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:
Search and click to pin securities to the top
Page 7 of 33
14020W106
Shares:
88739(+28.0%)
Value:
$3.2B(+29.4%)
46435G409
Shares:
100976(+220.8%)
Value:
$3.1B(+258.7%)
78464A284
Shares:
118593(-46.0%)
Value:
$3.0B(-46.8%)
14021D107
Shares:
93749(+174.8%)
Value:
$2.9B(+172.2%)
46435G250
Shares:
57448(+14.3%)
Value:
$2.7B(+14.5%)
14020X104
Shares:
157040(+84.3%)
Value:
$2.5B(-0.7%)
92647X830
Shares:
69869(+87.7%)
Value:
$2.4B(+88.7%)
45783Y442
Shares:
79676
Value:
$2.4B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Coca Cola Co(KOcusip191216100) | 44.6K | YoY- | All Managers (Combined) | $3.2M | YoY- |
4 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $3.2M | YoY- | |
(cusip14020W106)✕ | 88.7K | YoY- | All Managers (Combined) | $3.2M | YoY- |
50.3K | YoY- | All Managers (Combined) | $3.1M | YoY- | |
9.2K | YoY- | All Managers (Combined) | $3.1M | YoY- | |
(cusip46435G409)✕ | 101.0K | YoY- | All Managers (Combined) | $3.1M | YoY- |
20.9K | YoY- | All Managers (Combined) | $3.0M | YoY- | |
(cusip78464A284)✕ | 118.6K | YoY- | All Managers (Combined) | $3.0M | YoY- |
12.6K | YoY- | All Managers (Combined) | $3.0M | YoY- | |
(cusip14021D107)✕ | 93.7K | YoY- | All Managers (Combined) | $2.9M | YoY- |
14.1K | YoY- | All Managers (Combined) | $2.8M | YoY- | |
(cusip46435G250)✕ | 57.4K | YoY- | All Managers (Combined) | $2.7M | YoY- |
S&P Global Inc.(SPGIcusip78409V104) | 5.3K | YoY- | All Managers (Combined) | $2.7M | YoY- |
12.9K | YoY- | All Managers (Combined) | $2.6M | YoY- | |
(cusip14020X104)✕ | 157.0K | YoY- | All Managers (Combined) | $2.5M | YoY- |
13.6K | YoY- | All Managers (Combined) | $2.4M | YoY- | |
(cusip92647X830)✕ | 69.9K | YoY- | All Managers (Combined) | $2.4M | YoY- |
Oracle Corp(ORCLcusip68389X105) | 17.0K | YoY- | All Managers (Combined) | $2.4M | YoY- |
(cusip45783Y442)✕ | 79.7K | QoQ NEW(+79.7K) YoY- | All Managers (Combined) | $2.4M | QoQ NEW(+$2.4M) YoY- |
Comcast Corp(CMCSAcusip20030N101) | 64.0K | YoY- | All Managers (Combined) | $2.4M | YoY- |