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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46641Q753
Shares:32.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:6.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)
CHIPOTLE MEXICAN GRILL INC
Shares:26.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)
PAYCHEX INC
Shares:8.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)
BRISTOL MYERS SQUIBB CO
Shares:21.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)
464287499
Shares:15.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)
AMERICAN ELECTRIC POWER CO INC
Shares:11.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)
STRYKER CORP
Shares:3.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)
NOVO NORDISK A S
Shares:18.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.0B)
Palo Alto Networks Inc
Shares:7.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
09290C509
Shares:20.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
BOEING CO
Shares:7.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
33740U406
Shares:31.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
ServiceNow, Inc.
Shares:1.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
92204A702
Shares:2.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
CONOCOPHILLIPS
Shares:11.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
Diamondback Energy, Inc.
Shares:7.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
Uber Technologies, Inc
Shares:16.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
STERIS plc
Shares:5.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)
464287440
Shares:12.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.0B)