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
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
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 27, 2021
90,262
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2021 Filed on Jul 27, 2021
3,296
$50.84 - $56.8 $168K - $187K
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Jul 27, 2021
737
$63.11 - $77.09 $46.5K - $56.8K
V
Visa Inc.

Financial Services
Q2 2021 Filed on Jul 27, 2021
87
$216.86 - $237.32 $18.9K - $20.6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2021 Filed on Jul 27, 2021
240
$152.95 - $173.41 $36.7K - $41.6K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2021 Filed on Jul 27, 2021
250
$65.3 - $73.24 $16.3K - $18.3K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2021 Filed on Jul 27, 2021
2,242
$72.9 - $77.14 $163K - $173K
SO
Southern CO

Utilities
Q2 2021 Filed on Jul 27, 2021
525
$60.46 - $66.42 $31.7K - $34.9K
SPLK
Splunk Inc

Technology
Q2 2021 Filed on Jul 27, 2021
86
$111.98 - $148.38 $9.63K - $12.8K
SUB
Ishares Short Term National Mu

ETFs
Q2 2021 Filed on Jul 27, 2021
475
$107.66 - $108.01 $51.1K - $51.3K
SYK
Stryker Corp

Healthcare
Q2 2021 Filed on Jul 27, 2021
68
$242.95 - $267.0 $16.5K - $18.2K
IGV
Ishares Expanded Tech Software

ETFs
Q2 2021 Filed on Jul 27, 2021
273
$333.59 - $395.13 $91.1K - $108K
FBK
Fb Financial Corp

Financial Services
Q2 2021 Filed on Jul 27, 2021
1,026
$36.97 - $44.72 $37.9K - $45.9K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2021 Filed on Jul 27, 2021
1,452
$40.83 - $43.68 $59.3K - $63.4K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2021 Filed on Jul 27, 2021
125
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2021 Filed on Jul 27, 2021
250
$61.91 - $67.42 $15.5K - $16.9K
BLK
Black Rock Inc.

Financial Services
Q2 2021 Filed on Jul 27, 2021
28
$766.83 - $887.42 $21.5K - $24.8K
BKD
Brookdale Senior Living Inc.

Healthcare
Q2 2021 Filed on Jul 27, 2021
1,099
$6.3 - $8.75 $6.92K - $9.62K
VUG
Vanguard Growth ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
280
$257.69 - $287.23 $72.2K - $80.4K
BAC
Bank Of America Corp

Financial Services
Q2 2021 Filed on Jul 27, 2021
655
$38.08 - $43.27 $24.9K - $28.3K
AXP
American Express CO

Financial Services
Q2 2021 Filed on Jul 27, 2021
107
$144.33 - $169.45 $15.4K - $18.1K
COST
Costco Wholesale Corp

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
59
$354.94 - $398.79 $20.9K - $23.5K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2021 Filed on Jul 27, 2021
820
$12.68 - $15.37 $10.4K - $12.6K
ED
Consolidated Edison Inc

Utilities
Q2 2021 Filed on Jul 27, 2021
150
$71.72 - $79.85 $10.8K - $12K
D
Dominion Energy, Inc

Utilities
Q2 2021 Filed on Jul 27, 2021
150
$73.51 - $80.37 $11K - $12.1K
CVNA
Carvana Co.

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
74
$223.87 - $314.73 $16.6K - $23.3K
INTC
Intel Corp

Technology
Q2 2021 Filed on Jul 27, 2021
718
$53.62 - $68.26 $38.5K - $49K
EXAS
Exact Sciences Corp

Healthcare
Q2 2021 Filed on Jul 27, 2021
60
$93.66 - $139.27 $5.62K - $8.36K
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Jul 27, 2021
325
$12.97 - $16.15 $4.22K - $5.25K
CSX
Csx Corp

Industrials
Q2 2021 Filed on Jul 27, 2021
168
$31.55 - $34.39 $5.3K - $5.78K
CSCO
Cisco Systems, Inc.

Technology
Q2 2021 Filed on Jul 27, 2021
450
$50.71 - $55.03 $22.8K - $24.8K
CP
Canadian Pacific Railway LTD

Industrials
Q2 2021 Filed on Jul 27, 2021
110
$71.02 - $82.65 $7.81K - $9.09K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
861
$39.96 - $51.96 $34.4K - $44.7K
HON
Honeywell International Inc

Industrials
Q2 2021 Filed on Jul 27, 2021
75
$212.5 - $232.95 $15.9K - $17.5K
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
1,500
$94.78 - $99.7 $142K - $150K
ABT
Abbott Laboratories

Healthcare
Q2 2021 Filed on Jul 27, 2021
267
$105.79 - $124.53 $28.2K - $33.2K
DIS
Walt Disney CO

Communication Services
Q2 2021 Filed on Jul 27, 2021
407
$169.27 - $189.73 $68.9K - $77.2K
AMT
American Tower Corp

Real Estate
Q2 2021 Filed on Jul 27, 2021
69
$240.06 - $272.79 $16.6K - $18.8K
ZEN
Zendesk, Inc.

Technology
Q1 2021 Filed on May 07, 2021
5
$125.49 - $158.0 $627 - $790
EME
Emcor Group, Inc.

Industrials
Q1 2021 Filed on May 07, 2021
9
$88.3 - $115.3 $795 - $1.04K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
9
$56.02 - $80.58 $504 - $725
HAE
Haemonetics Corp

Healthcare
Q1 2021 Filed on May 07, 2021
9
$111.01 - $139.48 $999 - $1.26K
HDB
Hdfc Bank LTD

Financial Services
Q1 2021 Filed on May 07, 2021
43
$68.84 - $83.75 $2.96K - $3.6K
HEIA
Heico Crp Cl A
Q1 2021 Filed on May 07, 2021
2
N/A
Iac Interactivecorp New
Q1 2021 Filed on May 07, 2021
3
N/A
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2021 Filed on May 07, 2021
77
$43.97 - $50.5 $3.39K - $3.89K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2021 Filed on May 07, 2021
4
$144.79 - $166.95 $579 - $668
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