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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.54K
+ 6.39%
$91.44 - $91.77 $232K - $233K
42.3K $3.88B
GILD
Gilead Sciences, Inc.

Healthcare
2.04K
+ 11.75%
$108.22 - $120.47 $221K - $246K
19.4K $2.15B
DASH
Door Dash, Inc.

Communication Services
530
+ 16.0%
$234.5 - $272.5 $124K - $144K
3.84K $1.04B
ENB
Enbridge Inc

Energy
2.14K
+ 9.26%
$43.79 - $50.46 $93.8K - $108K
25.3K $1.28B
JCI
Johnson Controls International PLC

Industrials
1.25K
+ 6.14%
$103.24 - $111.73 $129K - $140K
21.7K $2.38B
IQV
Iqvia Holdings Inc.

Healthcare
130
+ 2.14%
$157.68 - $200.82 $20.5K - $26.1K
6.21K $1.18B
AZO
Autozone Inc

Consumer Cyclical
22
+ 10.23%
$3649.42 - $4354.54 $80.3K - $95.8K
237 $1.02B
NSC
Norfolk Southern Corp

Industrials
73
+ 1.66%
$259.49 - $300.41 $18.9K - $21.9K
4.47K $1.34B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
21
+ 0.3%
$567.09 - $607.37 $11.9K - $12.8K
6.94K $4.13B
GM
General Motors CO

Consumer Cyclical
1.1K
+ 8.86%
$48.89 - $61.24 $54K - $67.6K
13.6K $827M
VZ
Verizon Communications Inc

Communication Services
3.08K
+ 2.76%
$40.84 - $45.06 $126K - $139K
115K $5.05B
SCHW
Schwab Charles Corp

Financial Services
1.57K
+ 10.97%
$91.03 - $98.69 $143K - $155K
15.9K $1.52B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
329
+ 50.38%
$534.91 - $598.71 $176K - $197K
982 $552M
Capital Group Dividend Growe
4.73K
+ 11.07%
N/A
47.4K $1.64B
SHW
Sherwin Williams CO

Basic Materials
531
+ 10.33%
$330.88 - $375.23 $176K - $199K
5.67K $1.96B
SAN
Banco Santander, S.A.

Financial Services
4.67K
+ 6.94%
$8.27 - $10.48 $38.6K - $49K
71.9K $754M
STX
Seagate Technology Holdings PLC

Technology
196
+ 12.07%
$142.01 - $236.06 $27.8K - $46.3K
1.82K $430M
PNC
Pnc Financial Services Group, Inc.

Financial Services
461
+ 6.68%
$185.88 - $207.44 $85.7K - $95.6K
7.36K $1.48B
VB
Vanguard Small Cap ETF

ETFs
287
+ 4.29%
$237.58 - $259.17 $68.2K - $74.4K
6.98K $1.78B
AMAT
Applied Materials Inc

Technology
43
+ 0.52%
$156.25 - $204.95 $6.72K - $8.81K
8.34K $1.71B
WELL
Welltower Inc.

Real Estate
199
+ 3.21%
$150.71 - $178.14 $30K - $35.4K
6.4K $1.14B
BK
Bank Of New York Mellon Corp

Financial Services
383
+ 4.75%
$90.65 - $109.75 $34.7K - $42K
8.45K $920M
PH
Parker Hannifin Corp

Industrials
80
+ 3.95%
$697.13 - $769.67 $55.8K - $61.6K
2.11K $1.6B
DELL
Dell Technologies Inc.

Technology
790
+ 21.94%
$120.96 - $141.77 $95.6K - $112K
4.39K $622M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
173
+ 0.55%
$62.88 - $68.43 $10.9K - $11.8K
31.7K $2.17B
ADSK
Autodesk, Inc.

Technology
464
+ 12.54%
N/A
4.16K $1.32B
PDD
Pinduoduo Inc.

Consumer Cyclical
714
+ 24.36%
$102.41 - $134.86 $73.1K - $96.3K
3.65K $482M
KMB
Kimberly Clark Corp

Consumer Defensive
1.55K
+ 39.45%
$121.72 - $136.77 $189K - $212K
5.48K $681M
USB
Us Bancorp \De\

Financial Services
1.97K
+ 7.94%
$43.94 - $50.41 $86.7K - $99.5K
26.8K $1.3B
IXUS
Ishares Tr

ETFs
1.06K
+ 6.69%
$76.35 - $82.58 $81.1K - $87.7K
16.9K $1.4B
DSI
Ishares Msci Kld 400 Social Et

ETFs
694
+ 8.19%
$115.96 - $125.95 $80.5K - $87.4K
9.17K $1.15B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.69K
+ 49.81%
$87.05 - $93.19 $147K - $157K
5.07K $472M
FAST
Fastenal CO

Industrials
1.51K
+ 11.2%
$42.47 - $50.39 $64.1K - $76K
15K $735M
EXPE
Expedia Group, Inc.

Consumer Cyclical
515
+ 42.63%
$171.01 - $228.24 $88.1K - $118K
1.72K $368M
AMGN
Amgen Inc

Healthcare
438
+ 3.22%
$271.18 - $309.22 $119K - $135K
14.1K $3.97B
TPR
Tapestry, Inc.

Consumer Cyclical
844
+ 31.24%
$86.48 - $116.14 $73K - $98K
3.55K $402M
BSX
Boston Scientific Corp

Healthcare
2.97K
+ 23.1%
$97.03 - $108.14 $288K - $321K
15.8K $1.54B
NET
Cloudflare, Inc.

Technology
494
+ 16.61%
$181.39 - $228.28 $89.6K - $113K
3.47K $744M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6.5K
+ 47.81%
$22.89 - $23.7 $149K - $154K
20.1K $473M
IDXX
Idexx Laboratories Inc

Healthcare
124
+ 16.4%
$514.61 - $682.78 $63.8K - $84.7K
880 $562M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
948
+ 4.09%
$60.01 - $65.01 $56.9K - $61.6K
24.1K $1.57B
WEC
Wec Energy Group, Inc.

Utilities
901
+ 17.95%
$103.66 - $114.59 $93.4K - $103K
5.92K $678M
AON
Aon PLC

Financial Services
432
+ 28.72%
$350.91 - $375.27 $152K - $162K
1.94K $690M
GRMN
Garmin LTD

Technology
439
+ 36.64%
$211.13 - $246.22 $92.7K - $108K
1.64K $403M
CBRE
Cbre Group, Inc.

Real Estate
513
+ 12.4%
$137.04 - $165.9 $70.3K - $85.1K
4.65K $733M
TMUS
T Mobile Us, Inc.

Communication Services
614
+ 11.79%
$226.02 - $259.01 $139K - $159K
5.82K $1.39B
RIO
Rio Tinto PLC

Basic Materials
1.85K
+ 49.56%
$57.66 - $66.01 $107K - $122K
5.59K $369M
BTI
British American Tobacco P.L.C.

Consumer Defensive
569
+ 2.72%
$46.69 - $59.27 $26.6K - $33.7K
21.5K $1.14B
SQ
Block, Inc.

Technology
1.67K
+ 24.49%
N/A
8.5K $614M
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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