Seven Bridge Financial Group, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $496 Million distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.2M, Microsoft Corp with a value of $24.1M, Alphabet Inc. with a value of $18.5M, Amazon Com Inc with a value of $15.6M, and Ishares Barclays 1 3 Year Trea with a value of $12.6M.
Examining the 13F form we can see an decrease of $55.6M in the current position value, from $552M to 496M.
Below you can find more details about Seven Bridge Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$496 Million
Technology: $118 Million
ETFs: $91.2 Million
Healthcare: $49.7 Million
Consumer Defensive: $43.1 Million
Financial Services: $42 Million
Industrials: $40.6 Million
Communication Services: $39.1 Million
Consumer Cyclical: $25.9 Million
Other: $46.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
