Seven Mile Advisory Portfolio Holdings

Seven Mile Advisory

  • $157 Billion
  • Q4 2024

Seven Mile Advisory has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $19B, Nvidia Corp with a value of $15.6B, Apple Inc. with a value of $10.7B, Amazon Com Inc with a value of $7.09B, and Microsoft Corp with a value of $6.85B.

Examining the 13F form we can see an increase of $5.62B in the current position value, from $151B to 157B.

Seven Mile Advisory is based out at Ewing, NJ

Below you can find more details about Seven Mile Advisory portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $56.5 Billion
Technology: $44.6 Billion
Financial Services: $13 Billion
Communication Services: $12.7 Billion
Consumer Cyclical: $11.9 Billion
Healthcare: $7.98 Billion
Consumer Defensive: $4.97 Billion
Energy: $1.9 Billion
Other: $1.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Billion 12.13% of portfolio
32,443
Q4 2024 Reduced 1.03%
$335B
$15.6 Billion 9.94% of portfolio
116,022
Q4 2024 Added 1.52%
$3.95T
$10.7 Billion 6.8% of portfolio
42,584
Q4 2024 Added 18.62%
$2.21T
$7.09 Billion 4.52% of portfolio
32,331
Q4 2024 Added 19.44%
$3.04T
$6.85 Billion 4.37% of portfolio
16,258
Q4 2024 Added 9.68%
$0
$6.51 Billion 4.15% of portfolio
12,074
Q4 2024 Added 6.74%
$0
$3.82 Billion 2.44% of portfolio
150,530
Q4 2024 Reduced 8.56%
$1.54T
$3.02 Billion 1.93% of portfolio
5,162
Q4 2024 Added 11.93%
$1.11T
$3 Billion 1.91% of portfolio
15,732
Q4 2024 Added 14.98%
$1.07T
$2.96 Billion 1.89% of portfolio
15,622
Q4 2024 Added 26.34%
$0
$2.58 Billion 1.64% of portfolio
44,274
Q4 2024 Reduced 17.91%
$0
$2.5 Billion 1.59% of portfolio
6,218
Q4 2024 Added 4.15%
$0
$2.48 Billion 1.58% of portfolio
30,913
Q4 2024 Reduced 19.28%
$775B
$2.05 Billion 1.31% of portfolio
8,568
Q4 2024 Added 1.78%
$88.6B
$1.8 Billion 1.15% of portfolio
7,746
Q4 2024 Added 11.81%
$1.07T
$1.67 Billion 1.07% of portfolio
4,137
Q4 2024 Added 17.1%
$0
$1.46 Billion 0.93% of portfolio
7,911
Q2 2024 Reduced 0.38%
$0
$1.43 Billion 0.91% of portfolio
28,006
Q4 2024 Added 0.16%
$532B
$1.36 Billion 0.87% of portfolio
2,581
Q4 2024 Added 8.77%
$0
$1.33 Billion 0.85% of portfolio
9,306
Q2 2023 New
$0
$1.31 Billion 0.84% of portfolio
27,400
Q4 2024 Added 0.73%
$0
$1.26 Billion 0.81% of portfolio
17,581
Q4 2024 Reduced 15.6%
$257B
$1.16 Billion 0.74% of portfolio
12,882
Q4 2024 Added 9.71%
$623B
$1.15 Billion 0.73% of portfolio
2,534
Q4 2024 Added 16.08%
$458B
$1.11 Billion 0.71% of portfolio
1,215
Q4 2024 Added 0.16%
$830B
$1.04 Billion 0.66% of portfolio
1,350
Q4 2024 Added 3.93%
$446B
$955 Million 0.61% of portfolio
1,072
Q4 2024 Added 0.66%
$452B
$963 Million 0.61% of portfolio
5,777
Q4 2024 Added 32.38%
$436B
$801 Million 0.51% of portfolio
1,583
Q4 2024 Reduced 15.66%
$0
$729 Million 0.47% of portfolio
3,300
Q2 2023 New
-
$719 Million 0.46% of portfolio
-
Q1 2024 Added 4.67%
$431B
$681 Million 0.43% of portfolio
1
Q2 2023 New
$221B
$666 Million 0.42% of portfolio
2,243
Q4 2024 Added 19.06%
$224B
$666 Million 0.42% of portfolio
2,296
Q4 2024 Added 7.84%
$0
$658 Million 0.42% of portfolio
14,943
Q4 2024 Reduced 10.26%
$0
$656 Million 0.42% of portfolio
6,464
Q3 2024 Reduced 7.93%
$403B
$655 Million 0.42% of portfolio
3,908
Q4 2024 Added 2.87%
$360B
$651 Million 0.42% of portfolio
14,811
Q4 2024 Added 16.56%
$394B
$648 Million 0.41% of portfolio
1,667
Q4 2024 Added 24.22%
$160B
$646 Million 0.41% of portfolio
17,206
Q4 2024 Reduced 1.7%
$0
$622 Million 0.4% of portfolio
9,559
Q4 2024 Added 0.27%
$424B
$630 Million 0.4% of portfolio
4,357
Q4 2024 Reduced 25.42%
$117B
$631 Million 0.4% of portfolio
1,411
Q4 2024 Added 25.65%
$0
$613 Million 0.39% of portfolio
1,041
Q3 2023 New
$159B
$612 Million 0.39% of portfolio
973
Q4 2024 Reduced 8.47%
$0
$601 Million 0.38% of portfolio
3,151
Q1 2024 Reduced 0.32%
$310B
$589 Million 0.38% of portfolio
1,762
Q4 2024 Added 2.26%
$230B
$580 Million 0.37% of portfolio
1,650
Q4 2024 Reduced 1.73%
$227B
$583 Million 0.37% of portfolio
5,859
Q4 2024 Added 19.38%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $157 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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