Seven Springs Wealth Group, LLC Reduced Holdings in Q1 2025

Seven Springs Wealth Group, LLC

  • $273 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-9.35K
- 30.44%
$190.26 - $242.06 $1.78M - $2.26M
21.4K $4.06M
GOOGL
Alphabet Inc.

Communication Services
-7.63K
- 25.89%
$154.33 - $206.19 $1.18M - $1.57M
21.8K $3.38M
CRM
Salesforce, Inc.

Technology
-3.2K
- 76.29%
$268.36 - $359.95 $859K - $1.15M
995 $267K
VGSH
Vanguard

ETFs
-16.4K
- 24.56%
$58.07 - $58.69 $954K - $964K
50.4K $2.96M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-20.9K
- 18.69%
$33.57 - $37.22 $700K - $776K
90.8K $3.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.9K
- 7.03%
$42.5 - $46.71 $462K - $508K
144K $6.51M
GOOG
Alphabet Inc.

Communication Services
-438
- 9.45%
$156.06 - $207.71 $68.4K - $91K
4.2K $656K
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.11%
$554.06 - $615.85 $4.99K - $5.54K
8.21K $4.61M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-16.6K
- 8.41%
$33.84 - $37.77 $562K - $627K
181K $6.59M
ACN
Accenture PLC

Technology
-133
- 5.58%
$300.91 - $398.25 $40K - $53K
2.25K $702K
VIG
Vanguard Dividend Appreciation

ETFs
-195
- 0.7%
N/A
27.8K $5.07M
DFAE
Dimensional ETF Tr

ETFs
-2.2K
- 4.24%
$24.64 - $26.86 $54.1K - $59K
49.6K $1.28M
Wells Fargo CO New
-211
- 7.94%
N/A
2.45K $0
Bank America Corp
-250
- 9.16%
N/A
2.48K $0
American Healthcare Reit Inc
-7.41K
- 28.42%
N/A
18.7K $0
DFIV
Dimensional ETF Tr

ETFs
-3.18K
- 8.07%
$35.33 - $40.77 $112K - $129K
36.2K $1.42M
IEFA
Ishares Tr

ETFs
-87
- 0.74%
$69.57 - $78.65 $6.05K - $6.84K
11.7K $887K
XOM
Exxon Mobil Corp

Energy
-130
- 1.79%
$105.44 - $118.93 $13.7K - $15.5K
7.14K $849K
VZ
Verizon Communications Inc

Communication Services
-7.36K
- 8.38%
$37.81 - $46.49 $278K - $342K
80.5K $3.65M
CI
Cigna Corp

Healthcare
-635
- 0.5%
$274.49 - $329.0 $174K - $209K
125K $41.2M
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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