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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, FNDF, IBDS, and represent 54.25% of Seven Springs Wealth Group's stock portfolio.
Added to shares of these 10 stocks: IGV (+$5.0M), LLY, IBDS, AHR, IBDU, AMN, MCD, GILD, AMZN, GIS.
Started 9 new stock positions in IGV, GILD, LLY, SILA, MCD, GIS, AHR, ITOT, AMN.
Reduced shares in these 10 stocks: DGRO (-$5.6M), SCHC, NVDA, CI, VIG, XOM, VWO, DFIV, IUSG, SPDW.
Seven Springs Wealth Group was a net buyer of stock by $2.9M.
Seven Springs Wealth Group has $275M in assets under management (AUM), dropping by 7.62%.
Central Index Key (CIK): 0001803898

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

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Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 71 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	22.1	$61M	-8%	972k	62.69	View chart
Cigna Corp (CI)	15.8	$44M		126k	346.44	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	5.5	$15M		644k	23.51	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.4	$15M		397k	37.37	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	5.4	$15M	+4%	607k	24.37	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	3.8	$11M		177k	59.57	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	3.6	$9.8M		304k	32.27	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.1	$8.5M		227k	37.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.7	$7.4M		155k	47.85	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.6	$7.1M		100k	70.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$5.6M		28k	198.06	View chart
Amazon (AMZN)	2.0	$5.4M	+4%	29k	186.33	View chart
Ishares Tr Expanded Tech (IGV)	1.8	$5.0M	NEW	56k	89.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$4.9M		29k	165.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$4.8M		8.3k	576.84	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.6	$4.3M	-13%	111k	38.53	View chart
Duke Energy Corp Com New (DUK)	1.5	$4.1M	+2%	35k	115.30	View chart
Verizon Communications (VZ)	1.4	$3.8M	+3%	85k	44.91	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	1.2	$3.3M	+3%	2.6k	1273.01	View chart
Apple (AAPL)	1.2	$3.3M		14k	233.00	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.2	$3.3M		25k	131.91	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	1.2	$3.3M	+5%	2.6k	1282.20	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$2.1M		9.5k	225.76	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$1.5M	-2%	39k	38.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.5M		6.2k	237.19	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.4M		52k	27.41	View chart
Home Depot (HD)	0.5	$1.4M		3.5k	405.16	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.4M		2.00	691180.00	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$1.2M		8.2k	142.04	View chart
salesforce (CRM)	0.4	$1.1M	-2%	4.1k	273.71	View chart
Microsoft Corporation (MSFT)	0.4	$1.0M		2.4k	430.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.0M		3.6k	283.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$924k		12k	78.05	View chart
NVIDIA Corporation (NVDA)	0.3	$902k	-16%	7.4k	121.44	View chart
Pepsi (PEP)	0.3	$840k		4.9k	170.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$831k		10k	83.09	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$796k		2.3k	353.48	View chart
Johnson & Johnson (JNJ)	0.3	$776k		4.8k	162.06	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$768k		52k	14.69	View chart
Eli Lilly & Co. (LLY)	0.3	$694k	NEW	783.00	885.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$635k	+25%	3.8k	167.21	View chart
Union Pacific Corporation (UNP)	0.2	$590k		2.4k	246.48	View chart
Exxon Mobil Corporation (XOM)	0.2	$530k	-10%	4.5k	117.22	View chart
Hca Holdings (HCA)	0.2	$498k		1.2k	406.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$495k		7.9k	63.00	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$471k		3.1k	154.02	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$465k		10k	45.32	View chart
Cummins (CMI)	0.2	$437k		1.4k	323.79	View chart
Fastenal Company (FAST)	0.2	$429k		6.0k	71.42	View chart
Coca-Cola Company (KO)	0.2	$427k	-2%	5.9k	71.86	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$400k	NEW	15k	26.10	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$387k	+40%	7.1k	54.43	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$383k		2.8k	135.44	View chart
Oracle Corporation (ORCL)	0.1	$381k		2.2k	170.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$369k		1.4k	263.29	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$345k		3.8k	90.40	View chart
Ge Aerospace Com New (GE)	0.1	$345k		1.8k	188.58	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$342k		1.7k	200.37	View chart
3M Company (MMM)	0.1	$342k		2.5k	136.70	View chart
Dell Technologies CL C (DELL)	0.1	$338k		2.9k	118.54	View chart
Linde SHS (LIN)	0.1	$337k		707.00	476.86	View chart
Qualcomm (QCOM)	0.1	$289k		1.7k	170.05	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$283k		3.6k	78.56	View chart
AMN Healthcare Services (AMN)	0.1	$280k	NEW	6.6k	42.39	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$239k		2.0k	119.70	View chart
McDonald's Corporation (MCD)	0.1	$224k	NEW	735.00	304.51	View chart
Gilead Sciences (GILD)	0.1	$223k	NEW	2.7k	83.84	View chart
General Mills (GIS)	0.1	$219k	NEW	3.0k	73.85	View chart
Sila Realty Trust Common Stock (SILA)	0.1	$217k	NEW	8.6k	25.29	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$212k		657.00	321.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$209k	NEW	1.7k	125.60	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 Q3 filed Nov. 14, 2024
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

View all past filings

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