$211 Million is the total value of Seven Springs Wealth Group, LLC's 65 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $4,146,000 | – | 128,595 | +100.0% | 1.97% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $872,000 | – | 17,256 | +100.0% | 0.41% | – |
| PLD | New | PROLOGIS INC. | $452,000 | – | 2,802 | +100.0% | 0.21% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $363,000 | – | 1,964 | +100.0% | 0.17% | – |
| FR | New | FIRST INDL RLTY TR INC | $337,000 | – | 5,438 | +100.0% | 0.16% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $250,000 | – | 2,231 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| THE CIGNA GROUP | 19 | Q2 2024 | 29.9% |
| ISHARES TR | 19 | Q2 2024 | 28.3% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 9.7% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 2.7% |
| AMAZON COM INC | 19 | Q2 2024 | 3.2% |
| ISHARES TR | 19 | Q2 2024 | 2.0% |
| ISHARES TR | 19 | Q2 2024 | 7.6% |
| APPLE INC | 19 | Q2 2024 | 2.4% |
| ALPHABET INC | 19 | Q2 2024 | 2.1% |
| DUKE ENERGY CORP NEW | 19 | Q2 2024 | 1.9% |
View Seven Springs Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-30 |
| 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 |
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.