Seven Springs Wealth Group, LLC
- SEC CIK
- 0001803898
- Latest filing
- Aug 4, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 7, 2021. Long positions only.
- Positions
- 131
- No 13F data for Q4 2020
- Portfolio value
- $212.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CICigna Group | Stock | 225,836 | $54.6M | 25.7% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 588,149 | $28.4M | 13.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 402,396 | $22.0M | 10.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 325,129 | $16.9M | 8.0% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 214,059 | $10.8M | 5.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 98,594 | $10.7M | 5.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 268,138 | $9.48M | 4.5% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 164,646 | $6.49M | 3.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,650 | $5.11M | 2.4% | – | – | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 151,225 | $4.65M | 2.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 31,173 | $4.58M | 2.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 55,909 | $4.03M | 1.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,225 | $3.27M | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 14,956 | $1.83M | 0.9% | – | – | History |
| FS KKR Cap Corp II35952V303 | COM | 90,262 | $1.76M | 0.8% | – | – | – |
| DUKDuke Energy CORP | Stock | 16,415 | $1.58M | 0.7% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,457 | $1.38M | 0.7% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 18,831 | $1.38M | 0.7% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,593 | $1.27M | 0.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,491 | $1.07M | 0.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 470 | $969.0K | 0.5% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,192 | $967.0K | 0.5% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,306 | $936.0K | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 28,760 | $871.0K | 0.4% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $771.0K | 0.4% | – | – | History |
| iShares Semiconductor ETF464287523 | ETF | 1,817 | $770.0K | 0.4% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,117 | $753.0K | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 5,142 | $727.0K | 0.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 4,163 | $684.0K | 0.3% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 1,224 | $621.0K | 0.3% | – | – | History |
| FDXFedEx Corp | Stock | 2,136 | $607.0K | 0.3% | – | – | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 4,431 | $601.0K | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,604 | $597.0K | 0.3% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,840 | $587.0K | 0.3% | – | – | – |
| ACNAccenture plc | Stock | 1,922 | $531.0K | 0.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,395 | $528.0K | 0.2% | – | – | History |
| MMM3M Co | Stock | 2,500 | $482.0K | 0.2% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,850 | $476.0K | 0.2% | – | – | – |
| CMICummins Inc | Stock | 1,713 | $444.0K | 0.2% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,629 | $424.0K | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,942 | $373.0K | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 300 | $332.0K | 0.2% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,923 | $323.0K | 0.2% | – | – | – |
| FASTFastenal Co | Stock | 6,000 | $302.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 5,572 | $294.0K | 0.1% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,854 | $281.0K | 0.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,400 | $259.0K | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 4,028 | $234.0K | 0.1% | – | – | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,800 | $206.0K | 0.1% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,911 | $199.0K | 0.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 3,200 | $196.0K | 0.1% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 2,000 | $195.0K | 0.1% | – | – | – |
| GEGeneral Electric Co | COM | 14,632 | $192.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 4,993 | $181.0K | 0.1% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 3,296 | $181.0K | 0.1% | – | – | History |
| LINLinde PLC | SHS | 640 | $179.0K | 0.1% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,710 | $174.0K | 0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 2,664 | $172.0K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 3,019 | $169.0K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 735 | $165.0K | 0.1% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 2,242 | $161.0K | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 1,700 | $151.0K | 0.1% | – | – | History |
| iShares Core High Dividend ETF46429B663 | ETF | 1,500 | $142.0K | 0.1% | – | – | – |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 1,216 | $139.0K | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 1,800 | $126.0K | 0.1% | – | – | History |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 4,287 | $118.0K | 0.1% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 1,423 | $112.0K | 0.1% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 273 | $93.0K | <0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,875 | $92.0K | <0.1% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 3,800 | $90.0K | <0.1% | – | – | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2,036 | $80.0K | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 1,500 | $77.0K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 407 | $75.0K | <0.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 305 | $72.0K | <0.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 280 | $72.0K | <0.1% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,038 | $66.0K | <0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 243 | $59.0K | <0.1% | – | – | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,452 | $59.0K | <0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 357 | $54.0K | <0.1% | – | – | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 475 | $51.0K | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 808 | $47.0K | <0.1% | – | – | History |
| INTCIntel Corp | Stock | 718 | $46.0K | <0.1% | – | – | History |
| FBKFB Financial Corp | COM | 1,026 | $46.0K | <0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 417 | $45.0K | <0.1% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 110 | $42.0K | <0.1% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 240 | $38.0K | <0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 145 | $38.0K | <0.1% | – | – | – |
| HOGHarley-Davidson, Inc. | COM | 861 | $35.0K | <0.1% | – | – | History |
| SOSouthern Co | Stock | 525 | $33.0K | <0.1% | – | – | History |
| Paramount Global92556H206 | CL B | 737 | $33.0K | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 250 | $32.0K | <0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 125 | $32.0K | <0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 267 | $32.0K | <0.1% | – | – | History |
| KMBKimberly Clark Corp | Stock | 200 | $28.0K | <0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 150 | $28.0K | <0.1% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 150 | $28.0K | <0.1% | – | – | History |
| WMWaste Management Inc | Stock | 200 | $26.0K | <0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 189 | $25.0K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 655 | $25.0K | <0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 450 | $23.0K | <0.1% | – | – | History |