HoldingsChannel.com
All Stocks Held By Seven Springs Wealth Group LLC
As of  12/31/2023, we find all stocks held by Seven Springs Wealth Group LLC to be as follows, presented in the table below with each row detailing each Seven Springs Wealth Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Seven Springs Wealth Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Seven Springs Wealth Group LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ISHARES TR (DGRO) 1,075,431 -81,318 $57,880
     DGRO1,075,431-81,318$57,880
THE CIGNA GROUP 151,698 -959 $45,426
     CI151,698-959$45,426
SCHWAB STRATEGIC TR 390,214 +78,303 $13,162
     FNDF390,214+78,303$13,162
VANGUARD INTL EQUITY INDEX F (VWO) 271,531 -1,330 $11,160
     VWO271,531-1,330$11,160
SCHWAB STRATEGIC TR 168,236 +41,680 $9,312
     FNDA168,236+41,680$9,312
SCHWAB STRATEGIC TR 294,051 -12,759 $7,981
     FNDE294,051-12,759$7,981
SPDR INDEX SHS FDS (SPDW) 233,342 -4,065 $7,936
     SPDW233,342-4,065$7,936
AMERICAN CENTY ETF TR (AVDV) 99,365 -2,694 $6,209
     AVDV99,365-2,694$6,209
VANGUARD SPECIALIZED FUNDS (VIG) 28,984 -289 $4,939
     VIG28,984-289$4,939
SCHWAB STRATEGIC TR 132,991 -217 $4,640
     SCHC132,991-217$4,640
AMAZON COM INC 29,161 -450 $4,431
     AMZN29,161-450$4,431
ALPHABET INC 29,819 -648 $4,165
     GOOGL29,819-648$4,165
ISHARES TR (IVV) 8,642 -115 $4,128
     IVV8,642-115$4,128
APPLE INC 14,249 -56 $2,743
     AAPL14,249-56$2,743
BANK AMERICA CORP      $2,725
     BAC.PRL2,261+398$2,725
DUKE ENERGY CORP NEW 27,773 +1,208 $2,695
     DUK27,773+1,208$2,695
VERIZON COMMUNICATIONS INC 71,286 +628 $2,687
     VZ71,286+628$2,687
ISHARES TR (IUSG) 24,383 +363 $2,538
     IUSG24,383+363$2,538
WELLS FARGO CO NEW      $1,915
     WFC.PRL1,602-365$1,915
SELECT SECTOR SPDR TR (XLK) 9,512 UNCH $1,831
     XLK9,512UNCH$1,831
DIMENSIONAL ETF TRUST (DFIV) 41,725 -2,815 $1,434
     DFIV41,725-2,815$1,434
VANGUARD INDEX FDS (VB) 6,336 -13 $1,352
     VB6,336-13$1,352
DIMENSIONAL ETF TRUST (DFAE) 54,385 -4,192 $1,311
     DFAE54,385-4,192$1,311
HOME DEPOT INC 3,454 +129 $1,197
     HD3,454+129$1,197
SALESFORCE INC 4,506 -208 $1,186
     CRM4,506-208$1,186
BERKSHIRE HATHAWAY INC DEL      $1,085
     BRK.A2UNCH$1,085
SPDR SER TR (SDY) 8,192 UNCH $1,024
     SDY8,192UNCH$1,024
MICROSOFT CORP 2,430 +484 $914
     MSFT2,430+484$914
VANGUARD INDEX FDS (VTI) 3,644 UNCH $864
     VTI3,644UNCH$864
PEPSICO INC 4,955 +43 $842
     PEP4,955+43$842
ISHARES TR (IEFA) 11,843 UNCH $833
     IEFA11,843UNCH$833
ISHARES TR (ICLN) 53,365 +53,365 $831
     ICLN53,365+53,365$831
ACCENTURE PLC IRELAND 2,155 +127 $756
     ACN2,155+127$756
SCHWAB STRATEGIC TR 10,004 UNCH $754
     SCHM10,004UNCH$754
JOHNSON & JOHNSON 4,790 +320 $751
     JNJ4,790+320$751
UNION PAC CORP 2,395 UNCH $588
     UNP2,395UNCH$588
EXXON MOBIL CORP 5,039 UNCH $504
     XOM5,039UNCH$504
NVIDIA CORPORATION 997 +67 $494
     NVDA997+67$494
VANGUARD INTL EQUITY INDEX F (VEU) 7,850 UNCH $441
     VEU7,850UNCH$441
ALPHABET INC 3,021 +262 $426
     GOOG3,021+262$426
SELECT SECTOR SPDR TR (XLV) 3,057 -53 $417
     XLV3,057-53$417
COCA COLA CO 6,614 UNCH $390
     KO6,614UNCH$390
FASTENAL CO 6,000 UNCH $389
     FAST6,000UNCH$389
SELECT SECTOR SPDR TR (XLF) 10,262 -183 $386
     XLF10,262-183$386
HCA HEALTHCARE INC 1,224 +175 $331
     HCA1,224+175$331
CUMMINS INC 1,351 UNCH $324
     CMI1,351UNCH$324
SELECT SECTOR SPDR TR (XLI) 2,826 UNCH $322
     XLI2,826UNCH$322
VANGUARD INDEX FDS (VV) 1,400 UNCH $305
     VV1,400UNCH$305
SELECT SECTOR SPDR TR (XLY) 1,708 UNCH $305
     XLY1,708UNCH$305
3M CO 2,560 +20 $280
     MMM2,560+20$280
SELECT SECTOR SPDR TR (XLC) 3,813 -76 $277
     XLC3,813-76$277
LINDE PLC 640 UNCH $263
     LIN640UNCH$263
QUALCOMM INC 1,700 +1,700 $246
     QCOM1,700+1,700$246
WISDOMTREE TR 3,600 UNCH $239
     DLN3,600UNCH$239
ORACLE CORP 2,235 +2,235 $236
     ORCL2,235+2,235$236
GENERAL ELECTRIC CO 1,827 UNCH $233
     GE1,827UNCH$233
DELL TECHNOLOGIES INC 2,850 +2,850 $218
     DELL2,850+2,850$218
MCDONALDS CORP 735 +735 $218
     MCD735+735$218
GILEAD SCIENCES INC 2,664 +2,664 $216
     GILD2,664+2,664$216
VANGUARD INTL EQUITY INDEX F (VT) 2,000 +2,000 $206
     VT2,000+2,000$206
SPDR SER TR $0 (exited)
     CNRG0-13,812$0
FIRST INDL RLTY TR INC $0 (exited)
     FR0-4,236$0
ISHARES TR 0 -130,414 $0 (exited)
     TLTW0-130,414$0

See Summary: Seven Springs Wealth Group LLC Top Holdings
See Details: Top 10 Stocks Held By Seven Springs Wealth Group LLC

EntityShares/Amount
Change
Position Value
Change
ICLN +53,365+$831
QCOM +1,700+$246
ORCL +2,235+$236
DELL +2,850+$218
MCD +735+$218
GILD +2,664+$216
VT +2,000+$206
EntityShares/Amount
Change
Position Value
Change
TLTW -130,414-$3,768
CNRG -13,812-$932
FR -4,236-$202
EntityShares/Amount
Change
Position Value
Change
FNDF +78,303+$3,284
FNDA +41,680+$3,175
DUK +1,208+$350
VZ +628+$397
MSFT +484+$300
BAC +398+$653
IUSG +363+$260
JNJ +320+$55
GOOG +262+$62
HCA +175+$73
EntityShares/Amount
Change
Position Value
Change
DGRO -81,318+$586
FNDE -12,759-$64
DFAE -4,192-$11
SPDW -4,065+$574
DFIV -2,815-$19
AVDV -2,694+$305
VWO -1,330+$461
CI -959+$1,755
GOOGL -648+$178
Size ($ in 1000's)
At 12/31/2023: $221,891
At 09/30/2023: $208,609

Seven Springs Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Seven Springs Wealth Group LLC 13F filings. Link to 13F filings: SEC filings

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