$193 Million is the total value of Seven Springs Wealth Group, LLC's 270 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 142.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRSP | Exit | PERSPECTA INC | $0 | – | -2 | -100.0% | 0.00% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -5 | -100.0% | 0.00% | – |
| Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -6 | -100.0% | 0.00% | – | |
| TRIP | Exit | TRIPADVISOR INC | $0 | – | -28 | -100.0% | -0.00% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -5 | -100.0% | -0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -63 | -100.0% | -0.00% | – |
| HPQ | Exit | HP INC | $0 | – | -63 | -100.0% | -0.00% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -906 | -100.0% | -0.01% | – |
| BACPRL | Exit | BK OF AMERICA CORP7.25%cnv pfd l | $0 | – | -24 | -100.0% | -0.02% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -1,419 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
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 | 2024-02-07 |
| 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 |
| 13F-HR | 2021-10-21 |
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.