$147 Million is the total value of Seven Springs Wealth Group, LLC's 197 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CI | New | CIGNA CORP NEW | $44,112,000 | – | 215,717 | +100.0% | 29.94% | – |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $16,911,000 | – | 331,333 | +100.0% | 11.48% | – |
| ICSH | New | ISHARES TRultr sh trm bd | $11,769,000 | – | 233,841 | +100.0% | 7.99% | – |
| IEFA | New | ISHARES TRcore msci eafe | $11,130,000 | – | 170,595 | +100.0% | 7.55% | – |
| MBB | New | ISHARES TRmbs etf | $8,808,000 | – | 81,514 | +100.0% | 5.98% | – |
| IEMG | New | ISHARES INCcore msci emkt | $7,796,000 | – | 145,011 | +100.0% | 5.29% | – |
| DGRO | New | ISHARES TRcore div grwth | $7,660,000 | – | 182,076 | +100.0% | 5.20% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $4,311,000 | – | 69,224 | +100.0% | 2.93% | – |
| AAPL | New | APPLE INC | $2,409,000 | – | 8,203 | +100.0% | 1.64% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $2,317,000 | – | 24,450 | +100.0% | 1.57% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $1,961,000 | – | 12,850 | +100.0% | 1.33% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $1,745,000 | – | 24,000 | +100.0% | 1.18% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $1,293,000 | – | 105,291 | +100.0% | 0.88% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $1,213,000 | – | 9,731 | +100.0% | 0.82% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $1,117,000 | – | 36,887 | +100.0% | 0.76% | – |
| HDV | New | ISHARES TRcore high dv etf | $943,000 | – | 9,618 | +100.0% | 0.64% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $881,000 | – | 8,192 | +100.0% | 0.60% | – |
| IFEU | New | ISHARES TReur dev re etf | $856,000 | – | 20,586 | +100.0% | 0.58% | – |
| PEP | New | PEPSICO INC | $794,000 | – | 5,811 | +100.0% | 0.54% | – |
| HD | New | HOME DEPOT INC | $774,000 | – | 3,546 | +100.0% | 0.52% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $758,000 | – | 9,036 | +100.0% | 0.51% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $726,000 | – | 2,468 | +100.0% | 0.49% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $679,000 | – | 2 | +100.0% | 0.46% | – |
| JNJ | New | JOHNSON &JOHNSON | $656,000 | – | 4,496 | +100.0% | 0.44% | – |
| ETV | New | EATON VANCE TX MNG BY WRT OP | $557,000 | – | 37,252 | +100.0% | 0.38% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $519,000 | – | 2,521 | +100.0% | 0.35% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $513,000 | – | 9,550 | +100.0% | 0.35% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $465,000 | – | 2,840 | +100.0% | 0.32% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $456,000 | – | 1,817 | +100.0% | 0.31% | – |
| FTEC | New | FIDELITY COVINGTON TRmsci info tech i | $455,000 | – | 6,280 | +100.0% | 0.31% | – |
| MMM | New | 3M CO | $441,000 | – | 2,500 | +100.0% | 0.30% | – |
| UNP | New | UNION PACIFIC CORP | $433,000 | – | 2,395 | +100.0% | 0.29% | – |
| FISV | New | FISERV INC | $417,000 | – | 3,604 | +100.0% | 0.28% | – |
| DG | New | DOLLAR GEN CORP NEW | $415,000 | – | 2,660 | +100.0% | 0.28% | – |
| ACN | New | ACCENTURE PLC IRELAND | $414,000 | – | 1,965 | +100.0% | 0.28% | – |
| FM | New | ISHARES INCmsci frntr100etf | $376,000 | – | 12,403 | +100.0% | 0.26% | – |
| USRT | New | ISHARES TRcre u s reit etf | $366,000 | – | 6,700 | +100.0% | 0.25% | – |
| CMI | New | CUMMINS INC | $358,000 | – | 2,000 | +100.0% | 0.24% | – |
| FDX | New | FEDEX CORP | $353,000 | – | 2,334 | +100.0% | 0.24% | – |
| KO | New | COCA COLA CO | $308,000 | – | 5,572 | +100.0% | 0.21% | – |
| FNCL | New | FIDELITY COVINGTON TRmsci finls idx | $268,000 | – | 6,040 | +100.0% | 0.18% | – |
| XOM | New | EXXON MOBIL CORP | $261,000 | – | 3,744 | +100.0% | 0.18% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $261,000 | – | 4,243 | +100.0% | 0.18% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $233,000 | – | 3,957 | +100.0% | 0.16% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $228,000 | – | 2,820 | +100.0% | 0.16% | – |
| FAST | New | FASTENAL CO | $222,000 | – | 6,000 | +100.0% | 0.15% | – |
| FDIS | New | FIDELITY COVINGTON TRmsci consm dis | $208,000 | – | 4,301 | +100.0% | 0.14% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $207,000 | – | 1,400 | +100.0% | 0.14% | – |
| FIDU | New | FIDELITY COVINGTON TRmsci indl indx | $205,000 | – | 4,873 | +100.0% | 0.14% | – |
| FCOM | New | FIDELITY COVINGTON TR | $204,000 | – | 5,701 | +100.0% | 0.14% | – |
| GILD | New | GILEAD SCIENCES INC | $196,000 | – | 3,014 | +100.0% | 0.13% | – |
| PFE | New | PFIZER INC | $195,000 | – | 4,988 | +100.0% | 0.13% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $194,000 | – | 1,100 | +100.0% | 0.13% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $191,000 | – | 1,800 | +100.0% | 0.13% | – |
| FHLC | New | FIDELITY COVINGTON TRmsci hlth care i | $188,000 | – | 3,788 | +100.0% | 0.13% | – |
| T | New | AT&T INC | $185,000 | – | 4,744 | +100.0% | 0.13% | – |
| GIS | New | GENERAL MLS INC | $171,000 | – | 3,200 | +100.0% | 0.12% | – |
| GE | New | GENERAL ELECTRIC CO | $167,000 | – | 14,932 | +100.0% | 0.11% | – |
| FSTA | New | FIDELITY COVINGTON TRconsmr staples | $150,000 | – | 3,968 | +100.0% | 0.10% | – |
| WELL | New | WELLTOWER INC | $149,000 | – | 1,823 | +100.0% | 0.10% | – |
| PM | New | PHILIP MORRIS INTL INC | $145,000 | – | 1,700 | +100.0% | 0.10% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $144,000 | – | 599 | +100.0% | 0.10% | – |
| MCD | New | MCDONALDS CORP | $145,000 | – | 735 | +100.0% | 0.10% | – |
| FAF | New | FIRST AMERN FINL CORP | $145,000 | – | 2,480 | +100.0% | 0.10% | – |
| GPK | New | GRAPHIC PACKAGING HLDG CO | $140,000 | – | 8,397 | +100.0% | 0.10% | – |
| LIN | New | LINDE PLC | $136,000 | – | 640 | +100.0% | 0.09% | – |
| FREL | New | FIDELITY COVINGTON TRmsci rl est etf | $119,000 | – | 4,261 | +100.0% | 0.08% | – |
| BECN | New | BEACON ROOFING SUPPLY INC | $118,000 | – | 3,692 | +100.0% | 0.08% | – |
| ORCL | New | ORACLE CORP | $110,000 | – | 2,068 | +100.0% | 0.08% | – |
| PEAK | New | HEALTHPEAK PPTYS INC | $104,000 | – | 3,009 | +100.0% | 0.07% | – |
| DRI | New | DARDEN RESTAURANTS INC | $97,000 | – | 890 | +100.0% | 0.07% | – |
| FENY | New | FIDELITY COVINGTON TRmsci energy idx | $97,000 | – | 6,046 | +100.0% | 0.07% | – |
| O | New | REALTY INCOME CORP | $92,000 | – | 1,251 | +100.0% | 0.06% | – |
| LPT | New | LIBERTY PPTY TRsh ben int | $90,000 | – | 1,507 | +100.0% | 0.06% | – |
| WMB | New | WILLIAMS COS INC DEL | $90,000 | – | 3,800 | +100.0% | 0.06% | – |
| VER | New | VEREIT INC | $89,000 | – | 9,592 | +100.0% | 0.06% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $79,000 | – | 342 | +100.0% | 0.05% | – |
| TILT | New | FLEXSHARES TRmornstar usmkt | $77,000 | – | 604 | +100.0% | 0.05% | – |
| DON | New | WISDOMTREE TRus midcap divid | $75,000 | – | 1,959 | +100.0% | 0.05% | – |
| MO | New | ALTRIA GROUP INC | $75,000 | – | 1,500 | +100.0% | 0.05% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $74,000 | – | 1,339 | +100.0% | 0.05% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $72,000 | – | 1,434 | +100.0% | 0.05% | – |
| FMAT | New | FIDELITY COVINGTON TRmsci matls index | $72,000 | – | 2,102 | +100.0% | 0.05% | – |
| PSA | New | PUBLIC STORAGE | $72,000 | – | 338 | +100.0% | 0.05% | – |
| EQIX | New | EQUINIX INC | $71,000 | – | 121 | +100.0% | 0.05% | – |
| M | New | MACYS INC | $69,000 | – | 4,074 | +100.0% | 0.05% | – |
| MSFT | New | MICROSOFT CORP | $65,000 | – | 410 | +100.0% | 0.04% | – |
| FUTY | New | FIDELITY COVINGTON TRmsci utils index | $65,000 | – | 1,526 | +100.0% | 0.04% | – |
| DIS | New | DISNEY WALT CO | $59,000 | – | 407 | +100.0% | 0.04% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $58,000 | – | 1,313 | +100.0% | 0.04% | – |
| AMZN | New | AMAZON COM INC | $55,000 | – | 30 | +100.0% | 0.04% | – |
| VTR | New | VENTAS INC | $53,000 | – | 911 | +100.0% | 0.04% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $52,000 | – | 162 | +100.0% | 0.04% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $51,000 | – | 475 | +100.0% | 0.04% | – |
| JPM | New | JPMORGAN CHASE &CO | $50,000 | – | 357 | +100.0% | 0.03% | – |
| PWB | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $48,000 | – | 930 | +100.0% | 0.03% | – |
| INTC | New | INTEL CORP | $43,000 | – | 718 | +100.0% | 0.03% | – |
| SO | New | SOUTHERN CO | $40,000 | – | 625 | +100.0% | 0.03% | – |
| PLD | New | PROLOGIS INC | $39,000 | – | 442 | +100.0% | 0.03% | – |
| DUK | New | DUKE ENERGY CORP NEW | $38,000 | – | 416 | +100.0% | 0.03% | – |
| ABBV | New | ABBVIE INC | $37,000 | – | 417 | +100.0% | 0.02% | – |
| FSB | New | FRANKLIN FINL NETWORK INC | $37,000 | – | 1,064 | +100.0% | 0.02% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $36,000 | – | 240 | +100.0% | 0.02% | – |
| OUT | New | OUTFRONT MEDIA INC | $35,000 | – | 1,314 | +100.0% | 0.02% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $36,000 | – | 386 | +100.0% | 0.02% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $32,000 | – | 530 | +100.0% | 0.02% | – |
| AIV | New | APARTMENT INVT &MGMT COcl a | $32,000 | – | 628 | +100.0% | 0.02% | – |
| HOG | New | HARLEY DAVIDSON INC | $32,000 | – | 861 | +100.0% | 0.02% | – |
| ADC | New | AGREE REALTY CORP | $33,000 | – | 466 | +100.0% | 0.02% | – |
| RTN | New | RAYTHEON CO | $31,000 | – | 143 | +100.0% | 0.02% | – |
| VIAC | New | VIACOMCBS INCcl b | $31,000 | – | 737 | +100.0% | 0.02% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $30,000 | – | 600 | +100.0% | 0.02% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $30,000 | – | 465 | +100.0% | 0.02% | – |
| CNRG | New | SPDR SERIES TRUSTs&p kensho clean | $30,000 | – | 643 | +100.0% | 0.02% | – |
| KMB | New | KIMBERLY CLARK CORP | $28,000 | – | 200 | +100.0% | 0.02% | – |
| FITB | New | FIFTH THIRD BANCORP | $28,000 | – | 906 | +100.0% | 0.02% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $28,000 | – | 125 | +100.0% | 0.02% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $28,000 | – | 300 | +100.0% | 0.02% | – |
| CP | New | CANADIAN PAC RY LTD | $28,000 | – | 110 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $26,000 | – | 243 | +100.0% | 0.02% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $25,000 | – | 757 | +100.0% | 0.02% | – |
| CVX | New | CHEVRON CORP NEW | $25,000 | – | 207 | +100.0% | 0.02% | – |
| CCK | New | CROWN HOLDINGS INC | $23,000 | – | 319 | +100.0% | 0.02% | – |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $23,000 | – | 877 | +100.0% | 0.02% | – |
| WM | New | WASTE MGMT INC DEL | $23,000 | – | 200 | +100.0% | 0.02% | – |
| ABT | New | ABBOTT LABS | $23,000 | – | 267 | +100.0% | 0.02% | – |
| BAC | New | BANK AMER CORP | $23,000 | – | 655 | +100.0% | 0.02% | – |
| CSCO | New | CISCO SYS INC | $22,000 | – | 450 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $22,000 | – | 1,521 | +100.0% | 0.02% | – |
| LLY | New | LILLY ELI &CO | $20,000 | – | 150 | +100.0% | 0.01% | – |
| MDYG | New | SPDR SERIES TRUSTs&p 400 mdcp grw | $19,000 | – | 327 | +100.0% | 0.01% | – |
| AMH | New | AMERICAN HOMES 4 RENTcl a | $17,000 | – | 666 | +100.0% | 0.01% | – |
| COST | New | COSTCO WHSL CORP NEW | $17,000 | – | 59 | +100.0% | 0.01% | – |
| MRK | New | MERCK &CO INC | $18,000 | – | 200 | +100.0% | 0.01% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $17,000 | – | 106 | +100.0% | 0.01% | – |
| ELS | New | EQUITY LIFESTYLE PPTYS INC | $17,000 | – | 242 | +100.0% | 0.01% | – |
| V | New | VISA INC | $16,000 | – | 87 | +100.0% | 0.01% | – |
| NKE | New | NIKE INCcl b | $16,000 | – | 161 | +100.0% | 0.01% | – |
| MDYV | New | SPDR SERIES TRUSTs&p 400 mdcp val | $16,000 | – | 296 | +100.0% | 0.01% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $16,000 | – | 107 | +100.0% | 0.01% | – |
| SPGI | New | S&P GLOBAL INC | $16,000 | – | 59 | +100.0% | 0.01% | – |
| ED | New | CONSOLIDATED EDISON INC | $14,000 | – | 150 | +100.0% | 0.01% | – |
| SYK | New | STRYKER CORP | $14,000 | – | 68 | +100.0% | 0.01% | – |
| TFC | New | TRUIST FINL CORP | $15,000 | – | 264 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC | $14,000 | – | 28 | +100.0% | 0.01% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $15,000 | – | 537 | +100.0% | 0.01% | – |
| OXY | New | OCCIDENTAL PETE CORP | $15,000 | – | 360 | +100.0% | 0.01% | – |
| AXP | New | AMERICAN EXPRESS CO | $13,000 | – | 107 | +100.0% | 0.01% | – |
| SPLK | New | SPLUNK INC | $13,000 | – | 86 | +100.0% | 0.01% | – |
| DD | New | DUPONT DE NEMOURS INC | $13,000 | – | 209 | +100.0% | 0.01% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $13,000 | – | 78 | +100.0% | 0.01% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $13,000 | – | 500 | +100.0% | 0.01% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $13,000 | – | 10 | +100.0% | 0.01% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $13,000 | – | 10 | +100.0% | 0.01% | – |
| HON | New | HONEYWELL INTL INC | $13,000 | – | 75 | +100.0% | 0.01% | – |
| WMT | New | WALMART INC | $12,000 | – | 100 | +100.0% | 0.01% | – |
| EMR | New | EMERSON ELEC CO | $12,000 | – | 161 | +100.0% | 0.01% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $12,000 | – | 37 | +100.0% | 0.01% | – |
| D | New | DOMINION ENERGY INC | $12,000 | – | 150 | +100.0% | 0.01% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $12,000 | – | 421 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COMPANIES INC | $12,000 | – | 86 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $12,000 | – | 423 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $12,000 | – | 168 | +100.0% | 0.01% | – |
| NFLX | New | NETFLIX INC | $10,000 | – | 32 | +100.0% | 0.01% | – |
| CHCT | New | COMMUNITY HEALTHCARE TR INC | $11,000 | – | 250 | +100.0% | 0.01% | – |
| SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $10,000 | – | 151 | +100.0% | 0.01% | – |
| KHC | New | KRAFT HEINZ CO | $11,000 | – | 346 | +100.0% | 0.01% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $11,000 | – | 107 | +100.0% | 0.01% | – |
| SLYV | New | SPDR SERIES TRUSTs&p 600 smcp val | $9,000 | – | 130 | +100.0% | 0.01% | – |
| DOW | New | DOW INC | $9,000 | – | 161 | +100.0% | 0.01% | – |
| KMI | New | KINDER MORGAN INC DEL | $8,000 | – | 375 | +100.0% | 0.01% | – |
| GPN | New | GLOBAL PMTS INC | $7,000 | – | 41 | +100.0% | 0.01% | – |
| BKD | New | BROOKDALE SR LIVING INC | $8,000 | – | 1,099 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC | $6,000 | – | 209 | +100.0% | 0.00% | – |
| EXAS | New | EXACT SCIENCES CORP | $6,000 | – | 60 | +100.0% | 0.00% | – |
| PFG | New | PRINCIPAL FINL GROUP INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| HBI | New | HANESBRANDS INC | $6,000 | – | 378 | +100.0% | 0.00% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $4,000 | – | 78 | +100.0% | 0.00% | – |
| WAB | New | WABTEC CORP | $4,000 | – | 47 | +100.0% | 0.00% | – |
| NXST | New | NEXSTAR MEDIA GROUP INCcl a | $5,000 | – | 45 | +100.0% | 0.00% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $3,000 | – | 69 | +100.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $3,000 | – | 135 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $1,000 | – | 63 | +100.0% | 0.00% | – |
| SKY | New | SKYLINE CHAMPION CORPORATION | $2,000 | – | 73 | +100.0% | 0.00% | – |
| PNFP | New | PINNACLE FINL PARTNERS INC | $2,000 | – | 36 | +100.0% | 0.00% | – |
| CVNA | New | CARVANA COcl a | $1,000 | – | 12 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $1,000 | – | 63 | +100.0% | 0.00% | – |
| DDD | New | 3-D SYS CORP DEL | $2,000 | – | 230 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INCspon adr rep a | $2,000 | – | 18 | +100.0% | 0.00% | – |
| TRIP | New | TRIPADVISOR INC | $1,000 | – | 28 | +100.0% | 0.00% | – |
| LC | New | LENDINGCLUB CORP | $0 | – | 8 | +100.0% | 0.00% | – |
| WEC | New | WEC ENERGY GROUP INC | $0 | – | 5 | +100.0% | 0.00% | – |
| PRSP | New | PERSPECTA INC | $0 | – | 2 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $0 | – | 5 | +100.0% | 0.00% | – |
| New | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| THE CIGNA GROUP | 16 | Q3 2023 | 29.9% |
| ISHARES TR | 16 | Q3 2023 | 28.3% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 9.7% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 2.7% |
| ISHARES TR | 16 | Q3 2023 | 7.6% |
| AMAZON COM INC | 16 | Q3 2023 | 3.2% |
| ISHARES TR | 16 | Q3 2023 | 2.0% |
| APPLE INC | 16 | Q3 2023 | 2.4% |
| DUKE ENERGY CORP NEW | 16 | Q3 2023 | 1.9% |
| ALPHABET INC | 16 | Q3 2023 | 1.9% |
View Seven Springs Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-04 |
View Seven Springs Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.