Seven Bridge Financial Group, LLC Portfolio Holdings

Seven Bridge Financial Group, LLC

  • $496 Million
  • Q4 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$829M
$40,000 0.01% of portfolio
10,000
Q4 2024 New
$1.23B
$66,000 0.01% of portfolio
37,000
Q3 2024 Added 54.17%
$339M
$22,000 0.0% of portfolio
39,421
Q2 2024 Added 25.46%

Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $496 Million
  • Prior Value $552 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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