Sailer Financial

Seven Springs Wealth Group as of Dec. 31, 2023

Portfolio Holdings for Seven Springs Wealth Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 26.1 $58M 1.1M 53.82
Cigna Corp (CI) 20.5 $45M 152k 299.45
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 5.9 $13M 390k 33.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.0 $11M 272k 41.10
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 4.2 $9.3M 168k 55.35
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 3.6 $8.0M 294k 27.14
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.6 $7.9M 233k 34.01
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.8 $6.2M 99k 62.49
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $4.9M 29k 170.40
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.1 $4.6M 133k 34.89
Amazon (AMZN) 2.0 $4.4M 29k 151.94
Alphabet Cap Stk Cl A (GOOGL) 1.9 $4.2M 30k 139.69
Ishares Tr Core S&p500 Etf (IVV) 1.9 $4.1M 8.6k 477.65
Apple (AAPL) 1.2 $2.7M 14k 192.53
Bank America Corp 7.25%CNV PFD L (BAC.PL) 1.2 $2.7M 2.3k 1205.28
Duke Energy Corp Com New (DUK) 1.2 $2.7M 28k 97.04
Verizon Communications (VZ) 1.2 $2.7M 71k 37.70
Ishares Tr Core S&p Us Gwt (IUSG) 1.1 $2.5M 24k 104.10
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.9 $1.9M 1.6k 1195.62
Select Sector Spdr Tr Technology (XLK) 0.8 $1.8M 9.5k 192.48
Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $1.4M 42k 34.36
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.4M 6.3k 213.31
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $1.3M 54k 24.11
Home Depot (HD) 0.5 $1.2M 3.5k 346.52
salesforce (CRM) 0.5 $1.2M 4.5k 263.14
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.1M 2.00 542625.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.0M 8.2k 124.97
Microsoft Corporation (MSFT) 0.4 $914k 2.4k 376.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $865k 3.6k 237.24
Pepsi (PEP) 0.4 $842k 5.0k 169.84
Ishares Tr Core Msci Eafe (IEFA) 0.4 $833k 12k 70.35
Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $831k 53k 15.57
Accenture Plc Ireland Shs Class A (ACN) 0.3 $756k 2.2k 350.91
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $754k 10k 75.32
Johnson & Johnson (JNJ) 0.3 $751k 4.8k 156.74
Union Pacific Corporation (UNP) 0.3 $588k 2.4k 245.62
Exxon Mobil Corporation (XOM) 0.2 $504k 5.0k 99.98
NVIDIA Corporation (NVDA) 0.2 $494k 997.00 495.22
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $441k 7.9k 56.14
Alphabet Cap Stk Cl C (GOOG) 0.2 $426k 3.0k 140.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $417k 3.1k 136.38
Coca-Cola Company (KO) 0.2 $390k 6.6k 58.93
Fastenal Company (FAST) 0.2 $389k 6.0k 64.77
Select Sector Spdr Tr Financial (XLF) 0.2 $386k 10k 37.60
Hca Holdings (HCA) 0.1 $331k 1.2k 270.68
Cummins (CMI) 0.1 $324k 1.4k 239.57
Select Sector Spdr Tr Indl (XLI) 0.1 $322k 2.8k 113.99
Vanguard Index Fds Large Cap Etf (VV) 0.1 $305k 1.4k 218.15
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $305k 1.7k 178.81
3M Company (MMM) 0.1 $280k 2.6k 109.32
Select Sector Spdr Tr Communication (XLC) 0.1 $277k 3.8k 72.66
Linde SHS (LIN) 0.1 $263k 640.00 410.71
Qualcomm (QCOM) 0.1 $246k 1.7k 144.63
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $239k 3.6k 66.38
Oracle Corporation (ORCL) 0.1 $236k 2.2k 105.43
General Electric Com New (GE) 0.1 $233k 1.8k 127.63
Dell Technologies CL C (DELL) 0.1 $218k 2.9k 76.50
McDonald's Corporation (MCD) 0.1 $218k 735.00 296.51
Gilead Sciences (GILD) 0.1 $216k 2.7k 81.01
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $206k 2.0k 102.88