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:
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Page 17 of 33
46137V225
Shares:
6415(+22.6%)
Value:
$671.6M(+13.9%)
81369Y506
Shares:
7141(-0.6%)
Value:
$667.3M(+8.4%)
464286392
Shares:
4254(+7.0%)
Value:
$651.7M(+5.4%)
45783Y475
Shares:
21178
Value:
$651.1M
316092782
Shares:
10685(-99.5%)
Value:
$636.7M(-99.5%)
87283Q867
Shares:
19543(+3.5%)
Value:
$630.9M(+0.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.7K | YoY- | All Managers (Combined) | $680.3K | YoY- | |
10.7K | YoY- | All Managers (Combined) | $678.8K | YoY- | |
6.0K | YoY- | All Managers (Combined) | $674.4K | YoY- | |
(cusip46137V225)✕ | 6.4K | YoY- | All Managers (Combined) | $671.6K | YoY- |
9.9K | YoY- | All Managers (Combined) | $671.4K | YoY- | |
(cusip81369Y506)✕ | 7.1K | QoQ -0.62% (-45)YoY- | All Managers (Combined) | $667.3K | YoY- |
Equifax Inc(EFXcusip294429105) | 2.7K | YoY- | All Managers (Combined) | $663.4K | YoY- |
Yum Brands Inc(YUMcusip988498101) | 4.2K | YoY- | All Managers (Combined) | $659.4K | YoY- |
Kkr & Co. Inc.(KKRcusip48251W104) | 5.7K | QoQ +0.92% (-52)YoY- | All Managers (Combined) | $655.7K | YoY- |
(cusip464286392)✕ | 4.3K | QoQ +6.99% (+278)YoY- | All Managers (Combined) | $651.7K | YoY- |
(cusip45783Y475)✕ | 21.2K | QoQ NEW(+21.2K) YoY- | All Managers (Combined) | $651.1K | QoQ NEW(+$651.1K) YoY- |
Novartis Ag(NVScusip66987V109) | 5.8K | YoY- | All Managers (Combined) | $642.0K | YoY- |
Nike, Inc.(NKEcusip654106103) | 10.1K | YoY- | All Managers (Combined) | $639.5K | YoY- |
11.5K | YoY- | All Managers (Combined) | $639.0K | YoY- | |
(cusip316092782)✕ | 10.7K | YoY- | All Managers (Combined) | $636.7K | YoY- |
(cusip87283Q867)✕ | 19.5K | QoQ +3.54% (+669)YoY- | All Managers (Combined) | $630.9K | YoY- |
3.1K | YoY- | All Managers (Combined) | $627.8K | YoY- | |
3.6K | YoY- | All Managers (Combined) | $627.3K | YoY- | |
9.2K | YoY- | All Managers (Combined) | $621.8K | YoY- | |
Baker Hughes Co(BKRcusip05722G100) | 14.1K | YoY- | All Managers (Combined) | $620.4K | YoY- |