Sagespring Wealth Partners, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
494 identified157 unidentified

Holdings

651 positions
Manager:
SEC
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Page 17 of 33
Aon plc
AON|G0403H108
Shares:
1705(+16.5%)
Value:
$680.3M(+29.5%)
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
10707(+14.7%)
Value:
$678.8M(+6.5%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
6039(+23.6%)
Value:
$674.4M(+16.5%)
46137V225
46137V225
Shares:
6415(+22.6%)
Value:
$671.6M(+13.9%)
KROGER CO
KR|501044101
Shares:
9918(+15.9%)
Value:
$671.4M(+28.3%)
81369Y506
81369Y506
Shares:
7141(-0.6%)
Value:
$667.3M(+8.4%)
EQUIFAX INC
EFX|294429105
Shares:
2724(+15.2%)
Value:
$663.4M(+10.1%)
YUM BRANDS INC
YUM|988498101
Shares:
4191(+15.4%)
Value:
$659.4M(+35.4%)
KKR & Co. Inc.
KKR|48251W104
Shares:
5671(+0.9%)
Value:
$655.7M(-21.1%)
464286392
464286392
Shares:
4254(+7.0%)
Value:
$651.7M(+5.4%)
45783Y475
45783Y475
Shares:
21178
Value:
$651.1M
NOVARTIS AG
NVS|66987V109
Shares:
5759(+67.7%)
Value:
$642.0M(+92.1%)
NIKE, Inc.
NKE|654106103
Shares:
10074(+113.0%)
Value:
$639.5M(+78.7%)
Sanofi
SNY|80105N105
Shares:
11522(+18.6%)
Value:
$639.0M(+36.4%)
316092782
316092782
Shares:
10685(-99.5%)
Value:
$636.7M(-99.5%)
87283Q867
87283Q867
Shares:
19543(+3.5%)
Value:
$630.9M(+0.5%)
Targa Resources Corp.
TRGP|87612G101
Shares:
3132(+18.4%)
Value:
$627.8M(+32.9%)
TOYOTA MOTOR CORP/
TM|892331307
Shares:
3553(+28.8%)
Value:
$627.3M(+16.9%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
9165(-18.2%)
Value:
$621.8M(-7.1%)
Baker Hughes Co
BKR|05722G100
Shares:
14117(+10.7%)
Value:
$620.4M(+18.6%)