Sagespring-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-17
Total Holdings
651
Total Value
3962871958
Accession Number
0002056425-25-000002
Form Type
13F-HR
Manager Name
Sagespring-Wealth-Partners
Data Enrichment
76% identified
494 identified157 unidentified

Holdings

651 positions • $4.0B total value
Manager:
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Page 10 of 33
ROYAL CARIBBEAN CRUISES LTD
Shares:7.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.0B)
VERTEX PHARMACEUTICALS INC / MA
Shares:3.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.0B)
Intercontinental Exchange, Inc.
Shares:9.1K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.0B)
WASTE MANAGEMENT INC
Shares:6.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.0B)
THERMO FISHER SCIENTIFIC INC.
Shares:3.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.0B)
QUALCOMM INC/DE
Shares:10.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.0B)
464287572
Shares:16.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.0B)
PEPSICO INC
Shares:10.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.0B)
46435G102
Shares:18.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.0B)
Johnson Controls International plc
Shares:18.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.0B)
GILEAD SCIENCES, INC.
Shares:13.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.0B)
INTUITIVE SURGICAL INC
Shares:3.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.0B)
MARSH & MCLENNAN COMPANIES, INC.
Shares:6.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.0B)
46435G672
Shares:1.4M
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.0B)
Walt Disney Co
Shares:14.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.0B)
WILLIAMS COMPANIES, INC.
Shares:23.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.0B)
T-Mobile US, Inc.
Shares:5.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.0B)
Cigna Group
Shares:4.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.0B)
Fidelity National Information Services, Inc.
Shares:18.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.0B)
CITIGROUP INC
Shares:18.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)