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
XLF
Financial Sector Spdr

ETFs
7.86K
+ 45.17%
$51.37 - $54.25 $404K - $426K
25.3K $1.36B
CME
Cme Group Inc.

Financial Services
2.14K
+ 8.43%
$258.83 - $287.1 $555K - $615K
27.6K $7.45B
ETR
Entergy Corp

Utilities
4.03K
+ 64.01%
$80.93 - $93.55 $326K - $377K
10.3K $963M
ETN
Eaton Corp PLC

Industrials
260
+ 1.33%
$342.99 - $392.76 $89.2K - $102K
19.9K $7.43B
Goldman Sachs ETF Tr
4.43K
+ 5.51%
N/A
84.9K $4.43B
IWM
Ishares Russell 2000 ETF

ETFs
249
+ 1.79%
$214.92 - $244.84 $53.5K - $61K
14.2K $3.43B
MS
Morgan Stanley

Financial Services
414
+ 2.12%
$139.09 - $161.16 $57.6K - $66.7K
19.9K $3.17B
MA
Mastercard Inc

Financial Services
610
+ 6.22%
$550.18 - $598.96 $336K - $365K
10.4K $5.93B
BX
Blackstone Inc.

Financial Services
1.15K
+ 11.45%
$152.77 - $188.68 $176K - $217K
11.2K $1.91B
KLAC
Kla Corp

Technology
122
+ 8.11%
$843.9 - $1078.6 $103K - $132K
1.63K $1.75B
DHI
Horton D R Inc

Consumer Cyclical
1.57K
+ 48.24%
$129.82 - $184.04 $203K - $288K
4.81K $815M
INTC
Intel Corp

Technology
2.45K
+ 8.78%
$19.31 - $35.5 $47.2K - $86.8K
30.3K $1.02B
Capital Group Global Equity
11K
+ 36.86%
N/A
40.7K $1.25B
DUK
Duke Energy Corp

Utilities
1.5K
+ 4.46%
$116.31 - $125.93 $174K - $189K
35.1K $4.34B
NOC
Northrop Grumman Corp

Industrials
115
+ 4.15%
$498.9 - $609.32 $57.4K - $70.1K
2.89K $1.76B
CDNS
Cadence Design Systems Inc

Technology
530
+ 13.47%
$309.46 - $373.37 $164K - $198K
4.47K $1.57B
GD
General Dynamics Corp

Industrials
368
+ 7.98%
$293.92 - $341.0 $108K - $125K
4.98K $1.7B
IOO
Ishares Tr Global 100 ETF

ETFs
1.43K
+ 9.88%
$107.55 - $120.01 $153K - $171K
15.9K $1.9B
HSBC
Hsbc Holdings PLC

Financial Services
1.98K
+ 9.92%
$60.27 - $70.98 $119K - $141K
21.9K $1.56B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
959
+ 7.27%
$89.32 - $107.82 $85.7K - $103K
14.1K $1.53B
NVS
Novartis Ag

Healthcare
2.1K
+ 25.84%
$113.5 - $129.73 $238K - $272K
10.2K $1.31B
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.05K
+ 4.16%
$27.61 - $29.15 $139K - $147K
126K $3.68B
LOW
Lowes Companies Inc

Consumer Cyclical
342
+ 4.36%
$215.01 - $273.02 $73.5K - $93.4K
8.19K $2.06B
CGDV
Capital Group Divid Value ETF

ETFs
1.64K
+ 1.71%
$39.59 - $42.21 $64.7K - $69K
97K $4.08B
VUG
Vanguard Growth ETF

ETFs
191
+ 3.62%
$433.97 - $484.08 $82.9K - $92.5K
5.47K $2.62B
RBLX
Roblox Corp

Communication Services
883
+ 16.34%
$100.65 - $141.56 $88.9K - $125K
6.29K $871M
NEE
Nextera Energy Inc

Utilities
966
+ 2.58%
$69.77 - $77.54 $67.4K - $74.9K
38.5K $2.9B
O
Realty Income Corp

Real Estate
3.05K
+ 8.58%
$56.13 - $60.79 $171K - $185K
38.6K $2.34B
WBD
Warner Bros. Discovery, Inc.

Communication Services
6.2K
+ 29.24%
$10.78 - $19.82 $66.8K - $123K
27.4K $535M
MBB
Ishares Tr

ETFs
2.91K
+ 32.09%
$92.46 - $95.73 $269K - $279K
12K $1.14B
COF
Capital One Financial Corp

Financial Services
1.36K
+ 18.02%
$207.29 - $229.74 $283K - $313K
8.93K $1.9B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
371
+ 40.5%
$311.12 - $482.13 $115K - $179K
1.29K $587M
LHX
L3 Harris Technologies, Inc.

Industrials
356
+ 10.83%
$252.18 - $305.41 $89.8K - $109K
3.64K $1.11B
IWR
Ishares Russell Mid Cap ETF

ETFs
2.07K
+ 11.01%
$92.26 - $97.51 $191K - $202K
20.8K $2.01B
VLO
Valero Energy Corp

Energy
755
+ 17.81%
$131.77 - $175.63 $99.5K - $133K
5K $850M
BDX
Becton Dickinson & CO

Healthcare
1.21K
+ 35.4%
$172.41 - $199.66 $209K - $242K
4.63K $866M
SOFI
So Fi Technologies, Inc.

Financial Services
6.75K
+ 65.14%
$17.64 - $29.81 $119K - $201K
17.1K $452M
PFE
Pfizer Inc

Healthcare
7.51K
+ 13.92%
$23.29 - $25.88 $175K - $194K
61.5K $1.57B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.91K
+ 8.47%
$67.21 - $72.65 $128K - $139K
24.5K $1.77B
VGT
Vanguard Information Technolog

ETFs
139
+ 7.55%
$656.44 - $753.15 $91.2K - $105K
1.98K $1.48B
BHP
Bhp Group LTD

Basic Materials
3.15K
+ 30.05%
$48.67 - $56.22 $153K - $177K
13.6K $760M
URI
United Rentals, Inc.

Industrials
106
+ 13.8%
$774.14 - $975.23 $82.1K - $103K
874 $834M
SO
Southern CO

Utilities
952
+ 1.7%
$90.83 - $96.0 $86.5K - $91.4K
57K $5.41B
Capital Group Core Balanced
2.82K
+ 2.36%
N/A
122K $4.24B
Capital Group Equity ETF Tr
7.43K
+ 28.86%
N/A
33.2K $942M
CRH.L
Crh PLC

Basic Materials
1.24K
+ 35.54%
N/A
4.74K $568M
Te Connectivity PLC
446
+ 15.22%
N/A
3.38K $741M
Linde PLC
444
+ 8.34%
N/A
5.77K $2.74B
PLD
Prologis, Inc.

Real Estate
1.45K
+ 18.37%
$104.08 - $115.35 $150K - $167K
9.31K $1.07B
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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