Portfolio (Quarterly)
Guide ↗
Seven Springs Wealth Group, LLC
· CIK 0001803898| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CFA | VICTORY PORTFOLIOS II | — | 2,277.0 | $207K | 0.06% | NEW | — | $91.01 | +6.1% |
| 82 | — | FTAI AVIATION LTD | — | 1,051.0 | $207K | 0.06% | NEW | — | $196.85 | — |
| 83 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,151.0 | $205K | 0.06% | NEW | — | $177.75 | -23.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
48.2%
Communication Services
16.2%
Technology
12.7%
Consumer Cyclical
9.3%
Utilities
6.1%
Industrials
3.7%
Consumer Defensive
1.9%
Energy
1.3%
Basic Materials
0.4%
Financial Services
0.3%