Sailer Financial

Seven Springs Wealth Group as of Dec. 31, 2024

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 77 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 22.0 $59M 965k 61.34
Cigna Corp (CI) 12.9 $35M 126k 276.14
Ishares Tr Ibonds Dec 29 (IBDU) 5.9 $16M 698k 22.80
Ishares Tr Ibonds 27 Etf (IBDS) 5.9 $16M 661k 23.96
Schwab Strategic Tr Fundamental Intl (FNDF) 4.9 $13M 396k 33.21
Schwab Strategic Tr Fundamental Us S (FNDA) 4.0 $11M 357k 29.70
Schwab Strategic Tr Fundamental Emer (FNDE) 3.4 $9.1M 314k 29.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $6.8M 155k 44.04
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.5 $6.7M 198k 34.13
Amazon (AMZN) 2.5 $6.7M 31k 219.39
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.4 $6.6M 101k 65.08
Ishares Tr Expanded Tech (IGV) 2.1 $5.6M 56k 100.12
Alphabet Cap Stk Cl A (GOOGL) 2.1 $5.6M 30k 189.30
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $5.5M 28k 195.83
Ishares Tr Core S&p500 Etf (IVV) 1.8 $4.8M 8.2k 588.70
Duke Energy Corp Com New (DUK) 1.5 $4.0M 37k 107.74
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.4 $3.9M 67k 58.18
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.4 $3.8M 112k 34.33
Apple (AAPL) 1.3 $3.6M 14k 250.42
Verizon Communications (VZ) 1.3 $3.5M 88k 39.99
Ishares Tr Core S&p Us Gwt (IUSG) 1.2 $3.3M 24k 139.35
Bank America Corp 7.25%CNV PFD L (BAC.PL) 1.2 $3.3M 2.7k 1219.25
Wells Fargo Perp Pfd Cnv A (WFC.PL) 1.2 $3.2M 2.7k 1194.31
Select Sector Spdr Tr Technology (XLK) 0.8 $2.2M 9.5k 232.52
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.5M 6.2k 240.26
salesforce (CRM) 0.5 $1.4M 4.2k 334.33
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $1.4M 39k 35.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.4M 2.00 680920.00
Home Depot (HD) 0.5 $1.3M 3.5k 388.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $1.3M 52k 25.37
Microsoft Corporation (MSFT) 0.4 $1.2M 2.7k 421.50
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $1.1M 8.2k 132.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M 3.7k 289.83
NVIDIA Corporation (NVDA) 0.4 $1.0M 7.6k 134.29
Alphabet Cap Stk Cl C (GOOG) 0.3 $883k 4.6k 190.44
Accenture Plc Ireland Shs Class A (ACN) 0.3 $839k 2.4k 351.79
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $832k 30k 27.71
Ishares Tr Core Msci Eafe (IEFA) 0.3 $830k 12k 70.28
Exxon Mobil Corporation (XOM) 0.3 $782k 7.3k 107.57
American Healthcare Reit Com Shs (AHR) 0.3 $741k 26k 28.42
Pepsi (PEP) 0.3 $717k 4.7k 152.06
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $712k 12k 60.56
Johnson & Johnson (JNJ) 0.2 $666k 4.6k 144.62
Hca Holdings (HCA) 0.2 $584k 1.9k 300.15
Union Pacific Corporation (UNP) 0.2 $546k 2.4k 228.04
Select Sector Spdr Tr Financial (XLF) 0.2 $496k 10k 48.33
Cummins (CMI) 0.2 $471k 1.4k 348.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $451k 7.9k 57.41
Fastenal Company (FAST) 0.2 $432k 6.0k 71.91
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $421k 3.1k 137.57
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $383k 1.7k 224.35
Vanguard Index Fds Large Cap Etf (VV) 0.1 $378k 1.4k 269.70
Coca-Cola Company (KO) 0.1 $375k 6.0k 62.26
Oracle Corporation (ORCL) 0.1 $372k 2.2k 166.64
Select Sector Spdr Tr Indl (XLI) 0.1 $372k 2.8k 131.76
Select Sector Spdr Tr Communication (XLC) 0.1 $369k 3.8k 96.81
Tesla Motors (TSLA) 0.1 $364k 901.00 403.84
Axsome Therapeutics (AXSM) 0.1 $339k 4.0k 84.61
Dell Technologies CL C (DELL) 0.1 $328k 2.9k 115.24
3M Company (MMM) 0.1 $323k 2.5k 129.09
Ge Aerospace Com New (GE) 0.1 $305k 1.8k 166.79
Linde SHS (LIN) 0.1 $296k 707.00 418.67
International Business Machines (IBM) 0.1 $283k 1.3k 219.83
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $280k 3.6k 77.79
Wal-Mart Stores (WMT) 0.1 $269k 3.0k 90.35
Qualcomm (QCOM) 0.1 $261k 1.7k 153.62
Gilead Sciences (GILD) 0.1 $260k 2.8k 92.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $253k 559.00 453.28
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $250k 10k 25.05
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $235k 2.0k 117.48
Vanguard World Mega Grwth Ind (MGK) 0.1 $226k 657.00 343.41
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $214k 1.7k 128.60
McDonald's Corporation (MCD) 0.1 $213k 735.00 289.89
Sila Realty Trust Common Stock (SILA) 0.1 $209k 8.6k 24.32
Southern Company (SO) 0.1 $204k 2.5k 82.32
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $201k 2.6k 78.02
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $170k 15k 11.38