$207 Million is the total value of Seven Springs Wealth Group, LLC's 57 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,524,387 | +12.4% | 29,795 | 0.0% | 2.18% | -0.2% | |
| CNRG | SPDR SER TRs&p kensho clean | $1,283,312 | -3.5% | 15,649 | 0.0% | 0.62% | -14.2% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $1,183,673 | +4.7% | 9,512 | 0.0% | 0.57% | -6.8% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $1,155,352 | +7.4% | 6,295 | 0.0% | 0.56% | -4.6% | |
| SDY | SPDR SER TRs&p divid etf | $1,024,901 | +12.3% | 8,192 | 0.0% | 0.50% | -0.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $937,422 | +15.3% | 2 | 0.0% | 0.45% | +2.5% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $656,362 | +8.3% | 10,004 | 0.0% | 0.32% | -3.6% | |
| SOXX | ISHARES TRishares semicdtr | $632,280 | +9.2% | 1,817 | 0.0% | 0.30% | -3.2% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $467,867 | +12.2% | 3,444 | 0.0% | 0.23% | -0.4% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $393,599 | +13.1% | 7,850 | 0.0% | 0.19% | +0.5% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $243,880 | +6.5% | 1,400 | 0.0% | 0.12% | -4.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
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.