Seven Springs Wealth Group, LLC Top Holdings and 13F Report (2024) About Seven Springs Wealth Group, LLCInvestment ActivitySeven Springs Wealth Group, LLC has $275.21 million in total holdings as of September 30, 2024.Seven Springs Wealth Group, LLC owns shares of 71 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 6.19% of the portfolio was purchased this quarter.About 5.68% of the portfolio was sold this quarter.This quarter, Seven Springs Wealth Group, LLC has purchased 62 new stocks and bought additional shares in 14 stocks.Seven Springs Wealth Group, LLC sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $60,949,278The Cigna Group $43,608,135iShares iBonds Dec 2029 Term Corporate ETF $15,145,801Schwab Fundamental International Large Company Index ETF $14,825,515iShares iBonds Dec 2027 Term Corporate ETF $14,783,455 Largest New Holdings this Quarter iShares Expanded Tech-Software Sector ETF $5,024,292 HoldingEli Lilly and Company $693,691 HoldingAMERICAN HEALTHCARE REIT INC $399,643 HoldingGlobal X MLP & Energy Infrastructure ETF $386,671 HoldingAMN Healthcare Services $279,986 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 56,219 shares (about $5.02M)iShares iBonds Dec 2027 Term Corporate ETF 150,035 shares (about $3.66M)iShares iBonds Dec 2029 Term Corporate ETF 136,376 shares (about $3.21M)NVIDIA 6,538 shares (about $793.97K)Eli Lilly and Company 783 shares (about $693.69K) Largest Sales this Quarter iShares Core Dividend Growth ETF 88,415 shares (about $5.54M)Vanguard FTSE Emerging Markets ETF 115,745 shares (about $5.54M)The Cigna Group 8,718 shares (about $3.02M)Schwab International Small-Cap Equity ETF 20,000 shares (about $770.60K)Vanguard Dividend Appreciation ETF 841 shares (about $166.57K) 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$60,949,278$5,542,736 ▼-8.3%972,23322.1%ETFCIThe Cigna Group$43,608,135$3,020,264 ▼-6.5%125,87515.8%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$15,145,801$3,206,200 ▲26.9%644,2285.5%ETFFNDFSchwab Fundamental International Large Company Index ETF$14,825,515$187,000 ▲1.3%396,7225.4%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$14,783,455$3,656,354 ▲32.9%606,6255.4%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$10,515,400$188,241 ▲1.8%176,5223.8%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$9,803,464$112,041 ▲1.2%303,7953.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,521,896$151,366 ▼-1.7%226,8883.1%ETFVWOVanguard FTSE Emerging Markets ETF$7,401,300$5,538,402 ▼-42.8%154,6772.7%ETFAVDVAvantis International Small Cap Value ETF$7,079,862$63,744 ▲0.9%100,1822.6%ETFVIGVanguard Dividend Appreciation ETF$5,572,975$166,567 ▼-2.9%28,1382.0%ETFAMZNAmazon.com$5,434,128$98,010 ▲1.8%29,1642.0%Retail/WholesaleIGViShares Expanded Tech-Software Sector ETF$5,024,292$5,024,292 ▲New Holding56,2191.8%ETFGOOGLAlphabet$4,866,371$21,063 ▼-0.4%29,3421.8%Computer and TechnologyIVViShares Core S&P 500 ETF$4,776,827$132,674 ▼-2.7%8,2811.7%ETFSCHCSchwab International Small-Cap Equity ETF$4,293,050$770,600 ▼-15.2%111,4211.6%ETFDUKDuke Energy$4,053,256$182,750 ▲4.7%35,1541.5%UtilitiesVZVerizon Communications$3,812,500$231,960 ▲6.5%84,8921.4%Computer and TechnologyBANK AMERICA CORP$3,339,105$216,412 ▲6.9%2,6231.2%7.25%CNV PFD LAAPLApple$3,297,882$23,533 ▼-0.7%14,1541.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$3,280,555$56,193 ▲1.7%24,8701.2%ManufacturingWFC.PLWells Fargo & Co. Pfd. Series L$3,270,892$275,673 ▲9.2%2,5511.2%FinanceXLKTechnology Select Sector SPDR Fund$2,147,4290.0%9,5120.8%ETFDFIVDimensional International Value ETF$1,500,238$60,585 ▼-3.9%39,3970.5%ETFVBVanguard Small-Cap ETF$1,463,714$39,137 ▼-2.6%6,1710.5%ETFDFAEDimensional Emerging Core Equity Market ETF$1,421,565$18,776 ▼-1.3%51,8630.5%ETFHDHome Depot$1,399,4300.0%3,4540.5%Retail/WholesaleBRK.ABerkshire Hathaway$1,382,3600.0%20.5%FinanceSDYSPDR S&P Dividend ETF$1,163,5920.0%8,1920.4%ETFCRMSalesforce$1,133,707$25,181 ▼-2.2%4,1420.4%Computer and TechnologyMSFTMicrosoft$1,045,629$1,721 ▼-0.2%2,4300.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,027,376$12,743 ▼-1.2%3,6280.4%ETFIEFAiShares Core MSCI EAFE ETF$924,317$4,839 ▼-0.5%11,8430.3%ETFNVDANVIDIA$902,299$793,975 ▲733.0%7,4300.3%Computer and TechnologyPEPPepsiCo$840,217$2,381 ▼-0.3%4,9410.3%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$831,2320.0%10,0040.3%ETFACNAccenture$795,6830.0%2,2510.3%Computer and TechnologyJNJJohnson & Johnson$776,2670.0%4,7900.3%MedicalICLNiShares Global Clean Energy ETF$767,7290.0%52,2620.3%ETFLLYEli Lilly and Company$693,691$693,691 ▲New Holding7830.3%MedicalGOOGAlphabet$634,723$129,586 ▲25.7%3,7960.2%Computer and TechnologyUNPUnion Pacific$590,320$739 ▼-0.1%2,3950.2%TransportationXOMExxon Mobil$530,421$60,251 ▼-10.2%4,5250.2%Oils/EnergyHCAHCA Healthcare$497,470$813 ▼-0.2%1,2240.2%MedicalVEUVanguard FTSE All-World ex-US ETF$494,5500.0%7,8500.2%ETFXLVHealth Care Select Sector SPDR Fund$470,8390.0%3,0570.2%ETFXLFFinancial Select Sector SPDR Fund$465,0740.0%10,2620.2%ETFCMICummins$437,440$648 ▼-0.1%1,3510.2%Auto/Tires/TrucksFASTFastenal$428,5200.0%6,0000.2%Retail/WholesaleKOCoca-Cola$427,351$47,931 ▼-10.1%5,9470.2%Consumer StaplesAMERICAN HEALTHCARE REIT INC$399,643$399,643 ▲New Holding15,3120.1%COM SHSMLPXGlobal X MLP & Energy Infrastructure ETF$386,671$386,671 ▲New Holding7,1040.1%ETFXLIIndustrial Select Sector SPDR Fund$382,7530.0%2,8260.1%ETFORCLOracle$380,8440.0%2,2350.1%Computer and TechnologyVVVanguard Large-Cap ETF$368,6060.0%1,4000.1%ETFXLCCommunication Services Select Sector SPDR Fund$344,6950.0%3,8130.1%ETFGEGeneral Electric$344,5360.0%1,8270.1%TransportationXLYConsumer Discretionary Select Sector SPDR Fund$342,2320.0%1,7080.1%FinanceMMM3M$341,7500.0%2,5000.1%Multi-Sector ConglomeratesDELLDell Technologies$337,8390.0%2,8500.1%Computer and TechnologyLINDE PLC$337,1400.0%7070.1%SHSQCOMQUALCOMM$289,0850.0%1,7000.1%Computer and TechnologyDLNWisdomTree U.S. LargeCap Dividend Fund$282,8160.0%3,6000.1%FinanceAMNAMN Healthcare Services$279,986$279,986 ▲New Holding6,6050.1%MedicalVTVanguard Total World Stock ETF$239,4000.0%2,0000.1%ETFMCDMcDonald's$223,8150.0%7350.1%Retail/WholesaleGILDGilead Sciences$223,350$223,350 ▲New Holding2,6640.1%MedicalGISGeneral Mills$219,2610.0%2,9690.1%Consumer StaplesSILA REALTY TRUST INC$217,140$217,140 ▲New Holding8,5860.1%COMMON STOCKMGKVanguard Mega Cap Growth ETF$211,521$211,521 ▲New Holding6570.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$209,123$209,123 ▲New Holding1,6650.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
