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Sailer Financial

Latest statistics and disclosures from Seven Springs Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRO, CI, FNDF, IBDU, VWO, and represent 56.56% of Seven Springs Wealth Group's stock portfolio.
Added to shares of these 10 stocks: IBDU (+$12M), IBDS (+$11M), WFC.PL, DUK, VZ, FNDA, BAC.PL, GIS, FNDE, FNDF.
Started 3 new stock positions in GIS, IBDU, IBDS.
Reduced shares in these 10 stocks: CI (-$6.2M), DGRO, GILD, NVDA, AMZN, SPDW, CRM, IVV, SCHC, GOOGL.
Sold out of its position in GILD.
Seven Springs Wealth Group was a net buyer of stock by $17M.
Seven Springs Wealth Group has $260M in assets under management (AUM), dropping by 17.37%.
Central Index Key (CIK): 0001803898

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Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 62 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	23.6	$62M		1.1M	58.06	View chart
Cigna Corp (CI)	18.8	$49M	-11%	135k	363.19	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	5.4	$14M		392k	35.61	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	4.4	$12M	NEW	508k	22.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.3	$11M		270k	41.77	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	4.2	$11M	NEW	457k	23.80	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	3.8	$9.9M	+3%	173k	57.03	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	3.2	$8.3M	+2%	300k	27.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.2	$8.3M		231k	35.84	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.5	$6.5M		99k	65.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$5.3M		29k	182.61	View chart
Amazon (AMZN)	2.0	$5.2M		29k	180.38	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.8	$4.7M		131k	35.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$4.5M		8.5k	525.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$4.4M		30k	150.93	View chart
Verizon Communications (VZ)	1.3	$3.3M	+11%	80k	41.96	View chart
Duke Energy Corp Com New (DUK)	1.2	$3.2M	+20%	34k	96.71	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	1.1	$2.9M	+8%	2.5k	1193.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.1	$2.9M		24k	117.21	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	1.1	$2.8M	+45%	2.3k	1219.35	View chart
Apple (AAPL)	0.9	$2.4M		14k	171.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$2.0M		9.5k	208.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.5M		41k	36.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.4M		6.3k	228.57	View chart
Home Depot (HD)	0.5	$1.3M		3.5k	383.56	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.3M	-3%	53k	24.72	View chart
salesforce (CRM)	0.5	$1.3M	-6%	4.2k	301.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.3M		2.00	634440.00	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$1.1M		8.2k	131.24	View chart
Microsoft Corporation (MSFT)	0.4	$1.0M		2.4k	420.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$955k		3.7k	259.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$884k		12k	74.22	View chart
Pepsi (PEP)	0.3	$867k		5.0k	175.01	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$815k		10k	81.43	View chart
NVIDIA Corporation (NVDA)	0.3	$806k	-10%	892.00	903.56	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$780k	+4%	2.3k	346.61	View chart
Johnson & Johnson (JNJ)	0.3	$758k		4.8k	158.19	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$731k	-2%	52k	13.98	View chart
Union Pacific Corporation (UNP)	0.2	$590k		2.4k	245.93	View chart
Exxon Mobil Corporation (XOM)	0.2	$586k		5.0k	116.24	View chart
Fastenal Company (FAST)	0.2	$463k		6.0k	77.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$460k		7.9k	58.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$460k		3.0k	152.26	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$452k		3.1k	147.73	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$432k		10k	42.12	View chart
Hca Holdings (HCA)	0.2	$409k		1.2k	333.53	View chart
Coca-Cola Company (KO)	0.2	$405k		6.6k	61.18	View chart
Cummins (CMI)	0.2	$399k		1.4k	294.65	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$356k		2.8k	125.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$336k		1.4k	239.76	View chart
Linde SHS (LIN)	0.1	$328k	+10%	707.00	464.32	View chart
Dell Technologies CL C (DELL)	0.1	$325k		2.9k	114.11	View chart
General Electric Com New (GE)	0.1	$321k		1.8k	175.53	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$314k		1.7k	183.89	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$311k		3.8k	81.66	View chart
Qualcomm (QCOM)	0.1	$288k		1.7k	169.30	View chart
Oracle Corporation (ORCL)	0.1	$281k		2.2k	125.61	View chart
3M Company (MMM)	0.1	$265k	-2%	2.5k	106.07	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$260k		3.6k	72.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$221k		2.0k	110.50	View chart
General Mills (GIS)	0.1	$208k	NEW	3.0k	69.97	View chart
McDonald's Corporation (MCD)	0.1	$207k		735.00	281.95	View chart

Past Filings by Seven Springs Wealth Group

SEC 13F filings are viewable for Seven Springs Wealth Group going back to 2019

Seven Springs Wealth Group 2024 Q1 filed May 7, 2024
Seven Springs Wealth Group 2023 Q4 filed Feb. 7, 2024
Seven Springs Wealth Group 2023 Q3 filed Nov. 8, 2023
Seven Springs Wealth Group 2023 Q2 filed July 31, 2023
Seven Springs Wealth Group 2023 Q1 filed May 9, 2023
Seven Springs Wealth Group 2022 Q4 filed Feb. 8, 2023
Seven Springs Wealth Group 2022 Q3 filed Oct. 21, 2022
Seven Springs Wealth Group 2022 Q2 filed July 27, 2022
Seven Springs Wealth Group 2022 Q1 filed May 9, 2022
Seven Springs Wealth Group 2021 Q4 filed Feb. 4, 2022
Seven Springs Wealth Group 2021 Q3 filed Oct. 21, 2021
Seven Springs Wealth Group 2021 Q2 filed July 27, 2021
Seven Springs Wealth Group 2021 Q1 filed May 7, 2021
Sailer Financial 2020 Q4 filed Feb. 1, 2021
Sailer Financial 2020 Q3 filed Oct. 19, 2020
Sailer Financial 2020 Q2 filed Aug. 3, 2020

View all past filings

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