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 18 of 33
DOMINION ENERGY, INC
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10971(+13.4%)
Value:
$615.1M(+18.0%)
KINDER MORGAN, INC.
KMI|49456B101
Shares:
21471(+15.2%)
Value:
$612.6M(+20.0%)
Bank of New York Mellon Corp
BK|064058100
Shares:
7271(+38.7%)
Value:
$609.8M(+51.4%)
808524300
SCHG|808524300
Shares:
24321(-37.5%)
Value:
$609.0M(-43.8%)
British American Tobacco p.l.c.
BTI|110448107
Shares:
14682(+14.7%)
Value:
$607.4M(+30.6%)
Autodesk, Inc.
ADSK|052769106
Shares:
2304(+33.7%)
Value:
$603.1M(+18.4%)
45782C573
45782C573
Shares:
16170
Value:
$601.8M
KIMBERLY CLARK CORP
KMB|494368103
Shares:
4184(+5.3%)
Value:
$595.0M(+14.3%)
EQUINIX INC
EQIX|29444U700
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721(-10.9%)
Value:
$588.2M(-22.9%)
81369Y605
81369Y605
Shares:
11792(+9.2%)
Value:
$587.4M(+12.5%)
922908538
VOT|922908538
Shares:
2388(+6.8%)
Value:
$584.2M(+3.0%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
2021(+44.6%)
Value:
$582.4M(+72.0%)
Elevance Health, Inc.
ELV|036752103
Shares:
1339(+91.5%)
Value:
$582.2M(+125.9%)
UNILEVER PLC
UL|904767704
Shares:
9767(+25.3%)
Value:
$581.6M(+31.6%)
BALL Corp
BALL|058498106
Shares:
11169(-1.8%)
Value:
$581.6M(-7.2%)
92206C714
92206C714
Shares:
7019
Value:
$579.4M
NATIONAL HEALTH INVESTORS INC
NHI|63633D104
Shares:
7834(+1.1%)
Value:
$578.6M(+7.8%)
Zoetis Inc.
ZTS|98978V103
Shares:
3470(+39.6%)
Value:
$571.3M(+41.0%)
INTEL CORP
INTC|458140100
Shares:
25116(+86.8%)
Value:
$570.4M(+111.6%)
33739Q705
33739Q705
Shares:
11205(-18.4%)
Value:
$566.1M(-17.9%)