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 25 of 33
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DIAGEO PLC
DEO|25243Q205
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3153(+8.2%)
Value:
$330.4M(-10.8%)
TELEDYNE TECHNOLOGIES INC
TDY|879360105
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Value:
$330.1M(+11.4%)
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CHTR|16119P108
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893(+27.2%)
Value:
$329.1M(+36.8%)
Cheniere Energy, Inc.
LNG|16411R208
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Value:
$328.7M(+56.7%)
PRINCIPAL FINANCIAL GROUP INC
PFG|74251V102
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3881(+7.8%)
Value:
$327.4M(+17.5%)
Nuveen Dow 30sm Dynamic Overwrite Fund
DIAX|67075F105
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22586(-9.9%)
Value:
$327.3M(-13.3%)
AXON ENTERPRISE, INC.
AXON|05464C101
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622(-18.3%)
Value:
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464287663
IUSV|464287663
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3523(+0.0%)
Value:
$325.1M(-0.3%)
808524771
FNDX|808524771
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13668(-15.8%)
Value:
$322.7M(-16.1%)
HEALTHPEAK PROPERTIES, INC.
DOC|42250P103
Shares:
15852(+2.9%)
Value:
$320.5M(+2.7%)
81369Y407
81369Y407
Shares:
1623(+7.9%)
Value:
$320.5M(-5.0%)
SUMITOMO MITSUI FINANCIAL GROUP, INC.
SMFG|86562M209
Shares:
20731(+40.6%)
Value:
$320.5M(+50.0%)
MICROSTRATEGY Inc
MSTR|594972408
Shares:
1112(+9.6%)
Value:
$320.5M(+9.0%)
25434V401
25434V401
Shares:
5294(-3.3%)
Value:
$320.2M(-8.2%)
Spotify Technology S.A.
SPOT|L8681T102
Shares:
582
Value:
$320.1M
FB Financial Corp
FBK|30257X104
Shares:
6890(-16.6%)
Value:
$319.4M(-25.0%)
LENNOX INTERNATIONAL INC
LII|526107107
Shares:
567(+0.7%)
Value:
$317.8M(-7.4%)
WATSCO INC
WSO|942622200
Shares:
623(+1.1%)
Value:
$316.9M(+8.5%)
LENNAR CORP /NEW/
LEN|526057104
Shares:
2753(+60.1%)
Value:
$316.0M(+34.8%)