Seven Springs Wealth Group, LLC Incresed Positions in Q4 2024

Seven Springs Wealth Group, LLC

  • $260 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.53K
+ 5.26%
$180.88 - $232.93 $277K - $357K
30.7K $6.73M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
54.4K
+ 8.97%
$23.88 - $24.32 $1.3M - $1.32M
661K $15.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
54K
+ 8.38%
$22.71 - $23.47 $1.23M - $1.27M
698K $15.9M
GOOGL
Alphabet Inc.

Communication Services
128
+ 0.44%
$161.86 - $196.66 $20.7K - $25.2K
29.5K $5.58M
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.65K
+ 65.5%
$54.89 - $64.32 $255K - $299K
11.8K $710K
AAPL
Apple Inc.

Technology
124
+ 0.88%
$221.69 - $259.02 $27.5K - $32.1K
14.3K $3.58M
CRM
Salesforce, Inc.

Technology
54
+ 1.3%
$270.87 - $367.87 $14.6K - $19.9K
4.2K $1.4M
XOM
Exxon Mobil Corp

Energy
2.75K
+ 60.71%
$105.51 - $125.37 $290K - $344K
7.27K $782K
GOOG
Alphabet Inc.

Communication Services
841
+ 22.15%
$163.08 - $198.16 $137K - $167K
4.64K $883K
NVDA
Nvidia Corp

Technology
120
+ 1.62%
$117.0 - $148.88 $14K - $17.9K
7.55K $1.01M
FNDA
Schwab Fundamental U S Small C

ETFs
181K
+ 102.42%
$29.26 - $59.11 $5.29M - $10.7M
357K $10.6M
HCA
Hca Healthcare, Inc.

Healthcare
720
+ 58.82%
$297.52 - $415.61 $214K - $299K
1.94K $583K
ACN
Accenture PLC

Technology
133
+ 5.91%
$343.9 - $376.86 $45.7K - $50.1K
2.38K $838K
VTI
Vanguard Total Stock Market Et

ETFs
48
+ 1.32%
$280.04 - $302.45 $13.4K - $14.5K
3.68K $1.07M
GILD
Gilead Sciences, Inc.

Healthcare
152
+ 5.71%
$83.95 - $97.9 $12.8K - $14.9K
2.82K $260K
Wells Fargo CO New
105
+ 4.12%
N/A
2.66K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
20K
+ 200.0%
$27.54 - $83.04 $551K - $1.66M
30K $831K
American Healthcare Reit Inc
10.8K
+ 70.34%
N/A
26.1K $0
Bank America Corp
105
+ 4.0%
N/A
2.73K $0
KO
Coca Cola CO

Consumer Defensive
72
+ 1.21%
$61.74 - $71.71 $4.45K - $5.16K
6.02K $374K
DUK
Duke Energy Corp

Utilities
1.89K
+ 5.39%
$105.76 - $120.76 $200K - $229K
37K $3.99M
VZ
Verizon Communications Inc

Communication Services
2.95K
+ 3.47%
$39.6 - $45.21 $117K - $133K
87.8K $3.51M
SCHC
Schwab Strategic Tr Intl Small

ETFs
207
+ 0.19%
$33.93 - $38.37 $7.02K - $7.94K
112K $3.83M
AVDV
American Centy ETF Tr Avantis

ETFs
543
+ 0.54%
$63.85 - $70.4 $34.7K - $38.2K
101K $6.56M
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.95K
+ 3.28%
$28.89 - $33.95 $287K - $338K
314K $9.11M
Activity Summary
Buys All Purchases 35 New Holdings 9 Increased Positions 26 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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