Sailer Financial

Seven Springs Wealth Group as of March 31, 2025

Portfolio Holdings for Seven Springs Wealth Group

Seven Springs Wealth Group holds 81 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 22.2 $62M 1.0M 61.78
Cigna Corp (CI) 14.7 $41M 125k 329.00
Ishares Tr Ibonds Dec 29 (IBDU) 6.4 $18M 775k 23.13
Ishares Tr Ibonds 27 Etf (IBDS) 6.3 $18M 733k 24.18
Schwab Strategic Tr Fundamental Intl (FNDF) 5.4 $15M 417k 36.14
Schwab Strategic Tr Fundamental Emer (FNDE) 3.9 $11M 358k 30.80
Schwab Strategic Tr Fundamental Us S (FNDA) 3.7 $10M 380k 27.39
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.6 $7.3M 104k 69.74
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.3 $6.6M 181k 36.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $6.5M 144k 45.26
Ishares Tr Expanded Tech (IGV) 2.2 $6.1M 69k 88.99
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $5.4M 28k 193.99
Ishares Tr Core S&p500 Etf (IVV) 1.6 $4.6M 8.2k 561.92
Ishares Tr Core S&p Us Gwt (IUSG) 1.6 $4.4M 35k 127.08
Amazon (AMZN) 1.4 $4.1M 21k 190.26
Duke Energy Corp Com New (DUK) 1.4 $3.9M 32k 121.97
Verizon Communications (VZ) 1.3 $3.7M 81k 45.36
Apple (AAPL) 1.2 $3.5M 16k 222.13
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.4M 22k 154.64
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.2 $3.3M 91k 35.88
Bank America Corp 7.25%CNV PFD L (BAC.PL) 1.1 $3.1M 2.5k 1234.57
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $3.0M 50k 58.68
Wells Fargo Perp Pfd Cnv A (WFC.PL) 1.0 $2.9M 2.4k 1200.80
Select Sector Spdr Tr Technology (XLK) 0.7 $2.0M 9.5k 206.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.6M 2.00 798441.50
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $1.4M 36k 39.36
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.4M 6.3k 221.76
Home Depot (HD) 0.5 $1.4M 3.8k 366.52
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $1.3M 50k 25.89
Microsoft Corporation (MSFT) 0.4 $1.3M 3.3k 375.40
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $1.1M 8.2k 135.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M 3.8k 274.86
Ishares Tr Core Msci Eafe (IEFA) 0.3 $887k 12k 75.65
Exxon Mobil Corporation (XOM) 0.3 $849k 7.1k 118.93
NVIDIA Corporation (NVDA) 0.3 $845k 7.8k 108.38
Johnson & Johnson (JNJ) 0.3 $809k 4.9k 165.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $786k 30k 26.20
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $750k 12k 63.81
Pepsi (PEP) 0.3 $737k 4.9k 149.94
Accenture Plc Ireland Shs Class A (ACN) 0.3 $702k 2.3k 312.04
Hca Holdings (HCA) 0.2 $672k 1.9k 345.55
Alphabet Cap Stk Cl C (GOOG) 0.2 $656k 4.2k 156.24
Union Pacific Corporation (UNP) 0.2 $566k 2.4k 236.24
American Healthcare Reit Com Shs (AHR) 0.2 $566k 19k 30.30
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $512k 28k 18.59
Select Sector Spdr Tr Financial (XLF) 0.2 $511k 10k 49.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $476k 7.9k 60.66
Fastenal Company (FAST) 0.2 $465k 6.0k 77.55
Ge Aerospace Com New (GE) 0.2 $451k 2.3k 200.17
Coca-Cola Company (KO) 0.2 $447k 6.2k 71.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $447k 839.00 532.58
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $446k 3.1k 146.01
Cummins (CMI) 0.2 $424k 1.4k 313.44
Gilead Sciences (GILD) 0.1 $377k 3.4k 112.06
International Business Machines (IBM) 0.1 $371k 1.5k 248.66
Select Sector Spdr Tr Indl (XLI) 0.1 $370k 2.8k 131.07
Select Sector Spdr Tr Communication (XLC) 0.1 $368k 3.8k 96.45
3M Company (MMM) 0.1 $367k 2.5k 146.86
Vanguard Index Fds Large Cap Etf (VV) 0.1 $360k 1.4k 257.03
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $337k 1.7k 197.46
Linde SHS (LIN) 0.1 $329k 707.00 465.64
Oracle Corporation (ORCL) 0.1 $327k 2.3k 139.81
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $326k 14k 23.61
Tesla Motors (TSLA) 0.1 $288k 1.1k 259.16
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $286k 3.6k 79.37
salesforce (CRM) 0.1 $267k 995.00 268.36
Wal-Mart Stores (WMT) 0.1 $264k 3.0k 87.80
Qualcomm (QCOM) 0.1 $261k 1.7k 153.61
Dell Technologies CL C (DELL) 0.1 $260k 2.9k 91.15
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $251k 10k 25.15
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $232k 2.0k 115.95
McDonald's Corporation (MCD) 0.1 $230k 735.00 312.37
Sila Realty Trust Common Stock (SILA) 0.1 $229k 8.6k 26.71
Southern Company (SO) 0.1 $228k 2.5k 91.95
Philip Morris International (PM) 0.1 $227k 1.4k 158.73
Williams Companies (WMB) 0.1 $222k 3.7k 59.76
JPMorgan Chase & Co. (JPM) 0.1 $213k 869.00 245.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $204k 2.6k 78.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $203k 1.7k 121.99
Vanguard World Mega Grwth Ind (MGK) 0.1 $203k 657.00 308.88
Chevron Corporation (CVX) 0.1 $200k 1.2k 167.35