
$97.39 - $125.4 $74.4K - $95.8K
20.3K $2.51B
CGGO
Capital Group Global Growth Eq

ETFs
10.3K
+ 5.91%
$31.71 - $34.17 $326K - $351K
184K $3.89B
AMD
Advanced Micro Devices Inc

Technology
549
+ 2.3%
$134.8 - $184.42 $74K - $101K
24.4K $3.95B
VT
Vanguard Total World Stk Index

ETFs
3.2K
+ 24.71%
$128.41 - $138.03 $410K - $441K
16.1K $2.22B
Arista Networks Inc
1.24K
+ 14.75%
N/A
9.67K $1.41B
PEP
Pepsico Inc

Consumer Defensive
3.19K
+ 28.86%
$133.81 - $152.16 $427K - $485K
14.2K $2B
C
Citigroup Inc

Financial Services
1.42K
+ 5.89%
$85.57 - $103.49 $121K - $147K
25.5K $2.59B
Victory Portfolios Ii
8.79K
+ 9.8%
N/A
98.5K $3.7B
ABT
Abbott Laboratories

Healthcare
4.31K
+ 14.65%
$120.51 - $136.62 $520K - $589K
33.8K $4.52B
WFC
Wells Fargo & Company

Financial Services
4.68K
+ 14.55%
$77.05 - $85.16 $360K - $398K
36.8K $3.09B
Lam Research Corp
365
+ 2.91%
N/A
12.9K $1.73B
BAC
Bank Of America Corp

Financial Services
663
+ 0.62%
$44.92 - $52.42 $29.8K - $34.8K
108K $5.59B
NEM
Newmont Corp

Basic Materials
1.91K
+ 15.01%
$57.35 - $85.25 $110K - $163K
14.7K $1.24B
UBER
Uber Technologies, Inc

Technology
3.95K
+ 22.19%
$86.91 - $99.57 $343K - $394K
21.8K $2.13B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
9.82K
+ 35.76%
$44.82 - $46.28 $440K - $454K
37.3K $1.72B
SHOP
Shopify Inc.

Technology
1.51K
+ 21.12%
$112.11 - $157.12 $169K - $237K
8.65K $1.29B
Blackrock Inc
171
+ 7.79%
N/A
2.37K $2.76B
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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