Seven Mile Advisory Purchases in Q3 2025

Seven Mile Advisory

  • $619 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
996
+ 22.45%
$293.94 - $444.72 $293K - $443K
5.43K $2.42B
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
43.3K
New
$21.84 - $22.63 $946K - $980K
43.3K $973M
VLUE
Ishares Msci Usa Value Factor

ETFs
7.62K
New
$111.55 - $125.05 $850K - $952K
7.62K $952M
ORCL
Oracle Corp

Technology
1.96K
+ 32.62%
$218.96 - $328.33 $428K - $642K
7.95K $2.24B
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.93K
New
$135.0 - $146.02 $800K - $866K
5.93K $864M
APP
App Lovin Corp

Technology
1.15K
New
$335.1 - $718.54 $386K - $828K
1.15K $828M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.51K
+ 60.14%
$459.11 - $506.91 $692K - $764K
4.01K $2.02B
VUG
Vanguard Growth ETF

ETFs
1.41K
+ 208.77%
$433.97 - $484.08 $610K - $680K
2.08K $997M
ABBV
Abb Vie Inc.

Healthcare
2.36K
+ 72.0%
$184.85 - $231.54 $437K - $547K
5.65K $1.31B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.4K
+ 76.41%
$49.43 - $54.52 $565K - $623K
26.4K $1.43B
V
Visa Inc.

Financial Services
1.92K
+ 40.0%
$332.09 - $358.86 $637K - $688K
6.71K $2.29B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.76K
+ 67.27%
$72.57 - $74.72 $563K - $580K
19.3K $1.43B
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
34.6K
New
$15.6 - $16.63 $539K - $575K
34.6K $574M
MA
Mastercard Inc

Financial Services
969
+ 36.94%
$550.18 - $598.96 $533K - $580K
3.59K $2.04B
JMM
Nuveen Multi Market Income Fund

Financial Services
88.7K
New
$6.22 - $6.45 $552K - $572K
88.7K $558M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
42.5K
New
$12.46 - $13.22 $529K - $562K
42.5K $553M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 0.16%
$567.77 - $614.76 $10.8K - $11.7K
12.2K $7.46B
XOM
Exxon Mobil Corp

Energy
4.5K
+ 89.68%
$105.83 - $117.22 $476K - $527K
9.52K $1.07B
TSI
Tcw Strategic Income Fund Inc

Financial Services
108K
New
$4.86 - $5.04 $523K - $543K
108K $530M
WMT
Walmart Inc.

Consumer Defensive
4.28K
+ 31.69%
$94.4 - $104.27 $404K - $446K
17.8K $1.83B
HD
Home Depot, Inc.

Consumer Cyclical
974
+ 57.91%
$357.4 - $423.42 $348K - $412K
2.66K $1.08B
KLAC
Kla Corp

Technology
412
New
$843.9 - $1078.6 $348K - $444K
412 $444M
VGT
Vanguard Information Technolog

ETFs
582
New
$656.44 - $753.15 $382K - $438K
582 $434M
HOOD
Robinhood Markets, Inc.

Technology
2.82K
New
$91.27 - $143.18 $257K - $403K
2.82K $403M
NEM
Newmont Corp

Basic Materials
4.76K
New
$57.35 - $85.25 $273K - $405K
4.76K $401M
BK
Bank Of New York Mellon Corp

Financial Services
3.65K
New
$90.65 - $109.75 $331K - $400K
3.65K $397M
CVX
Chevron Corp

Energy
2.43K
+ 152.35%
$145.57 - $161.83 $354K - $394K
4.03K $626M
WULF
Terawulf Inc.

Financial Services
6
+ 0.01%
$4.63 - $11.7 $27.8 - $70.2
56K $639M
BAC
Bank Of America Corp

Financial Services
5.66K
+ 40.53%
$44.92 - $52.42 $254K - $297K
19.6K $1.01B
IBM
International Business Machines Corp

Technology
1.33K
+ 74.23%
$234.77 - $292.47 $311K - $388K
3.11K $877M
INTC
Intel Corp

Technology
10.3K
New
$19.31 - $35.5 $200K - $367K
10.3K $347M
Lam Research Corp Com New
1.63K
+ 46.28%
N/A
5.15K $689M
SCHW
Schwab Charles Corp

Financial Services
3.62K
New
$91.03 - $98.69 $330K - $357K
3.62K $346M
CAT
Caterpillar Inc

Industrials
624
+ 120.0%
$390.92 - $477.15 $244K - $298K
1.14K $546M
GDL
Gdl Fund

Financial Services
39.5K
New
$8.21 - $8.62 $324K - $340K
39.5K $338M
IWF
Ishares Russell 1000 Gr ETF

ETFs
165
+ 2.8%
$420.11 - $472.68 $69.3K - $78K
6.05K $2.83B
KTF
Dws Municipal Income Trust

Financial Services
36.2K
New
$8.51 - $9.29 $308K - $336K
36.2K $332M
UNP
Union Pacific Corp

Industrials
1.37K
New
$214.91 - $237.16 $294K - $324K
1.37K $323M
Te Connectivity PLC Ord Shs
1.41K
New
N/A
1.41K $310M
PLTR
Palantir Technologies Inc.

Technology
947
+ 32.41%
$130.68 - $186.97 $124K - $177K
3.87K $706M
TRV
Travelers Companies, Inc.

Financial Services
1.09K
New
$250.62 - $279.43 $274K - $306K
1.09K $306M
KR
Kroger CO

Consumer Defensive
4.49K
New
$64.52 - $74.35 $290K - $334K
4.49K $303M
HYG
Ishares Tr

ETFs
3.65K
New
$79.85 - $81.32 $292K - $297K
3.65K $297M
CVS
Cvs Health Corp

Healthcare
3.91K
New
$58.75 - $76.5 $230K - $299K
3.91K $295M
LLY
Eli Lilly & CO

Healthcare
416
+ 29.65%
$625.65 - $812.69 $260K - $338K
1.82K $1.39B
LNG
Cheniere Energy, Inc.

Energy
1.24K
New
$222.68 - $244.28 $275K - $302K
1.24K $290M
AXP
American Express CO

Financial Services
776
+ 33.95%
$294.27 - $342.31 $228K - $266K
3.06K $1.02B
GS
Goldman Sachs Group Inc

Financial Services
273
+ 37.09%
$696.56 - $806.32 $190K - $220K
1.01K $803M
URI
United Rentals, Inc.

Industrials
294
New
$774.14 - $975.23 $228K - $287K
294 $281M
Activity Summary
Buys All Purchases 262 New Holdings 126 Increased Positions 136 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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