0001606587-22-001493.txt : 20220727 0001606587-22-001493.hdr.sgml : 20220727 20220727150330 ACCESSION NUMBER: 0001606587-22-001493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220727 DATE AS OF CHANGE: 20220727 EFFECTIVENESS DATE: 20220727 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: 221110671 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 06-30-2022 06-30-2022 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 07-26-2022 0 64 199548 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 324 2500 SH SOLE NONE 0 0 2500 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 556 2001 SH SOLE NONE 0 0 2001 ALPHABET INC CAP STK CL A 02079K305 3064 1406 SH SOLE NONE 0 0 1406 AMAZON COM INC COM 023135106 3192 30053 SH SOLE NONE 0 0 30053 APPLE INC COM 037833100 2082 15230 SH SOLE NONE 0 0 15230 AUTOMATIC DATA PROCESSING IN COM 053015103 714 3400 SH SOLE NONE 0 0 3400 BERKSHIRE HATHAWAY INC DEL CL A 084670108 818 2 SH SOLE NONE 0 0 2 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 971 806 SH SOLE NONE 0 0 806 CIGNA CORP NEW COM 125523100 51391 195017 SH SOLE NONE 0 0 195017 COCA COLA CO COM 191216100 415 6594 SH SOLE NONE 0 0 6594 CROWN CASTLE INTL CORP NEW COM 22822V101 405 2403 SH SOLE NONE 0 0 2403 CUMMINS INC COM 231021106 306 1579 SH SOLE NONE 0 0 1579 DOLLAR GEN CORP NEW COM 256677105 548 2231 SH SOLE NONE 0 0 2231 DUKE ENERGY CORP NEW COM NEW 26441C204 2913 27167 SH SOLE NONE 0 0 27167 EXXON MOBIL CORP COM 30231G102 454 5298 SH SOLE NONE 0 0 5298 FASTENAL CO COM 311900104 300 6000 SH SOLE NONE 0 0 6000 FEDEX CORP COM 31428X106 484 2136 SH SOLE NONE 0 0 2136 FIRST INDL RLTY TR INC COM 32054K103 270 5686 SH SOLE NONE 0 0 5686 FS KKR CAP CORP COM 302635206 2548 131208 SH SOLE NONE 0 0 131208 GENERAL MLS INC COM 370334104 241 3200 SH SOLE NONE 0 0 3200 HOME DEPOT INC COM 437076102 893 3255 SH SOLE NONE 0 0 3255 ISHARES TR CORE DIV GRWTH 46434V621 46986 986268 SH SOLE NONE 0 0 986268 ISHARES TR FLTG RATE NT ETF 46429B655 1756 35172 SH SOLE NONE 0 0 35172 ISHARES TR CORE MSCI EAFE 46432F842 815 13845 SH SOLE NONE 0 0 13845 ISHARES TR CORE S&P US GWT 464287671 1434 17131 SH SOLE NONE 0 0 17131 ISHARES TR CORE S&P500 ETF 464287200 3525 9296 SH SOLE NONE 0 0 9296 ISHARES TR MBS ETF 464288588 5906 60577 SH SOLE NONE 0 0 60577 ISHARES TR ISHARES SEMICDTR 464287523 635 1817 SH SOLE NONE 0 0 1817 JOHNSON JOHNSON COM 478160104 705 3973 SH SOLE NONE 0 0 3973 KIMBERLYCLARK CORP COM 494368103 364 2696 SH SOLE NONE 0 0 2696 MICROSOFT CORP COM 594918104 1758 6845 SH SOLE NONE 0 0 6845 OREILLY AUTOMOTIVE INC COM 67103H107 773 1224 SH SOLE NONE 0 0 1224 PEPSICO INC COM 713448108 857 5142 SH SOLE NONE 0 0 5142 PFIZER INC COM 717081103 262 4997 SH SOLE NONE 0 0 4997 PROLOGIS INC. COM 74340W103 395 3355 SH SOLE NONE 0 0 3355 REGENERON PHARMACEUTICALS COM 75886F107 489 827 SH SOLE NONE 0 0 827 SALESFORCE INC COM 79466L302 840 5091 SH SOLE NONE 0 0 5091 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 4696 103771 SH SOLE NONE 0 0 103771 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 6689 257972 SH SOLE NONE 0 0 257972 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 5828 205877 SH SOLE NONE 0 0 205877 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4685 150021 SH SOLE NONE 0 0 150021 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 631 10056 SH SOLE NONE 0 0 10056 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 246 4539 SH SOLE NONE 0 0 4539 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 344 10942 SH SOLE NONE 0 0 10942 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 249 2854 SH SOLE NONE 0 0 2854 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1209 9512 SH SOLE NONE 0 0 9512 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 442 3444 SH SOLE NONE 0 0 3444 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 264 1923 SH SOLE NONE 0 0 1923 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 7691 266678 SH SOLE NONE 0 0 266678 SPDR SER TR S&P KENSHO CLEAN 78468R655 1203 15422 SH SOLE NONE 0 0 15422 SPDR SER TR S&P DIVID ETF 78464A763 972 8192 SH SOLE NONE 0 0 8192 TRACTOR SUPPLY CO COM 892356106 461 2380 SH SOLE NONE 0 0 2380 UNION PAC CORP COM 907818108 511 2395 SH SOLE NONE 0 0 2395 UNITEDHEALTH GROUP INC COM 91324P102 842 1640 SH SOLE NONE 0 0 1640 VANGUARD INDEX FDS SMALL CP ETF 922908751 1113 6322 SH SOLE NONE 0 0 6322 VANGUARD INDEX FDS TOTAL STK MKT 922908769 536 2840 SH SOLE NONE 0 0 2840 VANGUARD INDEX FDS LARGE CAP ETF 922908637 241 1400 SH SOLE NONE 0 0 1400 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 392 7850 SH SOLE NONE 0 0 7850 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13491 323911 SH SOLE NONE 0 0 323911 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4299 29963 SH SOLE NONE 0 0 29963 VERIZON COMMUNICATIONS INC COM 92343V104 204 4028 SH SOLE NONE 0 0 4028 WELLS FARGO CO NEW PERP PFD CNV A 949746804 1214 999 SH SOLE NONE 0 0 999 WISDOMTREE TR US LARGECAP DIVD 97717W307 213 3600 SH SOLE NONE 0 0 3600 XCEL ENERGY INC COM 98389B100 493 6967 SH SOLE NONE 0 0 6967