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 22 of 33
33739P301
Shares:
9035(-12.7%)
Value:
$431.9M(-13.6%)
78464A359
Shares:
5458(-23.6%)
Value:
$418.2M(-24.8%)
45782C870
Shares:
11709(+2.9%)
Value:
$417.5M(+0.0%)
81369Y852
Shares:
4242(+9.1%)
Value:
$409.2M(+8.7%)
00888H844
Shares:
13262(+0.0%)
Value:
$405.8M(-1.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.3K | QoQ +0.29% (+4)YoY- | All Managers (Combined) | $437.6K | YoY- | |
Exelon Corp(EXCcusip30161N101) | 9.5K | QoQ NEW(+9.5K) YoY- | All Managers (Combined) | $436.6K | QoQ NEW(+$436.6K) YoY- |
4.0K | YoY- | All Managers (Combined) | $435.1K | YoY- | |
Godaddy Inc.(GDDYcusip380237107) | 2.4K | YoY- | All Managers (Combined) | $433.2K | YoY- |
(cusip33739P301)✕ | 9.0K | YoY- | All Managers (Combined) | $431.9K | YoY- |
Doordash, Inc.(DASHcusip25809K105) | 2.4K | QoQ NEW(+2.4K) YoY- | All Managers (Combined) | $430.1K | QoQ NEW(+$430.1K) YoY- |
5.6K | YoY- | All Managers (Combined) | $425.3K | YoY- | |
2.6K | YoY- | All Managers (Combined) | $418.9K | YoY- | |
(cusip78464A359)✕ | 5.5K | YoY- | All Managers (Combined) | $418.2K | YoY- |
(cusip45782C870)✕ | 11.7K | QoQ +2.92% (+333)YoY- | All Managers (Combined) | $417.5K | QoQ 0.00% (+$1)YoY- |
698 | YoY- | All Managers (Combined) | $411.5K | YoY- | |
415 | QoQ +12.16% (+45)YoY- | All Managers (Combined) | $410.4K | YoY- | |
(cusip81369Y852)✕ | 4.2K | QoQ +9.13% (+355)YoY- | All Managers (Combined) | $409.2K | YoY- |
Rio Tinto Plc(RIOcusip767204100) | 6.8K | YoY- | All Managers (Combined) | $409.1K | YoY- |
(cusip00888H844)✕ | 13.3K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $405.8K | YoY- |
21.8K | YoY- | All Managers (Combined) | $405.0K | YoY- | |
2.3K | QoQ -0.21% (-5)YoY- | All Managers (Combined) | $404.6K | YoY- | |
Snap-On Inc(SNAcusip833034101) | 1.2K | YoY- | All Managers (Combined) | $402.4K | YoY- |
3.2K | QoQ -8.56% (-299)YoY- | All Managers (Combined) | $401.9K | YoY- | |
Sysco Corp(SYYcusip871829107) | 5.4K | QoQ +3.96% (+204)YoY- | All Managers (Combined) | $401.6K | YoY- |