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 9 of 33
35473P801
Shares:
31908(-5.5%)
Value:
$1.8B(-9.0%)
464288307
Shares:
23390(+1.9%)
Value:
$1.7B(-3.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Realty Income Corp(Ocusip756109104) | 32.6K | YoY- | All Managers (Combined) | $1.9M | YoY- |
Accenture Plc(ACNcusipG1151C101) | 6.0K | YoY- | All Managers (Combined) | $1.9M | YoY- |
Morgan Stanley(MScusip617446448) | 16.0K | YoY- | All Managers (Combined) | $1.9M | YoY- |
33.5K | QoQ +1.70% (+563)YoY- | All Managers (Combined) | $1.8M | YoY- | |
17.1K | YoY- | All Managers (Combined) | $1.8M | YoY- | |
(cusip35473P801)✕ | 31.9K | YoY- | All Managers (Combined) | $1.8M | YoY- |
7.4K | YoY- | All Managers (Combined) | $1.7M | YoY- | |
6.7K | YoY- | All Managers (Combined) | $1.7M | YoY- | |
Blackstone Inc.(BXcusip09260D107) | 12.1K | YoY- | All Managers (Combined) | $1.7M | YoY- |
38.9K | YoY- | All Managers (Combined) | $1.7M | YoY- | |
20.6K | YoY- | All Managers (Combined) | $1.7M | YoY- | |
(cusip464288307)✕ | 23.4K | QoQ +1.89% (-435)YoY- | All Managers (Combined) | $1.7M | YoY- |
23.9K | YoY- | All Managers (Combined) | $1.7M | YoY- | |
Adobe Inc.(ADBEcusip00724F101) | 4.3K | YoY- | All Managers (Combined) | $1.7M | YoY- |
4.7K | YoY- | All Managers (Combined) | $1.7M | YoY- | |
8.7K | YoY- | All Managers (Combined) | $1.7M | YoY- | |
Blackrock, Inc.(BLKcusip09290D101) | 1.7K | QoQ +9.87% (+156)YoY- | All Managers (Combined) | $1.6M | YoY- |
4.3K | QoQ +6.38% (-259)YoY- | All Managers (Combined) | $1.6M | YoY- | |
14.7K | QoQ NEW(+14.7K) YoY- | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY- | |
Allstate Corp(ALLcusip020002101) | 7.7K | QoQ +9.23% (+648)YoY- | All Managers (Combined) | $1.6M | YoY- |