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 $413.4M. In the most recent quarter, they have increased their positions in IBDX (+874.5K shares, valued at $22.4M), DGRO (+57.9K shares, valued at $3.9M), IBDU (+119.5K shares, valued at $2.8M); decreased their positions in NU (-2.1M shares, valued at $33.6M), VGSH (-14.8K shares, valued at $870.7K), IEFA (-3.8K shares, valued at $333.1K); initiated new positions in IBDX (+874.5K shares, valued at $22.4M), SPTM (+5.1K shares, valued at $410.6K), PLTR (+1.2K shares, valued at $210.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DGRO ISHARES TR1.1M shares5.33%2025-09-302025-11-12
NU NU HLDGS LTD4.7M shares-31.08%2025-09-302025-11-12 CI THE CIGNA GROUP124.3K shares0.00%2025-09-302025-11-12 IBDU ISHARES TR975.1K shares13.97%2025-09-302025-11-12 IBDX ISHARES TR874.5K sharesnew addition2025-09-302025-11-12 FNDF SCHWAB STRATEGIC TR459.2K shares4.08%2025-09-302025-11-12 FNDE SCHWAB STRATEGIC TR436.6K shares10.29%2025-09-302025-11-12 FNDA SCHWAB STRATEGIC TR452.7K shares6.88%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR116.1K shares4.18%2025-09-302025-11-12 IGV ISHARES TR89.8K shares11.70%2025-09-302025-11-12 IUSG ISHARES TR49.4K shares22.40%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F142.8K shares-0.50%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS177.0K shares-1.85%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS27.8K shares0.00%2025-09-302025-11-12 GOOGL ALPHABET INC23.3K shares0.51%2025-09-302025-11-12 IVV ISHARES TR8.2K shares-0.67%2025-09-302025-11-12 AMZN AMAZON COM INC22.4K shares0.03%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW36.0K shares4.35%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC94.2K shares8.02%2025-09-302025-11-12 SCHC SCHWAB STRATEGIC TR90.0K shares-0.77%2025-09-302025-11-12 AAPL APPLE INC15.5K shares0.27%2025-09-302025-11-12 BAC-PL BANK AMERICA CORP3.0K shares8.51%2025-09-302025-11-12 WFC-PL WELLS FARGO CO NEW3.0K shares8.65%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR9.5K shares0.00%2025-09-302025-11-12 DFIV DIMENSIONAL ETF TRUST37.7K shares5.74%2025-09-302025-11-12 MSFT MICROSOFT CORP3.2K shares0.00%2025-09-302025-11-12 VB VANGUARD INDEX FDS6.3K shares0.00%2025-09-302025-11-12 DFAE DIMENSIONAL ETF TRUST49.3K shares-0.20%2025-09-302025-11-12 HD HOME DEPOT INC3.8K shares0.00%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-12 NVDA NVIDIA CORPORATION7.6K shares0.50%2025-09-302025-11-12 NET CLOUDFLARE INC6.2K shares0.00%2025-09-302025-11-12 VTI VANGUARD INDEX FDS3.8K shares0.00%2025-09-302025-11-12 SDY SPDR SERIES TRUST8.2K shares0.00%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS18.3K shares-44.65%2025-09-302025-11-12 GOOG ALPHABET INC4.1K shares-0.67%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON4.8K shares3.81%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR30.0K shares0.00%2025-09-302025-11-12 HCA HCA HEALTHCARE INC1.9K shares0.00%2025-09-302025-11-12 MLPX GLOBAL X FDS11.5K shares-6.01%2025-09-302025-11-12 IEFA ISHARES TR7.9K shares-32.53%2025-09-302025-11-12 PEP PEPSICO INC4.9K shares4.24%2025-09-302025-11-12 ORCL ORACLE CORP2.2K shares0.00%2025-09-302025-11-12 GE GE AEROSPACE2.0K shares-5.52%2025-09-302025-11-12 FAST FASTENAL CO12.0K shares0.00%2025-09-302025-11-12 CMI CUMMINS INC1.4K shares1.18%2025-09-302025-11-12 UNP UNION PAC CORP2.4K shares0.00%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND2.3K shares1.82%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F7.8K shares0.00%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR10.3K shares0.00%2025-09-302025-11-12 TSLA TESLA INC1.1K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP4.3K shares-39.37%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL955 shares26.49%2025-09-302025-11-12 ET ENERGY TRANSFER L P27.6K shares0.00%2025-09-302025-11-12 XLC SELECT SECTOR SPDR TR3.8K shares0.00%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR2.8K shares0.00%2025-09-302025-11-12 VV VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR3.1K shares0.00%2025-09-302025-11-12 KO COCA COLA CO6.2K shares0.00%2025-09-302025-11-12 SPTM SPDR SERIES TRUST5.1K sharesnew addition2025-09-302025-11-12 XLY SELECT SECTOR SPDR TR1.7K shares0.00%2025-09-302025-11-12 MMM 3M CO2.6K shares0.00%2025-09-302025-11-12 DELL DELL TECHNOLOGIES INC2.9K shares0.63%2025-09-302025-11-12 FNDX SCHWAB STRATEGIC TR13.8K shares0.00%2025-09-302025-11-12 LIN LINDE PLC707 shares0.00%2025-09-302025-11-12 GILD GILEAD SCIENCES INC2.8K shares-8.69%2025-09-302025-11-12 DLN WISDOMTREE TR3.6K shares0.00%2025-09-302025-11-12 GEV GE VERNOVA INC501 shares0.00%2025-09-302025-11-12 QCOM QUALCOMM INC1.7K shares0.00%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR10.5K shares0.00%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2025-09-302025-11-12 MGK VANGUARD WORLD FD657 shares0.00%2025-09-302025-11-12 WMT WALMART INC2.5K shares3.13%2025-09-302025-11-12 IBDQ ISHARES TR10.0K shares0.00%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC495 shares0.00%2025-09-302025-11-12 ITOT ISHARES TR1.7K shares0.00%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC1.4K shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP735 shares0.00%2025-09-302025-11-12 SILA SILA REALTY TRUST INC8.6K shares0.00%2025-09-302025-11-12 CRM SALESFORCE INC894 shares0.00%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-12 CFA VICTORY PORTFOLIOS II2.3K shares0.00%2025-09-302025-11-12 WMB WILLIAMS COS INC3.3K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available