Sagespring Wealth Partners, LLC
Investment Portfolio & 13F Holdings Analysis
About
SAGESPRING WEALTH PARTNERS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 651 holdings worth $4.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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 1 of 33
316092352
Shares:
6194027(+16.8%)
Value:
$247.6B(+0.9%)
09290C103
Shares:
4959583(+9.9%)
Value:
$241.8B(+4.6%)
89628W302
Shares:
3303756(+9.2%)
Value:
$211.1B(+5.0%)
46641Q167
Shares:
2803939
Value:
$178.2B
29287L205
Shares:
2161893(+13.4%)
Value:
$150.8B(+9.0%)
092528603
Shares:
2391352(-7.1%)
Value:
$125.3B(-6.4%)
316188309
Shares:
9556568(+8.5%)
Value:
$121.3B(+41.0%)
464287226
Shares:
24537007(-3.9%)
Value:
$104.8B(-11.0%)
464287721
Shares:
556840(-1.6%)
Value:
$78.2B(-13.3%)
46641Q134
Shares:
1086279
Value:
$69.2B
464288877
Shares:
1012862(-15.7%)
Value:
$59.7B(-5.3%)
464287101
Shares:
215857(+2865.9%)
Value:
$58.5B(+2680.9%)
46434G889
Shares:
991325(+146.6%)
Value:
$46.4B(+155.0%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 1.6M | YoY- | All Managers (Combined) | $286.3M | YoY- | |
(cusip316092352)✕ | 6.2M | YoY- | All Managers (Combined) | $247.6M | YoY- |
(cusip09290C103)✕ | 5.0M | YoY- | All Managers (Combined) | $241.8M | YoY- |
(cusip89628W302)✕ | 3.3M | YoY- | All Managers (Combined) | $211.1M | YoY- |
(cusip46641Q167)✕ | 2.8M | QoQ NEW(+2.8M) YoY- | All Managers (Combined) | $178.2M | QoQ NEW(+$178.2M) YoY- |
(cusip29287L205)✕ | 2.2M | YoY- | All Managers (Combined) | $150.8M | YoY- |
| 331.7K | YoY- | All Managers (Combined) | $137.6M | YoY- | |
(cusip092528603)✕ | 2.4M | YoY- | All Managers (Combined) | $125.3M | YoY- |
(cusip316188309)✕ | 9.6M | YoY- | All Managers (Combined) | $121.3M | YoY- |
| 1.4M | YoY- | All Managers (Combined) | $106.8M | YoY- | |
(cusip464287226)✕ | 24.5M | YoY- | All Managers (Combined) | $104.8M | YoY- |
| 1.8M | YoY- | All Managers (Combined) | $95.8M | YoY- | |
(cusip464287721)✕ | 556.8K | YoY- | All Managers (Combined) | $78.2M | YoY- |
(cusip46641Q134)✕ | 1.1M | QoQ NEW(+1.1M) YoY- | All Managers (Combined) | $69.2M | QoQ NEW(+$69.2M) YoY- |
| 367.2K | YoY- | All Managers (Combined) | $62.8M | YoY- | |
(cusip464288877)✕ | 1.0M | YoY- | All Managers (Combined) | $59.7M | YoY- |
(cusip464287101)✕ | 215.9K | YoY- | All Managers (Combined) | $58.5M | YoY- |
| 112.2K | YoY- | All Managers (Combined) | $52.6M | YoY- | |
(cusip46434G889)✕ | 991.3K | YoY- | All Managers (Combined) | $46.4M | YoY- |
Apple Inc.(AAPLcusip037833100) | 198.8K | YoY- | All Managers (Combined) | $44.2M | YoY- |