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
MLM
Martin Marietta Materials Inc

Basic Materials
34
+ 3.85%
$546.36 - $631.12 $18.6K - $21.5K
918 $579M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
643
+ 5.65%
$28.71 - $37.46 $18.5K - $24.1K
12K $426M
ITW
Illinois Tool Works Inc

Industrials
99
+ 2.09%
$252.31 - $269.41 $25K - $26.7K
4.84K $1.26B
EVR
Evercore Inc.

Financial Services
75
+ 7.96%
$276.5 - $362.79 $20.7K - $27.2K
1.02K $343M
BP
Bp PLC

Energy
901
+ 7.09%
$30.25 - $35.69 $27.3K - $32.2K
13.6K $469M
EA
Electronic Arts Inc.

Communication Services
154
+ 11.35%
$147.79 - $202.05 $22.8K - $31.1K
1.51K $305M
NTRS
Northern Trust Corp

Financial Services
552
+ 33.78%
$123.6 - $134.6 $68.2K - $74.3K
2.19K $294M
FDX
Fedex Corp

Industrials
272
+ 10.73%
$217.1 - $243.2 $59.1K - $66.2K
2.81K $662M
DGX
Quest Diagnostics Inc

Healthcare
349
+ 19.81%
N/A
2.11K $402M
STT
State Street Corp

Financial Services
488
+ 17.1%
$102.01 - $117.25 $49.8K - $57.2K
3.34K $388M
TM
Toyota Motor Corp

Consumer Cyclical
137
+ 4.54%
$167.86 - $202.79 $23K - $27.8K
3.16K $603M
DAL
Delta Air Lines, Inc.

Industrials
633
+ 10.36%
$49.0 - $61.97 $31K - $39.2K
6.74K $383M
NHI
National Health Investors Inc

Real Estate
80
+ 1.01%
$69.48 - $80.06 $5.56K - $6.4K
7.99K $635M
VBR
Vanguard Small Cap Value ETF

ETFs
279
+ 17.79%
$195.41 - $212.37 $54.5K - $59.3K
1.85K $386M
AOA
Ishares Tr Core Aggressive All

ETFs
107
+ 0.76%
$82.71 - $88.14 $8.85K - $9.43K
14.2K $1.25B
PWR
Quanta Services, Inc.

Industrials
73
+ 5.58%
$372.29 - $421.68 $27.2K - $30.8K
1.38K $567M
VRT
Vertiv Holdings CO

Industrials
125
+ 4.98%
N/A
2.64K $398M
OXY
Occidental Petroleum Corp

Energy
113
+ 0.85%
$42.54 - $48.1 $4.81K - $5.44K
13.4K $634M
RL
Ralph Lauren Corp

Consumer Cyclical
143
+ 18.77%
$272.1 - $320.75 $38.9K - $45.9K
905 $284M
MAS
Masco Corp

Industrials
781
+ 23.85%
$64.44 - $76.07 $50.3K - $59.4K
4.06K $286M
CGXU
Capital Group Intl Focus Equit

ETFs
626
+ 2.78%
$26.49 - $29.62 $16.6K - $18.5K
23.2K $686M
HPE
Hewlett Packard Enterprise CO

Technology
891
+ 7.06%
$19.81 - $25.24 $17.7K - $22.5K
13.5K $332M
UAL
United Airlines Holdings, Inc.

Industrials
302
+ 11.57%
$80.05 - $109.36 $24.2K - $33K
2.91K $281M
ES
Eversource Energy

Utilities
656
+ 18.68%
$62.86 - $71.14 $41.2K - $46.7K
4.17K $297M
ED
Consolidated Edison Inc

Utilities
713
+ 12.17%
$95.57 - $105.36 $68.1K - $75.1K
6.57K $661M
HBAN
Huntington Bancshares Inc

Financial Services
3.54K
+ 16.79%
$15.87 - $17.88 $56.2K - $63.3K
24.6K $425M
FBK
Fb Financial Corp

Financial Services
25
+ 0.37%
$46.72 - $56.0 $1.17K - $1.4K
6.7K $373M
EMR
Emerson Electric CO

Industrials
684
+ 6.97%
$128.6 - $149.63 $88K - $102K
10.5K $1.38B
FOXA
Fox Corp

Communication Services
491
+ 9.23%
$53.87 - $63.06 $26.5K - $31K
5.81K $367M
DD
Du Pont De Nemours, Inc.

Basic Materials
429
+ 11.5%
$69.9 - $78.26 $30K - $33.6K
4.16K $324M
RJF
Raymond James Financial Inc

Financial Services
123
+ 5.13%
$154.64 - $176.43 $19K - $21.7K
2.52K $436M
HIG
Hartford Financial Services Group, Inc.

Financial Services
343
+ 10.59%
$119.73 - $134.7 $41.1K - $46.2K
3.58K $478M
SYF
Synchrony Financial

Financial Services
568
+ 11.06%
$67.53 - $76.86 $38.4K - $43.7K
5.7K $405M
VONG
Vanguard Russell 1000 Growth E

ETFs
179
+ 4.99%
$108.08 - $121.73 $19.3K - $21.8K
3.77K $454M
ECL
Ecolab Inc.

Basic Materials
192
+ 9.07%
$259.39 - $285.47 $49.8K - $54.8K
2.31K $632M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
2.89K
+ 8.14%
$15.52 - $16.28 $44.9K - $47.1K
38.4K $623M
BMO
Bank Of Montreal

Financial Services
173
+ 8.81%
$110.44 - $130.66 $19.1K - $22.6K
2.14K $278M
MFG
Mizuho Financial Group Inc

Financial Services
4.49K
+ 16.84%
$5.42 - $6.85 $24.4K - $30.8K
31.2K $209M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.13K
+ 4.51%
$14.53 - $17.13 $16.5K - $19.4K
26.3K $440M
YUM
Yum Brands Inc

Consumer Cyclical
291
+ 7.28%
$139.5 - $153.94 $40.6K - $44.8K
4.29K $652M
OZK
Bank Ozk

Financial Services
735
+ 13.3%
$47.4 - $53.14 $34.8K - $39.1K
6.26K $319M
CEG
Constellation Energy Corp

Utilities
115
+ 3.42%
$298.82 - $354.89 $34.4K - $40.8K
3.48K $1.14B
KEYS
Keysight Technologies, Inc.

Technology
210
+ 12.53%
$158.51 - $178.15 $33.3K - $37.4K
1.89K $330M
IWP
Ishares Russell Mid Cap Growth

ETFs
327
+ 16.28%
$137.51 - $145.26 $45K - $47.5K
2.34K $333M
TD
Toronto Dominion Bank

Financial Services
232
+ 4.28%
$72.55 - $79.95 $16.8K - $18.5K
5.66K $452M
VST
Vistra Corp.

Utilities
244
+ 10.42%
$182.0 - $217.92 $44.4K - $53.2K
2.59K $506M
Gsk PLC
73
+ 0.71%
N/A
10.3K $445M
CCL
Carnival Corp

Consumer Cyclical
337
+ 0.63%
$28.37 - $32.49 $9.56K - $10.9K
53.7K $1.55B
LNT
Alliant Energy Corp

Utilities
273
+ 5.7%
$60.76 - $67.41 $16.6K - $18.4K
5.06K $341M
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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