Seven Springs Wealth Group, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$280.5B
Holdings
81
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGROISHARES TR | 1,007,600 | $62.2B | 22.19% | |
| 2 | CITHE CIGNA GROUP | 125,240 | $41.2B | 14.69% | |
| 3 | IBDUISHARES TR | 774,612 | $17.9B | 6.39% | |
| 4 | IBDSISHARES TR | 732,460 | $17.7B | 6.31% | |
| 5 | FNDFSCHWAB STRATEGIC TR | 417,097 | $15.1B | 5.37% | |
| 6 | FNDESCHWAB STRATEGIC TR | 358,216 | $11.0B | 3.93% | |
| 7 | FNDASCHWAB STRATEGIC TR | 379,971 | $10.4B | 3.71% | |
| 8 | AVDVAMERICAN CENTY ETF TR | 104,171 | $7.3B | 2.59% | |
| 9 | SPDWSPDR INDEX SHS FDS | 181,030 | $6.6B | 2.35% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 143,795 | $6.5B | 2.32% | |
| 11 | IGVISHARES TR | 68,827 | $6.1B | 2.18% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 27,846 | $5.4B | 1.93% | |
| 13 | IVVISHARES TR | 8,213 | $4.6B | 1.65% | |
| 14 | IUSGISHARES TR | 34,763 | $4.4B | 1.57% | |
| 15 | AMZNAMAZON COM INC | 21,352 | $4.1B | 1.45% | |
| 16 | DUKDUKE ENERGY CORP NEW | 32,222 | $3.9B | 1.40% | |
| 17 | BACVERIZON COMMUNICATIONS INC | 80,478 | $3.7B | 1.30% | |
| 18 | AAPLAPPLE INC | 15,566 | $3.5B | 1.23% | |
| 19 | GOOGLALPHABET INC | 21,839 | $3.4B | 1.20% | |
| 20 | SCHCSCHWAB STRATEGIC TR | 90,770 | $3.3B | 1.16% | |
| 21 | BAC 7.25 PERP LBANK AMERICA CORP | 2,478 | $3.1B | 1.09% | |
| 22 | VGSHVANGUARD SCOTTSDALE FDS | 50,431 | $3.0B | 1.06% | |
| 23 | WFC 7.5 PERP LWELLS FARGO CO NEW | 2,445 | $2.9B | 1.05% | |
| 24 | XLKSELECT SECTOR SPDR TR | 9,512 | $2.0B | 0.70% | |
| 25 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.57% | |
| 26 | DFIVDIMENSIONAL ETF TRUST | 36,174 | $1.4B | 0.51% | |
| 27 | VBVANGUARD INDEX FDS | 6,334 | $1.4B | 0.50% | |
| 28 | HDHOME DEPOT INC | 3,805 | $1.4B | 0.50% | |
| 29 | DFAEDIMENSIONAL ETF TRUST | 49,628 | $1.3B | 0.46% | |
| 30 | MSFTMICROSOFT CORP | 3,347 | $1.3B | 0.45% | |
| 31 | SDYSPDR SER TR | 8,192 | $1.1B | 0.40% | |
| 32 | VTIVANGUARD INDEX FDS | 3,845 | $1.1B | 0.38% | |
| 33 | AQLTISHARES TR | 11,729 | $887.3M | 0.32% | |
| 34 | XOMEXXON MOBIL CORP | 7,142 | $849.4M | 0.30% | |
| 35 | NVDANVIDIA CORPORATION | 7,800 | $845.4M | 0.30% | |
| 36 | JNJJOHNSON & JOHNSON | 4,877 | $808.7M | 0.29% | |
| 37 | SCHMSCHWAB STRATEGIC TR | 30,012 | $786.3M | 0.28% | |
| 38 | MLPXGLOBAL X FDS | 11,757 | $750.2M | 0.27% | |
| 39 | PEPPEPSICO INC | 4,916 | $737.1M | 0.26% | |
| 40 | ACNACCENTURE PLC IRELAND | 2,251 | $702.4M | 0.25% | |
| 41 | HCAHCA HEALTHCARE INC | 1,944 | $671.7M | 0.24% | |
| 42 | GOOGALPHABET INC | 4,199 | $656.0M | 0.23% | |
| 43 | UNPUNION PAC CORP | 2,395 | $565.8M | 0.20% | |
| 44 | AHRAMERICAN HEALTHCARE REIT INC | 18,669 | $565.7M | 0.20% | |
| 45 | ETENERGY TRANSFER L P | 27,563 | $512.4M | 0.18% | |
| 46 | XLFSELECT SECTOR SPDR TR | 10,262 | $511.1M | 0.18% | |
| 47 | VEUVANGUARD INTL EQUITY INDEX F | 7,850 | $476.2M | 0.17% | |
| 48 | FASTFASTENAL CO | 6,000 | $465.3M | 0.17% | |
| 49 | GEGE AEROSPACE | 2,254 | $451.2M | 0.16% | |
| 50 | KOCOCA COLA CO | 6,242 | $447.1M | 0.16% | |
| 51 | BRK/BBERKSHIRE HATHAWAY INC DEL | 839 | $446.8M | 0.16% | |
| 52 | XLVSELECT SECTOR SPDR TR | 3,057 | $446.4M | 0.16% | |
| 53 | CMICUMMINS INC | 1,351 | $423.5M | 0.15% | |
| 54 | GILDGILEAD SCIENCES INC | 3,362 | $376.8M | 0.13% | |
| 55 | IBMINTERNATIONAL BUSINESS MACHS | 1,491 | $370.8M | 0.13% | |
| 56 | XLISELECT SECTOR SPDR TR | 2,826 | $370.4M | 0.13% | |
| 57 | XLCSELECT SECTOR SPDR TR | 3,813 | $367.8M | 0.13% | |
| 58 | MMM3M CO | 2,500 | $367.1M | 0.13% | |
| 59 | VVVANGUARD INDEX FDS | 1,400 | $359.8M | 0.13% | |
| 60 | XLYSELECT SECTOR SPDR TR | 1,708 | $337.3M | 0.12% | |
| 61 | LINLINDE PLC | 707 | $329.2M | 0.12% | |
| 62 | ORCLORACLE CORP | 2,335 | $326.5M | 0.12% | |
| 63 | FNDXSCHWAB STRATEGIC TR | 13,790 | $325.6M | 0.12% | |
| 64 | TSLATESLA INC | 1,112 | $288.2M | 0.10% | |
| 65 | DLNWISDOMTREE TR | 3,600 | $285.7M | 0.10% | |
| 66 | CRMSALESFORCE INC | 995 | $267.0M | 0.10% | |
| 67 | WMTWALMART INC | 3,011 | $264.4M | 0.09% | |
| 68 | QCOMQUALCOMM INC | 1,700 | $261.1M | 0.09% | |
| 69 | DELLDELL TECHNOLOGIES INC | 2,850 | $259.8M | 0.09% | |
| 70 | IBDQISHARES TR | 9,988 | $251.2M | 0.09% | |
| 71 | VTVANGUARD INTL EQUITY INDEX F | 2,000 | $231.9M | 0.08% | |
| 72 | MCDMCDONALDS CORP | 735 | $229.6M | 0.08% | |
| 73 | SILASILA REALTY TRUST INC | 8,586 | $229.3M | 0.08% | |
| 74 | SOSOUTHERN CO | 2,474 | $227.5M | 0.08% | |
| 75 | 4I1PHILIP MORRIS INTL INC | 1,432 | $227.3M | 0.08% | |
| 76 | WMBWILLIAMS COS INC | 3,709 | $221.7M | 0.08% | |
| 77 | JPMJPMORGAN CHASE & CO. | 869 | $213.2M | 0.08% | |
| 78 | VCSHVANGUARD SCOTTSDALE FDS | 2,579 | $203.6M | 0.07% | |
| 79 | ITOTISHARES TR | 1,665 | $203.1M | 0.07% | |
| 80 | MGKVANGUARD WORLD FD | 657 | $202.9M | 0.07% | |
| 81 | CVXCHEVRON CORP NEW | 1,196 | $200.1M | 0.07% |