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 6 of 33
78468R663
Shares:
48002(+8.6%)
Value:
$4.4B(+9.0%)
33740U448
Shares:
203957
Value:
$3.9B
46434V274
Shares:
124822(+81.7%)
Value:
$3.8B(+95.1%)
46435G433
Shares:
92791(-13.7%)
Value:
$3.8B(-13.8%)
46138G649
Shares:
16767(+4.6%)
Value:
$3.2B(-4.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78468R663)✕ | 48.0K | YoY- | All Managers (Combined) | $4.4M | YoY- |
16.3K | YoY- | All Managers (Combined) | $4.4M | YoY- | |
143.4K | QoQ -0.63% (-913)YoY- | All Managers (Combined) | $4.3M | YoY- | |
7.6K | YoY- | All Managers (Combined) | $4.1M | YoY- | |
43.7K | YoY- | All Managers (Combined) | $3.9M | YoY- | |
(cusip33740U448)✕ | 204.0K | QoQ NEW(+204.0K) YoY- | All Managers (Combined) | $3.9M | QoQ NEW(+$3.9M) YoY- |
(cusip46434V274)✕ | 124.8K | YoY- | All Managers (Combined) | $3.8M | YoY- |
18.2K | YoY- | All Managers (Combined) | $3.8M | YoY- | |
(cusip46435G433)✕ | 92.8K | YoY- | All Managers (Combined) | $3.8M | YoY- |
134.0K | YoY- | All Managers (Combined) | $3.8M | YoY- | |
12.2K | YoY- | All Managers (Combined) | $3.8M | YoY- | |
Duke Energy Corp(DUKcusip26441C204) | 30.5K | YoY- | All Managers (Combined) | $3.7M | YoY- |
26.5K | YoY- | All Managers (Combined) | $3.5M | YoY- | |
11.3K | QoQ +6.22% (+660)YoY- | All Managers (Combined) | $3.4M | YoY- | |
Fiserv Inc(FIcusip337738108) | 15.3K | YoY- | All Managers (Combined) | $3.4M | YoY- |
27.6K | YoY- | All Managers (Combined) | $3.4M | YoY- | |
9.4K | QoQ +5.89% (+522)YoY- | All Managers (Combined) | $3.2M | YoY- | |
(cusip46138G649)✕ | 16.8K | QoQ +4.59% (-737)YoY- | All Managers (Combined) | $3.2M | YoY- |
76.9K | YoY- | All Managers (Combined) | $3.2M | YoY- | |
24.8K | QoQ +0.69% (+171)YoY- | All Managers (Combined) | $3.2M | YoY- |