$212 Million is the total value of Seven Springs Wealth Group, LLC's 131 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $4,650,000 | – | 151,225 | +100.0% | 2.19% | – |
SHOP | New | SHOPIFY INCcl a | $332,000 | – | 300 | +100.0% | 0.16% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $72,000 | – | 280 | +100.0% | 0.03% | – |
CP | New | CANADIAN PAC RY LTD | $42,000 | – | 110 | +100.0% | 0.02% | – |
HCA | New | HCA HEALTHCARE INC | $28,000 | – | 150 | +100.0% | 0.01% | – |
GOOG | New | ALPHABET INCcap stk cl c | $6,000 | – | 3 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-07
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.