Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEVEN SPRINGS WEALTH GROUP LLC | 02-07-2024 | 12-31-2023 | 60 | 221,888,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 51 | $503,799 | 5,039 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 52 | $493,734 | 997 | 0.00 | 0.00 | 67 | 7.20 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 53 | $440,699 | 7,850 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 54 | $425,750 | 3,021 | 0.00 | 0.00 | 262 | 9.50 | 12-31-2023 |
