Seven Mile Advisory Portfolio Holdings

Seven Mile Advisory

  • $136 Billion
  • Q2 2024

Seven Mile Advisory has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 154 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 $17B, Nvidia Corp with a value of $14.2B, Apple Inc. with a value of $6.31B, Microsoft Corp with a value of $6.08B, and Vanguard Index Fds S&P 500 ETF with a value of $5.81B.

Examining the 13F form we can see an increase of $4.16B in the current position value, from $132B to 136B.

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 $136 Billion
ETFs: $53.9 Billion
Technology: $36.8 Billion
Communication Services: $12 Billion
Financial Services: $9.34 Billion
Healthcare: $8.28 Billion
Consumer Cyclical: $7.47 Billion
Consumer Defensive: $4.2 Billion
Energy: $1.86 Billion
Other: $855 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$494B
$540 Million 0.4% of portfolio
4,695
Q2 2024 Added 24.47%
$767B
$506 Million 0.37% of portfolio
2,557
Q2 2024 Added 23.65%
$215B
$505 Million 0.37% of portfolio
1,983
Q2 2024 Reduced 2.22%
$185B
$492 Million 0.36% of portfolio
2,471
Q2 2024 Added 3.17%
$0
$484 Million 0.36% of portfolio
8,278
Q2 2024 Added 3.41%
$177B
$471 Million 0.35% of portfolio
2,421
Q2 2024 Added 13.34%
$217B
$468 Million 0.34% of portfolio
1,544
Q2 2024 Reduced 7.49%
$405B
$446 Million 0.33% of portfolio
1,296
Q2 2024 Reduced 7.69%
$0
$442 Million 0.32% of portfolio
8,255
Q2 2024 Added 1.14%
$111B
$437 Million 0.32% of portfolio
3,323
Q2 2024 Added 1.65%
$272B
$435 Million 0.32% of portfolio
2,155
Q2 2024 Reduced 0.42%
$242B
$427 Million 0.31% of portfolio
5,916
Q2 2024 Added 7.12%
$0
$422 Million 0.31% of portfolio
5,393
Q2 2024 Added 0.04%
$202B
$408 Million 0.3% of portfolio
1,760
Q2 2024 Reduced 15.95%
$993B
$408 Million 0.3% of portfolio
2,345
Q2 2024 Added 22.52%
$9.02B
$409 Million 0.3% of portfolio
1,450
Q2 2024 Added 0.76%
$227B
$393 Million 0.29% of portfolio
2,421
Q2 2024 Reduced 6.49%
$0
$396 Million 0.29% of portfolio
14,820
Q1 2024 Added 5.8%
$238B
$398 Million 0.29% of portfolio
3,742
Q2 2024 Added 1.88%
$10.1B
$383 Million 0.28% of portfolio
360
Q2 2024 Added 3.15%
$0
$381 Million 0.28% of portfolio
8,939
Q2 2023 New
$242B
$372 Million 0.27% of portfolio
6,268
Q2 2024 Added 1.1%
$298B
$372 Million 0.27% of portfolio
1,445
Q2 2024 Added 2.48%
$354B
$369 Million 0.27% of portfolio
2,153
Q2 2024 Added 1.94%
$100B
$347 Million 0.26% of portfolio
640
Q2 2024 Added 17.0%
$229B
$356 Million 0.26% of portfolio
2,159
Q2 2024 Reduced 1.33%
$180B
$357 Million 0.26% of portfolio
1,430
Q2 2024 Added 3.55%
$301B
$342 Million 0.25% of portfolio
2,184
Q2 2024 Reduced 18.6%
$1.41B
$340 Million 0.25% of portfolio
3,300
Q2 2023 New
$172B
$323 Million 0.24% of portfolio
7,822
Q2 2024 Reduced 21.09%
$332B
$323 Million 0.24% of portfolio
8,129
Q2 2024 Reduced 33.02%
$0
$324 Million 0.24% of portfolio
4,746
Q2 2024 Added 8.73%
$0
$330 Million 0.24% of portfolio
1,926
Q2 2024 Added 0.05%
$0
$332 Million 0.24% of portfolio
7,000
Q2 2024 Reduced 22.22%
$92.5B
$307 Million 0.23% of portfolio
9,905
Q2 2024 Reduced 28.79%
Linde PLC Shs
-
$308 Million 0.23% of portfolio
-
Q2 2024 Added 1.88%
$173B
$309 Million 0.23% of portfolio
4,633
Q2 2024 Reduced 0.83%
$206B
$313 Million 0.23% of portfolio
3,017
Q2 2024 Reduced 0.95%
$175B
$301 Million 0.22% of portfolio
666
Q2 2024 Added 4.06%
$121B
$301 Million 0.22% of portfolio
642
Q2 2024 Added 5.42%
$73B
$297 Million 0.22% of portfolio
947
Q2 2024 Reduced 78.39%
$218B
$294 Million 0.22% of portfolio
533
Q2 2024 Added 7.03%
$0
$294 Million 0.22% of portfolio
4,989
Q1 2024 Added 7.52%
$0
$280 Million 0.21% of portfolio
8,000
Q2 2023 New
$197B
$280 Million 0.21% of portfolio
2,886
Q2 2024 Added 12.16%
$95.3B
$281 Million 0.21% of portfolio
851
Q2 2024 Reduced 2.52%
$179B
$290 Million 0.21% of portfolio
653
Q2 2024 Added 6.7%
$93.4B
$292 Million 0.21% of portfolio
4,424
Q2 2024 Added 6.12%
$170B
$266 Million 0.2% of portfolio
852
Q2 2024 Added 15.29%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $136 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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