Seven Mile Advisory Purchases in Q2 2024

Seven Mile Advisory

  • $136 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
GM
General Motors CO

Consumer Cyclical
225
+ 4.16%
$42.37 - $48.86 $9.53K - $11K
5.64K $262M
C
Citigroup Inc

Financial Services
211
+ 5.56%
$57.02 - $64.74 $12K - $13.7K
4.01K $254M
SYK
Stryker Corp

Healthcare
73
+ 11.25%
$324.3 - $354.67 $23.7K - $25.9K
722 $246M
WFC
Wells Fargo & Company

Financial Services
68
+ 1.1%
$56.41 - $62.34 $3.84K - $4.24K
6.27K $372M
EWJ
Ishares Msci Japan ETF

ETFs
381
+ 8.73%
$66.01 - $70.48 $25.1K - $26.9K
4.75K $324M
DHR
Danaher Corp

Healthcare
49
+ 3.55%
$235.51 - $267.98 $11.5K - $13.1K
1.43K $357M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
320
+ 2.35%
$9.68 - $10.84 $3.1K - $3.47K
14K $151M
TMO
Thermo Fisher Scientific Inc.

Healthcare
35
+ 7.03%
$541.52 - $599.02 $19K - $21K
533 $294M
CDNS
Cadence Design Systems Inc

Technology
20
+ 2.93%
$274.55 - $326.5 $5.49K - $6.53K
703 $216M
LYG
Lloyds Banking Group PLC

Financial Services
334
+ 1.78%
$2.45 - $2.84 $818 - $949
19.1K $52.1M
IEF
Ishares Barclays

ETFs
20
+ 0.91%
$91.24 - $94.6 $1.82K - $1.89K
2.21K $207M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
273
+ 3.41%
$56.43 - $60.79 $15.4K - $16.6K
8.28K $484M
SAN
Banco Santander, S.A.

Financial Services
811
+ 2.28%
$4.57 - $5.25 $3.71K - $4.26K
36.3K $168M
AGR
Avangrid, Inc.

Utilities
65
+ 0.92%
$35.19 - $37.55 $2.29K - $2.44K
7.14K $254M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.04%
$76.09 - $82.16 $152 - $164
5.39K $422M
Linde PLC Shs
13
+ 1.88%
N/A
703 $308M
COF
Capital One Financial Corp

Financial Services
19
+ 1.22%
$133.7 - $148.87 $2.54K - $2.83K
1.58K $219M
ABBV
Abb Vie Inc.

Healthcare
41
+ 1.94%
$154.79 - $180.76 $6.35K - $7.41K
2.15K $369M
DFAS
Dimensional ETF Tr U S Small C

ETFs
28
+ 0.3%
$57.42 - $62.37 $1.61K - $1.75K
9.51K $571M
Gsk PLC Sponsored Adr
16
+ 0.28%
N/A
5.66K $218M
MRK
Merck & Co., Inc.

Healthcare
105
+ 2.26%
$123.8 - $132.96 $13K - $14K
4.74K $587M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.24%
$396.73 - $420.24 $1.98K - $2.1K
2.05K $833M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
699
+ 3.79%
$9.64 - $11.95 $6.74K - $8.35K
19.1K $192M
SHOP
Shopify Inc.

Technology
255
+ 6.12%
$56.97 - $78.19 $14.5K - $19.9K
4.42K $292M
TGT
Target Corp

Consumer Defensive
81
+ 4.63%
$141.16 - $177.82 $11.4K - $14.4K
1.83K $271M
JNJ
Johnson & Johnson

Healthcare
84
+ 1.77%
$144.38 - $157.78 $12.1K - $13.3K
4.84K $708M
WSM
Williams Sonoma Inc

Consumer Cyclical
11
+ 0.76%
$279.2 - $321.33 $3.07K - $3.53K
1.45K $409M
CRM
Salesforce, Inc.

Technology
35
+ 2.48%
$218.01 - $304.74 $7.63K - $10.7K
1.45K $372M
V
Visa Inc.

Financial Services
27
+ 0.67%
$262.47 - $281.5 $7.09K - $7.6K
4.03K $1.06B
MA
Mastercard Inc

Financial Services
5
+ 0.22%
$441.1 - $479.43 $2.21K - $2.4K
2.28K $1B
Activity Summary
Buys All Purchases 81 New Holdings 10 Increased Positions 71 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Seven Mile Advisory Portfolio

Follow Seven Mile Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Mile Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Seven Mile Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email