Sailer Financial

Seven Springs Wealth Group as of Dec. 31, 2022

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 57 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cigna Corp (CI) 27.1 $56M 169k 331.34
Ishares Tr Core Div Grwth (DGRO) 26.4 $55M 1.1M 50.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.4 $11M 287k 38.98
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.0 $8.3M 165k 50.33
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.6 $7.5M 252k 29.69
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.9 $6.0M 241k 24.78
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 2.7 $5.5M 119k 46.72
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.6 $5.4M 187k 29.07
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $4.5M 30k 151.85
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.2 $4.5M 142k 31.47
Ishares Tr Core S&p500 Etf (IVV) 1.7 $3.5M 9.1k 384.23
Duke Energy Corp Com New (DUK) 1.3 $2.7M 26k 102.99
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.5M 28k 88.23
Amazon (AMZN) 1.2 $2.5M 29k 84.00
Verizon Communications (VZ) 1.1 $2.3M 59k 39.40
Wells Fargo Perp Pfd Cnv A (WFC.PL) 1.0 $2.1M 1.8k 1185.00
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 1.0 $2.0M 1.7k 1160.00
Apple (AAPL) 0.9 $1.9M 15k 129.93
Ishares Tr Core S&p Us Gwt (IUSG) 0.8 $1.6M 20k 81.52
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $1.4M 47k 30.40
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $1.4M 62k 21.95
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.6 $1.3M 16k 82.01
Select Sector Spdr Tr Technology (XLK) 0.6 $1.2M 9.5k 124.44
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.2M 6.3k 183.53
Home Depot (HD) 0.5 $1.1M 3.4k 315.83
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.0M 8.2k 125.11
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $937k 2.00 468711.00
Pepsi (PEP) 0.4 $929k 5.1k 180.66
Johnson & Johnson (JNJ) 0.4 $786k 4.5k 176.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $764k 4.0k 191.21
Ishares Tr Core Msci Eafe (IEFA) 0.4 $744k 12k 61.64
UnitedHealth (UNH) 0.3 $669k 1.3k 530.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $656k 10k 65.61
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $632k 1.8k 347.98
Exxon Mobil Corporation (XOM) 0.3 $556k 5.0k 110.30
salesforce (CRM) 0.3 $547k 4.1k 132.59
Accenture Plc Ireland Shs Class A (ACN) 0.3 $534k 2.0k 266.84
Union Pacific Corporation (UNP) 0.2 $496k 2.4k 207.07
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $468k 3.4k 135.85
Microsoft Corporation (MSFT) 0.2 $458k 1.9k 239.82
Coca-Cola Company (KO) 0.2 $418k 6.6k 63.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $394k 7.9k 50.14
Select Sector Spdr Tr Financial (XLF) 0.2 $366k 11k 34.20
3M Company (MMM) 0.2 $329k 2.7k 119.92
Cummins (CMI) 0.2 $327k 1.4k 242.29
Fastenal Company (FAST) 0.1 $284k 6.0k 47.32
Pfizer (PFE) 0.1 $284k 5.5k 51.24
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $283k 2.9k 98.21
General Mills (GIS) 0.1 $249k 3.0k 83.85
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $247k 1.9k 129.16
Vanguard Index Fds Large Cap Etf (VV) 0.1 $244k 1.4k 174.20
Gilead Sciences (GILD) 0.1 $229k 2.7k 85.85
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $223k 3.6k 61.95
Alphabet Cap Stk Cl C (GOOG) 0.1 $214k 2.4k 88.73
Linde SHS 0.1 $209k 640.00 326.18
Select Sector Spdr Tr Communication (XLC) 0.1 $206k 4.3k 47.99
Hca Holdings (HCA) 0.1 $205k 856.00 239.96