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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$566 Million 0.36% of portfolio
6,578
Q4 2024 Reduced 11.36%
$331B
$530 Million 0.34% of portfolio
2,151
Q4 2024 Reduced 1.96%
$0
$532 Million 0.34% of portfolio
1,250
Q4 2024 Added 70.3%
$293B
$532 Million 0.34% of portfolio
768
Q4 2024 Added 9.56%
$112B
$537 Million 0.34% of portfolio
3,115
Q4 2024 Added 41.72%
$138B
$539 Million 0.34% of portfolio
5,068
Q4 2024 Added 2.3%
$0
$522 Million 0.33% of portfolio
8,374
Q4 2024 Reduced 0.59%
$13B
$501 Million 0.32% of portfolio
2,704
Q4 2024 Reduced 7.81%
$357B
$493 Million 0.31% of portfolio
2,777
Q4 2024 Added 3.81%
$461B
$492 Million 0.31% of portfolio
4,572
Q4 2024 Reduced 8.8%
$148B
$479 Million 0.31% of portfolio
2,945
Q4 2024 Reduced 6.95%
$0
$469 Million 0.3% of portfolio
2,019
Q4 2024 Added 0.95%
$294B
$466 Million 0.3% of portfolio
6,636
Q4 2024 Added 6.93%
$141B
$458 Million 0.29% of portfolio
6,393
Q4 2024 Added 4.07%
$1.03T
$444 Million 0.28% of portfolio
2,248
Q4 2024 Reduced 4.3%
$190B
$437 Million 0.28% of portfolio
412
Q4 2024 Reduced 1.2%
$0
$426 Million 0.27% of portfolio
8,162
Q3 2024 Reduced 1.13%
$214B
$426 Million 0.27% of portfolio
744
Q4 2024 Added 5.83%
$0
$425 Million 0.27% of portfolio
1,768
Q3 2024 New
$207B
$421 Million 0.27% of portfolio
946
Q4 2024 Reduced 20.97%
$12.2B
$401 Million 0.26% of portfolio
11,014
Q4 2024 Added 40.45%
$0
$408 Million 0.26% of portfolio
5,393
Q2 2024 Added 0.04%
$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%
$0
$391 Million 0.25% of portfolio
687
Q3 2024 New
$0
$388 Million 0.25% of portfolio
14,820
Q1 2024 Added 5.8%
$236B
$388 Million 0.25% of portfolio
3,428
Q4 2024 Added 6.0%
$0
$374 Million 0.24% of portfolio
8,939
Q2 2023 New
$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%
$0
$356 Million 0.23% of portfolio
1,925
Q4 2024 Reduced 0.05%
$223B
$358 Million 0.23% of portfolio
2,849
Q4 2024 Reduced 3.13%
$0
$362 Million 0.23% of portfolio
14,000
Q4 2024 Added 100.0%
$209B
$362 Million 0.23% of portfolio
696
Q4 2024 Added 23.19%
$1.46B
$362 Million 0.23% of portfolio
3,300
Q2 2023 New
$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%
$0
$343 Million 0.22% of portfolio
9,438
Q4 2024 Reduced 44.92%
$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%
$239B
$321 Million 0.2% of portfolio
2,667
Q4 2024 Added 6.09%
$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%
Linde PLC Shs
-
$317 Million 0.2% of portfolio
-
Q4 2024 Reduced 8.69%

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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