Seven Springs Wealth Group, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$268.6B
Holdings
77
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (77 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGROISHARES TR | 964,702 | $59.2B | 22.03% | |
| 2 | CITHE CIGNA GROUP | 125,875 | $34.8B | 12.94% | |
| 3 | IBDUISHARES TR | 698,211 | $15.9B | 5.93% | |
| 4 | IBDSISHARES TR | 661,035 | $15.8B | 5.90% | |
| 5 | FNDFSCHWAB STRATEGIC TR | 396,009 | $13.2B | 4.90% | |
| 6 | FNDASCHWAB STRATEGIC TR | 357,314 | $10.6B | 3.95% | |
| 7 | FNDESCHWAB STRATEGIC TR | 313,745 | $9.1B | 3.39% | |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 154,668 | $6.8B | 2.54% | |
| 9 | SPDWSPDR INDEX SHS FDS | 197,642 | $6.7B | 2.51% | |
| 10 | AMZNAMAZON COM INC | 30,697 | $6.7B | 2.51% | |
| 11 | AVDVAMERICAN CENTY ETF TR | 100,725 | $6.6B | 2.44% | |
| 12 | IGVISHARES TR | 56,213 | $5.6B | 2.10% | |
| 13 | GOOGLALPHABET INC | 29,470 | $5.6B | 2.08% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 28,041 | $5.5B | 2.04% | |
| 15 | IVVISHARES TR | 8,222 | $4.8B | 1.80% | |
| 16 | DUKDUKE ENERGY CORP NEW | 37,048 | $4.0B | 1.49% | |
| 17 | VGSHVANGUARD SCOTTSDALE FDS | 66,853 | $3.9B | 1.45% | |
| 18 | SCHCSCHWAB STRATEGIC TR | 111,628 | $3.8B | 1.43% | |
| 19 | AAPLAPPLE INC | 14,278 | $3.6B | 1.33% | |
| 20 | BACVERIZON COMMUNICATIONS INC | 87,841 | $3.5B | 1.31% | |
| 21 | IUSGISHARES TR | 23,963 | $3.3B | 1.24% | |
| 22 | BAC 7.25 PERP LBANK AMERICA CORP | 2,728 | $3.3B | 1.24% | |
| 23 | WFC 7.5 PERP LWELLS FARGO CO NEW | 2,656 | $3.2B | 1.18% | |
| 24 | XLKSELECT SECTOR SPDR TR | 9,512 | $2.2B | 0.82% | |
| 25 | VBVANGUARD INDEX FDS | 6,171 | $1.5B | 0.55% | |
| 26 | CRMSALESFORCE INC | 4,196 | $1.4B | 0.52% | |
| 27 | DFIVDIMENSIONAL ETF TRUST | 39,350 | $1.4B | 0.52% | |
| 28 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.4B | 0.51% | |
| 29 | HDHOME DEPOT INC | 3,454 | $1.3B | 0.50% | |
| 30 | DFAEDIMENSIONAL ETF TRUST | 51,825 | $1.3B | 0.49% | |
| 31 | MSFTMICROSOFT CORP | 2,741 | $1.2B | 0.43% | |
| 32 | SDYSPDR SER TR | 8,192 | $1.1B | 0.40% | |
| 33 | VTIVANGUARD INDEX FDS | 3,676 | $1.1B | 0.40% | |
| 34 | NVDANVIDIA CORPORATION | 7,550 | $1.0B | 0.38% | |
| 35 | GOOGALPHABET INC | 4,637 | $883.1M | 0.33% | |
| 36 | ACNACCENTURE PLC IRELAND | 2,384 | $838.7M | 0.31% | |
| 37 | SCHMSCHWAB STRATEGIC TR | 30,012 | $831.6M | 0.31% | |
| 38 | AQLTISHARES TR | 11,816 | $830.4M | 0.31% | |
| 39 | XOMEXXON MOBIL CORP | 7,272 | $782.2M | 0.29% | |
| 40 | AHRAMERICAN HEALTHCARE REIT INC | 26,082 | $741.3M | 0.28% | |
| 41 | PEPPEPSICO INC | 4,716 | $717.1M | 0.27% | |
| 42 | MLPXGLOBAL X FDS | 11,757 | $712.0M | 0.27% | |
| 43 | JNJJOHNSON & JOHNSON | 4,607 | $666.3M | 0.25% | |
| 44 | HCAHCA HEALTHCARE INC | 1,944 | $583.5M | 0.22% | |
| 45 | UNPUNION PAC CORP | 2,395 | $546.2M | 0.20% | |
| 46 | XLFSELECT SECTOR SPDR TR | 10,262 | $496.0M | 0.18% | |
| 47 | CMICUMMINS INC | 1,351 | $471.0M | 0.18% | |
| 48 | VEUVANGUARD INTL EQUITY INDEX F | 7,850 | $450.7M | 0.17% | |
| 49 | FASTFASTENAL CO | 6,000 | $431.5M | 0.16% | |
| 50 | XLVSELECT SECTOR SPDR TR | 3,057 | $420.6M | 0.16% | |
| 51 | XLYSELECT SECTOR SPDR TR | 1,708 | $383.2M | 0.14% | |
| 52 | VVVANGUARD INDEX FDS | 1,400 | $377.6M | 0.14% | |
| 53 | KOCOCA COLA CO | 6,019 | $374.7M | 0.14% | |
| 54 | ORCLORACLE CORP | 2,235 | $372.4M | 0.14% | |
| 55 | XLISELECT SECTOR SPDR TR | 2,826 | $372.4M | 0.14% | |
| 56 | XLCSELECT SECTOR SPDR TR | 3,813 | $369.1M | 0.14% | |
| 57 | TSLATESLA INC | 901 | $363.9M | 0.14% | |
| 58 | AXSMAXSOME THERAPEUTICS INC | 4,005 | $338.9M | 0.13% | |
| 59 | DELLDELL TECHNOLOGIES INC | 2,850 | $328.4M | 0.12% | |
| 60 | MMM3M CO | 2,500 | $322.7M | 0.12% | |
| 61 | GEGE AEROSPACE | 1,827 | $304.7M | 0.11% | |
| 62 | LINLINDE PLC | 707 | $296.0M | 0.11% | |
| 63 | IBMINTERNATIONAL BUSINESS MACHS | 1,286 | $282.7M | 0.11% | |
| 64 | DLNWISDOMTREE TR | 3,600 | $280.0M | 0.10% | |
| 65 | WMTWALMART INC | 2,976 | $268.9M | 0.10% | |
| 66 | QCOMQUALCOMM INC | 1,700 | $261.2M | 0.10% | |
| 67 | GILDGILEAD SCIENCES INC | 2,816 | $260.1M | 0.10% | |
| 68 | BRK/BBERKSHIRE HATHAWAY INC DEL | 559 | $253.4M | 0.09% | |
| 69 | IBDQISHARES TR | 9,988 | $250.2M | 0.09% | |
| 70 | VTVANGUARD INTL EQUITY INDEX F | 2,000 | $235.0M | 0.09% | |
| 71 | MGKVANGUARD WORLD FD | 657 | $225.6M | 0.08% | |
| 72 | ITOTISHARES TR | 1,665 | $214.1M | 0.08% | |
| 73 | MCDMCDONALDS CORP | 735 | $213.1M | 0.08% | |
| 74 | SILASILA REALTY TRUST INC | 8,586 | $208.8M | 0.08% | |
| 75 | SOSOUTHERN CO | 2,474 | $203.7M | 0.08% | |
| 76 | VCSHVANGUARD SCOTTSDALE FDS | 2,577 | $201.1M | 0.07% | |
| 77 | ICLNISHARES TR | 14,895 | $169.5M | 0.06% |