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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Seven-Springs-Wealth-Group
Data Enrichment
77% identified62 identified19 unidentified
Holdings
81 positions • $280.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
CHEVRON CORP(CVXcusip166764100) | 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $200.1K | 0.1% ($200.1K/$280.5M) | QoQ NEW(+$200.1K) YoY NEW(+$200.1K) |