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
Search and click to pin securities to the top
Page 3 of 33
Meta Platforms, Inc.
META|30303M102
Shares:
29244(+21.2%)
Value:
$16.9B(+19.3%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
66911(+8.0%)
Value:
$16.4B(+10.5%)
464287614
IWF|464287614
Shares:
43632(-1.6%)
Value:
$15.8B(-11.5%)
46432F396
MTUM|46432F396
Shares:
77903(-68.4%)
Value:
$15.7B(-69.2%)
464288281
464288281
Shares:
158326(+3.5%)
Value:
$14.3B(+5.3%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
24841(+16.1%)
Value:
$13.2B(+36.4%)
HOME DEPOT, INC.
HD|437076102
Shares:
35521(+3.1%)
Value:
$13.0B(-2.8%)
VISA INC.
V|92826C839
Shares:
36623(+9.0%)
Value:
$12.8B(+20.9%)
464287150
ITOT|464287150
Shares:
101036(+203.5%)
Value:
$12.3B(+187.9%)
Broadcom Inc.
AVGO|11135F101
Shares:
73095(+10.0%)
Value:
$12.2B(-20.6%)
72201R874
72201R874
Shares:
237986(+248.7%)
Value:
$11.9B(+249.9%)
464287549
464287549
Shares:
124731(+1024.6%)
Value:
$11.3B(+898.8%)
464287598
IWD|464287598
Shares:
58710(-4.2%)
Value:
$11.0B(-2.6%)
Walmart Inc.
WMT|931142103
Shares:
125094(+3.0%)
Value:
$11.0B(+0.1%)
Alphabet Inc.
GOOGL|02079K305
Shares:
64133(+12.2%)
Value:
$9.9B(-8.3%)
Philip Morris International Inc.
PM|718172109
Shares:
56110(+3.2%)
Value:
$8.9B(+36.1%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
50649(+10.0%)
Value:
$8.6B(+11.8%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
16133(-7.9%)
Value:
$8.4B(-4.6%)
46435G326
46435G326
Shares:
120045(+96.3%)
Value:
$8.3B(+109.7%)
46434V621
DGRO|46434V621
Shares:
128918(-15.8%)
Value:
$8.0B(-15.2%)