Portfolio (Quarterly)
Guide ↗
SAGESPRING WEALTH PARTNERS, LLC
· CIK 0002056425| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 5,179 | $247K | 0.00% | SOLD |
| 42 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 1,261 | $244K | 0.00% | SOLD |
| 43 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 2,601 | $241K | 0.00% | SOLD |
| 44 | PAYC | PAYCOM SOFTWARE INC | Technology | 1,497 | $239K | 0.00% | SOLD |
| 45 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 3,113 | $237K | 0.00% | SOLD |
| 46 | HSY | HERSHEY CO | Consumer Defensive | 1,281 | $233K | 0.00% | SOLD |
| 47 | XYL | XYLEM INC | Industrials | 1,690 | $230K | 0.00% | SOLD |
| 48 | AOR | ISHARES TR | — | 3,527 | $229K | 0.00% | SOLD |
| 49 | OZK | BANK OZK LITTLE ROCK ARK | Financial Services | 4,925 | $227K | 0.00% | SOLD |
| 50 | BLD | TOPBUILD CORP | Industrials | 541 | $226K | 0.00% | SOLD |
| 51 | RELX | RELX PLC | Communication Services | 5,577 | $225K | 0.00% | SOLD |
| 52 | RFV | INVESCO EXCHANGE TRADED FD T | — | 1,746 | $223K | 0.00% | SOLD |
| 53 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 4,088 | $223K | 0.00% | SOLD |
| 54 | MTG | MGIC INVT CORP WIS | Financial Services | 7,559 | $221K | 0.00% | SOLD |
| 55 | — | RYANAIR HOLDINGS PLC | — | 3,031 | $219K | 0.00% | SOLD |
| 56 | AVY | AVERY DENNISON CORP | Industrials | 1,201 | $218K | 0.00% | SOLD |
| 57 | WTM | WHITE MTNS INS GROUP LTD | Financial Services | 105 | $218K | 0.00% | SOLD |
| 58 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 1,133 | $216K | 0.00% | SOLD |
| 59 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,339 | $216K | 0.00% | SOLD |
| 60 | NTES | NETEASE INC | Technology | 1,555 | $214K | 0.00% | 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%