$157 Million is the total value of Seven Springs Wealth Group, LLC's 137 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 112.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LC | Exit | LENDINGCLUB CORP | $0 | – | -8 | -100.0% | 0.00% | – |
| WAB | Exit | WABTEC | $0 | – | -47 | -100.0% | -0.00% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -37 | -100.0% | -0.01% | – |
| M | Exit | MACYS INC | $0 | – | -4,074 | -100.0% | -0.01% | – |
| FDS | Exit | FACTSET RESH SYS INC | $0 | – | -81 | -100.0% | -0.02% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -890 | -100.0% | -0.03% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,100 | -100.0% | -0.12% | – |
| ETV | Exit | EATON VANCE TX MNG BY WRT OP | $0 | – | -37,252 | -100.0% | -0.32% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -4,841 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-03
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.