Sagespring Wealth Partners, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0002056425
- Manager Name
- Sagespring Wealth Partners, LLC
Data Enrichment
76% identified494 identified157 unidentified
Holdings
651 positions
Manager:
Search and click to pin securities to the top
Page 15 of 33
464288570
Shares:
7837(+7.8%)
Value:
$802.6M(+0.1%)
45783Y855
Shares:
25362
Value:
$795.9M
464288588
Shares:
8127(-7.0%)
Value:
$762.1M(-4.9%)
46435U713
Shares:
16568(+0.1%)
Value:
$746.7M(-2.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.3K | YoY- | All Managers (Combined) | $805.8K | YoY- | |
5.5K | YoY- | All Managers (Combined) | $804.0K | YoY- | |
(cusip464288570)✕ | 7.8K | QoQ +7.79% (+567)YoY- | All Managers (Combined) | $802.6K | YoY- |
(cusip45783Y855)✕ | 25.4K | QoQ NEW(+25.4K) YoY- | All Managers (Combined) | $795.9K | QoQ NEW(+$795.9K) YoY- |
405 | YoY- | All Managers (Combined) | $790.1K | YoY- | |
Welltower Inc.(WELLcusip95040Q104) | 5.1K | YoY- | All Managers (Combined) | $788.2K | YoY- |
4.4K | YoY- | All Managers (Combined) | $782.6K | YoY- | |
7.0K | YoY- | All Managers (Combined) | $779.5K | YoY- | |
4.5K | YoY- | All Managers (Combined) | $778.2K | YoY- | |
Sony Group Corp(SONYcusip835699307) | 30.5K | YoY- | All Managers (Combined) | $773.2K | YoY- |
8.9K | YoY- | All Managers (Combined) | $770.8K | YoY- | |
Synopsys Inc(SNPScusip871607107) | 1.8K | YoY- | All Managers (Combined) | $766.5K | YoY- |
Autozone Inc(AZOcusip053332102) | 201 | QoQ +33.11% (+50)YoY- | All Managers (Combined) | $766.4K | YoY- |
(cusip464288588)✕ | 8.1K | QoQ -7.05% (-617)YoY- | All Managers (Combined) | $762.1K | YoY- |
3.3K | QoQ +5.55% (-176)YoY- | All Managers (Combined) | $761.5K | YoY- | |
Mckesson Corp(MCKcusip58155Q103) | 1.1K | YoY- | All Managers (Combined) | $755.6K | YoY- |
22.1K | YoY- | All Managers (Combined) | $754.2K | YoY- | |
4.3K | QoQ +0.20% (+9)YoY- | All Managers (Combined) | $748.0K | YoY- | |
(cusip46435U713)✕ | 16.6K | QoQ +0.06% (-10)YoY- | All Managers (Combined) | $746.7K | YoY- |
7.1K | YoY- | All Managers (Combined) | $739.4K | YoY- |