Seven Springs Wealth Group, LLC Purchases in Q1 2025

Seven Springs Wealth Group, LLC

  • $273 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
42.9K
+ 4.45%
$60.46 - $64.42 $2.59M - $2.76M
1.01M $62.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
76.4K
+ 10.94%
$22.61 - $23.14 $1.73M - $1.77M
775K $17.9M
FNDF
Schwab Fundamental Intl Large

ETFs
21.1K
+ 5.33%
$32.9 - $37.45 $694K - $790K
417K $15.1M
FNDE
Schwab Fundamental Emerging Mk

ETFs
44.5K
+ 14.17%
$28.11 - $32.0 $1.25M - $1.42M
358K $11M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
71.4K
+ 10.81%
$23.9 - $24.18 $1.71M - $1.73M
732K $17.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10.8K
+ 45.07%
$126.86 - $146.45 $1.37M - $1.58M
34.8K $4.42M
AVDV
American Centy ETF Tr Avantis

ETFs
3.45K
+ 3.42%
$63.74 - $71.96 $220K - $248K
104K $7.26M
ET
Energy Transfer LP

Energy
27.6K
New
$17.26 - $21.08 $476K - $581K
27.6K $512K
IGV
Ishares Expanded Tech Software

ETFs
12.6K
+ 22.44%
$88.3 - $107.83 $1.11M - $1.36M
68.8K $6.12M
FNDX
Schwab Fundamental U S Large C

ETFs
13.8K
New
$23.03 - $25.01 $318K - $345K
13.8K $325K
WMB
Williams Companies, Inc.

Energy
3.71K
New
$54.02 - $61.09 $200K - $227K
3.71K $221K
JPM
Jpmorgan Chase & CO

Financial Services
869
New
$225.19 - $279.95 $196K - $243K
869 $213K
CVX
Chevron Corp

Energy
1.2K
New
$146.71 - $167.97 $175K - $201K
1.2K $200K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
280
+ 50.09%
$442.66 - $534.52 $124K - $150K
839 $446K
GE
General Electric CO

Industrials
427
+ 23.37%
$168.59 - $212.13 $72K - $90.6K
2.25K $451K
JNJ
Johnson & Johnson

Healthcare
270
+ 5.86%
$142.06 - $167.7 $38.4K - $45.3K
4.88K $808K
GILD
Gilead Sciences, Inc.

Healthcare
546
+ 19.39%
$89.14 - $117.41 $48.7K - $64.1K
3.36K $376K
MSFT
Microsoft Corp

Technology
606
+ 22.11%
$375.39 - $447.2 $227K - $271K
3.35K $1.26M
IBM
International Business Machines Corp

Technology
205
+ 15.94%
$217.4 - $264.74 $44.6K - $54.3K
1.49K $370K
KO
Coca Cola CO

Consumer Defensive
223
+ 3.7%
$60.81 - $72.32 $13.6K - $16.1K
6.24K $447K
HD
Home Depot, Inc.

Consumer Cyclical
351
+ 10.16%
$347.25 - $424.87 $122K - $149K
3.81K $1.39M
PEP
Pepsico Inc

Consumer Defensive
200
+ 4.24%
$142.64 - $156.42 $28.5K - $31.3K
4.92K $737K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.08%
$77.7 - $78.94 $155 - $158
2.58K $203K
WMT
Walmart Inc.

Consumer Defensive
35
+ 1.18%
$84.5 - $105.05 $2.96K - $3.68K
3.01K $264K
VTI
Vanguard Total Stock Market Et

ETFs
169
+ 4.6%
$271.18 - $303.12 $45.8K - $51.2K
3.85K $1.06M
ORCL
Oracle Corp

Technology
100
+ 4.47%
$139.81 - $186.47 $14K - $18.6K
2.34K $326K
TSLA
Tesla, Inc.

Consumer Cyclical
211
+ 23.42%
$222.15 - $428.22 $46.9K - $90.4K
1.11K $288K
VB
Vanguard Small Cap ETF

ETFs
163
+ 2.64%
$217.89 - $252.64 $35.5K - $41.2K
6.33K $1.4M
AAPL
Apple Inc.

Technology
1.29K
+ 9.02%
$209.68 - $247.1 $270K - $318K
15.6K $3.46M
NVDA
Nvidia Corp

Technology
250
+ 3.31%
$106.98 - $149.43 $26.7K - $37.4K
7.8K $845K
FNDA
Schwab Fundamental U S Small C

ETFs
22.7K
+ 6.34%
$26.87 - $30.99 $609K - $702K
380K $10.4M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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