Seven Springs Wealth Group, LLC Closed Holding Positions

Seven Springs Wealth Group, LLC

  • $249 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2022 Filed on Jul 27, 2022
2,231
$99.2 - $114.57 $221K - $256K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on May 09, 2022
167,829
$51.49 - $53.86 $8.64M - $9.04M
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2022 Filed on May 09, 2022
2,911
N/A
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2022 Filed on May 09, 2022
5,416
$50.1 - $50.39 $271K - $273K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q1 2022 Filed on May 09, 2022
22,176
$16.86 - $17.95 $374K - $398K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 04, 2022
2,347
$99.53 - $127.75 $234K - $300K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
3,146
$106.07 - $116.97 $334K - $368K
PAYX
Paychex Inc

Industrials
Q4 2021 Filed on Feb 04, 2022
1,929
$115.01 - $137.38 $222K - $265K
FDS
Factset Research Systems Inc

Financial Services
Q4 2021 Filed on Feb 04, 2022
612
$394.13 - $488.85 $241K - $299K
JPM
Jpmorgan Chase & CO

Financial Services
Q4 2021 Filed on Feb 04, 2022
1,564
$153.94 - $171.78 $241K - $269K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
4,390
$42.23 - $47.97 $185K - $211K
CDW
Cdw Corp

Technology
Q4 2021 Filed on Feb 04, 2022
1,444
$173.61 - $207.02 $251K - $299K
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Feb 04, 2022
1,248
$285.04 - $352.16 $356K - $439K
SPGI
S&P Global Inc.

Financial Services
Q4 2021 Filed on Feb 04, 2022
673
$415.85 - $478.97 $280K - $322K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
2,465
$147.06 - $177.51 $363K - $438K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
2,889
$85.94 - $98.85 $248K - $286K
ABBV
Abb Vie Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
4,154
$107.43 - $135.93 $446K - $565K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
1,906
$203.7 - $261.38 $388K - $498K
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Feb 04, 2022
269
$712.94 - $879.12 $192K - $236K
ZTS
Zoetis Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
1,712
$193.69 - $247.03 $332K - $423K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
905
$304.25 - $370.2 $275K - $335K
MA
Mastercard Inc

Financial Services
Q4 2021 Filed on Feb 04, 2022
944
$306.28 - $369.56 $289K - $349K
T
At&T Inc.

Communication Services
Q3 2021 Filed on Oct 21, 2021
35,846
$20.36 - $22.08 $730K - $791K
TTC
Toro CO

Industrials
Q3 2021 Filed on Oct 21, 2021
1,927
$97.41 - $114.76 $188K - $221K
SHOP
Shopify Inc.

Technology
Q3 2021 Filed on Oct 21, 2021
413
$134.65 - $164.33 $55.6K - $67.9K
CNI
Canadian National Railway CO

Industrials
Q3 2021 Filed on Oct 21, 2021
2,145
$101.48 - $127.22 $218K - $273K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Oct 21, 2021
4,431
$118.69 - $138.49 $526K - $614K
General Electric CO
Q3 2021 Filed on Oct 21, 2021
14,632
N/A
OXY
Occidental Petroleum Corp

Energy
Q2 2021 Filed on Jul 27, 2021
360
$23.2 - $32.91 $8.35K - $11.8K
PFG
Principal Financial Group Inc

Financial Services
Q2 2021 Filed on Jul 27, 2021
100
$59.74 - $66.87 $5.97K - $6.69K
Ishares Gold Tr
Q2 2021 Filed on Jul 27, 2021
1,073
N/A
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q2 2021 Filed on Jul 27, 2021
4,287
$26.7 - $29.52 $114K - $127K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q2 2021 Filed on Jul 27, 2021
36
$84.25 - $92.94 $3.03K - $3.35K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
808
$58.32 - $64.02 $47.1K - $51.7K
IEMG
Ishares Inc

ETFs
Q2 2021 Filed on Jul 27, 2021
2,710
$63.17 - $68.14 $171K - $185K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
145
$260.21 - $276.38 $37.7K - $40.1K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
346
$40.03 - $44.52 $13.9K - $15.4K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
1,500
$46.31 - $52.31 $69.5K - $78.5K
CVX
Chevron Corp

Energy
Q2 2021 Filed on Jul 27, 2021
100
$100.95 - $110.81 $10.1K - $11.1K
LLY
Eli Lilly & CO

Healthcare
Q2 2021 Filed on Jul 27, 2021
150
$180.55 - $233.54 $27.1K - $35K
KMX
Carmax Inc

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
87
$113.16 - $137.9 $9.84K - $12K
MRK
Merck & Co., Inc.

Healthcare
Q2 2021 Filed on Jul 27, 2021
200
$70.31 - $77.77 $14.1K - $15.6K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2021 Filed on Jul 27, 2021
243
$239.91 - $293.65 $58.3K - $71.4K
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
106
$177.72 - $186.68 $18.8K - $19.8K
WM
Waste Management Inc

Industrials
Q2 2021 Filed on Jul 27, 2021
200
$129.28 - $143.26 $25.9K - $28.7K
WMB
Williams Companies, Inc.

Energy
Q2 2021 Filed on Jul 27, 2021
3,800
$23.24 - $28.23 $88.3K - $107K
WMT
Walmart Inc.

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
100
$135.17 - $142.42 $13.5K - $14.2K
XLU
Utilities Sector Spdr

ETFs
Q2 2021 Filed on Jul 27, 2021
1,038
$63.23 - $67.72 $65.6K - $70.3K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2021 Filed on Jul 27, 2021
1,423
$79.26 - $88.68 $113K - $126K
Track This Portfolio

Track Seven Springs Wealth Group, LLC Portfolio

Follow Seven Springs Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email