0001606587-22-001013.txt : 20220509 0001606587-22-001013.hdr.sgml : 20220509 20220509144506 ACCESSION NUMBER: 0001606587-22-001013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220509 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220509 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: 22904448 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 03-31-2022 03-31-2022 false Seven Springs Wealth Group, LLC
340 SEVEN SPRINGS WAY, SUITE 710 BRENTWOOD TN 37027
13F HOLDINGS REPORT 028-20174 N
Jeremy Hutzel President/CCO/Managing Member 615-370-1253 Jeremy Hutzel BRENTWOOD TN 05-05-2022 0 65 210907 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 372 2500 SH SOLE NONE 0 0 2500 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 675 2001 SH SOLE NONE 0 0 2001 ALPHABET INC CAP STK CL A 02079K305 2431 874 SH SOLE NONE 0 0 874 AMAZON COM INC COM 023135106 5099 1564 SH SOLE NONE 0 0 1564 APPLE INC COM 037833100 2688 15393 SH SOLE NONE 0 0 15393 AUTOMATIC DATA PROCESSING IN COM 053015103 774 3400 SH SOLE NONE 0 0 3400 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1058 2 SH SOLE NONE 0 0 2 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 2175 1657 SH SOLE NONE 0 0 1657 CIGNA CORP NEW COM 125523100 49124 205017 SH SOLE NONE 0 0 205017 COCA COLA CO COM 191216100 409 6594 SH SOLE NONE 0 0 6594 CROWN CASTLE INTL CORP NEW COM 22822V101 363 1964 SH SOLE NONE 0 0 1964 CUMMINS INC COM 231021106 324 1579 SH SOLE NONE 0 0 1579 DOLLAR GEN CORP NEW COM 256677105 497 2231 SH SOLE NONE 0 0 2231 DUKE ENERGY CORP NEW COM NEW 26441C204 3029 27125 SH SOLE NONE 0 0 27125 EXXON MOBIL CORP COM 30231G102 438 5298 SH SOLE NONE 0 0 5298 FASTENAL CO COM 311900104 356 6000 SH SOLE NONE 0 0 6000 FEDEX CORP COM 31428X106 494 2136 SH SOLE NONE 0 0 2136 FIRST INDL RLTY TR INC COM 32054K103 337 5438 SH SOLE NONE 0 0 5438 FS KKR CAP CORP COM 302635206 2784 121998 SH SOLE NONE 0 0 121998 GENERAL MLS INC COM 370334104 217 3200 SH SOLE NONE 0 0 3200 HOME DEPOT INC COM 437076102 974 3255 SH SOLE NONE 0 0 3255 ISHARES TR CORE DIV GRWTH 46434V621 51704 968051 SH SOLE NONE 0 0 968051 ISHARES TR FLTG RATE NT ETF 46429B655 872 17256 SH SOLE NONE 0 0 17256 ISHARES TR CORE MSCI EAFE 46432F842 1204 17321 SH SOLE NONE 0 0 17321 ISHARES TR CORE S&P US GWT 464287671 1628 15407 SH SOLE NONE 0 0 15407 ISHARES TR CORE S&P500 ETF 464287200 4304 9487 SH SOLE NONE 0 0 9487 ISHARES TR MBS ETF 464288588 8478 83223 SH SOLE NONE 0 0 83223 ISHARES TR ISHARES SEMICDTR 464287523 860 1817 SH SOLE NONE 0 0 1817 JOHNSON JOHNSON COM 478160104 738 4163 SH SOLE NONE 0 0 4163 KIMBERLYCLARK CORP COM 494368103 332 2696 SH SOLE NONE 0 0 2696 LINDE PLC SHS G5494J103 204 640 SH SOLE NONE 0 0 640 MICROSOFT CORP COM 594918104 2110 6845 SH SOLE NONE 0 0 6845 OREILLY AUTOMOTIVE INC COM 67103H107 838 1224 SH SOLE NONE 0 0 1224 PEPSICO INC COM 713448108 861 5142 SH SOLE NONE 0 0 5142 PFIZER INC COM 717081103 259 4996 SH SOLE NONE 0 0 4996 PROLOGIS INC. COM 74340W103 452 2802 SH SOLE NONE 0 0 2802 REGENERON PHARMACEUTICALS COM 75886F107 578 827 SH SOLE NONE 0 0 827 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 8252 285043 SH SOLE NONE 0 0 285043 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 4146 128595 SH SOLE NONE 0 0 128595 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 5720 150636 SH SOLE NONE 0 0 150636 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 763 10056 SH SOLE NONE 0 0 10056 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1281 18622 SH SOLE NONE 0 0 18622 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 419 10942 SH SOLE NONE 0 0 10942 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 294 2854 SH SOLE NONE 0 0 2854 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1512 9512 SH SOLE NONE 0 0 9512 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 472 3444 SH SOLE NONE 0 0 3444 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 356 1923 SH SOLE NONE 0 0 1923 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 9142 266678 SH SOLE NONE 0 0 266678 SPDR SER TR S&P KENSHO CLEAN 78468R655 1144 12748 SH SOLE NONE 0 0 12748 SPDR SER TR S&P DIVID ETF 78464A763 1049 8192 SH SOLE NONE 0 0 8192 TRACTOR SUPPLY CO COM 892356106 555 2380 SH SOLE NONE 0 0 2380 UNION PAC CORP COM 907818108 654 2395 SH SOLE NONE 0 0 2395 UNITEDHEALTH GROUP INC COM 91324P102 836 1640 SH SOLE NONE 0 0 1640 VANGUARD INDEX FDS SMALL CP ETF 922908751 1387 6525 SH SOLE NONE 0 0 6525 VANGUARD INDEX FDS TOTAL STK MKT 922908769 647 2840 SH SOLE NONE 0 0 2840 VANGUARD INDEX FDS LARGE CAP ETF 922908637 292 1400 SH SOLE NONE 0 0 1400 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 452 7850 SH SOLE NONE 0 0 7850 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 203 2000 SH SOLE NONE 0 0 2000 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 14942 323911 SH SOLE NONE 0 0 323911 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4865 30004 SH SOLE NONE 0 0 30004 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 250 2231 SH SOLE NONE 0 0 2231 VANGUARD WORLD FD MEGA GRWTH IND 921910816 289 1229 SH SOLE NONE 0 0 1229 VERIZON COMMUNICATIONS INC COM 92343V104 205 4028 SH SOLE NONE 0 0 4028 WISDOMTREE TR US LARGECAP DIVD 97717W307 237 3600 SH SOLE NONE 0 0 3600 XCEL ENERGY INC COM 98389B100 503 6967 SH SOLE NONE 0 0 6967