Seven Springs Wealth Group, LLC Reduced Holdings in Q2 2024

Seven Springs Wealth Group, LLC

  • $249 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
-8.34K
- 6.2%
$330.57 - $364.08 $2.76M - $3.04M
126K $41.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-115K
- 42.43%
$40.83 - $44.89 $4.69M - $5.15M
156K $6.81M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.16K
- 1.37%
$34.2 - $36.64 $108K - $116K
228K $7.99M
CRM
Salesforce, Inc.

Technology
-3
- 0.07%
$218.01 - $304.74 $654 - $914
4.23K $1.09M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-3.03K
- 2.31%
$34.12 - $36.71 $103K - $111K
128K $4.57M
VB
Vanguard Small Cap ETF

ETFs
-165
- 2.6%
$210.76 - $226.94 $34.8K - $37.4K
6.17K $1.35M
VIG
Vanguard Dividend Appreciation

ETFs
-336
- 1.16%
$173.33 - $185.29 $58.2K - $62.3K
28.6K $5.23M
UNP
Union Pacific Corp

Industrials
-3
- 0.13%
$221.38 - $247.4 $664 - $742
2.4K $541K
DFIV
Dimensional ETF Tr

ETFs
-390
- 0.95%
$35.5 - $38.02 $13.8K - $14.8K
40.6K $1.46M
CMI
Cummins Inc

Industrials
-2
- 0.15%
$266.48 - $302.86 $533 - $606
1.35K $374K
HCA
Hca Healthcare, Inc.

Healthcare
-2
- 0.16%
$297.0 - $343.29 $594 - $687
1.22K $393K
KO
Coca Cola CO

Consumer Defensive
-500
- 7.56%
$58.06 - $64.15 $29K - $32.1K
6.11K $389K
VTI
Vanguard Total Stock Market Et

ETFs
-45
- 1.23%
$245.23 - $269.4 $11K - $12.1K
3.63K $970K
IVV
Ishares Core S&P 500 ETF

ETFs
-230
- 2.7%
$497.53 - $549.64 $114K - $126K
8.28K $4.53M
MSFT
Microsoft Corp

Technology
-4
- 0.16%
$389.33 - $452.85 $1.56K - $1.81K
2.43K $1.09M
AMZN
Amazon Com Inc

Consumer Cyclical
-667
- 2.33%
$173.67 - $197.85 $116K - $132K
28K $5.41M
AAPL
Apple Inc.

Technology
-156
- 1.09%
$165.0 - $216.67 $25.7K - $33.8K
14.1K $2.97M
GOOGL
Alphabet Inc.

Communication Services
-598
- 2.03%
$150.53 - $185.41 $90K - $111K
28.9K $5.26M
Activity Summary
Buys All Purchases 15 New Holdings 2 Increased Positions 13 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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