Seven Springs Wealth Group, LLC Incresed Positions 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
IGV
Ishares Expanded Tech Software

ETFs
12.6K
+ 22.44%
$88.3 - $107.83 $1.11M - $1.36M
68.8K $6.12M
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
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
Track This Portfolio

Track Seven Springs Wealth Group, LLC Portfolio

Follow Seven Springs Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email