$209 Million is the total value of Seven Springs Wealth Group, LLC's 56 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -857 | -100.0% | -0.10% | – |
| PFE | Exit | PFIZER INC | $0 | – | -5,540 | -100.0% | -0.10% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,664 | -100.0% | -0.10% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -1,800 | -100.0% | -0.10% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -735 | -100.0% | -0.10% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -2,969 | -100.0% | -0.11% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -753 | -100.0% | -0.18% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,261 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
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 | 2024-02-07 |
| 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.