Sailer Financial

Seven Springs Wealth Group as of March 31, 2022

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 65 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 24.5 $52M 968k 53.41
Cigna Corp (CI) 23.3 $49M 205k 239.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.1 $15M 324k 46.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.3 $9.1M 267k 34.28
Ishares Tr Mbs Etf (MBB) 4.0 $8.5M 83k 101.87
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 3.9 $8.3M 285k 28.95
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.7 $5.7M 151k 37.97
Amazon (AMZN) 2.4 $5.1M 1.6k 3260.23
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $4.9M 30k 162.15
Ishares Tr Core S&p500 Etf (IVV) 2.0 $4.3M 9.5k 453.67
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.0 $4.1M 129k 32.24
Duke Energy Corp Com New (DUK) 1.4 $3.0M 27k 111.67
Fs Kkr Capital Corp (FSK) 1.3 $2.8M 122k 22.82
Apple (AAPL) 1.3 $2.7M 15k 174.62
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.4M 874.00 2781.46
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 1.0 $2.2M 1.7k 1312.61
Microsoft Corporation (MSFT) 1.0 $2.1M 6.8k 308.25
Ishares Tr Core S&p Us Gwt (IUSG) 0.8 $1.6M 15k 105.67
Select Sector Spdr Tr Technology (XLK) 0.7 $1.5M 9.5k 158.96
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.4M 6.5k 212.57
Select Sector Spdr Tr Communication (XLC) 0.6 $1.3M 19k 68.79
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.2M 17k 69.51
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.5 $1.1M 13k 89.74
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.1M 2.00 529000.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.0M 8.2k 128.05
Home Depot (HD) 0.5 $974k 3.3k 299.23
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $872k 17k 50.53
Pepsi (PEP) 0.4 $861k 5.1k 167.44
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $860k 1.8k 473.31
O'reilly Automotive (ORLY) 0.4 $838k 1.2k 684.64
UnitedHealth (UNH) 0.4 $836k 1.6k 509.76
Automatic Data Processing (ADP) 0.4 $774k 3.4k 227.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $763k 10k 75.88
Johnson & Johnson (JNJ) 0.3 $738k 4.2k 177.28
Accenture Plc Ireland Shs Class A (ACN) 0.3 $675k 2.0k 337.33
Union Pacific Corporation (UNP) 0.3 $654k 2.4k 273.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $647k 2.8k 227.82
Regeneron Pharmaceuticals (REGN) 0.3 $578k 827.00 698.91
Tractor Supply Company (TSCO) 0.3 $555k 2.4k 233.19
Xcel Energy (XEL) 0.2 $503k 7.0k 72.20
Dollar General (DG) 0.2 $497k 2.2k 222.77
FedEx Corporation (FDX) 0.2 $494k 2.1k 231.27
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $472k 3.4k 137.05
Prologis (PLD) 0.2 $452k 2.8k 161.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $452k 7.9k 57.58
Exxon Mobil Corporation (XOM) 0.2 $438k 5.3k 82.67
Select Sector Spdr Tr Financial (XLF) 0.2 $419k 11k 38.29
Coca-Cola Company (KO) 0.2 $409k 6.6k 62.03
3M Company (MMM) 0.2 $372k 2.5k 148.80
Crown Castle Intl (CCI) 0.2 $363k 2.0k 184.83
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $356k 1.9k 185.13
Fastenal Company (FAST) 0.2 $356k 6.0k 59.33
First Industrial Realty Trust (FR) 0.2 $337k 5.4k 61.97
Kimberly-Clark Corporation (KMB) 0.2 $332k 2.7k 123.15
Cummins (CMI) 0.2 $324k 1.6k 205.19
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $294k 2.9k 103.01
Vanguard Index Fds Large Cap Etf (VV) 0.1 $292k 1.4k 208.57
Vanguard World Mega Grwth Ind (MGK) 0.1 $289k 1.2k 235.15
Pfizer (PFE) 0.1 $259k 5.0k 51.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $250k 2.2k 112.06
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $237k 3.6k 65.83
General Mills (GIS) 0.1 $217k 3.2k 67.81
Verizon Communications (VZ) 0.1 $205k 4.0k 50.89
Linde SHS 0.1 $204k 640.00 318.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $203k 2.0k 101.50