Seven Bridge Financial Group, LLC Purchases in Q4 2024

Seven Bridge Financial Group, LLC

  • $496 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DRSK
ETF Ser Solutions Aptus Define

ETFs
149K
New
$27.43 - $28.44 $4.08M - $4.23M
149K $4.08M
NVDA
Nvidia Corp

Technology
5.89K
+ 6.8%
$117.0 - $148.88 $689K - $877K
92.6K $12.4M
JPM
Jpmorgan Chase & CO

Financial Services
565
+ 1.21%
$205.18 - $250.29 $116K - $141K
47.4K $11.4M
SRE
Sempra Energy

Utilities
11.9K
+ 56.77%
$80.81 - $94.77 $960K - $1.13M
32.8K $2.88M
PR
Permian Resources Corporation

Energy
64.1K
+ 115.8%
$13.41 - $16.21 $860K - $1.04M
119K $1.72M
GS
Goldman Sachs Group Inc

Financial Services
821
+ 14.3%
$486.1 - $608.57 $399K - $500K
6.56K $3.76M
WMT
Walmart Inc.

Consumer Defensive
1.31K
+ 1.65%
$79.1 - $95.7 $103K - $125K
80.3K $7.25M
V
Visa Inc.

Financial Services
914
+ 6.51%
$273.87 - $320.91 $250K - $293K
14.9K $4.72M
COST
Costco Wholesale Corp

Consumer Defensive
897
+ 150.76%
$873.59 - $994.69 $784K - $892K
1.49K $1.37M
MS
Morgan Stanley

Financial Services
1.65K
+ 5.66%
$104.42 - $134.99 $172K - $222K
30.8K $3.87M
DUK
Duke Energy Corp

Utilities
7.81K
+ 51.76%
$105.76 - $120.76 $825K - $943K
22.9K $2.47M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
520
+ 2.17%
$172.07 - $207.36 $89.5K - $108K
24.4K $4.83M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
15.6K
New
$41.16 - $43.15 $642K - $673K
15.6K $643K
GOOG
Alphabet Inc.

Communication Services
162
+ 0.65%
$163.08 - $198.16 $26.4K - $32.1K
24.9K $4.74M
HON
Honeywell International Inc

Industrials
1.3K
+ 8.22%
$202.84 - $236.0 $263K - $307K
17.1K $3.86M
DIS
Walt Disney CO

Communication Services
10
+ 0.03%
$92.39 - $117.6 $924 - $1.18K
36.7K $4.09M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.66K
+ 8.24%
$178.39 - $215.0 $296K - $356K
21.8K $4.2M
META
Meta Platforms, Inc.

Communication Services
483
+ 4.33%
$554.08 - $632.68 $268K - $306K
11.6K $6.87M
SBUX
Starbucks Corp

Consumer Cyclical
5.18K
+ 142.29%
$87.44 - $102.5 $453K - $531K
8.82K $803K
AVGO
Broadcom Inc.

Technology
205
+ 3.22%
$159.67 - $250.0 $32.7K - $51.3K
6.58K $1.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
959
+ 100.84%
$501.29 - $612.85 $481K - $588K
1.91K $993K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.01K
+ 21.47%
$115.08 - $119.55 $462K - $480K
22.7K $2.62M
CMI
Cummins Inc

Industrials
747
+ 16.79%
$324.93 - $383.42 $243K - $286K
5.2K $1.81M
CRM
Salesforce, Inc.

Technology
790
+ 52.04%
$270.87 - $367.87 $214K - $291K
2.31K $771K
DE
Deere & CO

Industrials
721
+ 16.18%
$389.45 - $466.0 $281K - $336K
5.18K $2.19M
NFLX
Netflix Inc

Communication Services
20
+ 1.21%
$687.65 - $936.56 $13.8K - $18.7K
1.67K $1.49M
IBM
International Business Machines Corp

Technology
1.32K
+ 7.52%
$204.9 - $238.04 $270K - $314K
18.9K $4.15M
CAT
Caterpillar Inc

Industrials
1.13K
+ 21.47%
$360.37 - $416.88 $408K - $472K
6.4K $2.32M
HD
Home Depot, Inc.

Consumer Cyclical
1K
+ 11.36%
$385.02 - $431.37 $387K - $433K
9.84K $3.83M
TSLA
Tesla, Inc.

Consumer Cyclical
286
+ 34.33%
$213.65 - $479.86 $61.1K - $137K
1.12K $451K
PWR
Quanta Services, Inc.

Industrials
726
New
$296.05 - $346.6 $215K - $252K
726 $229K
ISRG
Intuitive Surgical Inc

Healthcare
438
New
$471.27 - $550.62 $206K - $241K
438 $228K
EOG
Eog Resources Inc

Energy
1.9K
+ 7.69%
$118.22 - $136.54 $224K - $259K
26.6K $3.26M
UNP
Union Pacific Corp

Industrials
1.35K
+ 18.83%
$223.15 - $249.32 $300K - $335K
8.49K $1.94M
FANG
Diamondback Energy, Inc.

Energy
1.99K
+ 10.82%
$153.06 - $199.5 $305K - $397K
20.4K $3.34M
MCD
Mcdonalds Corp

Consumer Cyclical
915
+ 12.3%
$288.47 - $316.54 $264K - $290K
8.36K $2.42M
AXON
Axon Enterprise, Inc.

Industrials
26
+ 3.89%
$399.22 - $689.78 $10.4K - $17.9K
695 $413K
ZTS
Zoetis Inc.

Healthcare
993
+ 44.25%
$162.24 - $194.42 $161K - $193K
3.24K $527K
QCOM
Qualcomm Inc

Technology
1.65K
+ 14.84%
$150.4 - $178.04 $248K - $294K
12.8K $1.96M
LOW
Lowes Companies Inc

Consumer Cyclical
679
+ 16.13%
$244.52 - $284.07 $166K - $193K
4.89K $1.21M
LNG
Cheniere Energy, Inc.

Energy
146
+ 15.37%
$181.07 - $225.92 $26.4K - $33K
1.1K $235K
SYK
Stryker Corp

Healthcare
143
+ 10.57%
$345.14 - $392.15 $49.4K - $56.1K
1.5K $538K
GRAB
Grab Holdings LTD

Technology
10K
New
$3.6 - $5.67 $36K - $56.7K
10K $47K
AXP
American Express CO

Financial Services
79
+ 8.58%
$267.35 - $305.57 $21.1K - $24.1K
1K $296K
AMPS
Altus Power, Inc.

Utilities
10K
New
$2.75 - $4.36 $27.5K - $43.6K
10K $40K
IVW
Ishares S&P 500 Growth ETF

ETFs
196
+ 9.21%
$94.43 - $105.47 $18.5K - $20.7K
2.32K $235K
NEE
Nextera Energy Inc

Utilities
1.63K
+ 24.83%
$69.77 - $85.43 $114K - $140K
8.21K $588K
ABT
Abbott Laboratories

Healthcare
439
+ 1.29%
$111.93 - $119.39 $49.1K - $52.4K
34.5K $3.9M
TJX
Tjx Companies Inc

Consumer Cyclical
6
+ 0.23%
$112.15 - $127.2 $673 - $763
2.61K $315K
Activity Summary
Buys All Purchases 80 New Holdings 9 Increased Positions 71 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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