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
XLK
Technology Sector Spdr

ETFs
27
+ 0.54%
$250.97 - $282.66 $6.78K - $7.63K
5.02K $1.41B
MNST
Monster Beverage Corp

Consumer Defensive
1.63K
+ 18.87%
$58.65 - $67.31 $95.7K - $110K
10.3K $692M
SPG
Simon Property Group Inc

Real Estate
338
+ 10.81%
$159.93 - $187.67 $54.1K - $63.4K
3.47K $650M
BKR
Baker Hughes CO

Energy
147
+ 1.09%
$38.68 - $50.55 $5.69K - $7.43K
13.6K $664M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.22K
+ 19.23%
$39.06 - $43.42 $86.7K - $96.4K
13.8K $598M
SRE
Sempra Energy

Utilities
644
+ 10.51%
$74.14 - $89.98 $47.7K - $57.9K
6.77K $609M
GLD
Spdr Gold Trust

ETFs
139
+ 7.57%
$300.96 - $355.47 $41.8K - $49.4K
1.97K $702M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.32K
+ 10.49%
$102.4 - $103.88 $135K - $137K
13.9K $1.44B
RF
Regions Financial Corp

Financial Services
3.16K
+ 15.28%
$24.03 - $27.41 $75.8K - $86.5K
23.8K $628M
CVNA
Carvana Co.

Consumer Cyclical
256
+ 23.66%
$326.09 - $392.66 $83.5K - $101K
1.34K $505M
TFC
Truist Financial Corp

Financial Services
1.74K
+ 7.96%
$42.83 - $47.07 $74.3K - $81.7K
23.5K $1.08B
INSM
Insmed Inc

Healthcare
201
+ 7.95%
$96.14 - $147.2 $19.3K - $29.6K
2.73K $393M
PHM
Pultegroup Inc

Consumer Cyclical
324
+ 9.23%
$108.0 - $141.42 $35K - $45.8K
3.83K $506M
ROST
Ross Stores, Inc.

Consumer Cyclical
192
+ 4.55%
$127.59 - $152.81 $24.5K - $29.3K
4.41K $672M
BBY
Best Buy CO Inc

Consumer Cyclical
439
+ 3.74%
$64.12 - $78.46 $28.1K - $34.4K
12.2K $922M
QCOM
Qualcomm Inc

Technology
335
+ 3.12%
$145.84 - $173.55 $48.9K - $58.1K
11.1K $1.84B
LDOS
Leidos Holdings, Inc.

Technology
360
+ 17.8%
$159.2 - $188.96 $57.3K - $68K
2.38K $450M
SYY
Sysco Corp

Consumer Defensive
1.01K
+ 15.35%
$76.33 - $82.51 $77.3K - $83.6K
7.61K $627M
EBAY
Ebay Inc

Consumer Cyclical
73
+ 1.01%
$75.33 - $100.77 $5.5K - $7.36K
7.27K $662M
OUNZ
Van Eck Merk Gold Trust

ETFs
2.3K
+ 30.56%
$31.49 - $37.19 $72.3K - $85.4K
9.8K $365M
DDOG
Datadog, Inc.

Technology
693
+ 25.64%
$124.52 - $155.15 $86.3K - $108K
3.4K $484M
RY
Royal Bank Of Canada

Financial Services
192
+ 3.33%
$128.46 - $148.6 $24.7K - $28.5K
5.96K $878M
VMC
Vulcan Materials CO

Basic Materials
164
+ 11.14%
$260.62 - $307.62 $42.7K - $50.4K
1.64K $503M
COP
Conocophillips

Energy
556
+ 4.09%
$91.0 - $98.99 $50.6K - $55K
14.1K $1.34B
CGMS
Capital Grp Core Plus Income E
4.19K
+ 56.65%
N/A
11.6K $322M
Innovator Etfs Trust
929
+ 1.15%
N/A
82K $2.61B
MELI
Mercadolibre Inc

Consumer Cyclical
102
+ 22.97%
$2292.04 - $2514.05 $234K - $256K
546 $1.28B
HDV
Ishares Core High Dividend ETF

ETFs
122
+ 0.64%
$118.16 - $123.66 $14.4K - $15.1K
19.3K $2.36B
PSX
Phillips 66

Energy
119
+ 2.08%
$118.37 - $139.46 $14.1K - $16.6K
5.85K $796M
MMM
3 M CO

Industrials
582
+ 9.3%
$144.41 - $160.2 $84K - $93.2K
6.84K $1.06B
NKE
Nike, Inc.

Consumer Cyclical
1.72K
+ 20.47%
$69.24 - $79.24 $119K - $136K
10.1K $704M
Capital Grp Fixed Incm ETF T
3.93K
+ 35.19%
N/A
15.1K $401M
BR
Broadridge Financial Solutions, Inc.

Technology
474
+ 37.56%
$233.75 - $266.89 $111K - $127K
1.74K $413M
VEU
Vanguard Ftse All World Ex Us

ETFs
932
+ 9.76%
$66.38 - $71.68 $61.9K - $66.8K
10.5K $748M
T Rowe Price ETF Inc
1.57K
+ 8.08%
N/A
21K $790M
MPWR
Monolithic Power Systems Inc

Technology
12
+ 2.4%
$711.24 - $922.81 $8.53K - $11.1K
512 $471M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
30
+ 0.1%
$44.14 - $47.9 $1.32K - $1.44K
31.5K $1.49B
CVS
Cvs Health Corp

Healthcare
104
+ 0.71%
$58.75 - $76.5 $6.11K - $7.96K
14.8K $1.12B
UBS
Ubs Group Ag

Financial Services
315
+ 2.54%
$33.77 - $42.38 $10.6K - $13.3K
12.7K $521M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
405
+ 1.68%
$14.73 - $19.31 $5.97K - $7.82K
24.4K $471M
ABC
Amerisourcebergen Corp

Healthcare
240
+ 11.73%
N/A
2.29K $715M
CW
Curtiss Wright Corp

Industrials
141
+ 32.12%
$472.43 - $542.94 $66.6K - $76.6K
580 $315M
ADM
Archer Daniels Midland CO

Consumer Defensive
688
+ 8.23%
$53.54 - $64.21 $36.8K - $44.2K
9.05K $541M
F
Ford Motor CO

Consumer Cyclical
3.31K
+ 6.23%
$10.82 - $12.09 $35.8K - $40K
56.5K $675M
ROK
Rockwell Automation, Inc

Industrials
236
+ 25.88%
$328.67 - $358.52 $77.6K - $84.6K
1.15K $401M
AFL
Aflac Inc

Financial Services
452
+ 6.25%
$98.09 - $111.7 $44.3K - $50.5K
7.68K $858M
NUE
Nucor Corp

Basic Materials
569
+ 19.08%
$133.3 - $150.33 $75.8K - $85.5K
3.55K $481M
CSCO
Cisco Systems, Inc.

Technology
2.12K
+ 3.96%
$66.2 - $71.79 $140K - $152K
55.6K $3.81B
USFD
Us Foods Holding Corp.

Consumer Defensive
1.24K
+ 36.51%
$76.35 - $84.68 $94.4K - $105K
4.62K $354M
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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