Seven Springs Wealth Group, LLC Top Holdings and 13F Report (2024) → Must-See: Elon’s New Invention is Absolutely Insane (From InvestorPlace) (Ad) About Seven Springs Wealth Group, LLCInvestment ActivitySeven Springs Wealth Group, LLC has $260.44 million in total holdings as of March 31, 2024.Seven Springs Wealth Group, LLC owns shares of 62 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 9.72% of the portfolio was purchased this quarter.About 3.06% of the portfolio was sold this quarter.This quarter, Seven Springs Wealth Group, LLC has purchased 60 new stocks and bought additional shares in 17 stocks.Seven Springs Wealth Group, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core Dividend Growth ETF $61,581,196The Cigna Group $48,882,832Schwab Fundamental International Large Company Index ETF $13,949,073iShares iBonds Dec 2029 Term Corporate ETF $11,589,183Vanguard FTSE Emerging Markets ETF $11,295,532 Largest New Holdings this Quarter iShares iBonds Dec 2029 Term Corporate ETF $11,589,183 HoldingiShares iBonds Dec 2027 Term Corporate ETF $10,866,851 HoldingGeneral Mills $207,741 Holding Largest Purchases this Quarter iShares iBonds Dec 2029 Term Corporate ETF 507,852 shares (about $11.59M)iShares iBonds Dec 2027 Term Corporate ETF 456,590 shares (about $10.87M)Wells Fargo & Co. Pfd. Series L 734 shares (about $895.00K)Duke Energy 5,796 shares (about $560.53K)Verizon Communications 8,441 shares (about $354.18K) Largest Sales this Quarter The Cigna Group 17,105 shares (about $6.21M)iShares Core Dividend Growth ETF 14,783 shares (about $858.30K)NVIDIA 105 shares (about $94.87K)Amazon.com 523 shares (about $94.34K)SPDR Portfolio Developed World ex-US ETF 2,424 shares (about $86.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Springs Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGROiShares Core Dividend Growth ETF$61,581,196$858,301 ▼-1.4%1,060,64823.6%ETFCIThe Cigna Group$48,882,832$6,212,365 ▼-11.3%134,59318.8%MedicalFNDFSchwab Fundamental International Large Company Index ETF$13,949,073$53,557 ▲0.4%391,7185.4%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$11,589,183$11,589,183 ▲New Holding507,8524.4%ETFVWOVanguard FTSE Emerging Markets ETF$11,295,532$46,323 ▼-0.4%270,4224.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$10,866,851$10,866,851 ▲New Holding456,5904.2%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$9,886,820$292,335 ▲3.0%173,3623.8%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$8,336,980$174,111 ▲2.1%300,3233.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,276,085$86,876 ▼-1.0%230,9183.2%ETFAVDVAvantis International Small Cap Value ETF$6,538,581$5,598 ▼-0.1%99,2802.5%ETFVIGVanguard Dividend Appreciation ETF$5,291,821$913 ▼0.0%28,9792.0%ETFAMZNAmazon.com$5,165,722$94,339 ▼-1.8%28,6382.0%Retail/WholesaleSCHCSchwab International Small-Cap Equity ETF$4,704,871$56,206 ▼-1.2%131,4211.8%ETFIVViShares Core S&P 500 ETF$4,474,653$68,873 ▼-1.5%8,5111.7%ETFGOOGLAlphabet$4,447,756$52,825 ▼-1.2%29,4691.7%Computer and TechnologyVZVerizon Communications$3,345,345$354,184 ▲11.8%79,7271.3%Computer and TechnologyDUKDuke Energy$3,246,458$560,531 ▲20.9%33,5691.2%UtilitiesBANK AMERICA CORP$2,928,244$229,198 ▲8.5%2,4531.1%7.25%CNV PFD LIUSGiShares Core S&P U.S. Growth ETF$2,865,068$7,150 ▲0.3%24,4441.1%ManufacturingWFC.PLWells Fargo & Co. Pfd. Series L$2,848,402$895,003 ▲45.8%2,3361.1%FinanceAAPLApple$2,444,447$1,029 ▲0.0%14,2550.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,981,0640.0%9,5120.8%ETFDFIVDimensional International Value ETF$1,506,309$27,085 ▼-1.8%40,9880.6%ETFVBVanguard Small-Cap ETF$1,448,2410.0%6,3360.6%ETFHDHome Depot$1,324,8300.0%3,4540.5%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$1,298,987$45,411 ▼-3.4%52,5480.5%ETFCRMSalesforce$1,275,196$81,921 ▼-6.0%4,2340.5%Computer and TechnologyBRK.ABerkshire Hathaway$1,268,8800.0%20.5%FinanceSDYSPDR S&P Dividend ETF$1,075,1180.0%8,1920.4%ETFMSFTMicrosoft$1,024,032$1,683 ▲0.2%2,4340.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$954,678$7,538 ▲0.8%3,6730.4%ETFIEFAiShares Core MSCI EAFE ETF$883,562$4,601 ▲0.5%11,9050.3%ETFPEPPepsiCo$867,1750.0%4,9550.3%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$814,6260.0%10,0040.3%ETFNVDANVIDIA$805,976$94,874 ▼-10.5%8920.3%Computer and TechnologyACNAccenture$780,219$33,275 ▲4.5%2,2510.3%Business ServicesJNJJohnson & Johnson$757,7300.0%4,7900.3%MedicalICLNiShares Global Clean Energy ETF$730,623$15,420 ▼-2.1%52,2620.3%ETFUNPUnion Pacific$589,740$738 ▲0.1%2,3980.2%TransportationXOMExxon Mobil$585,7330.0%5,0390.2%Oils/EnergyFASTFastenal$462,8400.0%6,0000.2%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$460,4030.0%7,8500.2%ETFGOOGAlphabet$459,9770.0%3,0210.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$451,6110.0%3,0570.2%ETFXLFFinancial Select Sector SPDR Fund$432,2350.0%10,2620.2%ETFHCAHCA Healthcare$408,908$667 ▲0.2%1,2260.2%MedicalKOCoca-Cola$404,6450.0%6,6140.2%Consumer StaplesCMICummins$398,661$589 ▲0.1%1,3530.2%Auto/Tires/TrucksXLIIndustrial Select Sector SPDR Fund$355,9630.0%2,8260.1%ETFVVVanguard Large-Cap ETF$335,6640.0%1,4000.1%ETFLINDE PLC$328,274$31,109 ▲10.5%7070.1%SHSDELLDell Technologies$325,2140.0%2,8500.1%Computer and TechnologyGEGeneral Electric$320,6930.0%1,8270.1%TransportationXLYConsumer Discretionary Select Sector SPDR Fund$314,0840.0%1,7080.1%FinanceXLCCommunication Services Select Sector SPDR Fund$311,3700.0%3,8130.1%ETFQCOMQUALCOMM$287,8100.0%1,7000.1%Computer and TechnologyORCLOracle$280,7380.0%2,2350.1%Computer and TechnologyMMM3M$265,175$6,364 ▼-2.3%2,5000.1%Multi-Sector ConglomeratesDLNWisdomTree U.S. LargeCap Dividend Fund$259,8840.0%3,6000.1%FinanceVTVanguard Total World Stock ETF$221,0000.0%2,0000.1%ETFGISGeneral Mills$207,741$207,741 ▲New Holding2,9690.1%Consumer StaplesMCDMcDonald's$207,2330.0%7350.1%Retail/WholesaleGILDGilead Sciences$0$215,811 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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