Seven Springs Wealth Group, LLC Reduced Holdings in Q2 2025

Seven Springs Wealth Group, LLC

  • $395 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-17.3K
- 34.3%
$58.32 - $58.95 $1.01M - $1.02M
33.1K $1.95M
AAPL
Apple Inc.

Technology
-157
- 1.01%
$172.42 - $223.89 $27.1K - $35.2K
15.4K $3.16M
CI
Cigna Corp

Healthcare
-962
- 0.77%
$301.89 - $340.04 $290K - $327K
124K $41.1M
PEP
Pepsico Inc

Consumer Defensive
-200
- 4.07%
$128.02 - $151.37 $25.6K - $30.3K
4.72K $622K
JNJ
Johnson & Johnson

Healthcare
-229
- 4.7%
$146.36 - $159.82 $33.5K - $36.6K
4.65K $709K
XOM
Exxon Mobil Corp

Energy
-43
- 0.6%
$99.93 - $119.04 $4.3K - $5.12K
7.1K $765K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-84
- 10.01%
$483.48 - $539.8 $40.6K - $45.3K
755 $366K
GILD
Gilead Sciences, Inc.

Healthcare
-266
- 7.91%
$96.91 - $113.0 $25.8K - $30.1K
3.1K $343K
WMT
Walmart Inc.

Consumer Defensive
-612
- 20.33%
$81.79 - $99.98 $50.1K - $61.2K
2.4K $234K
CRM
Salesforce, Inc.

Technology
-101
- 10.15%
$236.26 - $291.15 $23.9K - $29.4K
894 $243K
VIG
Vanguard Dividend Appreciation

ETFs
-85
- 0.31%
N/A
27.8K $5.06M
KO
Coca Cola CO

Consumer Defensive
-30
- 0.48%
$68.37 - $73.9 $2.05K - $2.22K
6.21K $439K
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 0.45%
$335.24 - $380.78 $5.7K - $6.47K
3.79K $1.39M
American Healthcare Reit Inc
-395
- 2.12%
N/A
18.3K $0
TSLA
Tesla, Inc.

Consumer Cyclical
-19
- 1.71%
$221.86 - $362.89 $4.22K - $6.89K
1.09K $347K
GOOG
Alphabet Inc.

Communication Services
-32
- 0.76%
$146.58 - $180.01 $4.69K - $5.76K
4.17K $739K
GE
General Electric CO

Industrials
-151
- 6.7%
$166.81 - $257.39 $25.2K - $38.9K
2.1K $541K
DFIV
Dimensional ETF Tr

ETFs
-565
- 1.56%
$34.67 - $43.21 $19.6K - $24.4K
35.6K $1.53M
DFAE
Dimensional ETF Tr

ETFs
-187
- 0.38%
$22.87 - $28.95 $4.28K - $5.41K
49.4K $1.43M
ORCL
Oracle Corp

Technology
-100
- 4.28%
$122.82 - $218.63 $12.3K - $21.9K
2.24K $488K
MSFT
Microsoft Corp

Technology
-123
- 3.67%
$354.56 - $497.45 $43.6K - $61.2K
3.22K $1.6M
NVDA
Nvidia Corp

Technology
-230
- 2.95%
$94.31 - $157.99 $21.7K - $36.3K
7.57K $1.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-315
- 0.22%
$39.89 - $49.46 $12.6K - $15.6K
143K $7.1M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-70
- 0.08%
$32.41 - $42.59 $2.27K - $2.98K
90.7K $3.86M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-660
- 0.36%
$32.66 - $40.75 $21.6K - $26.9K
180K $7.3M
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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