Sailer Financial

Seven Springs Wealth Group as of March 31, 2023

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 60 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 27.6 $56M 1.1M 49.99
Cigna Corp (CI) 21.4 $43M 169k 255.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.7 $12M 285k 40.40
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.2 $8.5M 169k 50.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.9 $7.9M 246k 32.12
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 3.2 $6.6M 252k 26.05
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.1 $6.2M 199k 31.27
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 2.9 $5.9M 122k 48.67
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $4.6M 137k 33.71
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $4.6M 30k 154.01
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.7M 9.0k 411.09
Amazon (AMZN) 1.5 $3.1M 30k 103.29
Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.0M 29k 103.73
Apple (AAPL) 1.3 $2.6M 16k 164.90
Duke Energy Corp Com New (DUK) 1.3 $2.5M 26k 96.47
Verizon Communications (VZ) 1.2 $2.4M 62k 38.89
Wells Fargo Perp Pfd Cnv A (WFC.PL) 1.1 $2.2M 1.9k 1176.25
Bank America Corp 7.25%CNV PFD L (BAC.PL) 1.0 $2.1M 1.8k 1167.76
Ishares Tr Core S&p Us Gwt (IUSG) 1.0 $2.0M 22k 88.77
Select Sector Spdr Tr Technology (XLK) 0.7 $1.4M 9.5k 151.01
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $1.4M 45k 32.23
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $1.4M 59k 23.02
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.6 $1.2M 14k 86.69
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.2M 6.2k 189.55
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.0M 8.2k 123.71
Home Depot (HD) 0.5 $996k 3.4k 295.09
Pepsi (PEP) 0.5 $940k 5.2k 182.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $931k 2.00 465600.00
salesforce (CRM) 0.4 $849k 4.2k 199.78
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $808k 1.8k 444.67
Ishares Tr Core Msci Eafe (IEFA) 0.4 $807k 12k 66.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $753k 3.7k 204.11
Johnson & Johnson (JNJ) 0.3 $690k 4.5k 155.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $679k 10k 67.85
UnitedHealth (UNH) 0.3 $596k 1.3k 472.59
Accenture Plc Ireland Shs Class A (ACN) 0.3 $572k 2.0k 285.81
Exxon Mobil Corporation (XOM) 0.3 $553k 5.0k 109.66
Microsoft Corporation (MSFT) 0.3 $550k 1.9k 288.30
NVIDIA Corporation (NVDA) 0.3 $517k 1.9k 277.77
Union Pacific Corporation (UNP) 0.2 $482k 2.4k 201.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $420k 7.9k 53.47
Coca-Cola Company (KO) 0.2 $410k 6.6k 62.03
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $403k 3.1k 129.46
Select Sector Spdr Tr Financial (XLF) 0.2 $336k 10k 32.15
Fastenal Company (FAST) 0.2 $324k 6.0k 53.94
Cummins (CMI) 0.2 $323k 1.4k 238.88
3M Company (MMM) 0.1 $289k 2.7k 105.11
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $286k 2.8k 101.18
Vanguard Index Fds Large Cap Etf (VV) 0.1 $262k 1.4k 186.81
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $255k 1.7k 149.54
General Mills (GIS) 0.1 $254k 3.0k 85.46
Alphabet Cap Stk Cl C (GOOG) 0.1 $251k 2.4k 104.00
Linde SHS (LIN) 0.1 $228k 640.00 355.44
Pfizer (PFE) 0.1 $226k 5.5k 40.80
Hca Holdings (HCA) 0.1 $226k 856.00 263.68
Select Sector Spdr Tr Communication (XLC) 0.1 $225k 3.9k 57.97
First Industrial Realty Trust (FR) 0.1 $225k 4.2k 53.20
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $223k 3.6k 61.86
Gilead Sciences (GILD) 0.1 $221k 2.7k 82.97
McDonald's Corporation (MCD) 0.1 $206k 735.00 279.61