SAGESPRING WEALTH PARTNERS, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$4.6T
Holdings
706
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (706 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KOCOCA COLA CO | 71,671 | $5.1B | 0.11% | |
| 102 | CVXCHEVRON CORP NEW | 34,592 | $5.0B | 0.11% | |
| 103 | GJANFIRST TR EXCHNG TRADED FD VI | 122,505 | $4.9B | 0.11% | |
| 104 | BACVERIZON COMMUNICATIONS INC | 111,717 | $4.8B | 0.10% | |
| 105 | CRMSALESFORCE INC | 17,092 | $4.7B | 0.10% | |
| 106 | SPYSPDR S&P 500 ETF TR | 143,086 | $4.6B | 0.10% | |
| 107 | MOALTRIA GROUP INC | 76,104 | $4.5B | 0.10% | |
| 108 | HONHONEYWELL INTL INC | 18,989 | $4.4B | 0.10% | |
| 109 | VIGVANGUARD SPECIALIZED FUNDS | 21,603 | $4.4B | 0.10% | |
| 110 | MSIMOTOROLA SOLUTIONS INC | 10,252 | $4.3B | 0.09% | |
| 111 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 18,664 | $4.2B | 0.09% | |
| 112 | SDYSPDR SER TR | 30,821 | $4.2B | 0.09% | |
| 113 | IVLUISHARES TR | 125,195 | $4.1B | 0.09% | |
| 114 | TAT&T INC | 141,152 | $4.1B | 0.09% | |
| 115 | GPIXGOLDMAN SACHS ETF TR | 80,443 | $4.0B | 0.09% | |
| 116 | ABTABBOTT LABS | 29,447 | $4.0B | 0.09% | |
| 117 | TTTRANE TECHNOLOGIES PLC | 9,156 | $4.0B | 0.09% | |
| 118 | CGBLCAPITAL GROUP CORE BALANCED | 119,313 | $4.0B | 0.09% | |
| 119 | DUKDUKE ENERGY CORP NEW | 33,557 | $4.0B | 0.09% | |
| 120 | MDYSPDR S&P MIDCAP 400 ETF TR | 6,914 | $3.9B | 0.08% | |
| 121 | HCAHCA HEALTHCARE INC | 10,140 | $3.9B | 0.08% | |
| 122 | ORCLORACLE CORP | 17,753 | $3.9B | 0.08% | |
| 123 | ESGUISHARES TR | 28,267 | $3.8B | 0.08% | |
| 124 | AMGNAMGEN INC | 13,616 | $3.8B | 0.08% | |
| 125 | CGDGCAPITAL GROUP DIVIDEND VALUE | 95,347 | $3.8B | 0.08% | |
| 126 | CSCOCISCO SYS INC | 53,528 | $3.7B | 0.08% | |
| 127 | PLTRPALANTIR TECHNOLOGIES INC | 26,928 | $3.7B | 0.08% | |
| 128 | BILSPDR SER TR | 39,721 | $3.6B | 0.08% | |
| 129 | SMMVISHARES TR | 86,111 | $3.6B | 0.08% | |
| 130 | MPCMARATHON PETE CORP | 21,666 | $3.6B | 0.08% | |
| 131 | QQQMINVESCO EXCH TRADED FD TR II | 15,074 | $3.4B | 0.07% | |
| 132 | CBCHUBB LIMITED | 11,738 | $3.4B | 0.07% | |
| 133 | AMDADVANCED MICRO DEVICES INC | 23,845 | $3.4B | 0.07% | |
| 134 | GEGE AEROSPACE | 13,078 | $3.4B | 0.07% | |
| 135 | SCHVSCHWAB STRATEGIC TR | 121,260 | $3.4B | 0.07% | |
| 136 | CGGOCAPITAL GROUP GBL GROWTH EQT | 173,768 | $3.3B | 0.07% | |
| 137 | VYMVANGUARD WHITEHALL FDS | 24,308 | $3.2B | 0.07% | |
| 138 | VFLOVICTORY PORTFOLIOS II | 89,748 | $3.2B | 0.07% | |
| 139 | UNHUNITEDHEALTH GROUP INC | 9,945 | $3.1B | 0.07% | |
| 140 | SPGIS&P GLOBAL INC | 5,822 | $3.1B | 0.07% | |
| 141 | KLMNINVESCO EXCH TRADED FD TR II | 27,220 | $3.1B | 0.07% | |
| 142 | INTUINTUIT | 3,887 | $3.1B | 0.07% | |
| 143 | IWMISHARES TR | 13,931 | $3.0B | 0.06% | |
| 144 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $2.9B | 0.06% | |
| 145 | GEVGE VERNOVA INC | 5,489 | $2.9B | 0.06% | |
| 146 | UNPUNION PAC CORP | 12,325 | $2.8B | 0.06% | |
| 147 | DWDMORGAN STANLEY | 19,511 | $2.7B | 0.06% | |
| 148 | ADIANALOG DEVICES INC | 11,141 | $2.7B | 0.06% | |
| 149 | DEDEERE & CO | 5,173 | $2.6B | 0.06% | |
| 150 | TXNTEXAS INSTRS INC | 12,588 | $2.6B | 0.06% | |
| 151 | NEENEXTERA ENERGY INC | 37,485 | $2.6B | 0.06% | |
| 152 | MRKMERCK & CO INC | 32,751 | $2.6B | 0.06% | |
| 153 | ADPAUTOMATIC DATA PROCESSING IN | 8,381 | $2.6B | 0.06% | |
| 154 | WFCWELLS FARGO CO NEW | 32,145 | $2.6B | 0.06% | |
| 155 | LINLINDE PLC | 5,323 | $2.5B | 0.05% | |
| 156 | ZALTINNOVATOR ETFS TRUST | 81,050 | $2.5B | 0.05% | |
| 157 | CMCSACOMCAST CORP NEW | 69,608 | $2.5B | 0.05% | |
| 158 | RCLROYAL CARIBBEAN GROUP | 7,919 | $2.5B | 0.05% | |
| 159 | FISVFISERV INC | 13,617 | $2.3B | 0.05% | |
| 160 | SUBISHARES TR | 21,922 | $2.3B | 0.05% | |
| 161 | VUGVANGUARD INDEX FDS | 5,275 | $2.3B | 0.05% | |
| 162 | BLKBLACKROCK INC | 2,196 | $2.3B | 0.05% | |
| 163 | DRIDARDEN RESTAURANTS INC | 10,387 | $2.3B | 0.05% | |
| 164 | HDVISHARES TR | 19,174 | $2.2B | 0.05% | |
| 165 | BABOEING CO | 10,586 | $2.2B | 0.05% | |
| 166 | JCIJOHNSON CTLS INTL PLC | 20,402 | $2.2B | 0.05% | |
| 167 | MDTMEDTRONIC PLC | 24,378 | $2.1B | 0.05% | |
| 168 | APDAIR PRODS & CHEMS INC | 7,532 | $2.1B | 0.05% | |
| 169 | NOWSERVICENOW INC | 1,998 | $2.1B | 0.04% | |
| 170 | TRVCCITIGROUP INC | 24,080 | $2.0B | 0.04% | |
| 171 | OREALTY INCOME CORP | 35,510 | $2.0B | 0.04% | |
| 172 | DBEFDBX ETF TR | 46,084 | $2.0B | 0.04% | |
| 173 | EFAISHARES TR | 22,491 | $2.0B | 0.04% | |
| 174 | FLQLFRANKLIN TEMPLETON ETF TR | 31,495 | $2.0B | 0.04% | |
| 175 | APHAMPHENOL CORP NEW | 19,523 | $1.9B | 0.04% | |
| 176 | GILDGILEAD SCIENCES INC | 17,351 | $1.9B | 0.04% | |
| 177 | NXPINXP SEMICONDUCTORS N V | 8,771 | $1.9B | 0.04% | |
| 178 | HYMBSPDR SER TR | 76,779 | $1.9B | 0.04% | |
| 179 | DISDISNEY WALT CO | 15,207 | $1.9B | 0.04% | |
| 180 | PGRPROGRESSIVE CORP | 7,027 | $1.9B | 0.04% | |
| 181 | BKNGBOOKING HOLDINGS INC | 322 | $1.9B | 0.04% | |
| 182 | PNFPPINNACLE FINL PARTNERS INC | 16,619 | $1.8B | 0.04% | |
| 183 | WMBWILLIAMS COS INC | 29,181 | $1.8B | 0.04% | |
| 184 | AEMAGNICO EAGLE MINES LTD | 15,227 | $1.8B | 0.04% | |
| 185 | IMCGISHARES TR | 22,429 | $1.8B | 0.04% | |
| 186 | ICEINTERCONTINENTAL EXCHANGE INC | 9,669 | $1.8B | 0.04% | |
| 187 | SHWSHERWIN WILLIAMS CO | 5,142 | $1.8B | 0.04% | |
| 188 | ISRGINTUITIVE SURGICAL INC | 3,221 | $1.8B | 0.04% | |
| 189 | LOWLOWES COS INC | 7,850 | $1.7B | 0.04% | |
| 190 | IWRISHARES TR | 18,779 | $1.7B | 0.04% | |
| 191 | ICVTISHARES TR | 19,104 | $1.7B | 0.04% | |
| 192 | QCOMQUALCOMM INC | 10,736 | $1.7B | 0.04% | |
| 193 | FISFIDELITY NATL INFORMATION SV | 20,919 | $1.7B | 0.04% | |
| 194 | CMGCHIPOTLE MEXICAN GRILL INC | 30,204 | $1.7B | 0.04% | |
| 195 | SCHDSCHWAB STRATEGIC TR | 63,737 | $1.7B | 0.04% | |
| 196 | IVZINVESCO EXCHANGE TRADED FD T | 15,365 | $1.7B | 0.04% | |
| 197 | VTVANGUARD INTL EQUITY INDEX F | 12,935 | $1.7B | 0.04% | |
| 198 | UBERUBER TECHNOLOGIES INC | 17,809 | $1.7B | 0.04% | |
| 199 | ALSALLSTATE CORP | 8,085 | $1.6B | 0.04% | |
| 200 | ACNACCENTURE PLC IRELAND | 5,442 | $1.6B | 0.04% |