Sagespring Wealth Partners, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Sagespring Wealth Partners, LLC
Data Enrichment
76% identified
494 identified157 unidentified

Holdings

651 positions
Manager:
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Page 25 of 33
UNITED RENTALS, INC.
Shares:
532(+13.4%)
Value:
$333.4M(+0.8%)
DIAGEO PLC
Shares:
3153(+8.2%)
Value:
$330.4M(-10.8%)
TELEDYNE TECHNOLOGIES INC
Shares:
663(+3.9%)
Value:
$330.1M(+11.4%)
CHARTER COMMUNICATIONS, INC. /MO/
Shares:
893(+27.2%)
Value:
$329.1M(+36.8%)
Cheniere Energy, Inc.
Shares:
1420(+45.5%)
Value:
$328.7M(+56.7%)
PRINCIPAL FINANCIAL GROUP INC
Shares:
3881(+7.8%)
Value:
$327.4M(+17.5%)
Nuveen Dow 30sm Dynamic Overwrite Fund
Shares:
22586(-9.9%)
Value:
$327.3M(-13.3%)
AXON ENTERPRISE, INC.
Shares:
622(-18.3%)
Value:
$327.1M(-27.7%)
464287663
Shares:
3523(+0.0%)
Value:
$325.1M(-0.3%)
808524771
Shares:
13668(-15.8%)
Value:
$322.7M(-16.1%)
HEALTHPEAK PROPERTIES, INC.
Shares:
15852(+2.9%)
Value:
$320.5M(+2.7%)
81369Y407
Shares:
1623(+7.9%)
Value:
$320.5M(-5.0%)
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Shares:
20731(+40.6%)
Value:
$320.5M(+50.0%)
MICROSTRATEGY Inc
Shares:
1112(+9.6%)
Value:
$320.5M(+9.0%)
25434V401
Shares:
5294(-3.3%)
Value:
$320.2M(-8.2%)
Spotify Technology S.A.
Shares:
582
Value:
$320.1M
FB Financial Corp
Shares:
6890(-16.6%)
Value:
$319.4M(-25.0%)
LENNOX INTERNATIONAL INC
Shares:
567(+0.7%)
Value:
$317.8M(-7.4%)
WATSCO INC
Shares:
623(+1.1%)
Value:
$316.9M(+8.5%)
LENNAR CORP /NEW/
Shares:
2753(+60.1%)
Value:
$316.0M(+34.8%)