Sailer Financial

Seven Springs Wealth Group as of Sept. 30, 2023

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 56 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 27.5 $57M 1.2M 49.53
Cigna Corp (CI) 20.9 $44M 153k 286.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.1 $11M 273k 39.21
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 4.7 $9.9M 312k 31.67
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 3.9 $8.0M 307k 26.22
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.5 $7.4M 237k 31.01
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 2.9 $6.1M 127k 48.49
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.8 $5.9M 102k 57.85
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $4.5M 29k 155.38
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.1 $4.3M 133k 32.25
Alphabet Cap Stk Cl A (GOOGL) 1.9 $4.0M 31k 130.86
Ishares Tr 20+ Year Tr Bd (TLTW) 1.8 $3.8M 130k 28.89
Amazon (AMZN) 1.8 $3.8M 30k 127.12
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.8M 8.8k 429.45
Apple (AAPL) 1.2 $2.4M 14k 171.21
Duke Energy Corp Com New (DUK) 1.1 $2.3M 27k 88.26
Verizon Communications (VZ) 1.1 $2.3M 71k 32.41
Ishares Tr Core S&p Us Gwt (IUSG) 1.1 $2.3M 24k 94.83
Wells Fargo Perp Pfd Cnv A (WFC.PL) 1.1 $2.2M 2.0k 1115.00
Bank America Corp 7.25%CNV PFD L (BAC.PL) 1.0 $2.1M 1.9k 1112.21
Select Sector Spdr Tr Technology (XLK) 0.7 $1.6M 9.5k 163.93
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $1.5M 45k 32.62
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $1.3M 59k 22.57
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.2M 6.3k 189.06
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.1M 2.00 531477.00
Home Depot (HD) 0.5 $1.0M 3.3k 302.13
salesforce (CRM) 0.5 $956k 4.7k 202.78
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $942k 8.2k 115.01
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.4 $932k 14k 67.46
Pepsi (PEP) 0.4 $832k 4.9k 169.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $774k 3.6k 212.42
Ishares Tr Core Msci Eafe (IEFA) 0.4 $762k 12k 64.35
Johnson & Johnson (JNJ) 0.3 $696k 4.5k 155.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $677k 10k 67.68
Accenture Plc Ireland Shs Class A (ACN) 0.3 $623k 2.0k 307.11
Microsoft Corporation (MSFT) 0.3 $615k 1.9k 315.75
Exxon Mobil Corporation (XOM) 0.3 $593k 5.0k 117.58
Union Pacific Corporation (UNP) 0.2 $488k 2.4k 203.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $407k 7.9k 51.87
NVIDIA Corporation (NVDA) 0.2 $405k 930.00 434.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $400k 3.1k 128.74
Coca-Cola Company (KO) 0.2 $370k 6.6k 55.98
Alphabet Cap Stk Cl C (GOOG) 0.2 $364k 2.8k 131.85
Select Sector Spdr Tr Financial (XLF) 0.2 $347k 10k 33.17
Fastenal Company (FAST) 0.2 $328k 6.0k 54.64
Cummins (CMI) 0.1 $309k 1.4k 228.46
Select Sector Spdr Tr Indl (XLI) 0.1 $287k 2.8k 101.38
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $275k 1.7k 160.98
Vanguard Index Fds Large Cap Etf (VV) 0.1 $274k 1.4k 195.69
Hca Holdings (HCA) 0.1 $258k 1.0k 245.98
Select Sector Spdr Tr Communication (XLC) 0.1 $255k 3.9k 65.57
Linde SHS (LIN) 0.1 $238k 640.00 372.35
3M Company (MMM) 0.1 $238k 2.5k 93.62
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $221k 3.6k 61.49
General Electric Com New (GE) 0.1 $202k 1.8k 110.55
First Industrial Realty Trust (FR) 0.1 $202k 4.2k 47.59