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 19 of 33
Arista Networks, Inc.
ANET|040413205
Shares:
7234(+16.2%)
Value:
$560.5M(-18.5%)
33734H106
33734H106
Shares:
12538(+60.0%)
Value:
$559.1M(+63.4%)
SCHLUMBERGER LIMITED/NV
SLB|806857108
Shares:
13373(+40.1%)
Value:
$559.0M(+52.7%)
Howmet Aerospace Inc.
HWM|443201108
Shares:
4294(+42.6%)
Value:
$557.1M(+69.2%)
AMERIPRISE FINANCIAL INC
AMP|03076C106
Shares:
1132(+11.6%)
Value:
$547.9M(+1.5%)
WILLIAMS SONOMA INC
WSM|969904101
Shares:
3445(+18.8%)
Value:
$544.6M(+1.4%)
BHP Group Ltd
BHP|088606108
Shares:
11174(+68.9%)
Value:
$542.4M(+67.9%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
2041(+36.1%)
Value:
$539.9M(+49.5%)
MITSUBISHI UFJ FINANCIAL GROUP INC
MUFG|606822104
Shares:
39593(+45.7%)
Value:
$539.7M(+69.5%)
TransDigm Group INC
TDG|893641100
Shares:
390(+24.6%)
Value:
$539.1M(+35.9%)
MOODYS CORP /DE/
MCO|615369105
Shares:
1143(+21.7%)
Value:
$532.2M(+19.7%)
OCCIDENTAL PETROLEUM CORP /DE/
OXY|674599105
Shares:
10755(+22.3%)
Value:
$530.9M(+22.2%)
03073E105
03073E105
Shares:
1908(+14.5%)
Value:
$530.5M(+41.8%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
4753(+36.2%)
Value:
$525.6M(+68.8%)
Constellation Energy Corp
CEG|21037T109
Shares:
2605(+5.7%)
Value:
$525.3M(-4.7%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
828(+54.5%)
Value:
$524.8M(+37.5%)
CORNING INC /NY
GLW|219350105
Shares:
11367(+11.8%)
Value:
$520.4M(+7.7%)
UBS Group AG
UBS|H42097107
Shares:
16954(+6.5%)
Value:
$519.3M(+7.5%)
46641Q647
46641Q647
Shares:
10367(+0.8%)
Value:
$518.4M(+0.5%)
BP PLC
BP|055622104
Shares:
15273(+34.0%)
Value:
$516.1M(+53.2%)