SW
| |
SAGESPRING WEALTH PARTNERS, LLC13F | |
| SAGESPRING WEALTH PARTNERS, LLC | |
| Last update 2025-04-17 | 651 Stocks (94 new) |
| Value $3.96 Bil | Turnover 26 % |
SAGESPRING WEALTH PARTNERS, LL... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 1,584,082 | 286,252.7 | +142.43% | 7.220 | +4.24% | 0.130 | +18.82% | +8.89% | 663,622.4 | ||
FBCG | Fidelity Blue Chip Growth ETF | 6,194,027 | 247,575.3 | +16.78% | 6.250 | +0.90% | 6.720 | +28.87% | +7.53% | 4,413.3 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 4,959,583 | 241,829.2 | +9.96% | 6.100 | +0.55% | 1.580 | +19.61% | +9.75% | 19,874.5 | ||
TTAC | TTAC | 3,303,756 | 211,143.1 | +9.23% | 5.330 | +0.45% | - | +14.64% | +5.64% | 0 | ||
JAVA | JPMorgan Active Value ETF | 2,803,939 | 178,162.3 | New Holding | 4.500 | +4.50% | 934.650 | +12.04% | +6.81% | 3,825.9 | ||
NETZ | NETZ | 2,161,893 | 150,782.9 | +13.43% | 3.800 | +0.45% | - | +36.51% | +26.86% | 0 | ||
IVV | iShares Core S&P 500 ETF | 331,723 | 137,597.1 | +2.95% | 3.470 | +0.10% | 0.030 | +18.87% | +8.94% | 642,209.1 | ||
BINC | iShares Flexible Income Active ETF | 2,391,352 | 125,259.0 | -7.08% | 3.160 | -0.25% | 1.440 | +3.07% | +4.14% | 10,413.9 | ||
FBND | Fidelity Total Bond ETF | 9,556,568 | 121,251.6 | +8.48% | 3.060 | +0.24% | 2.290 | +2.36% | +3.87% | 19,354.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,411,891 | 106,809.6 | -19.43% | 2.700 | -0.63% | 0.080 | +13.34% | +23.86% | 147,518.3 |
SAGESPRING WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns
SAGESPRING WEALTH PARTNERS, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAVA | JPMorgan Active Value ETF | 2025-03-31 | New Buy New Buy | +4.50% | 61.9 ($64.92) 66.89 | $67.18 | 3.48% | New holding | 2,803,939 | 2,803,939 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +4.24% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Add 142.43% | 1,584,082 | 930,674 | |
FVAL | Fidelity Value Factor ETF | 2025-03-31 | Reduce Reduce | -3.14% | 58.79 ($62.18) 65 | $65.27 | 4.97% | Reduce -99.45% | 10,685 | -1,936,030 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | Reduce Reduce | -1.95% | 54.25 ($56.1) 57.64 | $64.44 | 14.87% | Reduce -99.71% | 3,843 | -1,336,157 | |
JIRE |
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
| 2025-03-31 | New Buy New Buy | +1.75% | 58.04 ($62.65) 65.84 | $72.37 | 15.51% | New holding | 1,086,279 | 1,086,279 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-03-31 | Reduce Reduce | -1.55% | 59.58 ($62) 63.7 | $63.41 | 2.27% | Reduce -99.45% | 5,189 | -945,951 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +1.47% | 50.83 ($53.83) 55.94 | $62.03 | 15.23% | Add 155.42% | 1,774,500 | 1,079,768 | |
TTAI | TTAI | 2025-03-31 | Sold Out Sold Out | -1.46% | 28.36 ($29.63) 30.98 | $29.68 | 0.16% | Sold Out | 0 | -1,931,922 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | Add Add | +1.43% | 268.35 ($287.14) 300.35 | $312.71 | 8.91% | Add 2865.88% | 215,857 | 208,579 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +1.24% | 468.34 ($508.07) 539.52 | $563.81 | 10.97% | Add 1408.51% | 112,203 | 104,765 |
SAGESPRING WEALTH PARTNERS, LLC Total Holding History ($B)
SAGESPRING WEALTH PARTNERS, LLC's Asset Allocation
SAGESPRING WEALTH PARTNERS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
SAGESPRING WEALTH PARTNERS, LLC's Hypothetical Growth since 2025-03-31
SAGESPRING WEALTH PARTNERS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SAGESPRING WEALTH PARTNERS, LLC's Holdings Heat Map
Size field:
SAGESPRING WEALTH PARTNERS, LLC's Holdings Bubble Chart
SAGESPRING WEALTH PARTNERS, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers