Sagespring-Wealth-Partners

Filing Details

13F-HR2025-03-31
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
Manager Name
Sagespring-Wealth-Partners
Data Enrichment
76% identified
494 identified157 unidentified

Holdings

651 positions • $4.0B total value
Manager:
Search and click to pin securities to the top
Page 8 of 33
LINDE PLC
Shares:5.1K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$4.0B)
46429B663
Shares:19.3K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$4.0B)
NEXTERA ENERGY INC
Shares:33.0K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$4.0B)
ANALOG DEVICES INC
Shares:11.5K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$4.0B)
AUTOMATIC DATA PROCESSING INC
Shares:7.5K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$4.0B)
ADVANCED MICRO DEVICES INC
Shares:21.8K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$4.0B)
UNITED PARCEL SERVICE INC
Shares:20.2K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$4.0B)
DEERE & CO
Shares:4.7K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$4.0B)
Air Products & Chemicals, Inc.
Shares:7.4K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$4.0B)
DARDEN RESTAURANTS INC
Shares:10.0K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$4.0B)
464288158
Shares:19.4K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$4.0B)
Palantir Technologies Inc.
Shares:24.1K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$4.0B)
922908751
Shares:9.1K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$4.0B)
808524797
Shares:72.3K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$4.0B)
Medtronic plc
Shares:22.5K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$4.0B)
46137V431
Shares:19.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$4.0B)
INTUIT INC.
Shares:3.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$4.0B)
PROGRESSIVE CORP/OH/
Shares:6.9K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.0B)
WELLS FARGO & COMPANY/MN
Shares:26.9K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.0B)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:11.6K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.0B)