SAGESPRING WEALTH PARTNERS, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$3.8B
Holdings
602
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (602 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $335.3M |
FBCGFIDELITY COVINGTON TRUST | $245.4M |
DYNFBLACKROCK ETF TRUST | $231.2M |
ABFLTRIMTABS ETF TR | $201.0M |
IVVISHARES TR | $138.9M |
PWRDTCW TRANSFORM ETF TRUST | $138.3M |
BINCBLACKROCK ETF TRUST II | $133.9M |
AQLTISHARES TR | $123.2M |
FVALFIDELITY COVINGTON TRUST | $119.8M |
AGGISHARES TR | $117.7M |
IYWISHARES TR | $90.2M |
FBNDFIDELITY MERRIMACK STR TR | $86.0M |
EMXCISHARES INC | $74.3M |
EFGISHARES TR | $68.9M |
EFVISHARES TR | $63.0M |
QUALISHARES TR | $62.5M |
HELOJ P MORGAN EXCHANGE TRADED F | $59.0M |
ABLGTRIMTABS ETF TR | $55.4M |
MTUMISHARES TR | $51.1M |
IJHISHARES TR | $45.4M |
VTEBVANGUARD MUN BD FDS | $43.3M |
AAPLAPPLE INC | $40.8M |
MSFTMICROSOFT CORP | $38.3M |
IJRISHARES TR | $37.7M |
IEMGISHARES INC | $36.3M |
IXCISHARES TR | $33.5M |
USMVISHARES TR | $32.1M |
VOVANGUARD INDEX FDS | $29.7M |
MUNIINTER MUN BD ACT | $29.3M |
NVDANVIDIA CORPORATION | $29.0M |
BNDXVANGUARD CHARLOTTE FDS | $27.6M |
TLTISHARES TR | $25.5M |
PYLDPIMCO ETF TR | $23.6M |
AMZNAMAZON COM INC | $21.2M |
TLHISHARES TR | $21.0M |
EMGFISHARES INC | $18.2M |
BNDVANGUARD BD INDEX FDS | $18.1M |
IWFISHARES TR | $17.8M |
MUBISHARES TR | $17.0M |
AVGOBROADCOM INC | $15.4M |
JPMJPMORGAN CHASE & CO | $14.8M |
IVWISHARES TR | $14.2M |
METAMETA PLATFORMS INC | $14.1M |
EMBISHARES TR | $13.6M |
HDHOME DEPOT INC | $13.4M |
IWDISHARES TR | $11.3M |
WMTWALMART INC | $11.0M |
GOOGLALPHABET INC | $10.8M |
VVISA INC | $10.6M |
IAU*ISHARES GOLD TR | $10.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.7M |
DGROISHARES TR | $9.4M |
TSLATESLA INC | $9.1M |
UNHUNITEDHEALTH GROUP INC | $8.9M |
USHYISHARES TR | $8.2M |
PGPROCTER AND GAMBLE CO | $7.7M |
CGUSCAPITAL GROUP CORE EQUITY ET | $7.6M |
DIVOAMPLIFY ETF TR | $7.2M |
CATCATERPILLAR INC | $7.1M |
GOOGALPHABET INC | $7.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $7.0M |
LLYELI LILLY & CO | $6.8M |
COWZPACER FDS TR | $6.8M |
4I1PHILIP MORRIS INTL INC | $6.5M |
ETNEATON CORP PLC | $6.4M |
VTIVANGUARD INDEX FDS | $5.7M |
CMECME GROUP INC | $5.7M |
COSTCOSTCO WHSL CORP NEW | $5.6M |
HYMBSPDR SER TR | $5.6M |
SPYSPDR S&P 500 ETF TR | $5.4M |
TJXTJX COS INC NEW | $5.4M |
MRKMERCK & CO INC | $5.3M |
IBMINTERNATIONAL BUSINESS MACHS | $5.2M |
VIGVANGUARD SPECIALIZED FUNDS | $5.1M |
SDYSPDR SER TR | $5.1M |
FCORFIDELITY MERRIMACK STR TR | $5.1M |
JQUAJ P MORGAN EXCHANGE TRADED F | $5.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $5.0M |
CRMSALESFORCE INC | $4.9M |
XOMEXXON MOBIL CORP | $4.9M |
SOSOUTHERN CO | $4.9M |
GSGOLDMAN SACHS GROUP INC | $4.9M |
HONHONEYWELL INTL INC | $4.5M |
SUBISHARES TR | $4.5M |
MSIMOTOROLA SOLUTIONS INC | $4.5M |
SMMVISHARES TR | $4.5M |
CVXCHEVRON CORP NEW | $4.4M |
ITOTISHARES TR | $4.3M |
BACVERIZON COMMUNICATIONS INC | $4.2M |
MCDMCDONALDS CORP | $4.1M |
BILSPDR SER TR | $4.0M |
MPCMARATHON PETE CORP | $4.0M |
AXPAMERICAN EXPRESS CO | $4.0M |
IDEVISHARES TR | $3.9M |
CGGRCAPITAL GROUP GROWTH ETF | $3.9M |
MAMASTERCARD INCORPORATED | $3.9M |
JNJJOHNSON & JOHNSON | $3.8M |
NDQINVESCO QQQ TR | $3.8M |
AMGNAMGEN INC | $3.8M |
NFLXNETFLIX INC | $3.7M |
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