Sailer Financial

Seven Springs Wealth Group as of June 30, 2023

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 63 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 28.3 $60M 1.2M 51.53
Cigna Corp (CI) 22.6 $48M 169k 280.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $11M 273k 40.68
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.7 $7.7M 238k 32.54
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 3.4 $7.2M 268k 26.77
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.3 $7.1M 218k 32.29
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 3.0 $6.3M 125k 50.45
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $4.8M 29k 162.43
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.1 $4.5M 133k 33.77
Ishares Tr 20+ Year Tr Bd (TLTW) 1.9 $4.1M 122k 33.50
Ishares Tr Core S&p500 Etf (IVV) 1.9 $4.0M 8.9k 445.73
Duke Energy Corp Com New (DUK) 1.9 $4.0M 44k 89.74
Amazon (AMZN) 1.8 $3.9M 30k 130.36
Alphabet Cap Stk Cl A (GOOGL) 1.8 $3.8M 32k 119.70
Apple (AAPL) 1.3 $2.8M 14k 193.97
Ishares Tr Core S&p Us Gwt (IUSG) 1.1 $2.3M 24k 97.64
Wells Fargo Perp Pfd Cnv A (WFC.PL) 1.1 $2.3M 2.0k 1152.00
Bank America Corp 7.25%CNV PFD L (BAC.PL) 1.0 $2.1M 1.8k 1171.82
Select Sector Spdr Tr Technology (XLK) 0.8 $1.7M 9.5k 173.86
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $1.5M 45k 32.85
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $1.4M 59k 23.46
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.3M 6.3k 198.88
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.6 $1.2M 14k 84.61
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.0M 2.00 517810.00
Home Depot (HD) 0.5 $1.0M 3.3k 310.61
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.0M 8.2k 122.58
salesforce (CRM) 0.5 $986k 4.7k 211.26
Pepsi (PEP) 0.4 $910k 4.9k 185.22
Verizon Communications (VZ) 0.4 $813k 22k 37.19
Ishares Tr Core Msci Eafe (IEFA) 0.4 $812k 12k 67.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $803k 3.6k 220.30
Johnson & Johnson (JNJ) 0.3 $737k 4.5k 165.52
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $711k 10k 71.03
Microsoft Corporation (MSFT) 0.3 $650k 1.9k 340.54
Accenture Plc Ireland Shs Class A (ACN) 0.3 $618k 2.0k 308.58
UnitedHealth (UNH) 0.3 $606k 1.3k 480.64
Exxon Mobil Corporation (XOM) 0.3 $540k 5.0k 107.25
Union Pacific Corporation (UNP) 0.2 $490k 2.4k 204.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $427k 7.9k 54.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $413k 3.1k 132.73
Coca-Cola Company (KO) 0.2 $398k 6.6k 60.22
NVIDIA Corporation (NVDA) 0.2 $393k 930.00 423.02
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $382k 753.00 507.26
Fastenal Company (FAST) 0.2 $354k 6.0k 58.99
Select Sector Spdr Tr Financial (XLF) 0.2 $352k 10k 33.71
Cummins (CMI) 0.2 $331k 1.4k 245.16
Alphabet Cap Stk Cl C (GOOG) 0.2 $320k 2.6k 120.97
Hca Holdings (HCA) 0.2 $318k 1.0k 303.48
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $303k 2.8k 107.32
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $290k 1.7k 169.81
Vanguard Index Fds Large Cap Etf (VV) 0.1 $284k 1.4k 202.72
Select Sector Spdr Tr Communication (XLC) 0.1 $253k 3.9k 65.08
3M Company (MMM) 0.1 $250k 2.5k 100.09
Linde SHS (LIN) 0.1 $244k 640.00 381.08
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $229k 3.6k 63.60
General Mills (GIS) 0.1 $228k 3.0k 76.70
First Industrial Realty Trust (FR) 0.1 $223k 4.2k 52.64
McDonald's Corporation (MCD) 0.1 $219k 735.00 298.41
Oracle Corporation (ORCL) 0.1 $214k 1.8k 119.09
Gilead Sciences (GILD) 0.1 $205k 2.7k 77.07
Pfizer (PFE) 0.1 $203k 5.5k 36.68
Vanguard World Mega Grwth Ind (MGK) 0.1 $202k 857.00 235.32
General Electric Com New (GE) 0.1 $201k 1.8k 109.85