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 25 of 33
81369Y407
Shares:
1623(+7.9%)
Value:
$320.5M(-5.0%)
25434V401
Shares:
5294(-3.3%)
Value:
$320.2M(-8.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
532 | QoQ +13.43% (+63)YoY- | All Managers (Combined) | $333.4K | YoY- | |
Diageo Plc(DEOcusip25243Q205) | 3.2K | QoQ +8.23% (-240)YoY- | All Managers (Combined) | $330.4K | YoY- |
663 | QoQ +3.91% (+25)YoY- | All Managers (Combined) | $330.1K | YoY- | |
893 | YoY- | All Managers (Combined) | $329.1K | YoY- | |
1.4K | YoY- | All Managers (Combined) | $328.7K | YoY- | |
3.9K | QoQ +7.83% (+282)YoY- | All Managers (Combined) | $327.4K | YoY- | |
22.6K | YoY- | All Managers (Combined) | $327.3K | YoY- | |
622 | YoY- | All Managers (Combined) | $327.1K | YoY- | |
3.5K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $325.1K | YoY- | |
13.7K | YoY- | All Managers (Combined) | $322.7K | YoY- | |
15.9K | QoQ +2.93% (+452)YoY- | All Managers (Combined) | $320.5K | YoY- | |
(cusip81369Y407)✕ | 1.6K | QoQ +7.91% (-119)YoY- | All Managers (Combined) | $320.5K | YoY- |
20.7K | YoY- | All Managers (Combined) | $320.5K | YoY- | |
1.1K | QoQ +9.55% (+97)YoY- | All Managers (Combined) | $320.5K | YoY- | |
(cusip25434V401)✕ | 5.3K | QoQ -3.28% (-180)YoY- | All Managers (Combined) | $320.2K | YoY- |
582 | QoQ NEW(+582) YoY- | All Managers (Combined) | $320.1K | QoQ NEW(+$320.1K) YoY- | |
6.9K | YoY- | All Managers (Combined) | $319.4K | YoY- | |
567 | QoQ +0.71% (-4)YoY- | All Managers (Combined) | $317.8K | YoY- | |
Watsco Inc(WSOcusip942622200) | 623 | QoQ +1.13% (+7)YoY- | All Managers (Combined) | $316.9K | YoY- |
2.8K | YoY- | All Managers (Combined) | $316.0K | YoY- |