Seven Springs Wealth Group, LLC Portfolio Holdings

Seven Springs Wealth Group, LLC

  • $273 Million
  • Q1 2025

Seven Springs Wealth Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $273 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $62.2M, Cigna Corp with a value of $41.2M, Ishares Tr Ibonds Dec 2029 Ter with a value of $17.9M, Ishares Tr Ibonds Dec 2027 Ter with a value of $17.7M, and Schwab Fundamental Intl Large with a value of $15.1M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $260M to 273M.

Below you can find more details about Seven Springs Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $273 Million
ETFs: $196 Million
Healthcare: $43.1 Million
Technology: $7.74 Million
Communication Services: $7.68 Million
Consumer Cyclical: $5.97 Million
Utilities: $4.16 Million
Industrials: $2.27 Million
Financial Services: $2.26 Million
Other: $3.46 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.9B
$41.2 Million 15.09% of portfolio
125,240
Q1 2025 Reduced 0.5%
$2.09T
$4.06 Million 1.49% of portfolio
21,352
Q1 2025 Reduced 30.44%
$89.5B
$3.93 Million 1.44% of portfolio
32,222
Q1 2025 Reduced 13.03%
$185B
$3.65 Million 1.34% of portfolio
80,478
Q1 2025 Reduced 8.38%
$3.39T
$3.46 Million 1.27% of portfolio
15,566
Q1 2025 Added 9.02%
$993B
$3.38 Million 1.24% of portfolio
21,839
Q1 2025 Reduced 25.89%
$462B
$1.6 Million 0.58% of portfolio
2
Q4 2019 New
$390B
$1.39 Million 0.51% of portfolio
3,805
Q1 2025 Added 10.16%
$3.39T
$1.26 Million 0.46% of portfolio
3,347
Q1 2025 Added 22.11%
$451B
$849,000 0.31% of portfolio
7,142
Q1 2025 Reduced 1.79%
$337B
$845,000 0.31% of portfolio
7,800
Q1 2025 Added 3.31%
$396B
$808,000 0.3% of portfolio
4,877
Q1 2025 Added 5.86%
$182B
$737,000 0.27% of portfolio
4,916
Q1 2025 Added 4.24%
$200B
$702,000 0.26% of portfolio
2,251
Q1 2025 Reduced 5.58%
$111B
$671,000 0.25% of portfolio
1,944
Q4 2024 Added 58.82%
$1.02T
$656,000 0.24% of portfolio
4,199
Q1 2025 Reduced 9.45%
$55.4B
$512,000 0.19% of portfolio
27,563
Q1 2025 New
$47.6B
$465,000 0.17% of portfolio
6,000
Q4 2022 Reduced 1.88%
$253B
$451,000 0.17% of portfolio
2,254
Q1 2025 Added 23.37%
$311B
$447,000 0.16% of portfolio
6,242
Q1 2025 Added 3.7%
$694B
$446,000 0.16% of portfolio
839
Q1 2025 Added 50.09%
$47.2B
$423,000 0.15% of portfolio
1,351
Q2 2024 Reduced 0.15%
$128B
$376,000 0.14% of portfolio
3,362
Q1 2025 Added 19.39%
$239B
$370,000 0.14% of portfolio
1,491
Q1 2025 Added 15.94%
$84.6B
$367,000 0.13% of portfolio
2,500
Q1 2024 Reduced 2.34%
$433B
$326,000 0.12% of portfolio
2,335
Q1 2025 Added 4.47%
$1.11T
$288,000 0.11% of portfolio
1,112
Q1 2025 Added 23.42%
$267B
$264,000 0.1% of portfolio
3,011
Q1 2025 Added 1.18%
$291B
$267,000 0.1% of portfolio
995
Q1 2025 Reduced 76.29%
$171B
$261,000 0.1% of portfolio
1,700
Q4 2023 New
$29.6B
$259,000 0.09% of portfolio
2,850
Q4 2023 New
$71.6B
$221,000 0.08% of portfolio
3,709
Q1 2025 New
$96.6B
$227,000 0.08% of portfolio
2,474
Q4 2024 New
$264B
$227,000 0.08% of portfolio
1,432
Q1 2025 New
$234B
$229,000 0.08% of portfolio
735
Q3 2024 New
$785B
$213,000 0.08% of portfolio
869
Q1 2025 New
$278B
$200,000 0.07% of portfolio
1,196
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $273 Million
  • Prior Value $260 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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