Portfolio (Quarterly)
Guide ↗
SAGESPRING WEALTH PARTNERS, LLC
· CIK 0002056425| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | SF | STIFEL FINL CORP | Financial Services | 1,704 | $213K | 0.00% | SOLD |
| 62 | VEEV | VEEVA SYS INC | Healthcare | 949 | $212K | 0.00% | SOLD |
| 63 | NWSA | NEWS CORP NEW | Communication Services | 8,086 | $211K | 0.00% | SOLD |
| 64 | CPNG | COUPANG INC | Consumer Cyclical | 8,915 | $210K | 0.00% | SOLD |
| 65 | PHO | INVESCO EXCHANGE TRADED FD T | — | 2,982 | $210K | 0.00% | SOLD |
| 66 | HLI | HOULIHAN LOKEY INC | Financial Services | 1,200 | $209K | 0.00% | SOLD |
| 67 | DD | DUPONT DE NEMOURS INC | Basic Materials | 5,078 | $204K | 0.00% | SOLD |
| 68 | AGCO | AGCO CORP | Industrials | 1,956 | $204K | 0.00% | SOLD |
| 69 | CG | CARLYLE GROUP INC | Financial Services | 3,435 | $203K | 0.00% | SOLD |
| 70 | QRVO | QORVO INC | Technology | 2,386 | $202K | 0.00% | SOLD |
| 71 | GIB | CGI INC | Technology | 2,174 | $201K | 0.00% | SOLD |
| 72 | EFAV | ISHARES TR | — | 2,325 | $201K | 0.00% | SOLD |
| 73 | FNB | F N B CORP | Financial Services | 10,280 | $176K | 0.00% | SOLD |
| 74 | — | AMCOR PLC | — | 16,793 | $140K | 0.00% | SOLD |
| 75 | — | KINDLY MD INC | — | 78,915 | $28K | 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%