The Analysis of Seven Springs Wealth Group, LLC's Holdings
Currently, Seven Springs Wealth Group, LLC holds 83 types of securities in its portfolio with a total value $350.0M. In the most recent quarter, they have increased their positions in IBDU (+174.4K shares, valued at $4.1M), IBDX (+155.4K shares, valued at $4.0M), XLK (+9.5K shares, valued at $1.4M); decreased their positions in NET (-4.4K shares, valued at $861.0K), VGSH (-12.0K shares, valued at $705.0K), DGRO (-7.9K shares, valued at $546.5K); initiated new positions in N/A (+37.5K shares, valued at $562.4K), N/A (+1.4K shares, valued at $239.7K), SPY (+350 shares, valued at $238.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DGRO ISHARES TR1.1M shares-0.69%2025-12-312026-02-10
IBDU ISHARES TR1.1M shares17.89%2025-12-312026-02-10 IBDX ISHARES TR1.0M shares17.77%2025-12-312026-02-10 FNDF SCHWAB STRATEGIC TR456.1K shares-0.68%2025-12-312026-02-10 FNDE SCHWAB STRATEGIC TR453.7K shares3.92%2025-12-312026-02-10 FNDA SCHWAB STRATEGIC TR470.0K shares3.80%2025-12-312026-02-10 AVDV AMERICAN CENTY ETF TR114.4K shares-1.45%2025-12-312026-02-10 IGV ISHARES TR93.1K shares3.61%2025-12-312026-02-10 IUSG ISHARES TR57.1K shares15.57%2025-12-312026-02-10 SPDW SPDR INDEX SHS FDS176.5K shares-0.30%2025-12-312026-02-10 VWO VANGUARD INTL EQUITY INDEX F142.8K shares0.00%2025-12-312026-02-10 ALPHABET INC ALPHABET INC22.1K shares-5.24%2025-12-312026-02-10 VIG VANGUARD SPECIALIZED FUNDS27.6K shares-0.41%2025-12-312026-02-10 IVV ISHARES TR8.1K shares-0.28%2025-12-312026-02-10 AMZN AMAZON COM INC21.3K shares-5.09%2025-12-312026-02-10 SCHC SCHWAB STRATEGIC TR89.9K shares-0.09%2025-12-312026-02-10 VZ VERIZON COMMUNICATIONS INC98.7K shares4.87%2025-12-312026-02-10 BAC-PL BANK AMERICA CORP3.2K shares4.46%2025-12-312026-02-10 WFC-PL WELLS FARGO CO NEW3.2K shares4.64%2025-12-312026-02-10 AAPL APPLE INC14.0K shares-9.32%2025-12-312026-02-10 XLK SELECT SECTOR SPDR TR19.0K shares100.00%2025-12-312026-02-10 DFIV DIMENSIONAL ETF TRUST37.6K shares-0.18%2025-12-312026-02-10 VB VANGUARD INDEX FDS6.3K shares0.00%2025-12-312026-02-10 MSFT MICROSOFT CORP3.2K shares0.22%2025-12-312026-02-10 DFAE DIMENSIONAL ETF TRUST47.8K shares-3.10%2025-12-312026-02-10 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-10 HD HOME DEPOT INC3.8K shares0.08%2025-12-312026-02-10 ALPHABET INC ALPHABET INC4.1K shares0.00%2025-12-312026-02-10 VTI VANGUARD INDEX FDS3.8K shares-2.26%2025-12-312026-02-10 NVDA NVIDIA CORPORATION6.5K shares-14.24%2025-12-312026-02-10 SDY SPDR SERIES TRUST8.2K shares0.00%2025-12-312026-02-10 HCA HCA HEALTHCARE INC1.9K shares-3.09%2025-12-312026-02-10 SCHM SCHWAB STRATEGIC TR29.2K shares-2.67%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON4.2K shares-13.62%2025-12-312026-02-10 IEFA ISHARES TR7.9K shares0.00%2025-12-312026-02-10 PEP PEPSICO INC4.9K shares0.10%2025-12-312026-02-10 CMI CUMMINS INC1.4K shares-1.17%2025-12-312026-02-10 MLPX GLOBAL X FDS10.9K shares-5.03%2025-12-312026-02-10 GE AEROSPACE GE AEROSPACE2.0K shares0.00%2025-12-312026-02-10 VEU VANGUARD INTL EQUITY INDEX F8.0K shares2.08%2025-12-312026-02-10 XLF SELECT SECTOR SPDR TR10.2K shares-0.55%2025-12-312026-02-10 UNP UNION PAC CORP2.4K shares0.08%2025-12-312026-02-10 TSLA TESLA INC1.2K shares10.25%2025-12-312026-02-10 XOM EXXON MOBIL CORP4.3K shares0.14%2025-12-312026-02-10 XLV SELECT SECTOR SPDR TR3.2K shares3.93%2025-12-312026-02-10 FAST FASTENAL CO12.0K shares0.00%2025-12-312026-02-10 XLC SELECT SECTOR SPDR TR4.0K shares5.61%2025-12-312026-02-10 ET ENERGY TRANSFER L P27.6K shares0.00%2025-12-312026-02-10 XLI SELECT SECTOR SPDR TR2.9K shares2.05%2025-12-312026-02-10 VV VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-10 KO COCA COLA CO6.2K shares0.00%2025-12-312026-02-10 XLY SELECT SECTOR SPDR TR3.6K shares109.60%2025-12-312026-02-10 MMM 3M CO2.6K shares0.00%2025-12-312026-02-10 SPTM SPDR SERIES TRUST5.1K shares0.00%2025-12-312026-02-10 ORCL ORACLE CORP2.0K shares-9.66%2025-12-312026-02-10 FNDX SCHWAB STRATEGIC TR13.8K shares0.00%2025-12-312026-02-10 VGSH VANGUARD SCOTTSDALE FDS6.3K shares-65.46%2025-12-312026-02-10 NET CLOUDFLARE INC1.9K shares-70.03%2025-12-312026-02-10 DELL DELL TECHNOLOGIES INC2.9K shares0.00%2025-12-312026-02-10 GILD GILEAD SCIENCES INC2.8K shares0.00%2025-12-312026-02-10 DLN WISDOMTREE TR3.6K shares0.00%2025-12-312026-02-10 LINDE PLC LINDE PLC707 shares0.00%2025-12-312026-02-10 QCOM QUALCOMM INC1.7K shares0.00%2025-12-312026-02-10 SCHX SCHWAB STRATEGIC TR10.5K shares0.00%2025-12-312026-02-10 VT VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2025-12-312026-02-10 WMT WALMART INC2.5K shares0.00%2025-12-312026-02-10 MGK VANGUARD WORLD FD657 shares0.00%2025-12-312026-02-10 ITOT ISHARES TR1.7K shares0.00%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR350 sharesnew addition2025-12-312026-02-10 CRM SALESFORCE INC899 shares0.56%2025-12-312026-02-10 CRWD CROWDSTRIKE HLDGS INC495 shares0.00%2025-12-312026-02-10 MCD MCDONALDS CORP735 shares0.00%2025-12-312026-02-10 GEV GE VERNOVA INC327 shares-34.73%2025-12-312026-02-10 CFA VICTORY PORTFOLIOS II2.3K shares0.00%2025-12-312026-02-10 PLTR PALANTIR TECHNOLOGIES INC1.2K shares0.00%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available