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
CSGP
Costar Group, Inc.

Real Estate
460
+ 14.54%
$81.42 - $96.83 $37.5K - $44.5K
3.62K $306M
RMD
Resmed Inc

Healthcare
69
+ 3.53%
$252.01 - $293.73 $17.4K - $20.3K
2.03K $554M
FITB
Fifth Third Bancorp

Financial Services
577
+ 8.68%
$40.91 - $46.28 $23.6K - $26.7K
7.22K $322M
A
Agilent Technologies, Inc.

Healthcare
187
+ 7.97%
$112.04 - $128.75 $21K - $24.1K
2.53K $325M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.11%
$195.29 - $223.85 $391 - $448
1.9K $423M
MET
Metlife Inc

Financial Services
377
+ 4.94%
$73.82 - $82.37 $27.8K - $31.1K
8.01K $660M
LCTD
Blackrock ETF World Ex Us Carb
611
+ 11.37%
N/A
5.99K $319M
FNF
Fidelity National Financial, Inc.

Financial Services
479
+ 13.14%
$51.22 - $61.07 $24.5K - $29.3K
4.12K $249M
LYG
Lloyds Banking Group PLC

Financial Services
6.41K
+ 11.73%
$4.03 - $4.63 $25.8K - $29.7K
61K $277M
XLC
Select Sector Spdr Tr Communic

ETFs
74
+ 2.04%
$105.99 - $119.41 $7.84K - $8.84K
3.7K $438M
PPL
Ppl Corp

Utilities
118
+ 0.97%
$33.54 - $37.24 $3.96K - $4.39K
12.3K $456M
ORI
Old Republic International Corp

Financial Services
322
+ 4.29%
$35.74 - $42.47 $11.5K - $13.7K
7.83K $332M
SU
Suncor Energy Inc

Energy
421
+ 7.11%
$37.83 - $43.02 $15.9K - $18.1K
6.34K $265M
Brookfield Corp
81
+ 1.46%
N/A
5.64K $387M
DFUS
Dimensional ETF Tr U S Equity

ETFs
157
+ 2.7%
$67.01 - $72.84 $10.5K - $11.4K
5.98K $433M
IWS
Ishares Russell Midcap Value E

ETFs
125
+ 3.93%
$132.83 - $140.61 $16.6K - $17.6K
3.31K $462M
CASY
Caseys General Stores Inc

Consumer Cyclical
22
+ 4.24%
$494.52 - $565.32 $10.9K - $12.4K
541 $306M
PKG
Packaging Corp Of America

Consumer Cyclical
31
+ 2.68%
$191.41 - $220.25 $5.93K - $6.83K
1.19K $259M
SNPS
Synopsys Inc

Technology
167
+ 7.67%
$387.78 - $645.35 $64.8K - $108K
2.35K $1.16B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
371
+ 12.64%
$68.24 - $73.73 $25.3K - $27.4K
3.31K $243M
BNS
Bank Of Nova Scotia

Financial Services
16
+ 0.39%
$54.5 - $64.93 $872 - $1.04K
4.16K $269M
CPNG
Coupang, Inc.

Consumer Cyclical
534
+ 5.31%
$27.67 - $33.53 $14.8K - $17.9K
10.6K $341M
Ferguson Enterprises Inc
108
+ 4.94%
N/A
2.3K $516M
VICI
Vici Properties Inc.

Real Estate
1.2K
+ 5.95%
$31.43 - $33.93 $37.7K - $40.7K
21.4K $696M
COIN
Coinbase Global, Inc.

Technology
183
+ 10.32%
$297.99 - $419.78 $54.5K - $76.8K
1.96K $660M
HEI
Heico Corp

Industrials
129
+ 19.94%
$304.5 - $337.56 $39.3K - $43.5K
776 $251M
BMY
Bristol Myers Squibb CO

Healthcare
1.21K
+ 8.52%
$43.31 - $48.98 $52.2K - $59.1K
15.4K $693M
SLB
Schlumberger Limited

Energy
922
+ 9.0%
$32.37 - $37.31 $29.8K - $34.4K
11.2K $384M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
319
+ 1.25%
$49.09 - $50.58 $15.7K - $16.1K
25.8K $1.3B
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.09%
$193.58 - $213.07 $387 - $426
2.21K $462M
NLOK
Norton Life Lock Inc.

Technology
1.61K
+ 19.01%
N/A
10.1K $286M
SNOW
Snowflake Inc.

Technology
139
+ 4.34%
$191.73 - $241.0 $26.7K - $33.5K
3.34K $754M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
257
+ 5.42%
$49.43 - $54.52 $12.7K - $14K
5K $271M
IJK
Ishares S&P Midcap 400 Growth

ETFs
76
+ 1.42%
$91.28 - $97.59 $6.94K - $7.42K
5.42K $520M
EPD
Enterprise Products Partners L.P.

Energy
877
+ 3.91%
$30.74 - $32.14 $27K - $28.2K
23.3K $728M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1.36K
+ 6.5%
$14.12 - $14.91 $19.2K - $20.3K
22.3K $332M
Super Micro Computer Inc
748
+ 16.18%
N/A
5.37K $258M
VRSN
Verisign Inc

Technology
138
+ 16.57%
$263.02 - $305.98 $36.3K - $42.2K
971 $271M
APO
Apollo Global Management, Inc.

Financial Services
511
+ 11.72%
$131.55 - $156.05 $67.2K - $79.7K
4.87K $649M
Ge Healthcare Technologies I
338
+ 9.91%
N/A
3.75K $282M
T
At&T Inc.

Communication Services
4.51K
+ 3.2%
$26.94 - $29.62 $122K - $134K
146K $4.11B
PODD
Insulet Corp

Healthcare
109
+ 9.5%
$277.3 - $352.82 $30.2K - $38.5K
1.26K $388M
MTB
M&T Bank Corp

Financial Services
108
+ 7.13%
$183.74 - $204.05 $19.8K - $22K
1.62K $321M
PRU
Prudential Financial Inc

Financial Services
446
+ 8.17%
$100.68 - $109.89 $44.9K - $49K
5.9K $612M
JPSE
J P Morgan Diversified Return

ETFs
23
+ 0.42%
$45.04 - $50.93 $1.04K - $1.17K
5.47K $272M
MSCI
Msci Inc.

Financial Services
51
+ 9.16%
$526.48 - $588.0 $26.9K - $30K
608 $345M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.35K
+ 17.09%
$13.6 - $15.52 $32K - $36.5K
16.1K $236M
CBOE
Cboe Global Markets, Inc.

Financial Services
42
+ 4.13%
$231.35 - $253.24 $9.72K - $10.6K
1.06K $260M
DVY
Ishares Tr

ETFs
52
+ 3.33%
$133.88 - $142.57 $6.96K - $7.41K
1.61K $229M
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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email