Seven Springs Wealth Group, LLC Portfolio Holdings
Seven Springs Wealth Group, LLC
- $260 Million
- Q4 2024
Seven Springs Wealth Group, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $260 Million distributed in 77 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 $59.2M, Cigna Corp with a value of $34.8M, Ishares Tr Ibonds Dec 2029 Ter with a value of $15.9M, Ishares Tr Ibonds Dec 2027 Ter with a value of $15.8M, and Schwab Fundamental Intl Large with a value of $13.2M.
Examining the 13F form we can see an decrease of $6.77M in the current position value, from $267M to 260M.
Below you can find more details about Seven Springs Wealth Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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