Portfolio (Quarterly)
Guide ↗
SAGESPRING WEALTH PARTNERS, LLC
· CIK 0002056425| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 4,246 | $348K | 0.01% | SOLD |
| 22 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 953 | $324K | 0.01% | SOLD |
| 23 | CDW | CDW CORP | Technology | 2,199 | $300K | 0.01% | SOLD |
| 24 | BJ | BJS WHSL CLUB HLDGS INC | Consumer Defensive | 3,260 | $293K | 0.01% | SOLD |
| 25 | IHDG | WISDOMTREE TR | — | 5,944 | $289K | 0.01% | SOLD |
| 26 | ROL | ROLLINS INC | Consumer Cyclical | 4,776 | $287K | 0.01% | SOLD |
| 27 | MAIN | MAIN STR CAP CORP | Financial Services | 4,733 | $286K | 0.01% | SOLD |
| 28 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 1,293 | $282K | 0.01% | SOLD |
| 29 | FICO | FAIR ISAAC CORP | Technology | 164 | $277K | 0.01% | SOLD |
| 30 | PNR | PENTAIR PLC | Industrials | 2,662 | $277K | 0.01% | SOLD |
| 31 | LOPE | GRAND CANYON ED INC | Consumer Defensive | 1,666 | $277K | 0.01% | SOLD |
| 32 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 449 | $272K | 0.01% | SOLD |
| 33 | EWBC | EAST WEST BANCORP INC | Financial Services | 2,340 | $263K | 0.01% | SOLD |
| 34 | SLV | ISHARES SILVER TR | Financial Services | 4,072 | $262K | 0.01% | SOLD |
| 35 | LEN | LENNAR CORP | Consumer Cyclical | 2,551 | $262K | 0.01% | SOLD |
| 36 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,171 | $261K | 0.01% | SOLD |
| 37 | BRO | BROWN & BROWN INC | Financial Services | 3,219 | $257K | 0.01% | SOLD |
| 38 | G | GENPACT LIMITED | Technology | 5,379 | $252K | 0.01% | SOLD |
| 39 | VOOG | VANGUARD ADMIRAL FDS INC | — | 565 | $251K | 0.01% | SOLD |
| 40 | RPM | RPM INTL INC | Basic Materials | 2,391 | $249K | 0.01% | SOLD |
Sector Allocation
Technology
31.3%
Financial Services
23.6%
Industrials
9.1%
Consumer Cyclical
8.9%
Healthcare
7.5%
Consumer Defensive
5.8%
Communication Services
5.2%
Energy
2.8%
Utilities
2.7%
Basic Materials
1.8%