Seven Springs Wealth Group, LLC Closed Holding Positions

Seven Springs Wealth Group, LLC

  • $267 Million
  • Q3 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
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2022 Filed on May 09, 2022
5,416
$50.1 - $50.39 $271K - $273K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2022 Filed on May 09, 2022
2,911
N/A
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
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q1 2022 Filed on May 09, 2022
22,176
$16.86 - $17.95 $374K - $398K
MA
Mastercard Inc

Financial Services
Q4 2021 Filed on Feb 04, 2022
944
$306.28 - $369.56 $289K - $349K
FDS
Factset Research Systems Inc

Financial Services
Q4 2021 Filed on Feb 04, 2022
612
$394.13 - $488.85 $241K - $299K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
2,889
$85.94 - $98.85 $248K - $286K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
4,390
$42.23 - $47.97 $185K - $211K
JPM
Jpmorgan Chase & CO

Financial Services
Q4 2021 Filed on Feb 04, 2022
1,564
$153.94 - $171.78 $241K - $269K
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Feb 04, 2022
1,248
$285.04 - $352.16 $356K - $439K
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Feb 04, 2022
1,520
$184.24 - $201.29 $280K - $306K
PAYX
Paychex Inc

Industrials
Q4 2021 Filed on Feb 04, 2022
1,929
$115.01 - $137.38 $222K - $265K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
2,465
$147.06 - $177.51 $363K - $438K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
1,906
$203.7 - $261.38 $388K - $498K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 04, 2022
2,347
$99.53 - $127.75 $234K - $300K
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Feb 04, 2022
269
$712.94 - $879.12 $192K - $236K
SPGI
S&P Global Inc.

Financial Services
Q4 2021 Filed on Feb 04, 2022
673
$415.85 - $478.97 $280K - $322K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
905
$304.25 - $370.2 $275K - $335K
CDW
Cdw Corp

Technology
Q4 2021 Filed on Feb 04, 2022
1,444
$173.61 - $207.02 $251K - $299K
ZTS
Zoetis Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
1,712
$193.69 - $247.03 $332K - $423K
ABBV
Abb Vie Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
4,154
$107.43 - $135.93 $446K - $565K
SHOP
Shopify Inc.

Technology
Q3 2021 Filed on Oct 21, 2021
413
$134.65 - $164.33 $55.6K - $67.9K
TTC
Toro CO

Industrials
Q3 2021 Filed on Oct 21, 2021
1,927
$97.41 - $114.76 $188K - $221K
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
T
At&T Inc.

Communication Services
Q3 2021 Filed on Oct 21, 2021
35,846
$20.36 - $22.08 $730K - $791K
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
HON
Honeywell International Inc

Industrials
Q2 2021 Filed on Jul 27, 2021
75
$212.5 - $232.95 $15.9K - $17.5K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q2 2021 Filed on Jul 27, 2021
36
$84.25 - $92.94 $3.03K - $3.35K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
1,500
$46.31 - $52.31 $69.5K - $78.5K
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
MRK
Merck & Co., Inc.

Healthcare
Q2 2021 Filed on Jul 27, 2021
200
$70.31 - $77.77 $14.1K - $15.6K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
346
$40.03 - $44.52 $13.9K - $15.4K
Ishares Gold Tr
Q2 2021 Filed on Jul 27, 2021
1,073
N/A
KMX
Carmax Inc

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
87
$113.16 - $137.9 $9.84K - $12K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
808
$58.32 - $64.02 $47.1K - $51.7K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q2 2021 Filed on Jul 27, 2021
4,287
$26.7 - $29.52 $114K - $127K
PFG
Principal Financial Group Inc

Financial Services
Q2 2021 Filed on Jul 27, 2021
100
$59.74 - $66.87 $5.97K - $6.69K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2021 Filed on Jul 27, 2021
243
$239.91 - $293.65 $58.3K - $71.4K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2021 Filed on Jul 27, 2021
3,296
$50.84 - $56.8 $168K - $187K
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
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2021 Filed on Jul 27, 2021
1,423
$79.26 - $88.68 $113K - $126K
XLE
Energy Sector Spdr

ETFs
Q2 2021 Filed on Jul 27, 2021
1,875
$47.07 - $56.19 $88.3K - $105K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2021 Filed on Jul 27, 2021
2,036
$40.12 - $45.73 $81.7K - $93.1K
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