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 6 of 33
78468R663
78468R663
Shares:
48002(+8.6%)
Value:
$4.4B(+9.0%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
16265(+21.7%)
Value:
$4.4B(+10.4%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
143351(-0.6%)
Value:
$4.3B(-21.2%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
7596(-12.8%)
Value:
$4.1B(-18.3%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
43709(-17.5%)
Value:
$3.9B(-25.5%)
33740U448
33740U448
Shares:
203957
Value:
$3.9B
46434V274
46434V274
Shares:
124822(+81.7%)
Value:
$3.8B(+95.1%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
18175(-9.8%)
Value:
$3.8B(-15.4%)
46435G433
46435G433
Shares:
92791(-13.7%)
Value:
$3.8B(-13.8%)
AT&T INC.
T|00206R102
Shares:
133985(+20.8%)
Value:
$3.8B(+50.0%)
AMGEN INC
AMGN|031162100
Shares:
12162(-16.1%)
Value:
$3.8B(+0.2%)
Duke Energy CORP
DUK|26441C204
Shares:
30534(+24.8%)
Value:
$3.7B(+41.3%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
26499(+11.6%)
Value:
$3.5B(+30.9%)
Chubb Ltd
CB|H1467J104
Shares:
11257(+6.2%)
Value:
$3.4B(+16.1%)
FISERV INC
FI|337738108
Shares:
15308(+20.6%)
Value:
$3.4B(+29.7%)
46435G425
ESGU|46435G425
Shares:
27608(+6.2%)
Value:
$3.4B(+0.5%)
HCA Healthcare, Inc.
HCA|40412C101
Shares:
9371(+5.9%)
Value:
$3.2B(+21.9%)
46138G649
46138G649
Shares:
16767(+4.6%)
Value:
$3.2B(-4.1%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
76942(+9.5%)
Value:
$3.2B(+4.0%)
921946406
VYM|921946406
Shares:
24829(+0.7%)
Value:
$3.2B(+1.8%)