Sailer Financial

Seven Springs Wealth Group as of June 30, 2022

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 64 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cigna Corp (CI) 25.8 $51M 195k 263.52
Ishares Tr Core Div Grwth (DGRO) 23.5 $47M 986k 47.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.8 $14M 324k 41.65
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.9 $7.7M 267k 28.84
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 3.4 $6.7M 258k 25.93
Ishares Tr Mbs Etf (MBB) 3.0 $5.9M 61k 97.50
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.9 $5.8M 206k 28.31
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 2.4 $4.7M 104k 45.25
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $4.7M 150k 31.23
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $4.3M 30k 143.48
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.5M 9.3k 379.20
Amazon (AMZN) 1.6 $3.2M 30k 106.21
Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.1M 1.4k 2179.23
Duke Energy Corp Com New (DUK) 1.5 $2.9M 27k 107.23
Fs Kkr Capital Corp (FSK) 1.3 $2.5M 131k 19.42
Apple (AAPL) 1.0 $2.1M 15k 136.70
Microsoft Corporation (MSFT) 0.9 $1.8M 6.8k 256.83
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.9 $1.8M 35k 49.93
Ishares Tr Core S&p Us Gwt (IUSG) 0.7 $1.4M 17k 83.71
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.6 $1.2M 999.00 1215.22
Select Sector Spdr Tr Technology (XLK) 0.6 $1.2M 9.5k 127.10
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.6 $1.2M 15k 78.01
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.1M 6.3k 176.05
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $972k 8.2k 118.65
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.5 $971k 806.00 1204.71
Home Depot (HD) 0.4 $893k 3.3k 274.35
Pepsi (PEP) 0.4 $857k 5.1k 166.67
UnitedHealth (UNH) 0.4 $842k 1.6k 513.41
salesforce (CRM) 0.4 $840k 5.1k 165.00
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $818k 2.00 409000.00
Ishares Tr Core Msci Eafe (IEFA) 0.4 $815k 14k 58.87
O'reilly Automotive (ORLY) 0.4 $773k 1.2k 631.54
Automatic Data Processing (ADP) 0.4 $714k 3.4k 210.00
Johnson & Johnson (JNJ) 0.4 $705k 4.0k 177.45
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $635k 1.8k 349.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $631k 10k 62.75
Accenture Plc Ireland Shs Class A (ACN) 0.3 $556k 2.0k 277.86
Dollar General (DG) 0.3 $548k 2.2k 245.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $536k 2.8k 188.73
Union Pacific Corporation (UNP) 0.3 $511k 2.4k 213.36
Xcel Energy (XEL) 0.2 $493k 7.0k 70.76
Regeneron Pharmaceuticals (REGN) 0.2 $489k 827.00 591.29
FedEx Corporation (FDX) 0.2 $484k 2.1k 226.59
Tractor Supply Company (TSCO) 0.2 $461k 2.4k 193.70
Exxon Mobil Corporation (XOM) 0.2 $454k 5.3k 85.69
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $442k 3.4k 128.34
Coca-Cola Company (KO) 0.2 $415k 6.6k 62.94
Crown Castle Intl (CCI) 0.2 $405k 2.4k 168.54
Prologis (PLD) 0.2 $395k 3.4k 117.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $392k 7.9k 49.94
Kimberly-Clark Corporation (KMB) 0.2 $364k 2.7k 135.01
Select Sector Spdr Tr Financial (XLF) 0.2 $344k 11k 31.44
3M Company (MMM) 0.2 $324k 2.5k 129.60
Cummins (CMI) 0.2 $306k 1.6k 193.79
Fastenal Company (FAST) 0.2 $300k 6.0k 50.00
First Industrial Realty Trust (FR) 0.1 $270k 5.7k 47.49
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $264k 1.9k 137.29
Pfizer (PFE) 0.1 $262k 5.0k 52.43
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $249k 2.9k 87.25
Select Sector Spdr Tr Communication (XLC) 0.1 $246k 4.5k 54.20
Vanguard Index Fds Large Cap Etf (VV) 0.1 $241k 1.4k 172.14
General Mills (GIS) 0.1 $241k 3.2k 75.31
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $213k 3.6k 59.17
Verizon Communications (VZ) 0.1 $204k 4.0k 50.65