Seven Bridge Financial Group, LLC Purchases in Q3 2025

Seven Bridge Financial Group, LLC

  • $556 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DRSK
ETF Ser Solutions Aptus Define

ETFs
307K
+ 38.8%
$28.26 - $29.29 $8.66M - $8.98M
1.1M $31.6M
NVDA
Nvidia Corp

Technology
617
+ 0.65%
$153.3 - $186.58 $94.6K - $115K
95.6K $17.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.05K
+ 6.32%
$224.68 - $282.71 $460K - $579K
34.5K $9.62M
CAT
Caterpillar Inc

Industrials
1.84K
+ 17.56%
$390.92 - $477.15 $719K - $878K
12.3K $5.88M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
40.3K
+ 37.81%
$41.55 - $42.82 $1.68M - $1.73M
147K $6.26M
AZO
Autozone Inc

Consumer Cyclical
282
+ 41.9%
$3649.42 - $4354.54 $1.03M - $1.23M
955 $4.1M
PWR
Quanta Services, Inc.

Industrials
2.79K
+ 31.3%
$372.29 - $421.68 $1.04M - $1.18M
11.7K $4.85M
AMAT
Applied Materials Inc

Technology
4.98K
+ 23.81%
$156.25 - $204.95 $778K - $1.02M
25.9K $5.3M
CMI
Cummins Inc

Industrials
1.13K
+ 11.38%
$327.85 - $426.39 $372K - $484K
11.1K $4.69M
LOW
Lowes Companies Inc

Consumer Cyclical
4.03K
+ 31.49%
$215.01 - $273.02 $866K - $1.1M
16.8K $4.23M
NEE
Nextera Energy Inc

Utilities
14.1K
+ 39.67%
$69.77 - $77.54 $983K - $1.09M
49.6K $3.74M
SRE
Sempra Energy

Utilities
5.29K
+ 9.45%
$74.14 - $89.98 $392K - $476K
61.2K $5.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.44K
+ 39.01%
$412.46 - $514.1 $1.01M - $1.25M
8.7K $4.27M
GS
Goldman Sachs Group Inc

Financial Services
320
+ 3.52%
$696.56 - $806.32 $223K - $258K
9.41K $7.49M
CPRT
Copart Inc

Consumer Cyclical
27K
+ 55.18%
$44.6 - $49.97 $1.21M - $1.35M
76.1K $3.42M
PSX
Phillips 66

Energy
3.15K
+ 9.34%
$118.37 - $139.46 $373K - $439K
36.9K $5.02M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.79K
+ 9.66%
$185.88 - $207.44 $518K - $578K
31.6K $6.35M
DUK
Duke Energy Corp

Utilities
6.27K
+ 18.14%
$116.31 - $125.93 $730K - $790K
40.9K $5.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.08K
+ 21.78%
$404.94 - $499.99 $437K - $539K
6.03K $2.93M
DGRO
Ishares Core Dividend Growth E

ETFs
10K
+ 25.88%
$64.12 - $68.08 $641K - $681K
48.6K $3.31M
AVGO
Broadcom Inc.

Technology
50
+ 0.35%
$264.74 - $369.57 $13.2K - $18.5K
14.5K $4.77M
UNP
Union Pacific Corp

Industrials
2.86K
+ 17.3%
$214.91 - $237.16 $615K - $679K
19.4K $4.59M
TMUS
T Mobile Us, Inc.

Communication Services
3.18K
+ 38.61%
$226.02 - $259.01 $719K - $823K
11.4K $2.73M
LLY
Eli Lilly & CO

Healthcare
1.16K
+ 16.16%
$625.65 - $812.69 $727K - $944K
8.35K $6.37M
QCOM
Qualcomm Inc

Technology
3.54K
+ 16.8%
$145.84 - $173.55 $516K - $613K
24.6K $4.09M
MAR
Marriott International Inc

Consumer Cyclical
2.77K
+ 35.15%
$255.35 - $282.87 $706K - $782K
10.6K $2.77M
META
Meta Platforms, Inc.

Communication Services
920
+ 6.06%
$695.21 - $791.73 $640K - $728K
16.1K $11.8M
ISRG
Intuitive Surgical Inc

Healthcare
2.51K
+ 46.22%
$433.66 - $544.47 $1.09M - $1.37M
7.94K $3.55M
SPGI
S&P Global Inc.

Financial Services
1.51K
+ 39.74%
$484.94 - $564.15 $734K - $854K
5.32K $2.59M
WMT
Walmart Inc.

Consumer Defensive
1.53K
+ 2.0%
$94.4 - $104.27 $145K - $160K
78.3K $8.07M
PGR
Progressive Corp

Financial Services
2.97K
+ 33.82%
$238.61 - $264.3 $708K - $785K
11.7K $2.9M
UNH
Unitedhealth Group Inc

Healthcare
666
+ 6.78%
$237.77 - $353.61 $158K - $236K
10.5K $3.62M
ZTS
Zoetis Inc.

Healthcare
4.1K
+ 33.35%
$141.13 - $159.19 $579K - $653K
16.4K $2.4M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.81K
+ 41.04%
$184.73 - $220.27 $703K - $839K
13.1K $2.49M
COST
Costco Wholesale Corp

Consumer Defensive
742
+ 21.8%
$915.95 - $994.57 $680K - $738K
4.15K $3.84M
SBUX
Starbucks Corp

Consumer Cyclical
7.49K
+ 28.68%
$81.9 - $96.86 $614K - $726K
33.6K $2.84M
FANG
Diamondback Energy, Inc.

Energy
1.87K
+ 6.59%
$134.53 - $152.5 $251K - $285K
30.2K $4.32M
XOM
Exxon Mobil Corp

Energy
1.1K
+ 1.84%
$105.83 - $117.22 $117K - $129K
61K $6.87M
SPYG
Spdr Portfolio

ETFs
2.73K
+ 25.93%
$94.33 - $105.31 $258K - $288K
13.3K $1.39M
PR
Permian Resources Corporation

Energy
40.2K
+ 17.97%
$12.8 - $14.51 $515K - $584K
264K $3.38M
V
Visa Inc.

Financial Services
1.17K
+ 8.03%
$332.09 - $358.86 $387K - $418K
15.7K $5.35M
INTC
Intel Corp

Technology
5.69K
New
$19.31 - $35.5 $110K - $202K
5.69K $190K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
480
New
$366.54 - $479.53 $176K - $230K
480 $187K
IEMG
Ishares Inc

ETFs
3.05K
New
N/A
3.05K $163K
SHW
Sherwin Williams CO

Basic Materials
314
+ 2.97%
$330.88 - $375.23 $104K - $118K
10.9K $3.77M
MUB
Ishares National Muni Bond ETF

ETFs
643
+ 2.08%
$103.24 - $106.68 $66.4K - $68.6K
31.6K $3.37M
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 0.2%
$546.36 - $631.12 $1.64K - $1.89K
1.52K $959K
PG
Procter & Gamble CO

Consumer Defensive
2.07K
+ 5.96%
$150.47 - $161.22 $311K - $333K
36.7K $5.64M
DE
Deere & CO

Industrials
1.11K
+ 14.32%
$457.26 - $524.37 $508K - $583K
8.88K $4.06M
Activity Summary
Buys All Purchases 69 New Holdings 4 Increased Positions 65 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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