$142 Million is the total value of Seven Springs Wealth Group, LLC's 143 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $6,840,000 | – | 285,731 | +100.0% | 4.82% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $4,153,000 | – | 170,190 | +100.0% | 2.93% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $1,630,000 | – | 14,118 | +100.0% | 1.15% | – |
| IGSB | New | ISHARES TRsh tr crport etf | $467,000 | – | 8,921 | +100.0% | 0.33% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $423,000 | – | 10,038 | +100.0% | 0.30% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $308,000 | – | 14,777 | +100.0% | 0.22% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $267,000 | – | 3,016 | +100.0% | 0.19% | – |
| XLC | New | SELECT SECTOR SPDR TR | $261,000 | – | 5,896 | +100.0% | 0.18% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $252,000 | – | 2,572 | +100.0% | 0.18% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $237,000 | – | 4,013 | +100.0% | 0.17% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $191,000 | – | 3,505 | +100.0% | 0.14% | – |
| SBUX | New | STARBUCKS CORP | $129,000 | – | 1,966 | +100.0% | 0.09% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $102,000 | – | 3,282 | +100.0% | 0.07% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $95,000 | – | 3,264 | +100.0% | 0.07% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $83,000 | – | 1,502 | +100.0% | 0.06% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $81,000 | – | 1,799 | +100.0% | 0.06% | – |
| FDS | New | FACTSET RESH SYS INC | $21,000 | – | 81 | +100.0% | 0.02% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $3,000 | – | 59 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-20
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.