Seven Mile Advisory Portfolio Holdings

Seven Mile Advisory

  • $157 Billion
  • Q4 2024

Seven Mile Advisory has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $19B, Nvidia Corp with a value of $15.6B, Apple Inc. with a value of $10.7B, Amazon Com Inc with a value of $7.09B, and Microsoft Corp with a value of $6.85B.

Examining the 13F form we can see an increase of $5.62B in the current position value, from $151B to 157B.

Seven Mile Advisory is based out at Ewing, NJ

Below you can find more details about Seven Mile Advisory portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $56.5 Billion
Technology: $44.6 Billion
Financial Services: $13 Billion
Communication Services: $12.7 Billion
Consumer Cyclical: $11.9 Billion
Healthcare: $7.98 Billion
Consumer Defensive: $4.97 Billion
Energy: $1.9 Billion
Other: $1.23 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$410 Million 0.26% of portfolio
2,186
Q4 2024 Reduced 20.42%
$263B
$411 Million 0.26% of portfolio
6,939
Q4 2024 Added 5.23%
$236B
$388 Million 0.25% of portfolio
3,428
Q4 2024 Added 6.0%
$211B
$376 Million 0.24% of portfolio
2,470
Q4 2024 Reduced 1.79%
$209B
$381 Million 0.24% of portfolio
730
Q4 2024 Added 0.41%
$223B
$358 Million 0.23% of portfolio
2,849
Q4 2024 Reduced 3.13%
$209B
$362 Million 0.23% of portfolio
696
Q4 2024 Added 23.19%
$237B
$364 Million 0.23% of portfolio
5,816
Q4 2024 Reduced 3.52%
$198B
$340 Million 0.22% of portfolio
3,049
Q4 2024 Added 21.33%
$234B
$344 Million 0.22% of portfolio
1,567
Q4 2024 Added 70.7%
$57.2B
$347 Million 0.22% of portfolio
1,905
Q4 2024 Added 123.59%
$98.7B
$347 Million 0.22% of portfolio
6,645
Q4 2024 Added 9.27%
$235B
$349 Million 0.22% of portfolio
3,587
Q4 2024 Reduced 10.84%
$198B
$323 Million 0.21% of portfolio
65
Q4 2024 Added 4.84%
$57.3B
$326 Million 0.21% of portfolio
10,622
Q4 2024 Reduced 1.36%
$180B
$335 Million 0.21% of portfolio
8,379
Q4 2024 Reduced 2.19%
$153B
$320 Million 0.2% of portfolio
1,392
Q4 2024 Reduced 1.69%
$242B
$317 Million 0.2% of portfolio
1,629
Q4 2024 Added 20.85%
$307B
$309 Million 0.2% of portfolio
2,135
Q4 2024 Added 19.67%
$190B
$308 Million 0.2% of portfolio
13,521
Q4 2024 Added 11.86%
$70.9B
$297 Million 0.19% of portfolio
988
Q4 2024 Added 0.82%
$93.7B
$304 Million 0.19% of portfolio
2,041
Q4 2024 Added 5.7%
$124B
$276 Million 0.18% of portfolio
686
Q4 2024 Added 1.33%
$0
$285 Million 0.18% of portfolio
13,000
Q2 2023 New
$76.8B
$286 Million 0.18% of portfolio
1,605
Q4 2024 Added 1.33%
$142B
$287 Million 0.18% of portfolio
5,057
Q4 2024 Added 7.12%
$224B
$267 Million 0.17% of portfolio
5,405
Q4 2024 Added 3.64%
$145B
$269 Million 0.17% of portfolio
746
Q4 2024 Added 0.27%
$230B
$269 Million 0.17% of portfolio
4,105
Q4 2024 Reduced 1.61%
$154B
$270 Million 0.17% of portfolio
3,841
Q4 2024 Reduced 4.88%
$150B
$273 Million 0.17% of portfolio
3,052
Q4 2024 Added 1.16%
$218B
$244 Million 0.16% of portfolio
1,465
Q4 2024 Added 33.3%
$309B
$245 Million 0.16% of portfolio
3,939
Q4 2024 Reduced 24.97%
$34.1B
$245 Million 0.16% of portfolio
859
Q4 2024 Added 7.24%
$79.5B
$246 Million 0.16% of portfolio
1,196
Q4 2024 New
$138B
$246 Million 0.16% of portfolio
2,668
Q4 2024 New
$65.8B
$250 Million 0.16% of portfolio
4,698
Q4 2024 Added 4.01%
$38.5B
$254 Million 0.16% of portfolio
24,490
Q4 2024 Added 26.58%
$72.5B
$257 Million 0.16% of portfolio
8,183
Q2 2023 New
$125B
$257 Million 0.16% of portfolio
2,588
Q4 2024 New
$30.7B
$227 Million 0.15% of portfolio
10,746
Q4 2024 New
$148B
$230 Million 0.15% of portfolio
930
Q4 2024 Added 0.22%
$57.2B
$230 Million 0.15% of portfolio
1,703
Q4 2024 Reduced 6.53%
$91.5B
$234 Million 0.15% of portfolio
848
Q4 2024 Reduced 3.09%
$107B
$238 Million 0.15% of portfolio
7,839
Q4 2024 Added 3.17%
$156B
$214 Million 0.14% of portfolio
895
Q4 2024 Reduced 3.97%
$53.1B
$212 Million 0.14% of portfolio
717
Q4 2024 Reduced 21.9%
$173B
$218 Million 0.14% of portfolio
3,995
Q4 2024 Reduced 13.86%
$179B
$218 Million 0.14% of portfolio
1,803
Q4 2024 Reduced 8.76%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $157 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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