SAGESPRING WEALTH PARTNERS, LLC
Q1 2025 13F Holdings
- Locationfranklin, TN
- Num holdings
651
- Value ($000)
$3,962,872
- Date Filed04/17/2025
- Form type13F-HR
- CIK0002056425
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $286.25M | 7 % | 1,584,082 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $247.58M | 6 % | 6,194,027 | ||
DYNF BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 | $241.83M | 6 % | 4,959,583 | ||
TRIMTABS ETF TR | FCF US QLTY ETF | 89628W302 | $211.14M | 5 % | 3,303,756 | ||
JAVA J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | $178.16M | 5 % | 2,803,939 | ||
NETZ TCW TRANSFORM ETF TRUST | TRANSFORM SYSTEM | 29287L205 | $150.78M | 4 % | 2,161,893 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $137.60M | 4 % | 331,723 | ||
BINC BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 092528603 | $125.26M | 3 % | 2,391,352 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $121.25M | 3 % | 9,556,568 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $106.81M | 3 % | 1,411,891 |
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