Seven Springs Wealth Group, LLC Incresed Positions in Q3 2025

Seven Springs Wealth Group, LLC

  • $404 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
57.9K
+ 5.33%
$64.12 - $68.08 $3.71M - $3.94M
1.14M $77.9M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
120K
+ 13.97%
$23.13 - $23.54 $2.76M - $2.81M
975K $22.9M
FNDE
Schwab Fundamental Emerging Mk

ETFs
40.7K
+ 10.29%
$33.13 - $36.31 $1.35M - $1.48M
437K $15.8M
FNDF
Schwab Fundamental Intl Large

ETFs
18K
+ 4.08%
$39.84 - $43.15 $716K - $776K
459K $19.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.04K
+ 22.4%
$148.97 - $165.88 $1.35M - $1.5M
49.4K $8.13M
FNDA
Schwab Fundamental U S Small C

ETFs
29.1K
+ 6.88%
$28.75 - $31.93 $838K - $930K
453K $14.1M
GOOGL
Alphabet Inc.

Communication Services
118
+ 0.51%
$174.36 - $254.72 $20.6K - $30.1K
23.3K $5.66M
IGV
Ishares Expanded Tech Software

ETFs
9.41K
+ 11.7%
$105.96 - $117.79 $997K - $1.11M
89.8K $10.3M
AVDV
American Centy ETF Tr Avantis

ETFs
4.65K
+ 4.18%
$79.24 - $89.03 $369K - $414K
116K $10.3M
AAPL
Apple Inc.

Technology
42
+ 0.27%
$202.38 - $256.87 $8.5K - $10.8K
15.5K $3.93M
VZ
Verizon Communications Inc

Communication Services
6.99K
+ 8.02%
$40.84 - $45.06 $285K - $315K
94.2K $4.14M
NVDA
Nvidia Corp

Technology
38
+ 0.5%
$153.3 - $186.58 $5.83K - $7.09K
7.61K $1.42M
DFIV
Dimensional ETF Tr

ETFs
2.04K
+ 5.74%
$42.66 - $46.53 $87.2K - $95.1K
37.7K $1.74M
JNJ
Johnson & Johnson

Healthcare
177
+ 3.81%
$155.17 - $185.42 $27.5K - $32.8K
4.83K $894K
CMI
Cummins Inc

Industrials
16
+ 1.18%
$327.85 - $426.39 $5.25K - $6.82K
1.37K $577K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
200
+ 26.49%
$459.11 - $506.91 $91.8K - $101K
955 $480K
PEP
Pepsico Inc

Consumer Defensive
200
+ 4.24%
$133.81 - $152.16 $26.8K - $30.4K
4.92K $690K
DELL
Dell Technologies Inc.

Technology
18
+ 0.63%
$120.96 - $141.77 $2.18K - $2.55K
2.87K $406K
WMT
Walmart Inc.

Consumer Defensive
75
+ 3.13%
$94.4 - $104.27 $7.08K - $7.82K
2.47K $254K
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 0.03%
$211.65 - $238.24 $1.48K - $1.67K
22.4K $4.93M
Wells Fargo CO New
240
+ 8.65%
N/A
3.02K $0
Bank America Corp
239
+ 8.51%
N/A
3.05K $0
ACN
Accenture PLC

Technology
41
+ 1.82%
$232.56 - $304.78 $9.53K - $12.5K
2.29K $565K
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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