Seven Springs Wealth Group, LLC Portfolio Holdings

Seven Springs Wealth Group, LLC

  • $267 Million
  • Q3 2024

Seven Springs Wealth Group, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Million distributed in 71 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 $60.9M, Cigna Corp with a value of $43.6M, Ishares Tr Ibonds Dec 2029 Ter with a value of $15.1M, Schwab Fundamental Intl Large with a value of $14.8M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $14.8M.

Examining the 13F form we can see an increase of $17.7M in the current position value, from $249M to 267M.

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

Portfolio value $267 Million
ETFs: $187 Million
Healthcare: $46.1 Million
Communication Services: $9.31 Million
Technology: $8.18 Million
Consumer Cyclical: $7.06 Million
Utilities: $4.05 Million
Industrials: $2.14 Million
Consumer Defensive: $1.49 Million
Other: $1.91 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $267 Million
  • Prior Value $249 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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