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Asset Manager ← All Institutions

SAGESPRING WEALTH PARTNERS, LLC

801 CRESCENT CENTRE DRIVE SUITE 600, FRANKLIN, TN 37067 • 615-861-6100

Q2 2025 · Filed 2025-07-28
Market Value
$4.6B
+16.9%
Holdings
731
+42
New Purchases
86
Added To
410
Closed
38
Reduced
184
Top 10 Concentration
45.1%
Turnover
17.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EUSA 0.89% 0.00% +0.89% $41M
IYF 0.58% 0.00% +0.58% $27M
PWRD 4.38% 3.81% +0.57% $202M
IEI 1.24% 0.72% +0.52% $58M
JBND 0.43% 0.00% +0.43% $20M
CGGR 0.51% 0.12% +0.39% $23M
SMMU 0.62% 0.30% +0.32% $29M
MSFT 1.18% 0.90% +0.28% $55M
JIVE 0.27% 0.00% +0.27% $13M
NVDA 0.97% 0.70% +0.27% $45M
TLH 0.79% 0.52% +0.27% $36M
FEOE 0.25% 0.00% +0.25% $12M
FBCG 6.50% 6.26% +0.24% $300M
FESM 0.21% 0.00% +0.21% $10M
AVGO 0.51% 0.31% +0.20% $24M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OEF 0.18% 1.48% -1.30% $8M
VOO 6.40% 7.23% -0.84% $296M
TLT 0.15% 0.83% -0.68% $7M
BINC 2.71% 3.17% -0.46% $125M
MUNI 0.36% 0.75% -0.38% $17M
AGG 2.27% 2.65% -0.38% $105M
FBND 2.80% 3.06% -0.26% $130M
AAPL 0.89% 1.12% -0.22% $41M
JEPI 0.03% 0.20% -0.16% $2M
JAVA 4.35% 4.50% -0.15% $201M
USMV 0.64% 0.79% -0.15% $29M
UNH 0.07% 0.21% -0.15% $3M
IJR 0.37% 0.52% -0.15% $17M
VTEB 0.29% 0.43% -0.14% $14M
IJH 0.56% 0.70% -0.14% $26M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 84.2%
Technology 5.4%
Consumer Cyclical 2.0%
Industrials 1.8%
Healthcare 1.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.1B 23.6%
Large Cap 509 $2.1B 46.3%
Mid Cap 77 $695M 15.0%
Small Cap 54 $647M 14.0%
Micro Cap 12 $51M 1.1%

Portfolio Analytics

Avg Market Cap
$129.3B
Median Market Cap
$42.2B
Avg P/E
31.0
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
487
# ETFs / Funds
244

Top Holdings (731 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FBCG 6.50% 6,228,360 $300M $48.24 $53M +34,333 +0.6%
2 VOO 6.40% 1,547,982 $296M $191.08 $10M -36,100 -2.3%
3 DYNF 6.30% 5,344,939 $291M $54.46 $49M +385,356 +7.8%
4 ABFL 5.36% 3,504,909 $248M $70.76 $37M +201,153 +6.1%
5 PWRD 4.38% 2,244,387 $202M $90.17 $52M +82,494 +3.8%
6 JAVA 4.35% 3,069,729 $201M $65.50 $23M +265,790 +9.5%
7 IVV 3.67% 360,425 $170M $471.27 $32M +28,702 +8.7%
8 FBND 2.80% 9,733,745 $130M $13.32 $8M +177,177 +1.9%
9 BINC 2.71% 2,367,183 $125M $52.84 -$177K -24,169 -1.0%
10 IEFA 2.62% 1,453,725 $121M $83.48 $15M +41,834 +3.0%
11 IEMG 2.38% 1,835,948 $110M $60.03 $14M +61,448 +3.5%
12 AGG 2.27% 24,538,059 $105M $4.28 $334K +1,052
13 IYW 1.96% 522,502 $91M $173.27 $12M -34,338 -6.2%
14 JIRE 1.78% 1,165,969 $83M $70.77 $13M +79,690 +7.3%
15 QUAL 1.55% 393,038 $72M $182.82 $9M +25,830 +7.0%
16 EFV 1.46% 1,065,950 $68M $63.48 $8M +53,088 +5.2%
17 QQQ 1.26% 105,240 $58M $551.64 $5M -6,963 -6.2%
18 EMGF 1.25% 1,110,959 $58M $52.07 $11M +119,634 +12.1%
19 IEI 1.24% 482,864 $58M $119.09 $29M +240,797 +99.5%
20 MSFT 1.18% 109,705 $55M $497.41 $19M +14,665 +15.4%
21 EFG 1.08% 445,172 $50M $112.00 $7M +18,261 +4.3%
22 NVDA 0.97% 283,322 $45M $157.99 $17M +27,072 +10.6%
23 DFRA 0.96% 1,559,749 $44M $28.52 $3M +114,983 +8.0%
24 AAPL 0.89% 201,102 $41M $205.17 -$3M +2,292 +1.1%
25 EUSA 0.89% 415,915 $41M $99.12 +415,915 NEW
26 IAU 0.80% 589,730 $37M $62.36 $4M +29,200 +5.2%
27 TLH 0.79% 357,901 $36M $101.60 $16M +159,439 +80.3%
28 FDVV 0.66% 585,625 $30M $52.02 $4M +48,306 +9.0%
29 USMV 0.64% 313,896 $29M $93.87 -$2M -20,001 -6.0%
30 IVW 0.63% 264,742 $29M $110.10 $11M +71,308 +36.9%
31 BNDX 0.62% 28,603,475 $29M $1.00 $19K +354
32 SMMU 0.62% 571,694 $29M $50.17 $17M +333,708 +140.2%
33 AMZN 0.60% 188,149 $28M $146.84 $6M +11,722 +6.6%
34 IYF 0.58% 221,240 $27M $120.99 +221,240 NEW
35 IJH 0.56% 416,468 $26M $62.02 -$2M -58,935 -12.4%
36 META 0.51% 32,172 $24M $738.08 $7M +2,928 +10.0%
37 AVGO 0.51% 85,291 $24M $275.65 $11M +12,196 +16.7%
38 CGGR 0.51% 577,712 $23M $40.65 $19M +443,549 +330.6%
39 MUB 0.47% 207,081 $22M $104.48 $2M +22,655 +12.3%
40 JPM 0.46% 73,899 $21M $289.91 $5M +6,988 +10.4%
41 JBND 0.43% 368,452 $20M $53.59 +368,452 NEW
42 BND 0.42% 17,496,876 $19M $1.11 $845K +11,447 +0.1%
43 VO 0.41% 68,263 $19M $279.83 -$1M -10,204 -13.0%
44 IWF 0.39% 42,106 $18M $424.58 $2M -1,526 -3.5%
45 MTUM 0.37% 71,592 $17M $240.32 $1M -6,311 -8.1%
46 IJR 0.37% 157,309 $17M $109.29 -$3M -38,710 -19.8%
47 MUNI 0.36% 326,396 $17M $51.36 -$13M -246,046 -43.0%
48 EMB 0.33% 163,817 $15M $92.62 $830K +5,491 +3.5%
49 HD 0.31% 38,594 $14M $366.64 $1M +3,073 +8.7%
50 V 0.30% 39,364 $14M $355.05 $1M +2,741 +7.5%
51 VTEB 0.29% 275,544 $14M $49.03 -$4M -71,098 -20.5%
52 ITOT 0.29% 99,804 $13M $135.04 $1M -1,232 -1.2%
53 GOOGL 0.28% 72,940 $13M $176.23 $3M +8,807 +13.7%
54 IGM 0.28% 113,983 $13M $112.34 $1M -10,748 -8.6%
55 JIVE 0.27% 182,845 $13M $69.30 +182,845 NEW
56 WMT 0.27% 128,189 $13M $97.78 $2M +3,095 +2.5%
57 BRK-B 0.27% 25,774 $13M $485.76 -$710K +933 +3.8%
58 FEOE 0.25% 276,358 $12M $42.07 +276,358 NEW
59 IWD 0.24% 57,413 $11M $194.23 $104K -1,297 -2.2%
60 TSLA 0.23% 33,725 $11M $317.66 $4M +7,139 +26.9%
61 PM 0.23% 58,318 $11M $182.13 $2M +2,208 +3.9%
62 IDEV 0.23% 138,065 $10M $76.04 $2M +18,020 +15.0%
63 FESM 0.21% 297,790 $10M $31.99 +297,790 NEW
64 DIVO 0.20% 219,226 $9M $42.55 $2M +32,903 +17.7%
65 TAFI 0.19% 346,276 $9M $25.11 $8M +335,065 +2988.7%
66 IBM 0.19% 29,312 $9M $294.78 $2M +3,550 +13.8%
67 BOND 0.19% 93,437 $9M $92.18 $1M +13,108 +16.3%
68 DGRO 0.18% 132,462 $8M $63.94 $505K +3,544 +2.8%
69 GOOG 0.18% 47,663 $8M $177.39 $2M +8,121 +20.5%
70 OEF 0.18% 27,345 $8M $304.35 -$50M -188,512 -87.3%
71 FQAL 0.18% 119,494 $8M $69.63 $942K +4,499 +3.9%
72 CAT 0.18% 21,140 $8M $388.21 $1M +645 +3.1%
73 PG 0.18% 50,888 $8M $159.32 -$524K +239 +0.5%
74 COST 0.16% 7,672 $8M $989.96 $891K +584 +8.2%
75 NFLX 0.16% 5,521 $7M $1,339.25 $3M +417 +8.2%
76 VEA 0.15% 125,165 $7M $57.01 $2M +19,777 +18.8%
77 CME 0.15% 25,415 $7M $275.62 $527K +997 +4.1%
78 ETN 0.15% 19,603 $7M $357.00 $2M +551 +2.9%
79 TLT 0.15% 78,726 $7M $88.25 -$26M -284,205 -78.3%
80 ICLN 0.15% 524,379 $7M $13.11 $2M +128,505 +32.5%
81 CGUS 0.15% 185,471 $7M $36.93 $1M +13,964 +8.1%
82 LLY 0.15% 8,767 $7M $779.52 -$921K -622 -6.6%
83 GS 0.14% 9,457 $7M $707.73 $2M +647 +7.3%
84 XOM 0.14% 59,830 $6M $107.80 -$252K +3,482 +6.2%
85 TJX 0.14% 52,215 $6M $123.49 $521K +3,549 +7.3%
86 IUSB 0.14% 137,470 $6M $46.23 $183K +3,532 +2.6%
87 ABBV 0.14% 33,859 $6M $185.62 $1M +10,105 +42.5%
88 USHY 0.13% 163,280 $6M $37.51 -$485K -16,291 -9.1%
89 VTI 0.13% 59,306 $6M $100.89 $669K +365 +0.6%
90 AXP 0.13% 18,171 $6M $318.98 $1M +1,906 +11.7%
91 COWZ 0.12% 103,428 $6M $55.10 -$1M -20,638 -16.6%
92 MCD 0.12% 19,435 $6M $292.17 $297K +2,209 +12.8%
93 MA 0.12% 9,811 $6M $561.93 $784K +1,183 +13.7%
94 JNJ 0.12% 35,526 $5M $152.75 $93K +3,367 +10.5%
95 FCOR 0.11% 5,205,000 $5M $1.00
96 SO 0.11% 56,084 $5M $91.83 $128K +1,468 +2.7%
97 BAC 0.11% 107,709 $5M $47.32 $2M +30,767 +40.0%
98 INTF 0.11% 148,756 $5M $34.23 $1M +23,934 +19.2%
99 KO 0.11% 71,671 $5M $70.75 $2M +27,065 +60.7%
100 CVX 0.11% 34,592 $5M $143.19 -$2M -4,239 -10.9%

New Positions

SymbolValue% Port
EUSA $41M 0.89%
IYF $27M 0.58%
JBND $20M 0.43%
JIVE $13M 0.27%
FEOE $12M 0.25%
FESM $10M 0.21%
GPIX $4M 0.09%
SCHV $3M 0.07%
SPMO $3M 0.07%
GOVI $737K 0.02%
CGMM $692K 0.01%
RBLX $569K 0.01%
NBB $562K 0.01%
BFEB $528K 0.01%
SPLV $484K 0.01%

Sold Out Positions

SymbolValue% Port
EMN —%
AYI —%
HAL —%
DVN —%
BBD —%
WPC —%
DOW —%
TRV —%
EW —%
GAB —%
TPL —%
ETW —%
RTX —%
TGT —%
EMXC —%
View SEC EDGAR Filings for SAGESPRING WEALTH PARTNERS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms