0001606587-22-000339.txt : 20220204
0001606587-22-000339.hdr.sgml : 20220204
20220204162914
ACCESSION NUMBER: 0001606587-22-000339
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220204
DATE AS OF CHANGE: 20220204
EFFECTIVENESS DATE: 20220204
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: 22593882
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
12-31-2021
12-31-2021
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
01-30-2022
0
64
218949
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
APPLE INC
COM
037833100
2754
15510
SH
SOLE
NONE
0
0
15510
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
830
2001
SH
SOLE
NONE
0
0
2001
AUTOMATIC DATA PROCESSING IN
COM
053015103
838
3400
SH
SOLE
NONE
0
0
3400
AMAZON COM INC
COM
023135106
6259
1877
SH
SOLE
NONE
0
0
1877
BK OF AMERICA CORP
7.25%CNV PFD L
060505682
2042
1413
SH
SOLE
NONE
0
0
1413
VANECK ETF TRUST
BDC INCOME ETF
92189F411
382
22176
SH
SOLE
NONE
0
0
22176
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
901
2
SH
SOLE
NONE
0
0
2
CIGNA CORP NEW
COM
125523100
47170
205417
SH
SOLE
NONE
0
0
205417
CUMMINS INC
COM
231021106
344
1579
SH
SOLE
NONE
0
0
1579
SPDR SER TR
S&P KENSHO CLEAN
78468R655
316
3508
SH
SOLE
NONE
0
0
3508
DOLLAR GEN CORP NEW
COM
256677105
526
2231
SH
SOLE
NONE
0
0
2231
ISHARES TR
CORE DIV GRWTH
46434V621
49190
885038
SH
SOLE
NONE
0
0
885038
WISDOMTREE TR
US LARGECAP DIVD
97717W307
238
3600
SH
SOLE
NONE
0
0
3600
DUKE ENERGY CORP NEW
COM NEW
26441C204
2756
26274
SH
SOLE
NONE
0
0
26274
FASTENAL CO
COM
311900104
384
6000
SH
SOLE
NONE
0
0
6000
FEDEX CORP
COM
31428X106
552
2136
SH
SOLE
NONE
0
0
2136
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
7954
256650
SH
SOLE
NONE
0
0
256650
FS KKR CAP CORP
COM
302635206
2307
110153
SH
SOLE
NONE
0
0
110153
GENERAL MLS INC
COM
370334104
216
3200
SH
SOLE
NONE
0
0
3200
ALPHABET INC
CAP STK CL A
02079K305
2399
828
SH
SOLE
NONE
0
0
828
HOME DEPOT INC
COM
437076102
1351
3255
SH
SOLE
NONE
0
0
3255
ISHARES TR
GL CLEAN ENE ETF
464288224
875
41314
SH
SOLE
NONE
0
0
41314
ISHARES TR
BLACKROCK ULTRA
46434V878
273
5416
SH
SOLE
NONE
0
0
5416
ISHARES TR
CORE MSCI EAFE
46432F842
4684
62753
SH
SOLE
NONE
0
0
62753
ISHARES TR
ISHS 1-5YR INVS
464288646
9043
167829
SH
SOLE
NONE
0
0
167829
ISHARES TR
CORE S&P US GWT
464287671
1589
13740
SH
SOLE
NONE
0
0
13740
ISHARES TR
CORE S&P500 ETF
464287200
4358
9136
SH
SOLE
NONE
0
0
9136
JOHNSON JOHNSON
COM
478160104
712
4163
SH
SOLE
NONE
0
0
4163
KIMBERLY CLARK CORP
COM
494368103
385
2696
SH
SOLE
NONE
0
0
2696
COCA COLA CO
COM
191216100
390
6594
SH
SOLE
NONE
0
0
6594
LINDE PLC
SHS
G5494J103
222
640
SH
SOLE
NONE
0
0
640
ISHARES TR
MBS ETF
464288588
9749
90747
SH
SOLE
NONE
0
0
90747
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
245
939
SH
SOLE
NONE
0
0
939
3M CO
COM
88579Y101
444
2500
SH
SOLE
NONE
0
0
2500
MICROSOFT CORP
COM
594918104
2302
6845
SH
SOLE
NONE
0
0
6845
OREILLY AUTOMOTIVE INC
COM
67103H107
864
1224
SH
SOLE
NONE
0
0
1224
PEPSICO INC
COM
713448108
893
5142
SH
SOLE
NONE
0
0
5142
PFIZER INC
COM
717081103
295
4995
SH
SOLE
NONE
0
0
4995
REGENERON PHARMACEUTICALS
COM
75886F107
522
827
SH
SOLE
NONE
0
0
827
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
6360
155381
SH
SOLE
NONE
0
0
155381
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
814
10117
SH
SOLE
NONE
0
0
10117
SPDR SER TR
S&P DIVID ETF
78464A763
1058
8192
SH
SOLE
NONE
0
0
8192
ISHARES TR
ISHARES SEMICDTR
464287523
985
1817
SH
SOLE
NONE
0
0
1817
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
9728
266678
SH
SOLE
NONE
0
0
266678
TRACTOR SUPPLY CO
COM
892356106
568
2380
SH
SOLE
NONE
0
0
2380
UNITEDHEALTH GROUP INC
COM
91324P102
824
1640
SH
SOLE
NONE
0
0
1640
UNION PAC CORP
COM
907818108
603
2395
SH
SOLE
NONE
0
0
2395
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1479
6545
SH
SOLE
NONE
0
0
6545
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
481
7850
SH
SOLE
NONE
0
0
7850
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
5167
30086
SH
SOLE
NONE
0
0
30086
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
215
2000
SH
SOLE
NONE
0
0
2000
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
686
2840
SH
SOLE
NONE
0
0
2840
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
309
1400
SH
SOLE
NONE
0
0
1400
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
16055
324606
SH
SOLE
NONE
0
0
324606
VERIZON COMMUNICATIONS INC
COM
92343V104
209
4028
SH
SOLE
NONE
0
0
4028
XCEL ENERGY INC
COM
98389B100
472
6967
SH
SOLE
NONE
0
0
6967
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
1463
18831
SH
SOLE
NONE
0
0
18831
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
427
10942
SH
SOLE
NONE
0
0
10942
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
302
2854
SH
SOLE
NONE
0
0
2854
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1668
9593
SH
SOLE
NONE
0
0
9593
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
224
2911
SH
SOLE
NONE
0
0
2911
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
511
3629
SH
SOLE
NONE
0
0
3629
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
393
1923
SH
SOLE
NONE
0
0
1923
EXXON MOBIL CORP
COM
30231G102
394
6440
SH
SOLE
NONE
0
0
6440