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 7 of 33
COCA COLA CO
KO|191216100
Shares:
44606(+21.6%)
Value:
$3.2B(+39.9%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
4(+0.0%)
Value:
$3.2B(+17.3%)
14020W106
14020W106
Shares:
88739(+28.0%)
Value:
$3.2B(+29.4%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
50270(+30.1%)
Value:
$3.1B(+35.7%)
Trane Technologies plc
TT|G8994E103
Shares:
9193(+10.9%)
Value:
$3.1B(+1.2%)
46435G409
46435G409
Shares:
100976(+220.8%)
Value:
$3.1B(+258.7%)
Marathon Petroleum Corp
MPC|56585A102
Shares:
20885(-26.6%)
Value:
$3.0B(-23.3%)
78464A284
78464A284
Shares:
118593(-46.0%)
Value:
$3.0B(-46.8%)
UNION PACIFIC CORP
UNP|907818108
Shares:
12649(+12.7%)
Value:
$3.0B(+16.7%)
14021D107
14021D107
Shares:
93749(+174.8%)
Value:
$2.9B(+172.2%)
464287655
IWM|464287655
Shares:
14061(-7.0%)
Value:
$2.8B(-16.0%)
46435G250
46435G250
Shares:
57448(+14.3%)
Value:
$2.7B(+14.5%)
S&P Global Inc.
SPGI|78409V104
Shares:
5306(+14.4%)
Value:
$2.7B(+16.7%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
12857(+32.7%)
Value:
$2.6B(+59.2%)
14020X104
14020X104
Shares:
157040(+84.3%)
Value:
$2.5B(-0.7%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
13590(+15.4%)
Value:
$2.4B(+10.7%)
92647X830
92647X830
Shares:
69869(+87.7%)
Value:
$2.4B(+88.7%)
ORACLE CORP
ORCL|68389X105
Shares:
17011(+15.4%)
Value:
$2.4B(-3.2%)
45783Y442
45783Y442
Shares:
79676
Value:
$2.4B
COMCAST CORP
CMCSA|20030N101
Shares:
63954(+5.1%)
Value:
$2.4B(+3.4%)