Seven Springs Wealth Group, LLC Purchases in Q2 2025

Seven Springs Wealth Group, LLC

  • $395 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NU
Nu Holdings Ltd.

Financial Services
6.76M
New
$9.6 - $13.72 $64.9M - $92.7M
6.76M $92.7M
DGRO
Ishares Core Dividend Growth E

ETFs
78.5K
+ 7.79%
$55.22 - $63.94 $4.33M - $5.02M
1.09M $69.4M
IGV
Ishares Expanded Tech Software

ETFs
11.6K
+ 16.85%
$80.15 - $109.5 $930K - $1.27M
80.4K $8.81M
FNDF
Schwab Fundamental Intl Large

ETFs
24.2K
+ 5.79%
$32.25 - $40.02 $779K - $967K
441K $17.7M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
81K
+ 10.45%
$22.7 - $23.33 $1.84M - $1.89M
856K $20M
FNDE
Schwab Fundamental Emerging Mk

ETFs
37.7K
+ 10.51%
$26.66 - $33.09 $1M - $1.25M
396K $13.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
75.7K
+ 10.34%
$23.96 - $24.27 $1.81M - $1.84M
808K $19.6M
FNDA
Schwab Fundamental U S Small C

ETFs
43.6K
+ 11.48%
$23.85 - $28.69 $1.04M - $1.25M
424K $12.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.61K
+ 16.15%
$113.67 - $150.4 $638K - $844K
40.4K $6.07M
AVDV
American Centy ETF Tr Avantis

ETFs
7.23K
+ 6.94%
$61.76 - $79.32 $447K - $574K
111K $8.83M
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 5.06%
$167.32 - $223.3 $181K - $241K
22.4K $4.92M
GOOGL
Alphabet Inc.

Communication Services
1.34K
+ 6.15%
$144.7 - $178.6 $194K - $240K
23.2K $4.09M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.5K
New
$19.6 - $24.44 $207K - $258K
10.5K $257K
CRWD
Crowd Strike Holdings, Inc.

Technology
495
New
$321.63 - $509.31 $159K - $252K
495 $252K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
2.28K
New
$75.06 - $87.96 $171K - $200K
2.28K $200K
DUK
Duke Energy Corp

Utilities
2.3K
+ 7.14%
$112.46 - $124.05 $259K - $286K
34.5K $4.07M
VZ
Verizon Communications Inc

Communication Services
6.69K
+ 8.31%
$41.67 - $45.62 $279K - $305K
87.2K $3.77M
FAST
Fastenal CO

Industrials
6K
+ 100.0%
$40.65 - $83.16 $244K - $499K
12K $504K
MMM
3 M CO

Industrials
133
+ 5.32%
$126.09 - $154.15 $16.8K - $20.5K
2.63K $400K
MLPX
Global X Mlp & Energy Infrastr

ETFs
463
+ 3.94%
$55.32 - $65.02 $25.6K - $30.1K
12.2K $765K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.08%
$77.94 - $79.5 $156 - $159
2.58K $205K
Ge Vernova Inc
501
New
N/A
501 $0
Bank America Corp
330
+ 13.32%
N/A
2.81K $0
Wells Fargo CO New
331
+ 13.54%
N/A
2.78K $0
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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