Portfolio (Quarterly)
Guide ↗
Seven Springs Wealth Group, LLC
· CIK 0001803898| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IGV | ISHARES TR | — | 93,075 | $9.8M | 2.81% | SOLD |
| 2 | FNDX | SCHWAB STRATEGIC TR | — | 13,790 | $375K | 0.11% | SOLD |
| 3 | SCHX | SCHWAB STRATEGIC TR | — | 10,542 | $284K | 0.08% | SOLD |
| 4 | CRM | SALESFORCE INC | Technology | 899 | $238K | 0.07% | SOLD |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 495 | $232K | 0.07% | SOLD |
| 6 | VOO | VANGUARD INDEX FDS | — | 354 | $222K | 0.06% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,151 | $205K | 0.06% | SOLD |
Sector Allocation
Healthcare
48.0%
Communication Services
17.0%
Technology
10.6%
Consumer Cyclical
8.5%
Utilities
7.3%
Industrials
3.8%
Consumer Defensive
2.1%
Energy
1.7%
Basic Materials
0.5%
Financial Services
0.3%