SAGESPRING WEALTH PARTNERS, LLC Portfolio Holdings
Q3 2025•724 long positions•$5.3B portfolio value
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Holding758 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $343.0M 6.52% | +$45.3M Bought | — 7.2M shares | 6.2M → 7.2M +$45.3M | +15.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $330.0M 6.27% | +$48.3M Bought | — 6.3M shares | 5.3M → 6.3M +$48.3M | +17.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $308.2M 5.86% | -$3.5M Sold | — 1.5M shares | 1.5M → 1.5M −$3.5M | -1.12% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $268.1M 5.09% | +$47.9M Bought | — 4.3M shares | 3.5M → 4.3M +$47.9M | +21.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $249.8M 4.75% | — | — 5.2M shares | — | — | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $226.0M 4.29% | +$35.3M Bought | — 2.7M shares | 2.2M → 2.7M +$35.3M | +18.5% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $224.4M 4.26% | +$45.2M Bought | — 3.8M shares | 3.1M → 3.8M +$45.2M | +25.25% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $193.1M 3.67% | +$7.7M Bought | — 375.4K shares | 360.4K → 375.4K +$7.7M | +4.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $137.2M 2.61% | +$1.9M Bought | — 9.9M shares | 9.7M → 9.9M +$1.9M | +1.4% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $136.0M 2.58% | +$10.0M Bought | — 2.6M shares | 2.4M → 2.6M +$10.0M | +7.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $130.1M 2.47% | +$3.2M Bought | — 1.5M shares | 1.5M → 1.5M +$3.2M | +2.49% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $125.7M 2.39% | +$20.9M Bought | — 2.2M shares | 1.8M → 2.2M +$20.9M | +19.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $105.4M 2.0% | +$30.7M Bought | — 737.2K shares | 522.5K → 737.2K +$30.7M | +41.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $90.8M 1.73% | +$19.3M Bought | — 1.5M shares | 1.2M → 1.5M +$19.3M | +27.05% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $80.8M 1.53% | +$24.5M Bought | — 564.4K shares | 393.0K → 564.4K +$24.5M | +43.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $76.3M 1.45% | +$17.0M Bought | — 1.4M shares | 1.1M → 1.4M +$17.0M | +28.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $73.4M 1.39% | — | — 1.4M shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $65.3M 1.24% | +$2.4M Bought | — 1.2M shares | 1.1M → 1.2M +$2.4M | +3.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $62.5M 1.19% | -$728.9K Sold | — 104.0K shares | 105.2K → 104.0K −$728.9K | -1.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $61.0M 1.16% | +$3.3M Bought | — 510.4K shares | 482.9K → 510.4K +$3.3M | +5.71% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $59.4M 1.13% | +$2.6M Bought | 0.002% 114.6K shares | 109.7K → 114.6K +$2.6M | +4.5% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $56.0M 1.06% | +$4.8M Bought | 0.001% 219.9K shares | 201.1K → 219.9K +$4.8M | +9.37% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $54.7M 1.04% | +$1.8M Bought | 0.001% 293.0K shares | 283.3K → 293.0K +$1.8M | +3.43% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $53.8M 1.02% | +$18.1M Bought | — 670.8K shares | 445.2K → 670.8K +$18.1M | +50.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $47.3M 0.899% | +$2.5M Bought | — 1.6M shares | 1.6M → 1.6M +$2.5M | +5.46% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $46.1M 0.876% | +$18.5M Bought | — 695.2K shares | 415.9K → 695.2K +$18.5M | +67.15% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $44.8M 0.851% | +$1.9M Bought | — 615.4K shares | 589.7K → 615.4K +$1.9M | +4.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $40.6M 0.772% | +$3.8M Bought | — 394.3K shares | 357.9K → 394.3K +$3.8M | +10.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $34.2M 0.649% | +$2.2M Bought | — 283.1K shares | 264.7K → 283.1K +$2.2M | +6.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $34.1M 0.648% | +$1.5M Bought | — 612.5K shares | 585.6K → 612.5K +$1.5M | +4.58% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $30.2M 0.573% | +$2.1M Bought | — 238.2K shares | 221.2K → 238.2K +$2.1M | +7.65% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $29.1M 0.554% | +$9.2M Bought | — 537.9K shares | 368.5K → 537.9K +$9.2M | +45.99% | — — | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $29.1M 0.553% | +$972.5K Bought | 0.002% 194.7K shares | 188.1K → 194.7K +$972.5K | +3.46% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $28.4M 0.54% | +$298.2K Bought | 0.002% 86.2K shares | 85.3K → 86.2K +$298.2K | +1.06% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $28.2M 0.537% | -$670.8K Sold | — 558.4K shares | 571.7K → 558.4K −$670.8K | -2.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $27.0M 0.512% | -$2.9M Sold | — 283.4K shares | 313.9K → 283.4K −$2.9M | -9.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $26.8M 0.509% | +$1.4M Bought | — 609.7K shares | 577.7K → 609.7K +$1.4M | +5.53% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $26.7M 0.508% | +$3.1M Bought | 0.001% 36.4K shares | 32.2K → 36.4K +$3.1M | +13.08% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $26.4M 0.502% | -$753.2K Sold | — 404.9K shares | 416.5K → 404.9K −$753.2K | -2.77% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $23.9M 0.454% | +$584.2K Bought | 0.003% 75.8K shares | 73.9K → 75.8K +$584.2K | +2.51% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $22.9M 0.434% | +$800.2K Bought | — 214.6K shares | 207.1K → 214.6K +$800.2K | +3.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $19.7M 0.374% | -$48.7K Sold | — 42.0K shares | 42.1K → 42.0K −$48.7K | -0.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $19.5M 0.371% | -$531.4K Sold | — 66.5K shares | 68.3K → 66.5K −$531.4K | -2.65% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $19.0M 0.362% | +$1.3M Bought | 0.001% 78.3K shares | 72.9K → 78.3K +$1.3M | +7.33% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $18.3M 0.347% | -$79.8K Sold | — 71.3K shares | 71.6K → 71.3K −$79.8K | -0.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $18.2M 0.345% | +$1.1M Bought | — 347.4K shares | 326.4K → 347.4K +$1.1M | +6.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $17.6M 0.334% | -$1.1M Sold | — 148.1K shares | 157.3K → 148.1K −$1.1M | -5.87% | — — | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $16.7M 0.317% | +$1.1M Bought | 0.004% 41.2K shares | 38.6K → 41.2K +$1.1M | +6.77% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $15.7M 0.298% | +$693.8K Bought | 0.001% 35.3K shares | 33.7K → 35.3K +$693.8K | +4.63% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $14.7M 0.28% | -$850.2K Sold | — 154.9K shares | 163.8K → 154.9K −$850.2K | -5.45% | — — | Q4 2024 Held for 11 months |
