SAGESPRING WEALTH PARTNERS, LLC

Q1 2025 13F-HR Holdings

Location
Franklin, TN
Holdings as of
3/31/2025
Date filed
4/17/2025
Form type
13F-HR
Num holdings
651
Total value ($000)
$3,962,872
Net value change ($000)
+175,445 (4.6%)
New positions
93
Sold out positions
46
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2025 Next filing: 7/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JAVA 178,162 NEW
JIRE 69,218 NEW
IEMG 59,491 164.0%
OEF 56,359 2681.2%
QQQ 48,812 1283.9%
ABLD 41,130 NEW
FBND 35,235 41.0%
IEI 28,597 NEW
EMGF 28,191 155.0%
FDVV 26,651 NEW
Top Reduces (Value $000, Stocks/ETFs)
FVAL -119,131 -99.5%
EMXC -74,091 -99.7%
HELO -58,699 -99.5%
ABLG -55,386 -100.0%
VOO -49,044 -14.6%
MTUM -35,307 -69.2%
IXC -33,319 -99.4%
EFG -26,200 -38.0%
VTEB -26,110 -60.3%
PYLD -23,553 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type