Seven Bridge Financial Group, LLC Incresed Positions in Q2 2024

Seven Bridge Financial Group, LLC

  • $465 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SMMD
Ishares Tr Russell 2500 ETF

ETFs
671
+ 7.86%
$60.34 - $65.19 $40.5K - $43.7K
9.21K $576K
BND
Vanguard Bd Index Fd Inc Total

ETFs
205
+ 3.74%
$70.55 - $72.66 $14.5K - $14.9K
5.68K $409K
XLO
Xilio Therapeutics, Inc.

Healthcare
10K
+ 32.26%
$0.9 - $1.53 $9K - $15.3K
41K $38K
NAK
Northern Dynasty Minerals LTD

Basic Materials
8K
+ 25.46%
$0.27 - $0.35 $2.16K - $2.8K
39.4K $12K
Fidelity Wise Origin Bitcoin
15.8K
+ 199.65%
N/A
23.7K $0
EOG
Eog Resources Inc

Energy
355
+ 1.51%
$118.24 - $137.95 $42K - $49K
23.8K $3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
25
+ 0.44%
$38.53 - $40.76 $963 - $1.02K
5.67K $222K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
271
+ 0.72%
$37.19 - $39.82 $10.1K - $10.8K
37.8K $1.45M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.11%
$124.6 - $132.46 $872 - $927
6.45K $819K
SLB
Schlumberger Limited

Energy
40
+ 0.6%
$43.0 - $55.22 $1.72K - $2.21K
6.72K $317K
MCD
Mcdonalds Corp

Consumer Cyclical
431
+ 6.48%
$249.37 - $280.22 $107K - $121K
7.09K $1.81M
MDLZ
Mondelez International, Inc.

Consumer Defensive
923
+ 2.88%
$65.44 - $71.94 $60.4K - $66.4K
33K $2.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.15%
$396.73 - $420.24 $3.97K - $4.2K
6.84K $2.78M
COP
Conocophillips

Energy
245
+ 2.51%
$109.39 - $133.52 $26.8K - $32.7K
10K $1.14M
PNC
Pnc Financial Services Group, Inc.

Financial Services
100
+ 0.53%
$146.54 - $161.4 $14.7K - $16.1K
18.9K $2.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.02%
$56.43 - $60.79 $508 - $547
45.1K $2.64M
V
Visa Inc.

Financial Services
458
+ 3.44%
$262.47 - $281.5 $120K - $129K
13.8K $3.62M
AMD
Advanced Micro Devices Inc

Technology
6
+ 0.11%
$144.27 - $183.34 $866 - $1.1K
5.63K $913K
HSY
Hershey CO

Consumer Defensive
1.56K
+ 4.1%
$182.0 - $209.51 $283K - $326K
39.5K $7.26M
UNP
Union Pacific Corp

Industrials
16
+ 0.24%
$221.38 - $247.4 $3.54K - $3.96K
6.56K $1.48M
ACN
Accenture PLC

Technology
5
+ 0.16%
$281.76 - $339.17 $1.41K - $1.7K
3.17K $961K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.12%
$214.27 - $249.28 $1.07K - $1.25K
4.23K $933K
ABBV
Abb Vie Inc.

Healthcare
268
+ 1.32%
$154.79 - $180.76 $41.5K - $48.4K
20.5K $3.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.09K
+ 2.17%
$75.81 - $80.15 $234K - $247K
146K $11.3M
HD
Home Depot, Inc.

Consumer Cyclical
286
+ 3.49%
$325.1 - $368.03 $93K - $105K
8.48K $2.92M
NKE
Nike, Inc.

Consumer Cyclical
1.07K
+ 5.94%
$75.37 - $97.18 $80.6K - $104K
19.1K $1.44M
ABT
Abbott Laboratories

Healthcare
434
+ 1.34%
$100.73 - $112.44 $43.7K - $48.8K
32.9K $3.41M
IBM
International Business Machines Corp

Technology
175
+ 1.04%
$164.43 - $190.9 $28.8K - $33.4K
17K $2.94M
SHW
Sherwin Williams CO

Basic Materials
351
+ 3.94%
$291.95 - $338.16 $102K - $119K
9.26K $2.76M
MRK
Merck & Co., Inc.

Healthcare
779
+ 1.4%
$123.8 - $132.96 $96.4K - $104K
56.4K $6.98M
PEP
Pepsico Inc

Consumer Defensive
468
+ 1.02%
$163.33 - $183.11 $76.4K - $85.7K
46.3K $7.64M
TGT
Target Corp

Consumer Defensive
951
+ 2.63%
$141.16 - $177.82 $134K - $169K
37.1K $5.49M
Activity Summary
Buys All Purchases 96 New Holdings 13 Increased Positions 83 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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