Seven Mile Advisory Purchases in Q3 2024

Seven Mile Advisory

  • $151 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.93K
+ 19.79%
$207.23 - $234.82 $1.23M - $1.39M
35.9K $8.36B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.46K
+ 4.66%
$517.38 - $573.86 $755K - $837K
32.8K $18.8B
DFAE
Dimensional ETF Tr

ETFs
17.3K
+ 11.78%
$24.46 - $27.82 $424K - $482K
165K $4.51B
META
Meta Platforms, Inc.

Communication Services
538
+ 13.21%
$453.41 - $572.44 $244K - $308K
4.61K $2.64B
VEA
Vanguard Ftse Developed Market

ETFs
7.01K
+ 34.68%
$47.6 - $53.31 $333K - $373K
27.2K $1.44B
AMZN
Amazon Com Inc

Consumer Cyclical
3.19K
+ 13.34%
$161.02 - $200.0 $513K - $637K
27.1K $5.04B
VB
Vanguard Small Cap ETF

ETFs
1.77K
New
$214.77 - $237.72 $380K - $420K
1.77K $419M
TSLA
Tesla, Inc.

Consumer Cyclical
976
+ 38.17%
$191.76 - $263.26 $187K - $257K
3.53K $924M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
687
New
$523.84 - $572.02 $360K - $393K
687 $391M
JPM
Jpmorgan Chase & CO

Financial Services
1.43K
+ 20.45%
$194.9 - $224.8 $279K - $321K
8.42K $1.77B
VCIT
Vanguard Intermediate Term Cor

ETFs
2.1K
+ 5.79%
$79.29 - $84.02 $166K - $176K
38.3K $3.21B
Lam Research Corp Com New
383
New
N/A
383 $313M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
734
New
$386.81 - $423.12 $284K - $311K
734 $310M
MSFT
Microsoft Corp

Technology
1.23K
+ 9.04%
$395.15 - $467.56 $486K - $575K
14.8K $6.38B
BKNG
Booking Holdings Inc.

Consumer Cyclical
62
New
$3305.62 - $4268.05 $205K - $265K
62 $261M
VUG
Vanguard Growth ETF

ETFs
663
New
$341.08 - $391.94 $226K - $260K
663 $255M
BSX
Boston Scientific Corp

Healthcare
3.02K
New
$72.96 - $84.0 $220K - $253K
3.02K $253M
LOW
Lowes Companies Inc

Consumer Cyclical
928
New
$213.3 - $270.78 $198K - $251K
928 $251M
JNJ
Johnson & Johnson

Healthcare
1K
+ 20.68%
$145.48 - $167.38 $146K - $168K
5.84K $947M
PGR
Progressive Corp

Financial Services
932
New
$209.46 - $259.24 $195K - $242K
932 $237M
BHP
Bhp Group LTD

Basic Materials
3.75K
New
$51.32 - $62.11 $193K - $233K
3.75K $233M
VTV
Vanguard Value ETF

ETFs
1.31K
New
$159.75 - $174.57 $208K - $228K
1.31K $228M
VGSH
Vanguard

ETFs
2.86K
+ 5.6%
$57.74 - $59.13 $165K - $169K
53.9K $3.18B
UNH
Unitedhealth Group Inc

Healthcare
151
+ 8.75%
$488.01 - $604.18 $73.7K - $91.2K
1.88K $1.1B
ALC
Alcon Inc

Healthcare
2.17K
New
$88.07 - $100.79 $191K - $219K
2.17K $217M
TJX
Tjx Companies Inc

Consumer Cyclical
1.85K
New
$107.93 - $120.23 $199K - $222K
1.85K $217M
SPGI
S&P Global Inc.

Financial Services
410
New
$446.32 - $527.38 $183K - $216K
410 $212M
AVGO
Broadcom Inc.

Technology
6.31K
+ 1028.34%
$136.27 - $1745.86 $860K - $11M
6.93K $1.2B
GE
General Electric CO

Industrials
1.1K
New
$156.66 - $189.66 $172K - $208K
1.1K $207M
RELX
Relx PLC

Communication Services
4.33K
New
$44.1 - $48.86 $191K - $212K
4.33K $205M
MDT
Medtronic PLC

Healthcare
2.26K
New
$76.84 - $91.03 $174K - $206K
2.26K $203M
IBM
International Business Machines Corp

Technology
918
New
$175.1 - $223.38 $161K - $205K
918 $203M
AFL
Aflac Inc

Financial Services
1.8K
New
$88.52 - $111.8 $160K - $202K
1.8K $202M
BK
Bank Of New York Mellon Corp

Financial Services
2.8K
New
$59.54 - $72.17 $167K - $202K
2.8K $201M
MELI
Mercadolibre Inc

Consumer Cyclical
98
New
$1591.44 - $2140.1 $156K - $210K
98 $201M
PFE
Pfizer Inc

Healthcare
6.94K
New
$27.7 - $31.39 $192K - $218K
6.94K $201M
WMT
Walmart Inc.

Consumer Defensive
447
+ 3.96%
$66.91 - $81.4 $29.9K - $36.4K
11.7K $948M
ORCL
Oracle Corp

Technology
387
+ 9.73%
$125.9 - $170.35 $48.7K - $65.9K
4.36K $744M
BAC
Bank Of America Corp

Financial Services
4.58K
+ 56.32%
$36.65 - $44.13 $168K - $202K
12.7K $504M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
136
+ 6.64%
$405.19 - $478.57 $55.1K - $65.1K
2.18K $1B
MA
Mastercard Inc

Financial Services
97
+ 4.26%
$429.6 - $500.99 $41.7K - $48.6K
2.37K $1.17B
ABBV
Abb Vie Inc.

Healthcare
522
+ 24.25%
$163.84 - $199.33 $85.5K - $104K
2.68K $528M
GOOGL
Alphabet Inc.

Communication Services
1.95K
+ 18.73%
$148.65 - $191.18 $290K - $373K
12.4K $2.05B
MCD
Mcdonalds Corp

Consumer Cyclical
146
+ 7.36%
$245.82 - $304.51 $35.9K - $44.5K
2.13K $648M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.04K
+ 5.25%
$71.45 - $75.64 $74.3K - $78.7K
20.8K $1.56B
V
Visa Inc.

Financial Services
301
+ 7.46%
$253.74 - $291.56 $76.4K - $87.8K
4.34K $1.19B
NEE
Nextera Energy Inc

Utilities
647
+ 11.77%
$69.9 - $84.97 $45.2K - $55K
6.14K $519M
ACN
Accenture PLC

Technology
135
+ 8.74%
$295.44 - $355.81 $39.9K - $48K
1.68K $593M
LLY
Eli Lilly & CO

Healthcare
163
+ 14.35%
$772.14 - $960.02 $126K - $156K
1.3K $1.15B
Activity Summary
Buys All Purchases 124 New Holdings 25 Increased Positions 99 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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