SAGESPRING WEALTH PARTNERS, LLC Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$4.0T

Holdings

651

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (651 positions)

#StockSharesValue% PortfolioType
101
BILSPDR SER TR
48,002$4.4B0.11%
102
AXPAMERICAN EXPRESS CO
16,265$4.4B0.11%
103
SPYSPDR S&P 500 ETF TR
143,351$4.3B0.11%
104
MDYSPDR S&P MIDCAP 400 ETF TR
7,596$4.1B0.10%
105
MRKMERCK & CO INC
43,709$3.9B0.10%
106
QCJAFIRST TR EXCHNG TRADED FD VI
203,957$3.9B0.10%
107
INTFISHARES TR
124,822$3.8B0.10%
108
HONHONEYWELL INTL INC
18,175$3.8B0.10%
109
SMMVISHARES TR
92,791$3.8B0.10%
110
TAT&T INC
133,985$3.8B0.10%
111
AMGNAMGEN INC
12,162$3.8B0.10%
112
DUKDUKE ENERGY CORP NEW
30,534$3.7B0.09%
113
ABTABBOTT LABS
26,499$3.5B0.09%
114
CBCHUBB LIMITED
11,257$3.4B0.09%
115
FISVFISERV INC
15,308$3.4B0.09%
116
ESGUISHARES TR
27,608$3.4B0.08%
117
HCAHCA HEALTHCARE INC
9,371$3.2B0.08%
118
QQQMINVESCO EXCH TRADED FD TR II
16,767$3.2B0.08%
119
BACBANK AMERICA CORP
76,942$3.2B0.08%
120
VYMVANGUARD WHITEHALL FDS
24,829$3.2B0.08%
121
KOCOCA COLA CO
44,606$3.2B0.08%
122
BRK-BBERKSHIRE HATHAWAY INC DEL
4$3.2B0.08%
123
CGDGCAPITAL GROUP DIVIDEND VALUE
88,739$3.2B0.08%
124
CSCOCISCO SYS INC
50,270$3.1B0.08%
125
TTTRANE TECHNOLOGIES PLC
9,193$3.1B0.08%
126
IVLUISHARES TR
100,976$3.1B0.08%
127
MPCMARATHON PETE CORP
20,885$3.0B0.08%
128
HYMBSPDR SER TR
118,593$3.0B0.08%
129
UNPUNION PAC CORP
12,649$3.0B0.08%
130
CGBLCAPITAL GROUP CORE BALANCED
93,749$2.9B0.07%
131
IWMISHARES TR
14,061$2.8B0.07%
132
HYDBISHARES TR
57,448$2.7B0.07%
133
SPGIS&P GLOBAL INC
5,306$2.7B0.07%
134
GEGENERAL ELECTRIC CO
12,857$2.6B0.06%
135
CGGOCAPITAL GROUP GBL GROWTH EQT
157,040$2.5B0.06%
136
TXNTEXAS INSTRS INC
13,590$2.4B0.06%
137
VFLOVICTORY PORTFOLIOS II
69,869$2.4B0.06%
138
ORCLORACLE CORP
17,011$2.4B0.06%
139
ZALTINNOVATOR ETFS TRUST
79,676$2.4B0.06%
140
CMCSACOMCAST CORP NEW
63,954$2.4B0.06%
141
LINLINDE PLC
5,067$2.4B0.06%
142
HDVISHARES TR
19,327$2.3B0.06%
143
NEENEXTERA ENERGY INC
32,960$2.3B0.06%
144
ADIANALOG DEVICES INC
11,506$2.3B0.06%
145
ADPAUTOMATIC DATA PROCESSING IN
7,476$2.3B0.06%
146
AMDADVANCED MICRO DEVICES INC
21,827$2.2B0.06%
147
UPSUNITED PARCEL SERVICE INC
20,241$2.2B0.06%
148
DEDEERE & CO
4,715$2.2B0.06%
149
APDAIR PRODS & CHEMS INC
7,415$2.2B0.06%
150
DRIDARDEN RESTAURANTS INC
10,026$2.1B0.05%
151
SUBISHARES TR
19,393$2.0B0.05%
152
PLTRPALANTIR TECHNOLOGIES INC
24,054$2.0B0.05%
153
VBVANGUARD INDEX FDS
9,114$2.0B0.05%
154
SCHDSCHWAB STRATEGIC TR
72,259$2.0B0.05%
155
MDTMEDTRONIC PLC
22,478$2.0B0.05%
156
SPGPINVESCO EXCHANGE TRADED FD T
19,834$2.0B0.05%
157
INTUINTUIT
3,212$2.0B0.05%
158
PGRPROGRESSIVE CORP
6,852$1.9B0.05%
159
WFCWELLS FARGO CO NEW
26,891$1.9B0.05%
160
TSMTAIWAN SEMICONDUCTOR MFG LTD
11,624$1.9B0.05%
161
OREALTY INCOME CORP
32,624$1.9B0.05%
162
ACNACCENTURE PLC IRELAND
6,041$1.9B0.05%
163
DWDMORGAN STANLEY
16,009$1.9B0.05%
164
TSCOTRACTOR SUPPLY CO
33,525$1.8B0.05%
165
PNFPPINNACLE FINL PARTNERS INC
17,138$1.8B0.05%
166
FLQLFRANKLIN TEMPLETON ETF TR
31,908$1.8B0.05%
167
LOWLOWES COS INC
7,413$1.7B0.04%
168
VVVANGUARD INDEX FDS
6,650$1.7B0.04%
169
BXBLACKSTONE INC
12,092$1.7B0.04%
170
DBEFDBX ETF TR
38,928$1.7B0.04%
171
EFAISHARES TR
20,617$1.7B0.04%
172
IMCGISHARES TR
23,390$1.7B0.04%
173
IXUSISHARES TR
23,875$1.7B0.04%
174
ADBEADOBE INC
4,336$1.7B0.04%
175
SHWSHERWIN WILLIAMS CO
4,748$1.7B0.04%
176
NXPINXP SEMICONDUCTORS N V
8,693$1.7B0.04%
177
BLKBLACKROCK INC
1,736$1.6B0.04%
178
VUGVANGUARD INDEX FDS
4,316$1.6B0.04%
179
AEMAGNICO EAGLE MINES LTD
14,653$1.6B0.04%
180
ALSALLSTATE CORP
7,662$1.6B0.04%
181
RCLROYAL CARIBBEAN GROUP
7,679$1.6B0.04%
182
VRTXVERTEX PHARMACEUTICALS INC
3,230$1.6B0.04%
183
ICEINTERCONTINENTAL EXCHANGE IN
9,051$1.6B0.04%
184
WMWASTE MGMT INC DEL
6,695$1.6B0.04%
185
TMOTHERMO FISHER SCIENTIFIC INC
3,113$1.5B0.04%
186
QCOMQUALCOMM INC
10,066$1.5B0.04%
187
IOOISHARES TR
16,002$1.5B0.04%
188
PEPPEPSICO INC
10,220$1.5B0.04%
189
ICVTISHARES TR
18,259$1.5B0.04%
190
JCIJOHNSON CTLS INTL PLC
18,943$1.5B0.04%
191
GILDGILEAD SCIENCES INC
13,503$1.5B0.04%
192
ISRGINTUITIVE SURGICAL INC
3,028$1.5B0.04%
193
MRSHMARSH & MCLENNAN COS INC
6,085$1.5B0.04%
194
IAGGISHARES TR
1,432,000$1.4B0.04%
195
DISDISNEY WALT CO
14,203$1.4B0.04%
196
WMBWILLIAMS COS INC
23,252$1.4B0.04%
197
TMUST-MOBILE US INC
5,196$1.4B0.03%
198
CITHE CIGNA GROUP
4,176$1.4B0.03%
199
FISFIDELITY NATL INFORMATION SV
18,159$1.4B0.03%
200
TRVCCITIGROUP INC
18,877$1.3B0.03%
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