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 33 of 33
00437E102
Shares:
20854(+0.0%)
Value:
$145.6M(+104.1%)
Shares:
10412(+2.4%)
Value:
$85.9M(+0.3%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 44.6K | QoQ NEW(+44.6K) YoY- | All Managers (Combined) | $170.5K | QoQ NEW(+$170.5K) YoY- | |
| 10.6K | YoY- | All Managers (Combined) | $163.8K | YoY- | |
| 10.9K | QoQ NEW(+10.9K) YoY- | All Managers (Combined) | $161.8K | QoQ NEW(+$161.8K) YoY- | |
| 14.8K | QoQ NEW(+14.8K) YoY- | All Managers (Combined) | $147.8K | QoQ NEW(+$147.8K) YoY- | |
(cusip00437E102)✕ | 20.9K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $145.6K | YoY- |
| 20.1K | QoQ NEW(+20.1K) YoY- | All Managers (Combined) | $110.9K | QoQ NEW(+$110.9K) YoY- | |
| 19.3K | YoY- | All Managers (Combined) | $106.1K | YoY- | |
| 10.4K | QoQ +2.37% (+242)YoY- | All Managers (Combined) | $85.9K | YoY- | |
| 13.4K | QoQ NEW(+13.4K) YoY- | All Managers (Combined) | $74.0K | QoQ NEW(+$74.0K) YoY- | |
| 12.5K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $67.8K | YoY- | |
Bank Bradesco(BBDcusip059460303) | 18.5K | QoQ NEW(+18.5K) YoY- | All Managers (Combined) | $41.2K | QoQ NEW(+$41.2K) YoY- |