SAGESPRING WEALTH PARTNERS, LLC
Q4 2024 13F Holdings
- Locationfranklin, TN
- Num holdings
602
- Value ($000)
$3,787,427
- Date Filed02/13/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $335.30M | 9 % | 653,408 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $245.37M | 7 % | 5,304,068 | ||
DYNF BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 | $231.16M | 6 % | 4,510,417 | ||
TRIMTABS ETF TR | FCF US QLTY ETF | 89628W302 | $201.03M | 5 % | 3,024,502 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $138.93M | 4 % | 322,204 | ||
NETZ TCW TRANSFORM ETF TRUST | TRANSFORM SYSTEM | 29287L205 | $138.31M | 4 % | 1,905,886 | ||
BINC BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 092528603 | $133.88M | 4 % | 2,573,599 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $123.15M | 3 % | 1,752,293 | ||
FVAL FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 316092782 | $119.77M | 3 % | 1,946,715 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $117.74M | 3 % | 25,522,515 |
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