Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Sailer Financial

Latest statistics and disclosures from Seven Springs Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRO, CI, IBDU, IBDS, FNDF, and represent 56.59% of Seven Springs Wealth Group's stock portfolio.
Added to shares of these 10 stocks: IBDS, IBDU, NVDA, MLPX, MGK, VZ, BAC.PL, WFC.PL, FNDA, IUSG.
Started 2 new stock positions in MGK, MLPX.
Reduced shares in these 10 stocks: VWO (-$5.0M), CI, GIS, MCD, AMZN, IVV, SPDW, GOOGL, SCHC, VIG.
Sold out of its positions in GIS, MCD.
Seven Springs Wealth Group was a net seller of stock by $-1.1M.
Seven Springs Wealth Group has $256M in assets under management (AUM), dropping by -1.81%.
Central Index Key (CIK): 0001803898

Tip: Access up to 7 years of quarterly data

Positions held by Sailer Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 62 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	23.9	$61M		1.1M	57.61	View chart
Cigna Corp (CI)	16.3	$42M	-6%	126k	330.57	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	5.6	$14M	+24%	632k	22.67	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	5.4	$14M	+27%	581k	23.73	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.4	$14M		392k	35.03	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	3.8	$9.6M		175k	54.92	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	3.5	$8.9M		301k	29.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.1	$8.0M		228k	35.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.7	$6.8M	-42%	156k	43.76	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.5	$6.5M		100k	64.95	View chart
Amazon (AMZN)	2.1	$5.4M	-2%	28k	193.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$5.3M	-2%	29k	182.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$5.2M		29k	182.55	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.8	$4.6M	-2%	128k	35.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$4.5M	-2%	8.3k	547.25	View chart
Duke Energy Corp Com New (DUK)	1.4	$3.5M	+2%	35k	100.23	View chart
Verizon Communications (VZ)	1.3	$3.4M	+3%	82k	41.24	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.3	$3.2M	+2%	25k	127.48	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	1.2	$3.0M	+3%	2.5k	1196.16	View chart
Apple (AAPL)	1.2	$3.0M		14k	210.62	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	1.1	$2.9M	+3%	2.4k	1188.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$2.2M		9.5k	226.23	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.5M		41k	35.94	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.4M		53k	25.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.3M	-2%	6.2k	218.02	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.2M		2.00	612241.00	View chart
Home Depot (HD)	0.5	$1.2M		3.5k	344.21	View chart
NVIDIA Corporation (NVDA)	0.4	$1.1M	+898%	8.9k	123.54	View chart
salesforce (CRM)	0.4	$1.1M		4.2k	257.10	View chart
Microsoft Corporation (MSFT)	0.4	$1.1M		2.4k	446.95	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$1.0M		8.2k	127.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$971k		3.6k	267.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$860k		12k	72.64	View chart
Pepsi (PEP)	0.3	$817k		5.0k	164.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$779k		10k	77.83	View chart
Johnson & Johnson (JNJ)	0.3	$700k		4.8k	146.16	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$696k		52k	13.32	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$683k		2.3k	303.41	View chart
Exxon Mobil Corporation (XOM)	0.2	$580k		5.0k	115.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$554k		3.0k	183.43	View chart
Union Pacific Corporation (UNP)	0.2	$542k		2.4k	226.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$460k		7.9k	58.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$446k		3.1k	145.75	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$422k		10k	41.11	View chart
Hca Holdings (HCA)	0.2	$393k		1.2k	321.28	View chart
Dell Technologies CL C (DELL)	0.2	$393k		2.9k	137.91	View chart
Coca-Cola Company (KO)	0.2	$389k	-7%	6.1k	63.65	View chart
Fastenal Company (FAST)	0.1	$377k		6.0k	62.84	View chart
Cummins (CMI)	0.1	$374k		1.4k	276.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$350k		1.4k	249.62	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$344k		2.8k	121.87	View chart
Qualcomm (QCOM)	0.1	$339k		1.7k	199.18	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$327k		3.8k	85.66	View chart
Oracle Corporation (ORCL)	0.1	$316k		2.2k	141.20	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$312k		1.7k	182.40	View chart
Linde SHS (LIN)	0.1	$310k		707.00	438.81	View chart
Ge Aerospace Com New (GE)	0.1	$290k		1.8k	158.97	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$262k		3.6k	72.75	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$258k	NEW	5.1k	51.05	View chart
3M Company (MMM)	0.1	$256k		2.5k	102.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$225k		2.0k	112.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$206k	NEW	657.00	314.21	View chart

Past Filings by Seven Springs Wealth Group

SEC 13F filings are viewable for Seven Springs Wealth Group going back to 2019

Seven Springs Wealth Group 2024 Q2 filed July 30, 2024
Seven Springs Wealth Group 2024 Q1 filed May 7, 2024
Seven Springs Wealth Group 2023 Q4 filed Feb. 7, 2024
Seven Springs Wealth Group 2023 Q3 filed Nov. 8, 2023
Seven Springs Wealth Group 2023 Q2 filed July 31, 2023
Seven Springs Wealth Group 2023 Q1 filed May 9, 2023
Seven Springs Wealth Group 2022 Q4 filed Feb. 8, 2023
Seven Springs Wealth Group 2022 Q3 filed Oct. 21, 2022
Seven Springs Wealth Group 2022 Q2 filed July 27, 2022
Seven Springs Wealth Group 2022 Q1 filed May 9, 2022
Seven Springs Wealth Group 2021 Q4 filed Feb. 4, 2022
Seven Springs Wealth Group 2021 Q3 filed Oct. 21, 2021
Seven Springs Wealth Group 2021 Q2 filed July 27, 2021
Seven Springs Wealth Group 2021 Q1 filed May 7, 2021
Sailer Financial 2020 Q4 filed Feb. 1, 2021
Sailer Financial 2020 Q3 filed Oct. 19, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z