Seven Mile Advisory Incresed Positions 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
TSLA
Tesla, Inc.

Consumer Cyclical
976
+ 38.17%
$191.76 - $263.26 $187K - $257K
3.53K $924M
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
MSFT
Microsoft Corp

Technology
1.23K
+ 9.04%
$395.15 - $467.56 $486K - $575K
14.8K $6.38B
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
AVGO
Broadcom Inc.

Technology
6.31K
+ 1028.34%
$136.27 - $1745.86 $860K - $11M
6.93K $1.2B
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
KO
Coca Cola CO

Consumer Defensive
1.22K
+ 30.24%
$62.69 - $73.01 $76.4K - $89K
5.25K $377M
SPOT
Spotify Technology S.A.

Communication Services
176
+ 18.59%
$290.16 - $384.01 $51.1K - $67.6K
1.12K $414M
GOOG
Alphabet Inc.

Communication Services
1.81K
+ 15.26%
$149.54 - $192.66 $271K - $349K
13.7K $2.29B
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 6.5%
$801.83 - $917.05 $59.3K - $67.9K
1.21K $1.07B
SHOP
Shopify Inc.

Technology
530
+ 11.98%
$52.26 - $80.75 $27.7K - $42.8K
4.95K $397M
NOW
Service Now, Inc.

Technology
75
+ 21.93%
$730.87 - $937.36 $54.8K - $70.3K
417 $373M
AXP
American Express CO

Financial Services
124
+ 7.05%
$225.92 - $271.17 $28K - $33.6K
1.88K $511M
CRM
Salesforce, Inc.

Technology
278
+ 19.24%
$238.42 - $276.53 $66.3K - $76.9K
1.72K $472M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 3.55%
$333.64 - $405.2 $15.3K - $18.6K
1.34K $544M
TXN
Texas Instruments Inc

Technology
326
+ 13.47%
$194.6 - $194.6 $63.4K - $63.4K
2.75K $567M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
615
+ 3.84%
$41.9 - $48.26 $25.8K - $29.7K
16.7K $797M
CSCO
Cisco Systems, Inc.

Technology
1.14K
+ 20.88%
$44.74 - $53.22 $51K - $60.6K
6.59K $351M
Linde PLC Shs
126
+ 17.92%
N/A
829 $395M
CMCSA
Comcast Corp

Communication Services
826
+ 4.95%
$37.33 - $41.78 $30.8K - $34.5K
17.5K $731M
PEP
Pepsico Inc

Consumer Defensive
356
+ 16.49%
$161.9 - $179.3 $57.6K - $63.8K
2.52K $428M
SAP
Sap Se

Technology
39
+ 1.81%
$197.21 - $231.0 $7.69K - $9.01K
2.19K $503M
ISRG
Intuitive Surgical Inc

Healthcare
74
+ 11.33%
$416.14 - $494.01 $30.8K - $36.6K
727 $357M
NVS
Novartis Ag

Healthcare
281
+ 7.51%
$106.13 - $120.89 $29.8K - $34K
4.02K $463M
VZ
Verizon Communications Inc

Communication Services
745
+ 9.52%
$38.89 - $45.0 $29K - $33.5K
8.57K $385M
PM
Philip Morris International Inc.

Consumer Defensive
101
+ 4.19%
$101.25 - $127.45 $10.2K - $12.9K
2.51K $305M
UL
Unilever PLC

Consumer Defensive
240
+ 5.36%
$54.7 - $65.59 $13.1K - $15.7K
4.72K $307M
PG
Procter & Gamble CO

Consumer Defensive
166
+ 4.57%
$160.76 - $177.82 $26.7K - $29.5K
3.8K $658M
AZN
Astrazeneca PLC

Healthcare
751
+ 21.95%
$76.67 - $87.62 $57.6K - $65.8K
4.17K $325M
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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