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 4 of 33
46641Q332
Shares:
135467(+10.9%)
Value:
$7.7B(+10.2%)
032108409
Shares:
186323(+4.5%)
Value:
$7.6B(+5.2%)
72201R775
Shares:
80329(+829.5%)
Value:
$7.4B(+850.6%)
316092790
Shares:
114995
Value:
$7.4B
69374H881
Shares:
124066(+3.5%)
Value:
$6.8B(+0.3%)
46435U853
Shares:
179571(-19.7%)
Value:
$6.6B(-19.7%)
46434V613
Shares:
133938(+103.8%)
Value:
$6.2B(+107.8%)
14020V108
Shares:
171507(-21.1%)
Value:
$5.7B(-24.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Eli Lilly & Co(LLYcusip532457108) | 9.4K | QoQ +6.69% (+589)YoY- | All Managers (Combined) | $7.8M | YoY- |
(cusip46641Q332)✕ | 135.5K | YoY- | All Managers (Combined) | $7.7M | YoY- |
(cusip032108409)✕ | 186.3K | YoY- | All Managers (Combined) | $7.6M | YoY- |
(cusip72201R775)✕ | 80.3K | YoY- | All Managers (Combined) | $7.4M | YoY- |
(cusip316092790)✕ | 115.0K | QoQ NEW(+115.0K) YoY- | All Managers (Combined) | $7.4M | QoQ NEW(+$7.4M) YoY- |
Tesla, Inc.(TSLAcusip88160R101) | 26.6K | YoY- | All Managers (Combined) | $6.9M | YoY- |
(cusip69374H881)✕ | 124.1K | YoY- | All Managers (Combined) | $6.8M | YoY- |
Caterpillar Inc(CATcusip149123101) | 20.5K | QoQ +4.89% (-956)YoY- | All Managers (Combined) | $6.8M | YoY- |
7.1K | YoY- | All Managers (Combined) | $6.7M | YoY- | |
Exxon Mobil Corp(XOMcusip30231G102) | 56.3K | YoY- | All Managers (Combined) | $6.7M | YoY- |
(cusip46435U853)✕ | 179.6K | YoY- | All Managers (Combined) | $6.6M | YoY- |
Salesforce, Inc.(CRMcusip79466L302) | 24.5K | YoY- | All Managers (Combined) | $6.6M | YoY- |
Chevron Corp(CVXcusip166764100) | 38.8K | YoY- | All Managers (Combined) | $6.5M | YoY- |
Cme Group Inc.(CMEcusip12572Q105) | 24.4K | QoQ +0.21% (+52)YoY- | All Managers (Combined) | $6.5M | YoY- |
25.8K | YoY- | All Managers (Combined) | $6.4M | YoY- | |
Alphabet Inc.(GOOGcusip02079K107) | 39.5K | YoY- | All Managers (Combined) | $6.2M | YoY- |
(cusip46434V613)✕ | 133.9K | YoY- | All Managers (Combined) | $6.2M | YoY- |
48.7K | YoY- | All Managers (Combined) | $5.9M | YoY- | |
(cusip14020V108)✕ | 171.5K | YoY- | All Managers (Combined) | $5.7M | YoY- |
Mcdonalds Corp(MCDcusip580135101) | 17.2K | YoY- | All Managers (Combined) | $5.4M | YoY- |