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 4 of 33
ELI LILLY & Co
LLY|532457108
Shares:
9389(+6.7%)
Value:
$7.8B(+14.1%)
46641Q332
46641Q332
Shares:
135467(+10.9%)
Value:
$7.7B(+10.2%)
032108409
032108409
Shares:
186323(+4.5%)
Value:
$7.6B(+5.2%)
72201R775
72201R775
Shares:
80329(+829.5%)
Value:
$7.4B(+850.6%)
316092790
316092790
Shares:
114995
Value:
$7.4B
Tesla, Inc.
TSLA|88160R101
Shares:
26586(+17.6%)
Value:
$6.9B(-24.5%)
69374H881
69374H881
Shares:
124066(+3.5%)
Value:
$6.8B(+0.3%)
CATERPILLAR INC
CAT|149123101
Shares:
20495(+4.9%)
Value:
$6.8B(-4.6%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
7088(+15.4%)
Value:
$6.7B(+19.1%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
56348(+22.8%)
Value:
$6.7B(+35.8%)
46435U853
46435U853
Shares:
179571(-19.7%)
Value:
$6.6B(-19.7%)
Salesforce, Inc.
CRM|79466L302
Shares:
24505(+66.0%)
Value:
$6.6B(+33.2%)
CHEVRON CORP
CVX|166764100
Shares:
38831(+26.9%)
Value:
$6.5B(+46.6%)
CME GROUP INC.
CME|12572Q105
Shares:
24418(+0.2%)
Value:
$6.5B(+14.5%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
25762(+8.4%)
Value:
$6.4B(+22.6%)
Alphabet Inc.
GOOG|02079K107
Shares:
39542(+7.2%)
Value:
$6.2B(-12.1%)
46434V613
46434V613
Shares:
133938(+103.8%)
Value:
$6.2B(+107.8%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
48666(+8.2%)
Value:
$5.9B(+9.0%)
14020V108
14020V108
Shares:
171507(-21.1%)
Value:
$5.7B(-24.6%)
MCDONALDS CORP
MCD|580135101
Shares:
17226(+22.9%)
Value:
$5.4B(+32.4%)