Seven Springs Wealth Group, LLC Top Holdings and 13F Report (2025) About Seven Springs Wealth Group, LLCInvestment ActivitySeven Springs Wealth Group, LLC has $268.56 million in total holdings as of December 31, 2024.Seven Springs Wealth Group, LLC owns shares of 77 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.45% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Seven Springs Wealth Group, LLC has purchased 71 new stocks and bought additional shares in 26 stocks.Seven Springs Wealth Group, LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $59,174,794The Cigna Group $34,759,122iShares iBonds Dec 2029 Term Corporate ETF $15,919,212iShares iBonds Dec 2027 Term Corporate ETF $15,838,395Schwab Fundamental International Large Company Index ETF $13,151,471 Largest New Holdings this Quarter Vanguard Short-Term Treasury Index ETF $3,889,507 HoldingTesla $363,860 HoldingAxsome Therapeutics $338,863 HoldingInternational Business Machines $282,701 HoldingWalmart $268,882 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Small Company Index ETF 180,792 shares (about $5.37M)Vanguard Short-Term Treasury Index ETF 66,853 shares (about $3.89M)iShares iBonds Dec 2027 Term Corporate ETF 54,410 shares (about $1.30M)iShares iBonds Dec 2029 Term Corporate ETF 53,983 shares (about $1.23M)Schwab U.S. Mid-Cap ETF 20,008 shares (about $554.42K) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 29,246 shares (about $998.16K)iShares Core Dividend Growth ETF 7,531 shares (about $461.95K)iShares Global Clean Energy ETF 37,367 shares (about $425.24K)iShares Core S&P U.S. Growth ETF 907 shares (about $126.39K)iShares Core S&P 500 ETF 59 shares (about $34.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Springs Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGROiShares Core Dividend Growth ETF$59,174,794$461,951 ▼-0.8%964,70222.0%ETFCIThe Cigna Group$34,759,1220.0%125,87512.9%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$15,919,212$1,230,812 ▲8.4%698,2115.9%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$15,838,395$1,303,663 ▲9.0%661,0355.9%ETFFNDFSchwab Fundamental International Large Company Index ETF$13,151,471$23,679 ▼-0.2%396,0094.9%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$10,612,240$5,369,530 ▲102.4%357,3144.0%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$9,114,291$289,047 ▲3.3%313,7453.4%ETFVWOVanguard FTSE Emerging Markets ETF$6,811,584$396 ▼0.0%154,6682.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,745,506$998,164 ▼-12.9%197,6422.5%ETFAMZNAmazon.com$6,734,615$336,325 ▲5.3%30,6972.5%Retail/WholesaleAVDVAvantis International Small Cap Value ETF$6,555,183$35,338 ▲0.5%100,7252.4%ETFIGViShares Expanded Tech-Software Sector ETF$5,628,046$601 ▼0.0%56,2132.1%ETFGOOGLAlphabet$5,578,671$24,230 ▲0.4%29,4702.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,491,232$18,995 ▼-0.3%28,0412.0%ETFIVViShares Core S&P 500 ETF$4,840,311$34,733 ▼-0.7%8,2221.8%ETFDUKDuke Energy$3,991,552$204,060 ▲5.4%37,0481.5%UtilitiesVGSHVanguard Short-Term Treasury Index ETF$3,889,507$3,889,507 ▲New Holding66,8531.4%ETFSCHCSchwab International Small-Cap Equity ETF$3,832,189$7,106 ▲0.2%111,6281.4%ETFAAPLApple$3,575,458$31,052 ▲0.9%14,2781.3%Computer and TechnologyVZVerizon Communications$3,512,762$117,931 ▲3.5%87,8411.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$3,339,310$126,393 ▼-3.6%23,9631.2%ManufacturingBANK AMERICA CORP$3,326,114$128,021 ▲4.0%2,7281.2%7.25%CNV PFD LWFC.PLWells Fargo & Co. Pfd. Series L$3,172,087$125,403 ▲4.1%2,6561.2%FinanceXLKTechnology Select Sector SPDR Fund$2,211,7300.0%9,5120.8%ETFVBVanguard Small-Cap ETF$1,482,6570.0%6,1710.6%ETFCRMSalesforce$1,402,849$18,054 ▲1.3%4,1960.5%Computer and TechnologyDFIVDimensional International Value ETF$1,396,138$1,668 ▼-0.1%39,3500.5%ETFBRK.ABerkshire Hathaway$1,361,8400.0%20.5%FinanceHDHome Depot$1,343,4450.0%3,4540.5%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$1,314,800$964 ▼-0.1%51,8250.5%ETFMSFTMicrosoft$1,155,332$131,087 ▲12.8%2,7410.4%Computer and TechnologySDYSPDR S&P Dividend ETF$1,082,1630.0%8,1920.4%ETFVTIVanguard Total Stock Market ETF$1,065,414$13,912 ▲1.3%3,6760.4%ETFNVDANVIDIA$1,013,890$16,115 ▲1.6%7,5500.4%Computer and TechnologyGOOGAlphabet$883,078$160,161 ▲22.2%4,6370.3%Computer and TechnologyACNAccenture$838,667$46,788 ▲5.9%2,3840.3%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$831,633$554,422 ▲200.0%30,0120.3%ETFIEFAiShares Core MSCI EAFE ETF$830,403$1,898 ▼-0.2%11,8160.3%ETFXOMExxon Mobil$782,249$295,495 ▲60.7%7,2720.3%Oils/EnergyAMERICAN HEALTHCARE REIT INC$741,250$306,083 ▲70.3%26,0820.3%COM SHSPEPPepsiCo$717,115$34,214 ▼-4.6%4,7160.3%Consumer StaplesMLPXGlobal X MLP & Energy Infrastructure ETF$712,004$281,786 ▲65.5%11,7570.3%ETFJNJJohnson & Johnson$666,264$26,465 ▼-3.8%4,6070.2%MedicalHCAHCA Healthcare$583,492$216,108 ▲58.8%1,9440.2%MedicalUNPUnion Pacific$546,1560.0%2,3950.2%TransportationXLFFinancial Select Sector SPDR Fund$495,9620.0%10,2620.2%ETFCMICummins$470,9590.0%1,3510.2%Auto/Tires/TrucksVEUVanguard FTSE All-World ex-US ETF$450,6690.0%7,8500.2%ETFFASTFastenal$431,4600.0%6,0000.2%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$420,5510.0%3,0570.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$383,1900.0%1,7080.1%FinanceVVVanguard Large-Cap ETF$377,5800.0%1,4000.1%ETFKOCoca-Cola$374,743$4,483 ▲1.2%6,0190.1%Consumer StaplesORCLOracle$372,4400.0%2,2350.1%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$372,3540.0%2,8260.1%ETFXLCCommunication Services Select Sector SPDR Fund$369,1370.0%3,8130.1%ETFTSLATesla$363,860$363,860 ▲New Holding9010.1%Auto/Tires/TrucksAXSMAxsome Therapeutics$338,863$338,863 ▲New Holding4,0050.1%MedicalDELLDell Technologies$328,4340.0%2,8500.1%Computer and TechnologyMMM3M$322,7250.0%2,5000.1%Multi-Sector ConglomeratesGEGeneral Electric$304,7250.0%1,8270.1%TransportationLINDE PLC$296,0000.0%7070.1%SHSIBMInternational Business Machines$282,701$282,701 ▲New Holding1,2860.1%Computer and TechnologyDLNWisdomTree U.S. LargeCap Dividend Fund$280,0440.0%3,6000.1%FinanceWMTWalmart$268,882$268,882 ▲New Holding2,9760.1%Retail/WholesaleQCOMQUALCOMM$261,1540.0%1,7000.1%Computer and TechnologyGILDGilead Sciences$260,114$14,040 ▲5.7%2,8160.1%MedicalBRK.BBerkshire Hathaway$253,384$253,384 ▲New Holding5590.1%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$250,199$250,199 ▲New Holding9,9880.1%ETFVTVanguard Total World Stock ETF$234,9600.0%2,0000.1%ETFMGKVanguard Mega Cap Growth ETF$225,6200.0%6570.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$214,1170.0%1,6650.1%ETFMCDMcDonald's$213,0690.0%7350.1%Retail/WholesaleSILA REALTY TRUST INC$208,8120.0%8,5860.1%COMMON STOCKSOSouthern$203,660$203,660 ▲New Holding2,4740.1%UtilitiesVCSHVanguard Short-Term Corporate Bond ETF$201,067$201,067 ▲New Holding2,5770.1%ETFICLNiShares Global Clean Energy ETF$169,505$425,236 ▼-71.5%14,8950.1%ETFLLYEli Lilly and Company$0$693,691 ▼-100.0%00.0%MedicalAMNAMN Healthcare Services$0$279,986 ▼-100.0%00.0%MedicalGISGeneral Mills$0$219,261 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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