Sagespring Wealth Partners, LLC Reduced Holdings in Q3 2025

Sagespring Wealth Partners, LLC

  • $5.11 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
-1.04K
- 8.25%
N/A
11.6K $401M
HYG
Ishares Tr

ETFs
-161
- 3.92%
$79.85 - $81.32 $12.9K - $13.1K
3.95K $321M
BCS
Barclays PLC

Financial Services
-3.08K
- 11.62%
$17.88 - $21.05 $55.1K - $64.9K
23.4K $485M
IR
Ingersoll Rand Inc.

Industrials
-65
- 2.03%
$74.98 - $89.02 $4.87K - $5.79K
3.13K $259M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.07K
- 8.88%
$24.38 - $26.34 $26.1K - $28.2K
11K $289M
IRM
Iron Mountain Inc

Real Estate
-42
- 1.56%
$89.46 - $104.46 $3.76K - $4.39K
2.64K $269M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-466
- 3.75%
$37.32 - $38.38 $17.4K - $17.9K
12K $459M
GNMA
Ishares Gnma Bond ETF

ETFs
-173
- 2.21%
$43.21 - $44.75 $7.48K - $7.74K
7.67K $340M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-387
- 11.8%
$71.11 - $81.68 $27.5K - $31.6K
2.89K $231M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-365
- 4.74%
$59.61 - $63.09 $21.8K - $23K
7.33K $461M
NRG
Nrg Energy, Inc.

Utilities
-13
- 0.58%
$144.77 - $173.91 $1.88K - $2.26K
2.24K $363M
VALE
Vale S.A.

Basic Materials
-1.44K
- 9.8%
$9.53 - $10.95 $13.7K - $15.7K
13.2K $144M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-185
- 2.72%
$45.4 - $47.61 $8.4K - $8.81K
6.62K $315M
EXC
Exelon Corp

Utilities
-428
- 3.22%
$42.73 - $45.54 $18.3K - $19.5K
12.9K $579M
VONV
Vanguard Russell 1000 Value Et

ETFs
-146
- 3.94%
$84.55 - $89.54 $12.3K - $13.1K
3.56K $318M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-38
- 0.56%
$50.73 - $52.47 $1.93K - $1.99K
6.8K $355M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-95
- 1.24%
N/A
7.54K $505M
IWX
Ishares Tr Russell 200 Value E

ETFs
-59
- 1.88%
$83.04 - $87.88 $4.9K - $5.18K
3.09K $271M
ATO
Atmos Energy Corp

Utilities
-159
- 7.82%
$151.51 - $170.75 $24.1K - $27.1K
1.87K $320M
Innovator Etfs Trust
-55
- 0.37%
N/A
14.9K $371M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-45
- 5.13%
$237.02 - $301.35 $10.7K - $13.6K
833 $212M
PFG
Principal Financial Group Inc

Financial Services
-74
- 1.83%
$75.53 - $82.95 $5.59K - $6.14K
3.96K $328M
WRB
Berkley W R Corp

Financial Services
-206
- 2.67%
$67.78 - $76.62 $14K - $15.8K
7.51K $575M
CSX
Csx Corp

Industrials
-1.36K
- 6.9%
$32.05 - $36.52 $43.5K - $49.6K
18.3K $651M
KEY
Keycorp

Financial Services
-320
- 2.81%
$17.37 - $19.39 $5.56K - $6.2K
11.1K $207M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-413
- 2.6%
$42.21 - $43.91 $17.4K - $18.1K
15.5K $679M
PCAR
Paccar Inc

Industrials
-140
- 1.76%
$92.91 - $102.86 $13K - $14.4K
7.8K $767M
TTWO
Take Two Interactive Software Inc

Communication Services
-63
- 3.36%
$217.37 - $259.96 $13.7K - $16.4K
1.81K $468M
EEMV
Ishares Msci Emerging Markets

ETFs
-4
- 0.03%
$61.94 - $64.63 $248 - $259
12.8K $818M
NXPI
Nxp Semiconductors N.V.

Technology
-295
- 3.36%
$205.16 - $239.07 $60.5K - $70.5K
8.48K $1.93B
ING
Ing Groep Nv

Financial Services
-2.7K
- 13.5%
$22.0 - $26.08 $59.4K - $70.5K
17.3K $452M
AME
Ametek Inc

Industrials
-26
- 0.98%
$176.44 - $192.03 $4.59K - $4.99K
2.63K $495M
IEV
Ishares Tr Europe ETF

ETFs
-519
- 2.38%
$61.37 - $65.49 $31.9K - $34K
21.3K $1.39B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-20
- 0.51%
$134.42 - $141.26 $2.69K - $2.83K
3.92K $553M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-31
- 0.11%
$6.18 - $7.41 $192 - $230
28.5K $209M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-18
- 0.51%
N/A
3.48K $345M
VBK
Vanguard Small Cap Growth ETF

ETFs
-204
- 5.41%
$276.51 - $305.12 $56.4K - $62.2K
3.57K $1.06B
PNR
Pentair PLC

Industrials
-64
- 2.04%
$100.62 - $112.59 $6.44K - $7.21K
3.08K $341M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-20
- 0.14%
$37.58 - $39.01 $752 - $780
14.2K $554M
TRP
Tc Energy Corp

Energy
-183
- 3.2%
$46.58 - $54.41 $8.52K - $9.96K
5.54K $301M
FANG
Diamondback Energy, Inc.

Energy
-171
- 1.99%
$134.53 - $152.5 $23K - $26.1K
8.44K $1.21B
IGE
Ishares Tr North Amern Nat Res

ETFs
-21
- 0.39%
$44.5 - $49.6 $935 - $1.04K
5.32K $261M
LEN
Lennar Corp

Consumer Cyclical
-131
- 4.78%
$107.73 - $142.4 $14.1K - $18.7K
2.61K $329M
XLE
Energy Sector Spdr

ETFs
-21
- 0.33%
$84.25 - $91.99 $1.77K - $1.93K
6.27K $560M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-7
- 0.92%
$393.18 - $439.39 $2.75K - $3.08K
755 $329M
STE
Steris PLC

Healthcare
-45
- 0.85%
$221.21 - $252.43 $9.95K - $11.4K
5.27K $1.31B
TDY
Teledyne Technologies Inc

Technology
-32
- 5.06%
$509.51 - $586.04 $16.3K - $18.8K
601 $352M
XLY
Select Sector Spdr Consumer Di

ETFs
-18
- 1.18%
$216.09 - $242.18 $3.89K - $4.36K
1.5K $360M
GL
Globe Life Inc.

Financial Services
-18
- 0.93%
$117.6 - $146.55 $2.12K - $2.64K
1.92K $275M
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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