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