Sailer Financial

Seven Springs Wealth Group as of Dec. 31, 2021

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 64 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 22.5 $49M 885k 55.58
Cigna Corp (CI) 21.5 $47M 205k 229.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.3 $16M 325k 49.46
Ishares Tr Mbs Etf (MBB) 4.5 $9.7M 91k 107.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.4 $9.7M 267k 36.48
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.1 $9.0M 168k 53.88
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 3.6 $8.0M 257k 30.99
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.9 $6.4M 155k 40.93
Amazon (AMZN) 2.9 $6.3M 1.9k 3334.58
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $5.2M 30k 171.74
Ishares Tr Core Msci Eafe (IEFA) 2.1 $4.7M 63k 74.64
Ishares Tr Core S&p500 Etf (IVV) 2.0 $4.4M 9.1k 477.01
Duke Energy Corp Com New (DUK) 1.3 $2.8M 26k 104.89
Apple (AAPL) 1.3 $2.8M 16k 177.56
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.4M 828.00 2897.34
Fs Kkr Capital Corp (FSK) 1.1 $2.3M 110k 20.94
Microsoft Corporation (MSFT) 1.1 $2.3M 6.8k 336.30
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.9 $2.0M 1.4k 1445.15
Select Sector Spdr Tr Technology (XLK) 0.8 $1.7M 9.6k 173.88
Ishares Tr Core S&p Us Gwt (IUSG) 0.7 $1.6M 14k 115.65
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.5M 6.5k 225.97
Select Sector Spdr Tr Communication (XLC) 0.7 $1.5M 19k 77.69
Home Depot (HD) 0.6 $1.4M 3.3k 415.05
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.1M 8.2k 129.15
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $985k 1.8k 542.10
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $901k 2.00 450500.00
Pepsi (PEP) 0.4 $893k 5.1k 173.67
Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $875k 41k 21.18
O'reilly Automotive (ORLY) 0.4 $864k 1.2k 705.88
Automatic Data Processing (ADP) 0.4 $838k 3.4k 246.47
Accenture Plc Ireland Shs Class A (ACN) 0.4 $830k 2.0k 414.79
UnitedHealth (UNH) 0.4 $824k 1.6k 502.44
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $814k 10k 80.46
Johnson & Johnson (JNJ) 0.3 $712k 4.2k 171.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $686k 2.8k 241.55
Union Pacific Corporation (UNP) 0.3 $603k 2.4k 251.77
Tractor Supply Company (TSCO) 0.3 $568k 2.4k 238.66
FedEx Corporation (FDX) 0.3 $552k 2.1k 258.43
Dollar General (DG) 0.2 $526k 2.2k 235.77
Regeneron Pharmaceuticals (REGN) 0.2 $522k 827.00 631.20
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $511k 3.6k 140.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $481k 7.9k 61.27
Xcel Energy (XEL) 0.2 $472k 7.0k 67.75
3M Company (MMM) 0.2 $444k 2.5k 177.60
Select Sector Spdr Tr Financial (XLF) 0.2 $427k 11k 39.02
Exxon Mobil Corporation (XOM) 0.2 $394k 6.4k 61.18
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $393k 1.9k 204.37
Coca-Cola Company (KO) 0.2 $390k 6.6k 59.14
Kimberly-Clark Corporation (KMB) 0.2 $385k 2.7k 142.80
Fastenal Company (FAST) 0.2 $384k 6.0k 64.00
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.2 $382k 22k 17.23
Cummins (CMI) 0.2 $344k 1.6k 217.86
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.1 $316k 3.5k 90.08
Vanguard Index Fds Large Cap Etf (VV) 0.1 $309k 1.4k 220.71
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $302k 2.9k 105.82
Pfizer (PFE) 0.1 $295k 5.0k 59.06
Ishares Tr Blackrock Ultra (ICSH) 0.1 $273k 5.4k 50.41
Vanguard World Mega Grwth Ind (MGK) 0.1 $245k 939.00 260.92
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $238k 3.6k 66.11
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $224k 2.9k 76.95
Linde SHS 0.1 $222k 640.00 346.88
General Mills (GIS) 0.1 $216k 3.2k 67.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $215k 2.0k 107.50
Verizon Communications (VZ) 0.1 $209k 4.0k 51.89