0001606587-21-000916.txt : 20210727 0001606587-21-000916.hdr.sgml : 20210727 20210727134424 ACCESSION NUMBER: 0001606587-21-000916 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210727 DATE AS OF CHANGE: 20210727 EFFECTIVENESS DATE: 20210727 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seven Springs Wealth Group, LLC CENTRAL INDEX KEY: 0001803898 IRS NUMBER: 814909510 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20174 FILM NUMBER: 211117337 BUSINESS ADDRESS: STREET 1: 340 SEVEN SPRINGS WAY, SUITE 710 CITY: BRENTWOOD STATE: TN ZIP: 37027 BUSINESS PHONE: 6153701253 MAIL ADDRESS: STREET 1: 340 SEVEN SPRINGS WAY, SUITE 710 CITY: BRENTWOOD STATE: TN ZIP: 37027 FORMER COMPANY: FORMER CONFORMED NAME: Sailer Financial LLC DATE OF NAME CHANGE: 20200219 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001803898 XXXXXXXX 06-30-2021 06-30-2021 false Seven Springs Wealth Group, LLC

340 SEVEN SPRINGS WAY, SUITE 710 BRENTWOOD TN 37027

13F HOLDINGS REPORT 028-20174 N Jeremy Hutzel 615-370-1253 Jeremy Hutzel BRENTWOOD TN 07-26-2021 0 78 231024 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 2276 16620 SH SOLE NONE 0 0 16620 ABBVIE INC COM 00287Y109 468 4154 SH SOLE NONE 0 0 4154 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1147 3892 SH SOLE NONE 0 0 3892 AUTOMATIC DATA PROCESSING IN COM 053015103 907 4569 SH SOLE NONE 0 0 4569 AMAZON COM INC COM 023135106 6278 1825 SH SOLE NONE 0 0 1825 BERKSHIRE HATHAWAY INC DEL CL A 084670108 837 2 SH SOLE NONE 0 0 2 CDW CORP COM 12514G108 252 1444 SH SOLE NONE 0 0 1444 CIGNA CORP NEW COM 125523100 48698 205417 SH SOLE NONE 0 0 205417 CUMMINS INC COM 231021106 385 1579 SH SOLE NONE 0 0 1579 CANADIAN NATL RY CO COM 136375102 226 2145 SH SOLE NONE 0 0 2145 SPDR SER TR S&P KENSHO CLEAN 78468R655 738 6975 SH SOLE NONE 0 0 6975 DOLLAR GEN CORP NEW COM 256677105 690 3189 SH SOLE NONE 0 0 3189 ISHARES TR CORE DIV GRWTH 46434V621 39051 775438 SH SOLE NONE 0 0 775438 WISDOMTREE TR US LARGECAP DIVD 97717W307 217 1800 SH SOLE NONE 0 0 1800 DUKE ENERGY CORP NEW COM NEW 26441C204 1833 18568 SH SOLE NONE 0 0 18568 LAUDER ESTEE COS INC CL A 518439104 288 905 SH SOLE NONE 0 0 905 FASTENAL CO COM 311900104 312 6000 SH SOLE NONE 0 0 6000 FACTSET RESH SYS INC COM 303075105 205 612 SH SOLE NONE 0 0 612 FEDEX CORP COM 31428X106 675 2263 SH SOLE NONE 0 0 2263 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 6297 195258 SH SOLE NONE 0 0 195258 FS KKR CAP CORP COM 302635206 1967 91448 SH SOLE NONE 0 0 91448 GENERAL ELECTRIC CO COM 369604103 197 14632 SH SOLE NONE 0 0 14632 ALPHABET INC CAP STK CL A 02079K305 1885 772 SH SOLE NONE 0 0 772 HOME DEPOT INC COM 437076102 1216 3812 SH SOLE NONE 0 0 3812 ISHARES TR BLACKROCK ULTRA 46434V878 10479 207421 SH SOLE NONE 0 0 207421 ISHARES TR CORE MSCI EAFE 46432F842 4568 61018 SH SOLE NONE 0 0 61018 ISHARES TR ISHS 1-5YR INVS 464288646 21348 389492 SH SOLE NONE 0 0 389492 ISHARES TR CORE S&P US GWT 464287671 1115 11045 SH SOLE NONE 0 0 11045 ISHARES TR CORE S&P500 ETF 464287200 3518 8182 SH SOLE NONE 0 0 8182 JOHNSON &JOHNSON COM 478160104 686 4163 SH SOLE NONE 0 0 4163 JPMORGAN CHASE &CO COM 46625H100 243 1564 SH SOLE NONE 0 0 1564 KIMBERLY-CLARK CORP COM 494368103 427 3191 SH SOLE NONE 0 0 3191 COCA COLA CO COM 191216100 356 6572 SH SOLE NONE 0 0 6572 LOWES COS INC COM 548661107 370 1906 SH SOLE NONE 0 0 1906 MASTERCARD INCORPORATED CL A 57636Q104 345 944 SH SOLE NONE 0 0 944 ISHARES TR MBS ETF 464288588 10309 95248 SH SOLE NONE 0 0 95248 MEDTRONIC PLC SHS G5960L103 291 2347 SH SOLE NONE 0 0 2347 3M CO COM 88579Y101 497 2500 SH SOLE NONE 0 0 2500 MICROSOFT CORP COM 594918104 387 1427 SH SOLE NONE 0 0 1427 NIKE INC CL B 654106103 381 2465 SH SOLE NONE 0 0 2465 OREILLY AUTOMOTIVE INC COM 67103H107 693 1224 SH SOLE NONE 0 0 1224 PAYCHEX INC COM 704326107 207 1929 SH SOLE NONE 0 0 1929 PEPSICO INC COM 713448108 774 5223 SH SOLE NONE 0 0 5223 PHILIP MORRIS INTL INC COM 718172109 286 2889 SH SOLE NONE 0 0 2889 REGENERON PHARMACEUTICALS COM 75886F107 462 827 SH SOLE NONE 0 0 827 STARBUCKS CORP COM 855244109 352 3146 SH SOLE NONE 0 0 3146 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 6650 159867 SH SOLE NONE 0 0 159867 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 792 10117 SH SOLE NONE 0 0 10117 SPDR SER TR S&P DIVID ETF 78464A763 1002 8192 SH SOLE NONE 0 0 8192 SHOPIFY INC CL A 82509L107 603 413 SH SOLE NONE 0 0 413 SHERWIN WILLIAMS CO COM 824348106 340 1248 SH SOLE NONE 0 0 1248 ISHARES TR ISHARES SEMICDTR 464287523 825 1817 SH SOLE NONE 0 0 1817 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 9854 267833 SH SOLE NONE 0 0 267833 S&P GLOBAL INC COM 78409V104 276 673 SH SOLE NONE 0 0 673 AT&T INC COM 00206R102 1032 35846 SH SOLE NONE 0 0 35846 TRACTOR SUPPLY CO COM 892356106 496 2667 SH SOLE NONE 0 0 2667 TORO CO COM 891092108 212 1927 SH SOLE NONE 0 0 1927 TEXAS INSTRS INC COM 882508104 292 1520 SH SOLE NONE 0 0 1520 UNITEDHEALTH GROUP INC COM 91324P102 1019 2544 SH SOLE NONE 0 0 2544 UNION PAC CORP COM 907818108 684 3108 SH SOLE NONE 0 0 3108 VANGUARD INDEX FDS SMALL CP ETF 922908751 1455 6457 SH SOLE NONE 0 0 6457 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 498 7850 SH SOLE NONE 0 0 7850 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4690 30298 SH SOLE NONE 0 0 30298 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 207 2000 SH SOLE NONE 0 0 2000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 633 2840 SH SOLE NONE 0 0 2840 VANGUARD INDEX FDS LARGE CAP ETF 922908637 281 1400 SH SOLE NONE 0 0 1400 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 17649 324968 SH SOLE NONE 0 0 324968 VERIZON COMMUNICATIONS INC COM 92343V104 290 5167 SH SOLE NONE 0 0 5167 SPDR SER TR S&P BIOTECH 78464A870 600 4431 SH SOLE NONE 0 0 4431 XCEL ENERGY INC COM 98389B100 547 8300 SH SOLE NONE 0 0 8300 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1525 18831 SH SOLE NONE 0 0 18831 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 401 10942 SH SOLE NONE 0 0 10942 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 292 2854 SH SOLE NONE 0 0 2854 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1417 9593 SH SOLE NONE 0 0 9593 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 204 2911 SH SOLE NONE 0 0 2911 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 457 3629 SH SOLE NONE 0 0 3629 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 343 1923 SH SOLE NONE 0 0 1923 ZOETIS INC CL A 98978V103 319 1712 SH SOLE NONE 0 0 1712