Seven-Springs-Wealth-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "MMM",
  "GOOGL",
  null,
  null,
  "CMI",
  "DUK",
  "GILD",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  null,
  "LIN",
  null,
  "SILA",
  "MSFT",
  "GE",
  "DLN",
  "FAST",
  "ORCL",
  null,
  "PEP",
  "VGSH",
  "IVV",
  "AAPL",
  "NVDA",
  "VZ",
  "FNDX",
  "IEFA",
  null,
  "SPDW",
  null,
  "IBM",
  "CI",
  "VV",
  "VWO",
  "VIG",
  null,
  null,
  null,
  null,
  "AHR",
  "SDY",
  "AMZN",
  null,
  "HCA",
  null,
  "VEU",
  "MGK",
  null,
  "VT",
  "VB",
  "WMT",
  null,
  "WMB",
  "IUSG",
  "ET",
  null,
  "SO",
  "CRM",
  "DGRO",
  "BRK-A",
  "BRK-B",
  "CVX",
  "KO",
  "DELL",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 81
Total Value: 280507277
Accession Number: 0001172661-25-001989
Form Type: 13F-HR
CIK: seven-springs-wealth-group
Manager Name: Seven-Springs-Wealth-Group

Data Enrichment

77% identified

62 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $280.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HCA Healthcare, Inc.

HCA|40412C101

Shares:1.9K

Value:$671.7K

% of Portfolio:0.2% ($671.7K/$280.5M)

Alphabet Inc.

GOOG|02079K107

Shares:4.2K

Value:$656.0K

% of Portfolio:0.2% ($656.0K/$280.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.4K

Value:$565.8K

% of Portfolio:0.2% ($565.8K/$280.5M)

American Healthcare REIT, Inc.

AHR|398182303

Shares:18.7K

Value:$565.7K

% of Portfolio:0.2% ($565.7K/$280.5M)

Energy Transfer LP

ET|29273V100

Shares:27.6K

Value:$512.4K

% of Portfolio:0.2% ($512.4K/$280.5M)

81369Y605

Shares:10.3K

Value:$511.1K

% of Portfolio:0.2% ($511.1K/$280.5M)

922042775

VEU|922042775

Shares:7.8K

Value:$476.2K

% of Portfolio:0.2% ($476.2K/$280.5M)

FASTENAL CO

FAST|311900104

Shares:6.0K

Value:$465.3K

% of Portfolio:0.2% ($465.3K/$280.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.3K

Value:$451.2K

% of Portfolio:0.2% ($451.2K/$280.5M)

COCA COLA CO

KO|191216100

Shares:6.2K

Value:$447.1K

% of Portfolio:0.2% ($447.1K/$280.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:839

Value:$446.8K

% of Portfolio:0.2% ($446.8K/$280.5M)

81369Y209

Shares:3.1K

Value:$446.4K

% of Portfolio:0.2% ($446.4K/$280.5M)

CUMMINS INC

CMI|231021106

Shares:1.4K

Value:$423.5K

% of Portfolio:0.2% ($423.5K/$280.5M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:3.4K

Value:$376.8K

% of Portfolio:0.1% ($376.8K/$280.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.5K

Value:$370.8K

% of Portfolio:0.1% ($370.8K/$280.5M)

81369Y704

Shares:2.8K

Value:$370.4K

% of Portfolio:0.1% ($370.4K/$280.5M)

81369Y852

Shares:3.8K

Value:$367.8K

% of Portfolio:0.1% ($367.8K/$280.5M)

3M CO

MMM|88579Y101

Shares:2.5K

Value:$367.1K

% of Portfolio:0.1% ($367.1K/$280.5M)

922908637

VV|922908637

Shares:1.4K

Value:$359.8K

% of Portfolio:0.1% ($359.8K/$280.5M)

81369Y407

Shares:1.7K

Value:$337.3K

% of Portfolio:0.1% ($337.3K/$280.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HCA Healthcare, Inc.(HCAcusip40412C101)	1.9K	QoQ 0.00% (+0) YoY +58.56% (+718)	All Managers (Combined)	$671.7K	0.2% ($671.7K/$280.5M)	QoQ +15.12% (+$88.3K) YoY +64.27% (+$262.8K)
Alphabet Inc.(GOOGcusip02079K107)	4.2K	QoQ -9.44% (-438) YoY +38.99% (+1.2K)	All Managers (Combined)	$656.0K	0.2% ($656.0K/$280.5M)	QoQ -25.70% (-$227.0K) YoY +42.62% (+$196.1K)
UNION PACIFIC CORP(UNPcusip907818108)	2.4K	QoQ 0.00% (+0) YoY -0.12% (-3)	All Managers (Combined)	$565.8K	0.2% ($565.8K/$280.5M)	QoQ +3.59% (+$19.6K) YoY -4.06% (-$23.9K)
American Healthcare REIT, Inc.(AHRcusip398182303)	18.7K	QoQ -28.42% (-7.4K) YoY NEW(+18.7K)	All Managers (Combined)	$565.7K	0.2% ($565.7K/$280.5M)	QoQ -23.68% (-$175.6K) YoY NEW(+$565.7K)
Energy Transfer LP(ETcusip29273V100)	27.6K	QoQ NEW(+27.6K) YoY NEW(+27.6K)	All Managers (Combined)	$512.4K	0.2% ($512.4K/$280.5M)	QoQ NEW(+$512.4K) YoY NEW(+$512.4K)
(cusip81369Y605)✕	10.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$511.1K	0.2% ($511.1K/$280.5M)	QoQ +3.06% (+$15.2K) YoY +18.25% (+$78.9K)
(VEUcusip922042775)	7.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$476.2K	0.2% ($476.2K/$280.5M)	QoQ +5.66% (+$25.5K) YoY +3.42% (+$15.8K)
FASTENAL CO(FASTcusip311900104)	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$465.3K	0.2% ($465.3K/$280.5M)	QoQ +7.84% (+$33.8K) YoY +0.53% (+$2.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.3K	QoQ +23.37% (+427) YoY +23.37% (+427)	All Managers (Combined)	$451.2K	0.2% ($451.2K/$280.5M)	QoQ +48.06% (+$146.5K) YoY +40.69% (+$130.5K)
COCA COLA CO(KOcusip191216100)	6.2K	QoQ +3.70% (+223) YoY -5.62% (-372)	All Managers (Combined)	$447.1K	0.2% ($447.1K/$280.5M)	QoQ +19.29% (+$72.3K) YoY +10.48% (-$42.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	839	QoQ +50.08% (+280) YoY NEW(+839)	All Managers (Combined)	$446.8K	0.2% ($446.8K/$280.5M)	QoQ +76.34% (+$193.5K) YoY NEW(+$446.8K)
(cusip81369Y209)✕	3.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$446.4K	0.2% ($446.4K/$280.5M)	QoQ +6.13% (+$25.8K) YoY -1.16% (-$5.3K)
CUMMINS INC(CMIcusip231021106)	1.4K	QoQ 0.00% (-0) YoY -0.14% (-2)	All Managers (Combined)	$423.5K	0.2% ($423.5K/$280.5M)	QoQ -10.08% (-$47.5K) YoY +6.21% (-$24.8K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	3.4K	QoQ +19.38% (+546) YoY NEW(+3.4K)	All Managers (Combined)	$376.8K	0.1% ($376.8K/$280.5M)	QoQ +44.84% (+$116.6K) YoY NEW(+$376.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.5K	QoQ +15.94% (+205) YoY NEW(+1.5K)	All Managers (Combined)	$370.8K	0.1% ($370.8K/$280.5M)	QoQ +31.14% (+$88.1K) YoY NEW(+$370.8K)
(cusip81369Y704)✕	2.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$370.4K	0.1% ($370.4K/$280.5M)	QoQ -0.52% (-$1.9K) YoY +4.05% (+$14.4K)
(cusip81369Y852)✕	3.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$367.8K	0.1% ($367.8K/$280.5M)	QoQ -0.37% (-$1.4K) YoY +18.11% (+$56.4K)
3M CO(MMMcusip88579Y101)	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$367.1K	0.1% ($367.1K/$280.5M)	QoQ +13.76% (+$44.4K) YoY +38.45% (+$102.0K)
(VVcusip922908637)	1.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$359.8K	0.1% ($359.8K/$280.5M)	QoQ -4.69% (-$17.7K) YoY +7.20% (+$24.2K)
(cusip81369Y407)✕	1.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$337.3K	0.1% ($337.3K/$280.5M)	QoQ -11.98% (-$45.9K) YoY +7.37% (+$23.2K)