Sailer Financial

Seven Springs Wealth Group as of March 31, 2024

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