Seven Springs Wealth Group, LLC Portfolio Holdings

Seven Springs Wealth Group, LLC

  • $273 Million
  • Q1 2025

Seven Springs Wealth Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $273 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $62.2M, Cigna Corp with a value of $41.2M, Ishares Tr Ibonds Dec 2029 Ter with a value of $17.9M, Ishares Tr Ibonds Dec 2027 Ter with a value of $17.7M, and Schwab Fundamental Intl Large with a value of $15.1M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $260M to 273M.

Below you can find more details about Seven Springs Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $273 Million
ETFs: $196 Million
Healthcare: $43.1 Million
Technology: $7.74 Million
Communication Services: $7.68 Million
Consumer Cyclical: $5.97 Million
Utilities: $4.16 Million
Industrials: $2.27 Million
Financial Services: $2.26 Million
Other: $3.46 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.2 Million 22.8% of portfolio
1,007,600
Q1 2025 Added 4.45%
$95.4B
$41.2 Million 15.09% of portfolio
125,240
Q1 2025 Reduced 0.5%
$0
$17.9 Million 6.56% of portfolio
774,612
Q1 2025 Added 10.94%
$0
$17.7 Million 6.49% of portfolio
732,460
Q1 2025 Added 10.81%
$0
$15.1 Million 5.52% of portfolio
417,097
Q1 2025 Added 5.33%
$0
$11 Million 4.04% of portfolio
358,216
Q1 2025 Added 14.17%
$0
$10.4 Million 3.81% of portfolio
379,971
Q1 2025 Added 6.34%
$0
$7.26 Million 2.66% of portfolio
104,171
Q1 2025 Added 3.42%
$0
$6.59 Million 2.41% of portfolio
181,030
Q1 2025 Reduced 8.41%
$0
$6.51 Million 2.38% of portfolio
143,795
Q1 2025 Reduced 7.03%
$0
$6.12 Million 2.24% of portfolio
68,827
Q1 2025 Added 22.44%
$0
$5.07 Million 1.86% of portfolio
27,846
Q1 2025 Reduced 0.7%
$0
$4.61 Million 1.69% of portfolio
8,213
Q1 2025 Reduced 0.11%
$0
$4.42 Million 1.62% of portfolio
34,763
Q1 2025 Added 45.07%
$2.19T
$4.06 Million 1.49% of portfolio
21,352
Q1 2025 Reduced 30.44%
$88.4B
$3.93 Million 1.44% of portfolio
32,222
Q1 2025 Reduced 13.03%
$3.14T
$3.46 Million 1.27% of portfolio
15,566
Q1 2025 Added 9.02%
$993B
$3.38 Million 1.24% of portfolio
21,839
Q1 2025 Reduced 25.89%
$0
$3.26 Million 1.19% of portfolio
90,770
Q1 2025 Reduced 18.69%
$0
$2.96 Million 1.08% of portfolio
50,431
Q1 2025 Reduced 24.56%
$0
$1.96 Million 0.72% of portfolio
9,512
Q1 2022 Reduced 0.84%
$435B
$1.6 Million 0.58% of portfolio
2
Q4 2019 New
$0
$1.42 Million 0.52% of portfolio
36,174
Q1 2025 Reduced 8.07%
$357B
$1.39 Million 0.51% of portfolio
3,805
Q1 2025 Added 10.16%
$0
$1.4 Million 0.51% of portfolio
6,334
Q1 2025 Added 2.64%
$0
$1.28 Million 0.47% of portfolio
49,628
Q1 2025 Reduced 4.24%
$3.56T
$1.26 Million 0.46% of portfolio
3,347
Q1 2025 Added 22.11%
$0
$1.11 Million 0.41% of portfolio
8,192
Q4 2019 New
$0
$1.06 Million 0.39% of portfolio
3,845
Q1 2025 Added 4.6%
$0
$887,000 0.32% of portfolio
11,729
Q1 2025 Reduced 0.74%
$475B
$849,000 0.31% of portfolio
7,142
Q1 2025 Reduced 1.79%
$359B
$845,000 0.31% of portfolio
7,800
Q1 2025 Added 3.31%
$398B
$808,000 0.3% of portfolio
4,877
Q1 2025 Added 5.86%
$0
$786,000 0.29% of portfolio
30,012
Q4 2024 Added 200.0%
$178B
$737,000 0.27% of portfolio
4,916
Q1 2025 Added 4.24%
$0
$750,000 0.27% of portfolio
11,757
Q4 2024 Added 65.5%
$197B
$702,000 0.26% of portfolio
2,251
Q1 2025 Reduced 5.58%
$107B
$671,000 0.25% of portfolio
1,944
Q4 2024 Added 58.82%
$1.08T
$656,000 0.24% of portfolio
4,199
Q1 2025 Reduced 9.45%
$136B
$565,000 0.21% of portfolio
2,395
Q2 2024 Reduced 0.13%
$55.3B
$512,000 0.19% of portfolio
27,563
Q1 2025 New
$0
$511,000 0.19% of portfolio
10,262
Q4 2023 Reduced 1.75%
$23.8B
$465,000 0.17% of portfolio
6,000
Q4 2022 Reduced 1.88%
$0
$476,000 0.17% of portfolio
7,850
Q3 2020 Reduced 9.25%
$258B
$451,000 0.17% of portfolio
2,254
Q1 2025 Added 23.37%
$0
$446,000 0.16% of portfolio
3,057
Q4 2023 Reduced 1.7%
$301B
$447,000 0.16% of portfolio
6,242
Q1 2025 Added 3.7%
$648B
$446,000 0.16% of portfolio
839
Q1 2025 Added 50.09%
$44.4B
$423,000 0.15% of portfolio
1,351
Q2 2024 Reduced 0.15%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $273 Million
  • Prior Value $260 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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