Seven Springs Wealth Group, LLC - Q3 2021 holdings

$204 Million is the total value of Seven Springs Wealth Group, LLC's 75 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .

 Value Shares↓ Weighting
GE ExitGENERAL ELECTRIC CO$0-14,632
-100.0%
-0.08%
TTC ExitTORO CO$0-1,927
-100.0%
-0.09%
CNI ExitCANADIAN NATL RY CO$0-2,145
-100.0%
-0.10%
XBI ExitSPDR SER TRs&p biotech$0-4,431
-100.0%
-0.26%
SHOP ExitSHOPIFY INCcl a$0-413
-100.0%
-0.26%
T ExitAT&T INC$0-35,846
-100.0%
-0.45%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-10-21
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
THE CIGNA GROUP16Q3 202329.9%
ISHARES TR16Q3 202328.3%
VANGUARD INTL EQUITY INDEX F16Q3 20239.7%
VANGUARD SPECIALIZED FUNDS16Q3 20232.7%
ISHARES TR16Q3 20237.6%
AMAZON COM INC16Q3 20233.2%
ISHARES TR16Q3 20232.0%
APPLE INC16Q3 20232.4%
DUKE ENERGY CORP NEW16Q3 20231.9%
ALPHABET INC16Q3 20231.9%

View Seven Springs Wealth Group, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-07
13F-HR2024-02-07
13F-HR2023-11-08
13F-HR2023-07-31
13F-HR2023-05-09
13F-HR2023-02-08
13F-HR2022-10-21
13F-HR2022-07-27
13F-HR2022-05-09
13F-HR2022-02-04

View Seven Springs Wealth Group, LLC's complete filings history.

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