Seven Springs Wealth Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$275M
Signature - Title
Jeremy Hutzel - President/CCO/Managing Member
Location
Brentwood, TN
Summary
This page shows a list of all the recent 13F filings made by Seven Springs Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Seven Springs Wealth Group, LLC reported 71 stock holdings with total value $275M as of Q3 2024. Top holdings included DGRO, CI, IBDU, FNDF, and IBDS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 71 $275M +$9.82M -$6.94M +$2.88M DGRO, CI, IBDU, FNDF, IBDS 13F-HR 11/14/2024, 10:59 AM
Q2 2024 62 $256M +$7.9M -$8.97M -$1.07M DGRO, CI, IBDU, IBDS, FNDF 13F-HR 7/30/2024, 04:13 PM
Q1 2024 62 $260M +$25.3M -$7.97M +$17.3M DGRO, CI, FNDF, IBDU, VWO 13F-HR 5/7/2024, 04:58 PM
Q4 2023 60 $222M +$8.22M -$11.3M -$3.04M DGRO, CI, FNDF, VWO, FNDA 13F-HR 2/7/2024, 02:05 PM
Q3 2023 56 $209M +$12M -$8.85M +$3.17M DGRO, CI, VWO, FNDF, FNDE 13F-HR 11/8/2023, 03:20 PM
Q2 2023 63 $211M +$10.3M -$12.3M -$2.01M DGRO, CI, VWO, SPDW, FNDE 13F-HR 7/31/2023, 05:15 PM
Q1 2023 60 $202M +$4.27M -$1.19M +$3.08M DGRO, CI, VWO, FLOT, SPDW 13F-HR 5/9/2023, 09:17 AM
Q4 2022 57 $207M +$7.99M -$5.32M +$2.67M CI, DGRO, VWO, FLOT, SPDW 13F-HR 2/8/2023, 07:38 AM
Q3 2022 57 $184M +$17.2M -$22.8M -$5.59M DGRO, CI, VWO, FLOT, SPDW 13F-HR 10/21/2022, 05:16 PM
Q2 2022 64 $200M +$15.6M -$8.67M +$6.9M CI, DGRO, VWO, SPDW, FNDE 13F-HR 7/27/2022, 03:03 PM
Q1 2022 65 $211M +$13.7M -$16.2M -$2.52M DGRO, CI, VWO, SPDW, MBB 13F-HR 5/9/2022, 02:45 PM
Q4 2021 64 $219M +$11.5M -$11.5M -$19.5K DGRO, CI, VWO, MBB, SPDW 13F-HR 2/4/2022, 04:29 PM
Q3 2021 75 $204M +$6.59M -$23.8M -$17.2M DGRO, CI, VWO, IGSB, MBB 13F-HR 10/21/2021, 09:37 AM
Q2 2021 78 $231M +$26.2M -$12.3M +$14M CI, DGRO, IGSB, VWO, ICSH 13F-HR 7/27/2021, 01:44 PM
Q1 2021 131 $212M +$16.3M -$9.66M +$6.67M CI, DGRO, IGSB, VWO, ICSH 13F-HR 5/7/2021, 08:57 AM
Q4 2020 249 $193M +$41.2M -$26.6M +$14.6M CI, IGSB, DGRO, VWO, ICSH 13F-HR 2/1/2021, 12:32 PM
Q3 2020 134 $159M +$7.63M -$5.31M +$2.31M CI, SLQD, VWO, ICSH, DGRO 13F-HR 10/19/2020, 02:25 PM
Q2 2020 134 $157M +$5.4M -$5.09M +$306K CI, SLQD, VWO, ICSH, MBB 13F-HR 8/3/2020, 10:41 AM
Q1 2020 137 $142M +$40.4M -$28.5M +$11.9M CI, SLQD, VWO, ICSH, MBB 13F-HR 4/20/2020, 04:39 PM
Q4 2019 192 $147M $0 $0 CI, SLQD, ICSH, IEFA, MBB 13F-HR 2/21/2020, 03:54 PM