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
$221B
$267 Million 0.2% of portfolio
3,421
Q2 2024 Added 12.42%
$193B
$269 Million 0.2% of portfolio
342
Q2 2024 Reduced 2.01%
$69B
$271 Million 0.2% of portfolio
1,830
Q2 2024 Added 4.63%
$0
$271 Million 0.2% of portfolio
13,000
Q2 2023 New
$236B
$272 Million 0.2% of portfolio
1,325
Q2 2024 Reduced 2.29%
$96.6B
$274 Million 0.2% of portfolio
6,006
Q2 2024 New
$56.1B
$274 Million 0.2% of portfolio
10,310
Q2 2024 Reduced 0.33%
$108B
$276 Million 0.2% of portfolio
815
Q2 2024 Added 8.52%
$13.8B
$254 Million 0.19% of portfolio
7,142
Q2 2024 Added 0.92%
$121B
$254 Million 0.19% of portfolio
4,009
Q2 2024 Added 5.56%
$282B
$257 Million 0.19% of portfolio
4,031
Q2 2024 Added 5.0%
$0
$257 Million 0.19% of portfolio
7,000
Q4 2023 New
$229B
$259 Million 0.19% of portfolio
5,455
Q2 2024 Reduced 2.92%
$0
$261 Million 0.19% of portfolio
4,013
Q1 2024 Reduced 0.94%
$86.3B
$261 Million 0.19% of portfolio
1,909
Q2 2024 Added 9.78%
$73.6B
$262 Million 0.19% of portfolio
5,638
Q2 2024 Added 4.16%
$97.2B
$244 Million 0.18% of portfolio
3,240
Q2 2024 Reduced 7.53%
$202B
$245 Million 0.18% of portfolio
2,413
Q2 2024 New
$139B
$246 Million 0.18% of portfolio
722
Q2 2024 Added 11.25%
$155B
$246 Million 0.18% of portfolio
4,481
Q2 2024 New
$51.2B
$249 Million 0.18% of portfolio
19,300
Q2 2024 Added 0.26%
$63.4B
$237 Million 0.17% of portfolio
8,183
Q2 2023 New
$0
$226 Million 0.17% of portfolio
10,030
Q2 2024 New
$98.7B
$211 Million 0.16% of portfolio
7,139
Q2 2024 Reduced 1.56%
$30.5B
$212 Million 0.16% of portfolio
769
Q2 2024 New
$156B
$214 Million 0.16% of portfolio
11,191
Q2 2024 Reduced 23.01%
$79.4B
$216 Million 0.16% of portfolio
703
Q2 2024 Added 2.93%
Gsk PLC Sponsored Adr
-
$218 Million 0.16% of portfolio
-
Q2 2024 Added 0.28%
$15.4B
$218 Million 0.16% of portfolio
2,051
Q2 2024 Reduced 4.29%
$61.9B
$219 Million 0.16% of portfolio
1,580
Q2 2024 Added 1.22%
$121B
$222 Million 0.16% of portfolio
634
Q2 2024 New
$0
$224 Million 0.16% of portfolio
4,210
Q1 2024 Reduced 8.06%
$0
$224 Million 0.16% of portfolio
4,020
Q2 2024 New
$9.82B
$204 Million 0.15% of portfolio
7,912
Q2 2024 Reduced 1.79%
$0
$203 Million 0.15% of portfolio
3,720
Q1 2024 Reduced 7.99%
$0
$202 Million 0.15% of portfolio
1,106
Q1 2024 New
$53.1B
$201 Million 0.15% of portfolio
812
Q2 2024 New
$279B
$201 Million 0.15% of portfolio
1,140
Q2 2024 New
$82B
$205 Million 0.15% of portfolio
1,180
Q2 2024 Reduced 3.2%
$186B
$206 Million 0.15% of portfolio
4,742
Q2 2024 New
$0
$207 Million 0.15% of portfolio
2,206
Q2 2024 Added 0.91%
$44B
$209 Million 0.15% of portfolio
10,530
Q2 2024 Reduced 0.68%
$0
$209 Million 0.15% of portfolio
3,917
Q4 2023 New
$0
$210 Million 0.15% of portfolio
7,000
Q4 2023 New
$0
$210 Million 0.15% of portfolio
4,348
Q2 2024 Added 1.12%
$62.3B
$192 Million 0.14% of portfolio
19,140
Q2 2024 Added 3.79%
$83.6B
$168 Million 0.12% of portfolio
36,325
Q2 2024 Added 2.28%
$132B
$151 Million 0.11% of portfolio
13,961
Q2 2024 Added 2.35%
$88.2B
$141 Million 0.1% of portfolio
10,495
Q2 2024 Added 3.34%

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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