SAGESPRING WEALTH PARTNERS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW SAGESPRING WEALTH PARTNERS, LLC | Institutional Filer | ▼ 0.33% | $5.49B | 791 |
Current Portfolio Holdings
Showing all 791 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | — | 6.3M | $364.7M | 6.65% |
| 2 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 4.8M | $341.9M | 6.23% |
| 3 | FBCG | FIDELITY COVINGTON TRUST | — | 5.6M | $282.8M | 5.15% |
| 4 | VOO | VANGUARD INDEX FDS | — | 469K | $280.1M | 5.11% |
| 5 | BAI | BLACKROCK ETF TRUST | — | 7.4M | $245.3M | 4.47% |
| 6 | IVV | ISHARES TR | — | 347K | $226.7M | 4.13% |
| 7 | PWRD | TCW ETF TRUST | — | 2.1M | $206.0M | 3.76% |
| 8 | BINC | BLACKROCK ETF TRUST II | — | 2.9M | $148.6M | 2.71% |
| 9 | ABFL | ABACUS FCF ETF TR | — | 1.9M | $137.7M | 2.51% |
| 10 | EFV | ISHARES TR | — | 1.6M | $122.4M | 2.23% |
| 11 | FBND | FIDELITY MERRIMACK STR TR | — | 2.7M | $121.9M | 2.22% |
| 12 | IEFA | ISHARES TR | — | 1.3M | $118.4M | 2.16% |
| 13 | EMOP | AB ACTIVE ETFS INC | — | 2.7M | $118.4M | 2.16% |
| 14 | BRTR | BLACKROCK ETF TRUST II | — | 2.0M | $98.4M | 1.79% |
| 15 | AGG | ISHARES TR | — | 930K | $92.3M | 1.68% |
Showing 1 to 15 of 791 holdings