13F-HR filed by Seven Springs Wealth Group, LLC
Seven Springs Wealth Group, LLC filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-04-20, with 143 holding rows worth $141,927,000.
- Accession
- 0001606587-20-000397
- Filer
- CIK 1803898
- Filed
- 2020-04-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 143 entries on the cover page, a total value of $141,927,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $141,927,000 with VALUE read as thousands by filing date, 13F file number 028-20174. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Cigna Corporation | 125523100 | COM | 205,717 | $36,449,000 | thousands by filing date | |
| ISHARES TR | 46434V100 | 0-5YR INVT GR CP | 402,499 | $20,181,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 367,983 | $12,346,000 | thousands by filing date | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 201,801 | $10,080,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 77,994 | $8,614,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 245,967 | $8,016,000 | thousands by filing date | |
| SPDW | 78463X889 | COM | 285,731 | $6,840,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 88,540 | $4,417,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 170,190 | $4,153,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 33,573 | $3,471,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 62,708 | $2,538,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 9,282 | $2,399,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 8,669 | $2,204,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 14,118 | $1,630,000 | thousands by filing date | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 33,955 | $1,522,000 | thousands by filing date | |
| HEALTHCARE | 42225P501 | CL A NEW | 33,005 | $801,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 4,841 | $731,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 5,811 | $698,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 3,546 | $662,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 8,192 | $654,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 7,577 | $609,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 4,496 | $590,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $544,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 3,360 | $530,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 8,921 | $467,000 | thousands by filing date | |
| EATON VANCE TAX-MANAGED BUY- | 27828Y108 | COM | 37,252 | $449,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 10,038 | $423,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 8,738 | $422,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,604 | $400,000 | thousands by filing date | |
| ISHARES TR | 464287523 | COM | 1,817 | $373,000 | thousands by filing date | |
| VTI | 922908769 | COM | 2,840 | $366,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 8,650 | $355,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 2,091 | $341,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 2,500 | $341,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 2,395 | $338,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 14,777 | $308,000 | thousands by filing date | |
| CUMMINS INC COM | 231021106 | Stock | 2,000 | $271,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 3,259 | $270,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 3,016 | $267,000 | thousands by filing date | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 5,896 | $261,000 | thousands by filing date | |
| FEDEX CORP COM | 31428X106 | Stock | 2,136 | $259,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 2,572 | $252,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 5,572 | $247,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 4,013 | $237,000 | thousands by filing date | |
| Gilead Sciences,Inc. | 375558103 | COM | 3,014 | $225,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 4,028 | $216,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 3,505 | $191,000 | thousands by filing date | |
| FASTENAL CO COM | 311900104 | Stock | 6,000 | $188,000 | thousands by filing date | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 3,957 | $181,000 | thousands by filing date | |
| GENERAL MILLS INC COM | 370334104 | Stock | 3,200 | $169,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,400 | $166,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,100 | $166,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 4,989 | $163,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 1,800 | $146,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,494 | $133,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 1,966 | $129,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 1,799 | $129,000 | thousands by filing date | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 2,000 | $126,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 1,700 | $124,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 735 | $122,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 14,932 | $119,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 3,994 | $116,000 | thousands by filing date | |
| LINDE PLC | G5494J103 | SHS | 640 | $111,000 | thousands by filing date | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 3,282 | $102,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 3,264 | $95,000 | thousands by filing date | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 1,502 | $83,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 1,799 | $81,000 | thousands by filing date | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 1,419 | $72,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 1,500 | $58,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 30 | $58,000 | thousands by filing date | |
| WILLIAMS COS INC COM | 969457100 | Stock | 3,800 | $54,000 | thousands by filing date | |
| Mondelez International,Inc. Class A | 609207105 | COM | 1,038 | $52,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 475 | $50,000 | thousands by filing date | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 890 | $48,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 718 | $39,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 407 | $39,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 1,452 | $35,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 416 | $34,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 417 | $32,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 357 | $32,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 525 | $28,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 200 | $26,000 | thousands by filing date | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 240 | $24,000 | thousands by filing date | |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 110 | $24,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R655 | SP KENSHO CLEAN | 643 | $24,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 125 | $23,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 243 | $23,000 | thousands by filing date | |
| iShares Gold Trust | 464285105 | ISHARES | 1,521 | $23,000 | thousands by filing date | |
| FRANKLIN FINL NETWORK INC | 35352P104 | COM | 1,064 | $22,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 267 | $21,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 150 | $21,000 | thousands by filing date | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 81 | $21,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 250 | $20,000 | thousands by filing date | |
| MACYS INC COM | 55616P104 | Stock | 4,074 | $20,000 | thousands by filing date | |
| Waste Management, Inc. | 94106L109 | COM | 200 | $19,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 450 | $18,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 59 | $17,000 | thousands by filing date | |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 861 | $16,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 69 | $15,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 200 | $15,000 | thousands by filing date | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 106 | $15,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 655 | $14,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 250 | $14,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 59 | $14,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 87 | $14,000 | thousands by filing date | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 906 | $13,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 10 | $12,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 10 | $12,000 | thousands by filing date | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 150 | $12,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 28 | $12,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 78 | $11,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 68 | $11,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 100 | $11,000 | thousands by filing date | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 150 | $11,000 | thousands by filing date | |
| SPLUNK INC | 848637104 | COM | 86 | $11,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 168 | $10,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 75 | $10,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 37 | $10,000 | thousands by filing date | |
| PARAMOUNT GLOBAL | 92556H206 | CLASS B COM | 737 | $10,000 | thousands by filing date | |
| COMMUNITY USD0.01 | 20369C106 | COM | 250 | $10,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 107 | $9,000 | thousands by filing date | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 346 | $9,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 100 | $7,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 69 | $4,000 | thousands by filing date | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 360 | $4,000 | thousands by filing date | |
| CARVANA CO CL A | 146869102 | Stock | 58 | $3,000 | thousands by filing date | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 100 | $3,000 | thousands by filing date | |
| CARMAX INC COM | 143130102 | Stock | 49 | $3,000 | thousands by filing date | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 59 | $3,000 | thousands by filing date | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 60 | $3,000 | thousands by filing date | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 1,099 | $3,000 | thousands by filing date | |
| WABTEC COM | 929740108 | Stock | 47 | $2,000 | thousands by filing date | |
| 3D SYSTEMS CORP | 88554D205 | COMMON STOCK | 230 | $2,000 | thousands by filing date | |
| STRATASYS LTD | M85548101 | SHS | 135 | $2,000 | thousands by filing date | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 63 | $1,000 | thousands by filing date | |
| HP INC COM | 40434L105 | Stock | 63 | $1,000 | thousands by filing date | |
| PINNACLE FINANCIAL PARTNERS IN | 72346Q104 | COM | 36 | $1,000 | thousands by filing date | |
| HAPPEN INC COM NEW | 52603A208 | Stock | 8 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 5 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 5 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| TRIPADVISOR INC | 896945201 | COM | 28 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| MICRO FOCUS INTL PLC | 594837403 | SPON ADR NEW | 6 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| PERSPECTA INC | 715347100 | COM | 2 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001606587-20-000397 | this filing | 2020-04-20 | acceptance time not in the bulk data set |