Seven Bridge Financial Group, LLC Sells in Q3 2025

Seven Bridge Financial Group, LLC

  • $556 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-14.1K
- 15.18%
$82.38 - $83.0 $1.16M - $1.17M
78.9K $6.55M
CSCO
Cisco Systems, Inc.

Technology
-14K
- 17.98%
$66.2 - $71.79 $930K - $1.01M
64.1K $4.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-45K
- 13.95%
$26.38 - $27.95 $1.19M - $1.26M
278K $7.58M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-9.09K
- 21.14%
$107.66 - $112.36 $979K - $1.02M
33.9K $3.78M
HYG
Ishares Tr

ETFs
-11.6K
- 28.61%
$79.85 - $81.32 $927K - $945K
29K $2.35M
TGT
Target Corp

Consumer Defensive
-7.61K
- 29.82%
$86.56 - $107.43 $658K - $817K
17.9K $1.61M
VCIT
Vanguard Intermediate Term Cor

ETFs
-10.7K
- 35.49%
$81.75 - $84.54 $874K - $903K
19.4K $1.63M
DIS
Walt Disney CO

Communication Services
-5.07K
- 21.16%
$112.25 - $124.0 $569K - $629K
18.9K $2.16M
MSFT
Microsoft Corp

Technology
-3.57K
- 6.85%
$491.09 - $535.64 $1.75M - $1.91M
48.6K $25.2M
IBM
International Business Machines Corp

Technology
-2.1K
- 14.39%
$234.77 - $292.47 $493K - $615K
12.5K $3.53M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.3K
- 37.44%
$55.61 - $57.37 $741K - $765K
22.3K $1.27M
AMGN
Amgen Inc

Healthcare
-2.69K
- 24.12%
$271.18 - $309.22 $729K - $831K
8.46K $2.39M
ABT
Abbott Laboratories

Healthcare
-4.36K
- 17.96%
$120.51 - $136.62 $526K - $596K
19.9K $2.67M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.85K
- 14.93%
$265.78 - $299.3 $492K - $554K
10.5K $2.88M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6K
- 25.29%
$108.46 - $120.63 $650K - $723K
17.7K $2.11M
MRK
Merck & Co., Inc.

Healthcare
-7.6K
- 20.29%
$77.6 - $87.37 $589K - $664K
29.8K $2.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.07K
- 2.97%
$211.65 - $238.24 $438K - $493K
67.8K $14.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.76K
- 23.65%
$117.65 - $120.08 $442K - $451K
12.1K $1.45M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.39K
- 26.09%
$60.9 - $70.75 $328K - $381K
15.3K $952K
IEF
Ishares Barclays

ETFs
-4.53K
- 21.43%
$93.91 - $97.26 $426K - $441K
16.6K $1.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.6K
- 23.71%
$291.67 - $316.99 $467K - $508K
5.16K $1.57M
SAP
Sap Se

Technology
-381
- 4.64%
$252.42 - $311.93 $96.2K - $119K
7.83K $2.09M
PEP
Pepsico Inc

Consumer Defensive
-4.86K
- 14.7%
$133.81 - $152.16 $650K - $739K
28.2K $3.96M
UBER
Uber Technologies, Inc

Technology
-6.62K
- 12.32%
$86.91 - $99.57 $576K - $660K
47.2K $4.62M
PFE
Pfizer Inc

Healthcare
-19.1K
- 24.83%
$23.29 - $25.88 $446K - $495K
57.9K $1.48M
BAC
Bank Of America Corp

Financial Services
-13.9K
- 17.4%
$44.92 - $52.42 $625K - $729K
66K $3.41M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-5K
- 26.56%
$82.96 - $95.7 $415K - $479K
13.8K $1.24M
NFLX
Netflix Inc

Communication Services
-108
- 7.06%
$1147.87 - $1297.18 $124K - $140K
1.42K $1.7M
VZ
Verizon Communications Inc

Communication Services
-7.71K
- 34.6%
$40.84 - $45.06 $315K - $347K
14.6K $640K
PM
Philip Morris International Inc.

Consumer Defensive
-818
- 10.3%
$157.77 - $183.27 $129K - $150K
7.12K $1.16M
CMCSA
Comcast Corp

Communication Services
-6.63K
- 33.99%
$31.41 - $36.33 $208K - $241K
12.9K $404K
LMT
Lockheed Martin Corp

Industrials
-852
- 20.12%
$410.74 - $499.21 $350K - $425K
3.38K $1.69M
BMY
Bristol Myers Squibb CO

Healthcare
-4.68K
- 15.4%
$43.31 - $48.98 $203K - $229K
25.7K $1.16M
HSY
Hershey CO

Consumer Defensive
-3.96K
- 16.59%
$161.95 - $193.45 $641K - $766K
19.9K $3.72M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.05K
- 16.57%
$62.09 - $66.51 $314K - $336K
25.5K $1.66M
UL
Unilever PLC

Consumer Defensive
-2.94K
- 12.82%
$58.43 - $65.01 $172K - $191K
20K $1.18M
ACN
Accenture PLC

Technology
-227
- 7.46%
$232.56 - $304.78 $52.8K - $69.2K
2.82K $694K
SPY
Spdr S&P 500 ETF Trust

ETFs
-406
- 31.72%
$617.65 - $666.84 $251K - $271K
874 $582K
FDX
Fedex Corp

Industrials
-1.08K
- 17.96%
$217.1 - $243.2 $234K - $262K
4.92K $1.16M
GILD
Gilead Sciences, Inc.

Healthcare
-1.75K
- 20.58%
$108.22 - $120.47 $189K - $210K
6.74K $748K
CVX
Chevron Corp

Energy
-1.81K
- 23.97%
$145.57 - $161.83 $263K - $293K
5.74K $891K
KO
Coca Cola CO

Consumer Defensive
-1.96K
- 18.27%
$65.67 - $71.67 $129K - $141K
8.77K $581K
TXN
Texas Instruments Inc

Technology
-895
- 21.21%
N/A
3.33K $647K
ADI
Analog Devices Inc

Technology
-802
- 21.79%
$220.68 - $255.63 $177K - $205K
2.88K $707K
MDT
Medtronic PLC

Healthcare
-2.83K
- 21.88%
$87.67 - $95.74 $248K - $271K
10.1K $963K
BDX
Becton Dickinson & CO

Healthcare
-1.45K
- 19.35%
$172.41 - $199.66 $250K - $290K
6.04K $1.13M
SO
Southern CO

Utilities
-1.93K
- 21.99%
$90.83 - $96.0 $175K - $185K
6.85K $649K
KMB
Kimberly Clark Corp

Consumer Defensive
-961
- 12.9%
$121.72 - $136.77 $117K - $131K
6.49K $806K
HD
Home Depot, Inc.

Consumer Cyclical
-1.04K
- 14.89%
$357.4 - $423.42 $370K - $438K
5.92K $2.4M
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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